Group 1 - The core viewpoint of the news highlights the significant stock performance of Yunding Technology, which saw a 6.22% increase in its share price, reaching 13.15 yuan per share, with a trading volume of 578 million yuan and a turnover rate of 10.72%, resulting in a total market capitalization of 8.916 billion yuan [1] - Yunding Technology is based in Jinan, Shandong Province, and focuses on providing digital solutions for industries such as mining, chemicals, and power, encompassing technologies like industrial internet, smart equipment, cloud computing, and big data, aimed at industrial intelligent transformation [1] - The company holds multiple innovative products and 156 patented technologies in the fields of 5G, AI, and big data, with its business operations extending across various domestic and international regions [1] Group 2 - As of March 31, Yunding Technology had 112,600 shareholders, with an average of 3,759 circulating shares per shareholder [2] - For the first quarter of 2025, Yunding Technology reported a revenue of 309 million yuan, reflecting a year-on-year decrease of 20.55%, while the net profit attributable to shareholders was 31.465 million yuan, down 33.24% year-on-year [2]

资金流向方面，今日主力资金净流入7948.63万元，占比成交额13.76%。其中，超大单净流入5977.88万 元、占成交额10.35%，大单净流入1970.75万元、占成交额3.41%，中单净流出流出2020.90万元、占成 交额3.5%，小单净流出5927.73万元、占成交额10.27%。 来源：金融界 金融界消息 截至2025年7月31日收盘，云鼎科技（000409）报收于12.36元，上涨2.91%，换手率 11.11%，成交量47.05万手，成交金额5.77亿元。 云鼎科技最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比减少20.55%，归属净利 润3146.54万元，同比减少33.24%，扣非净利润3052.40万元，同比减少30.87%，流动比率2.612、速动比 率2.240、资产负债率31.84%。 天眼查商业履历信息显示，云鼎科技股份有限公司，成立于1993年，位于济南市，是一家以从事黑色金 属矿采选业为主的企业。企业注册资本67799.0505万人民币，实缴资本2211万人民币。公司法定代表人 为刘波。 通过天眼查大数据分析，云鼎科技股份有限公司共对外投资了5家企业 ...

Group 1 - The event "Shandong Good Brands" focused on the artificial intelligence industry in Jinan, showcasing the strength and vitality of local AI enterprises [1][3] - Four companies participated: Inspur Yunzhou, Zhongyang Health, Liyang Shenzhou, and Yunding Technology, sharing their innovations and industry upgrades [1][3] - Jinan has become a national pilot zone for AI innovation applications, with 62 large model companies and 120 large model products in research and use [4] Group 2 - Inspur Yunzhou has developed industrial models for five industries and 15 application scenarios, significantly reducing defect rates in synthetic leather production [3] - Zhongyang Health launched the first full-scenario healthcare large model, improving nursing documentation efficiency by 80% and diagnostic quality by 40% [3] - Liyang Shenzhou created the first domestic life service large model, aiding 353 million job placements and benefiting over 3 million families with intelligent health care [3][4] Group 3 - Yunding Technology introduced the world's first AI large model platform for the mining industry, optimizing operations and increasing annual revenue by approximately 4 million yuan [4] - The event highlighted the trend of AI empowering various industries, positioning Jinan as a new engine for regional economic growth [4]

云鼎科技（000409.SZ）7月30日在投资者互动平台表示，暂无相关合作。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否与宇树科技在合作研发煤矿用机器 人？ （文章来源：每日经济新闻） ...

云鼎科技（000409）在互动平台中表示，公司在大模型应用场景建设过程中，训练及推理均采用昇腾芯 片。 ...

资金流向方面，今日主力资金净流出1773.56万元，占比成交额6.13%。其中，超大单净流出896.37万 元、占成交额3.1%，大单净流出877.19万元、占成交额3.03%，中单净流出流入494.38万元、占成交额 1.71%，小单净流入1279.18万元、占成交额4.42%。 金融界消息 截至2025年7月29日收盘，云鼎科技（000409）报收于12.28元，上涨0.24%，换手率 5.61%，成交量23.73万手，成交金额2.89亿元。 云鼎科技最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比减少20.55%，归属净利 润3146.54万元，同比减少33.24%，扣非净利润3052.40万元，同比减少30.87%，流动比率2.612、速动比 率2.240、资产负债率31.84%。 通过天眼查大数据分析，云鼎科技股份有限公司共对外投资了5家企业，参与招投标项目330次，知识产 权方面有商标信息169条，专利信息111条，此外企业还拥有行政许可9个。 来源：金融界 天眼查商业履历信息显示，云鼎科技股份有限公司，成立于1993年，位于济南市，是一家以从事黑色金 属矿采选业为主的企业。 ...

Core Insights - The Huawei Pangu concept stock rose by 1.92%, ranking 6th in the concept sector, with 20 stocks increasing in value, including Yunding Technology and Fanwei Network reaching their daily limit [1] - The concept sector saw a net inflow of 854 million yuan, with 17 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [1] Market Performance - The top-performing concept sectors included: - China AI 50: +3.91% - ERP Concept: +3.35% - Huawei Pangu: +1.92% - The sectors with the largest declines included: - Low-E Glass: -3.55% - Silicon Energy: -2.85% - Coal Concept: -2.36% [1] Fund Flow Analysis - Yunding Technology led the net inflow with 251 million yuan, followed by Tuowei Information and Yidian Tianxia with 187 million yuan and 95 million yuan respectively [2] - The top three stocks by net inflow ratio were: - Yunding Technology: 28.63% - Fanwei Network: 17.44% - Cooltech Intelligent: 11.96% [2][3]

Core Insights - The ERP concept sector experienced a rise of 3.35%, ranking second among concept sectors, with 24 stocks increasing in value, including Dingjie Zhizhi which hit a 20% limit up [1] - Major gainers in the ERP sector included Yonyou Network, Han'de Information, and Yunding Technology, with respective increases of 9.98%, 8.98%, and 9.98% [2][3] Sector Performance - The ERP concept sector saw a net inflow of 1.711 billion yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] - Yonyou Network led the net inflow with 621.04 million yuan, followed by Han'de Information and Dingjie Zhizhi with 516.46 million yuan and 291.78 million yuan respectively [2][3] Stock Performance - The top stocks by net inflow ratio included Yunding Technology at 28.63%, Yonyou Network at 26.47%, and Han'de Information at 16.78% [3] - Other notable performers included Zhi Yuan Huli and Pu Lian Software, which saw increases of 10.85% and 10.82% respectively [1][4]

A股三大指数午后回升，截至收盘，沪指跌0.42%，深成指涨0.56%，创业板指涨1.73%，北证50指数跌1.15%，沪深京三市成交额16350 亿元，较上日放量1541亿元。两市超4000只个股下跌。 板块题材上，AI算力硬件股表现强势，房地产午后回暖，光伏、煤炭、电力板块回调。 盘面上，ERP概念午后拉升，鼎捷数智（300378）、云鼎科技（000409）、用友网络（600588）涨停封板。CPO板块全天高位震荡， 新易盛（300502）涨停封板，中际旭创（300308）、东田微（301183）、仕佳光子、天孚通信（300394）涨超10%。液冷服务器板块 表现强势，博汇股份（300839）、利欧股份（002131）涨停封板，方盛股份涨超10%。房地产、新型城镇化板块午后回暖，渝开发 （000514）涨停。光伏硅能源持续低迷，亚玛顿（002623）封跌停板。煤炭板块持续走低，大有能源（600403）跌超9%。电力板块调 整，拓日新能（002218）、华银电力（600744）封跌停板。 涨停天梯榜： 【5连板】 上纬新材。 【3连板】 达意隆（002209）、华宏科技（002645）、上海物贸（600822 ...

Summary of Yunding Technology Conference Call Company Overview - **Company**: Yunding Technology - **Industry**: Smart Energy, Artificial Intelligence, Chemical Industry, Power Industry Key Points and Arguments Strategic Focus and Market Expansion - Yunding Technology aims to enhance market competitiveness through integrated marketing, establishing a marketing center, and forming a sales team of over 100 people, focusing on the artificial intelligence sector and collaborating with major companies like Huawei and Tencent Cloud to build a marketing network [2][4] - The company is concentrating on the smart energy industry, leveraging new productivity and AI opportunities, and expanding into chemical and power sectors, particularly making progress in large models for the chemical industry [2][4] Financial Performance - In 2024, Yunding Technology achieved a revenue of 1.351 billion yuan and a net profit of 92.74 million yuan. In Q1 2025, the revenue was 309 million yuan with a net profit of 31.46 million yuan. The performance in 2025 has been affected by declining coal prices and project acceptance issues [4][12] Product Development and Innovation - The company is continuously optimizing its smart mining products, upgrading artificial positioning systems, and advancing ecological cooperation and domestic research and development, with discussions with Huawei for product development and certification [2][5][6] - Yunding Technology has developed over 160 application scenarios in the coal mining sector, despite the impact of coal prices on customer investment willingness [2][12] Marketing and Sales Strategy - In 2025, Yunding Technology established a marketing center to unify marketing resources and has seen success in new markets such as Ningxia, Guizhou, and Yunnan. The company is now directly engaging with major mining groups rather than individual coal mines [7][8] Economic Management and Cost Control - The company is focusing on cost reduction, improving cash flow, and exploring policy incentives to enhance operational efficiency. It aims for both organic growth and external acquisitions, with plans to amend company bylaws to address long-term non-dividend issues [6][16] Industry Insights and Competitive Landscape - The chemical industry is experiencing a push for information technology improvements, particularly in safety monitoring, supported by government funding. However, competition is fierce in safety-related information technology, while areas requiring higher technical expertise, such as process optimization, face less competition [9][11] Collaboration and Partnerships - Yunding Technology is closely collaborating with Huawei on industrial large model development, with a focus on the chemical industry. They have signed agreements for joint product development and are exploring the creation of an underground slicing network [3][14] International Expansion - The company is expanding its overseas business through partnerships with state-owned enterprises, participating in "Belt and Road" projects, and has completed a significant intelligent construction project in Inner Mongolia [15] Human Resources and Cash Flow Management - Yunding Technology plans to increase its workforce from 1,200 at the end of 2024 to over 1,300 by the end of 2025, primarily in marketing and new energy sectors. The company has improved its accounts receivable collection, with a recovery rate of approximately 60%-70% [16][17] Future Communication Plans - Yunding Technology will arrange opportunities for in-depth communication with investors following the release of its semi-annual report [18]