证券日报网讯2月24日，云鼎科技（000409）在互动平台回答投资者提问时表示，公司没有收购SpaceX 公司的相关计划。 ...

本公司及董事会全体成员保证本公告的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：000409 证券简称：云鼎科技 公告编号：2026-004 云鼎科技股份有限公司 关于 2023 年 A 股限制性股票激励计划首次授予部分第一个解除 限售期解除限售股份上市流通的提示性公告 特别提示： 1.公司 2023 年 A 股限制性股票激励计划首次授予部分第一个解除限售期解 除限售条件已经成就，符合解除限售条件的激励对象为 124 人，可解除限售的限 制性股票数量为 3,870,900 股，占公司目前总股本的 0.5709%。 2.本次解除限售的限制性股票的上市流通日为 2026 年 2 月 12 日。 云鼎科技股份有限公司（"公司"）于 2026 年 2 月 2 日召开第十一届董事 会第三十一次会议，审议通过了《关于 2023 年 A 股限制性股票激励计划首次授 予部分第一个解除限售期解除限售条件成就的议案》，根据《上市公司股权激励 管理办法》（"《管理办法》"）、《云鼎科技股份有限公司 2023 年 A 股限制 性股票激励计划（草案）》（"《激励计划》"）、《云鼎科技股份有限公司 2023 年 ...

山东航空执飞的厦门-克拉克全货机航线，在顺利完成前期试运营后，于2月3日起正式进入常态化运营阶段。据悉，该航线由波音737-800BCF全货机执 飞，每天一班。作为厦门空港通往"一带一路"共建国家的货运骨干线路，该航线不仅标志着厦门至克拉克航空物流通道的稳定运行，也为厦门国际航空货 运枢纽建设及货运网络拓展提供了有力支撑。 厦门克拉克出港以拼多多、希音、Lazada等平台的电商货物及闽南地区的特色轻工产品为主，克拉克厦门回程主要载运菲律宾达沃的榴莲等优质生鲜，未 来还将拓展海鲜等高价值进口品类，实现了"电商出海"与"生鲜回国"的精准对流。该航线不仅高效连接了闽南轻工品与菲律宾生鲜等特色产业商品，更通 过稳定的双向物流，构建起一个优势互补、高效循环的跨境供应链体系。 厦门-克拉克航线的常态化运营，不仅增强了厦门至东南亚地区的空中物流运力，也为区域经贸合作架设起一条高效、可靠的空中桥梁。未来，山航将紧 跟市场动态，持续加密全球货运航线，为厦门对外开放与全球产业融合提供坚实的航空保障。 （大众新闻记者 戚加绚 通讯员 刘慧娴 陈泽栩） ...

Group 1 - The core viewpoint is that China remains the world's largest coal consumer, with over half of its energy consumption coming from coal, and coal consumption is projected to reach 92.16 exajoules in 2024, a 1.4% increase year-on-year, accounting for 55.8% of global consumption [1] - The coal mining industry has undergone supply-side reforms since 2016, leading to the elimination of outdated production capacity, with the number of coal mines decreasing from 10,800 in 2015 to fewer than 4,300 by 2024, and average coal output per mine increasing from 340,000 tons per year to over 1.1 million tons [2] - The profitability of coal mining companies is expected to remain high from 2022 to 2024, which will drive capital expenditures in the coal sector and secure orders for companies involved in coal mine automation [2] Group 2 - The market for intelligent coal mining in China is projected to reach 586.8 billion yuan by 2024, with an expected compound annual growth rate of 15.74%, potentially growing to approximately 1.41 trillion yuan by 2030 [2] - The development of intelligent coal mining involves integrating modern technologies such as AI, IoT, cloud computing, big data, and robotics to create smart systems for various mining processes [2] - The number of specialized large models in the coal sector is increasing, with collaborations between major coal enterprises and IT companies to develop tailored solutions for the mining industry [3] Group 3 - Relevant companies in the coal sector include Yunding Technology, Beilu Zhikong, and Gongda Gaoke, which are involved in the development and application of intelligent mining technologies [4]

Investment Rating - The report rates the coal mining industry as "Outperforming the Market" [5] Core Insights - Coal remains a dominant energy source in China, with consumption expected to reach 92.16 exajoules in 2024, accounting for 55.8% of global consumption [1][24] - The industry has seen significant improvements in profitability due to the elimination of outdated production capacity, with the number of coal mines decreasing from 10,800 in 2015 to under 4,300 by 2024, and average output per mine increasing from 340,000 tons/year to over 1.1 million tons/year [1][24] - The market for coal mine intelligence is projected to reach 586.8 billion yuan by 2024, with a compound annual growth rate of 15.74% expected until 2030 [2] Summary by Sections 1. Policy Guidance and Smart Mining Development - The integration of AI and modern technologies into coal mining is essential for high-quality development, with policies being established to support this transition [10][15] - The government has set ambitious targets for smart mining, aiming for 60% of coal mining capacity to be intelligent by 2026 and 30% of mining faces to operate under smart conditions [15][19] 2. Investment in Fixed Assets and Safety - Coal companies are increasing fixed asset investments, focusing on smart upgrades to enhance safety and efficiency [24][25] - The profitability of coal enterprises has improved significantly, with capital expenditures closely linked to previous year's profits, ensuring a steady flow of orders for smart mining companies [31] 3. Market Potential and AI Integration - The smart mining market is expected to grow significantly, with the number of intelligent mining faces projected to reach 907 by 2024, indicating a penetration rate of approximately 21.09% [2][3] - AI applications in the coal sector are expanding, with various models being developed by major coal enterprises and IT companies [3] 4. Related Companies - Key companies in the sector include Yunding Technology, Beilu Zhikong, and Gongda Gaoke, which are leading the charge in smart mining technologies [4][9]

格隆汇2月4日丨云鼎科技(000409.SZ)在互动平台表示，公司积极推进人工智能技术与能源行业相关应 用场景的深度融合，已开发相关应用场景223类，涵盖矿山、油气、化工等多个行业领域，暂不涉及太 空资源开采场景。公司将持续关注各行业前沿动态，积极推动人工智能技术在更广阔场景中的探索与应 用。 ...

证券日报网讯 2月4日，云鼎科技在互动平台回答投资者提问时表示，公司管理层始终关注公司在资本 市场的表现，并重视与投资者的沟通交流。股价表现受到宏观经济、行业周期、市场偏好及公司自身发 展阶段等多重复杂因素共同影响。公司坚信，决定长期市值的核心基础是内在价值与持续盈利能力。公 司始终聚焦主业，为煤炭、化工、电力、新能源等能源行业客户提供数智化解决方案，打造了"智能矿 山、智能洗选、智慧电力新能源、智慧化工、数字平台"五元一体的产品服务体系。公司管理层致力于 通过稳健经营、技术创新等提升公司内在价值和核心竞争力，力争以更好的经营业绩回报投资者。 （文章来源：证券日报） ...

证券日报网讯2月4日，云鼎科技（000409）在互动平台回答投资者提问时表示，股价表现受到宏观经 济、行业周期、市场偏好及公司自身发展阶段等多重复杂因素共同影响。公司始终聚焦主业，为煤炭、 化工、电力、新能源等能源行业客户提供数智化解决方案，打造了"智能矿山、智能洗选、智慧电力新 能源、智慧化工、数字平台"五元一体的产品服务体系。公司管理层致力于通过稳健经营、技术创新等 提升公司内在价值和核心竞争力，力争以更好的经营业绩回报投资者。关于公司的具体业务属性和发展 规划，请以公司发布的定期报告和临时公告为准。 ...

证券日报网讯2月4日，云鼎科技（000409）在互动平台回答投资者提问时表示，公司业务主要专注于为 煤炭、化工、电力、新能源等能源行业客户提供数智化解决方案。2025年，公司开始布局非煤矿山业 务，成立非煤矿山突击队，正在积极拓展金属、非金属矿山的业务。目前已承接的黄金矿、铁矿等业务 项目金额较小，对公司经营业绩不构成重大影响。同时，公司一直持续关注包括6G在内的信息技术革 新，积极研究新技术在各产业场景的融合应用可能性。 ...

Core Viewpoint - Yunding Technology (000409.SZ) focuses on providing digital intelligence solutions for clients in the energy sectors, including coal, chemicals, electricity, and new energy [1] Group 1: Business Focus - The company is expanding its business into non-coal mining, having established a non-coal mining task force in 2025 [1] - Yunding Technology is actively exploring opportunities in metal and non-metal mining sectors [1] Group 2: Current Projects - The company has undertaken small-scale projects in gold and iron mining, which do not significantly impact its overall business performance [1] Group 3: Technological Innovation - Yunding Technology is continuously monitoring technological innovations, including 6G, and is researching the potential integration of new technologies across various industrial applications [1]