（文章来源：证券日报） 证券日报网讯 10月13日晚间，云鼎科技发布公告称，同意选举刘莉女士为公司第十一届董事会职工董 事。 ...

云鼎科技股份有限公司 关于职工董事离任暨选举职工董事的公告 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。 一、关于职工董事离任的情况 云鼎科技股份有限公司（"公司"）于近日收到公司职工董事于清先生的书 面辞职报告。于清先生因退休原因申请辞去公司职工董事职务，离任后不再担任 公司及控股子公司的任何职务。 于清先生原定任期至公司第十一届董事会任期届满，根据《中华人民共和国 公司法》（"《公司法》"）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律法规和《云鼎科技股份有限公司章程》 （"《公司章程》"）的相关规定，于清先生的辞职不会导致公司董事会成员低 证券代码：000409 证券简称：云鼎科技 公告编号：2025-045 2025 年 10 月 13 日，公司召开第一届二次职工代表大会，经与会职工代表 审议，同意选举刘莉女士（简历详见附件）为公司第十一届董事会职工董事，任 期自本次职工代表大会审议通过之日起至第十一届董事会届满之日止。 刘莉女士符合《公司法》《深圳证券交易所上市公司自律监管指引第 1 号— —主板上市公司规范运作》《 ...

Core Insights - The successful implementation of the intelligent optimization project for the methanol distillation unit at Shaanxi Future Energy Yulin Chemical Company marks a significant advancement in the integration of AI in the chemical industry, achieving "zero human operation" and reduced energy consumption [2][8] - The project serves as a pioneering example of AI application in the coal-to-methanol sector, providing a replicable model for technological transformation in the industry [2][8] Group 1: Technology and Innovation - The methanol distillation unit employs a common "five-tower three-effect process" and addresses three major production challenges: high energy consumption, sensitivity of product quality, and frequent operational fluctuations [3] - The "Methanol Distillation Process Intelligent Optimization System" combines AI models with Advanced Process Control (APC) to enhance product quality prediction and optimize steam usage, significantly reducing energy consumption [3][4] Group 2: Operational Efficiency - The intelligent system operates on a "data-driven + intelligent control" logic, optimizing the entire production process through a four-step closed-loop approach, which includes data collection, model training, optimal parameter generation, and closed-loop control [4] - The system has achieved "zero human operation," reducing reliance on skilled operators and enhancing the stability of the distillation unit, leading to improved production continuity and overall operational efficiency [7] Group 3: Environmental and Economic Benefits - The implementation of the system has resulted in a 2% reduction in steam consumption per ton of methanol, translating to an annual cost saving of 2 million yuan, and a decrease in wastewater methanol content by 0.15 percentage points, allowing for the recovery of over 200 tons of methanol annually [6] - The product purity has stabilized above 99.95%, with an estimated additional economic benefit of 400,000 yuan from the recovered methanol, further enhancing market competitiveness [7] Group 4: Industry Impact and Future Directions - The successful deployment of the system sets a benchmark for intelligent upgrades and process optimization in the coal-to-methanol industry, providing a clear path for other companies to overcome technological bottlenecks [8] - Continuous optimization of the methanol distillation model will guide the AI-enabled transformation of the chemical industry, promoting a standardized approach to intelligent upgrades across various processes [8]

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 15,153.32 points with a growth rate of 0.02% on October 9, 2023, driven by several stocks in the sector showing positive performance [1] Group 1: Stock Performance - Wanli Stone led the sector with a closing price of 37.47 CNY per share, marking a growth of 10.01% [1] - Filinger achieved a closing price of 40.66 CNY per share, with a growth of 5.31%, ranking second in the sector [1] - Ruitai Technology closed at 15.15 CNY per share, reflecting a growth of 2.85%, placing it third among renovation and building materials stocks [1] - ST Sitong led the decline with a closing price of 7.81 CNY per share, down by 3.46% [1] - Mengbaihe closed at 8.68 CNY per share, with a decline of 3.45%, ranking second in losses [1] - Senying Windows closed at 41.79 CNY per share, down by 2.84%, placing it third in the decline [1] Group 2: Market Outlook - According to China Galaxy Securities, the retail sales of building and decoration materials are expected to grow by 1.8% year-on-year from January to August 2025 [1] - The demand in the home decoration market is anticipated to improve gradually due to favorable weather and the ongoing implementation of the old-for-new policy [1] - Urban renewal initiatives are expected to further stimulate demand for renovation and repair, boosting consumption in the building materials market [1]

Investment Rating - The report upgrades the investment rating of the company to "Buy" from "Hold" [5] Core Viewpoints - The company is positioned as a leader in AI and coal industry, expanding its business into chemical and new energy sectors [1][3] - The market for coal intelligentization is projected to exceed 434.3 billion yuan by 2035, driven by increasing safety regulations and frequent coal mine accidents [2][49] - The company has established six major business lines, with intelligent mining and intelligent washing being the core revenue drivers [1][23] Summary by Relevant Sections Company Overview - The company, backed by state-owned Shan'neng Group, has undergone significant restructuring and now focuses on providing digital and intelligent solutions for the energy sector [16][19] - As of Q2 2025, Shan'neng Group holds a 35.20% stake in the company [1] Business Segments - The core product offerings include industrial internet platforms, intelligent mining products, intelligent washing solutions, smart power new energy solutions, and ERP implementation services [1][23] - Intelligent mining and washing accounted for 34.66% and 23.01% of total revenue in 2024, respectively [1][34] Financial Performance - The company achieved a revenue of 1.14 billion yuan in 2023, with a projected increase to 1.35 billion yuan in 2024, representing an 18.35% growth [4] - The net profit attributable to the parent company is expected to grow from 93 million yuan in 2024 to 154 million yuan by 2027, reflecting a compound annual growth rate of 20.75% [4] Market Potential - The intelligent mining market is expected to grow significantly, with the penetration rate of intelligent coal mines currently at 21.09% [2] - The company has strategic partnerships, including a core collaboration with Huawei to enhance digital solutions in the mining sector [3][49] Profitability and Growth Forecast - The company is projected to achieve net profits of 1.08 million yuan in 2025, increasing to 1.54 million yuan by 2027 [3] - The report highlights a strong growth trajectory, supported by the digital transformation trends within the energy sector [28]

Group 1 - The core viewpoint is that Yunding Technology is collaborating with Huawei to promote the application of AI technology in the energy sector [2] - The company is closely monitoring stock price fluctuations and aims to strengthen its operational management and core competitiveness [2] - Yunding Technology emphasizes its commitment to delivering solid performance to reward investor trust [2]

Core Viewpoint - Yunding Technology stated on September 24 that there is currently no collaboration with Moore Threads [1] Company Summary - Yunding Technology confirmed the absence of any partnership with Moore Threads on an interactive platform [1]

Core Viewpoint - Yunding Technology's stock has experienced fluctuations, with a year-to-date increase of 28.28% but a recent decline in the last five and twenty trading days [1] Group 1: Stock Performance - On September 23, Yunding Technology's stock price fell by 2.06%, reaching 11.43 yuan per share, with a trading volume of 44.07 million yuan and a turnover rate of 0.90% [1] - The company's market capitalization stands at 7.749 billion yuan [1] - Year-to-date, the stock has seen a 28.28% increase, but it has dropped 6.16% in the last five trading days and 12.75% in the last twenty days [1] Group 2: Financial Metrics - As of June 30, Yunding Technology reported a revenue of 639 million yuan for the first half of 2025, reflecting a year-on-year growth of 0.30% [2] - The net profit attributable to shareholders was 41.89 million yuan, showing a year-on-year decrease of 42.36% [2] - The company has not distributed any dividends in the last three years, with a total payout of 32.807 million yuan since its A-share listing [3] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.31% to 95,400, while the average circulating shares per person increased by 18.07% to 4,438 shares [2] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3] Group 4: Business Overview - Yunding Technology, established in 1993 and listed in 1996, operates in various sectors including iron ore mining, precious metal extraction, healthcare, and renewable energy [2] - The company's revenue composition includes 36.88% from industrial internet products, 26.37% from smart mining solutions, and 20.14% from ERP services [2] - The company is categorized under the computer-IT services industry and is involved in several concept sectors such as military-civilian integration and big data [2]

Group 1 - The company, Yunding Technology, expressed its commitment to actively seize opportunities and continuously expand its market share [2] - The market share will dynamically change in accordance with project progress and market fluctuations, with specific data to be disclosed in regular reports and temporary announcements [2]

Group 1 - The core viewpoint of the article highlights that YunDing Technology (000409) acknowledges that short-term fluctuations in the capital market are influenced by multiple factors [1] - The company focuses on providing comprehensive solutions for informationization, intelligence, and digital transformation to energy enterprises in coal, chemical, electric power, and new energy sectors [1] - YunDing Technology plans to continue deepening innovation, expanding its market, and enhancing its competitiveness in the future [1]