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。 ...

截至7月15日收盘，华为盘古概念上涨1.92%，位居概念板块涨幅第6，板块内，20股上涨，泛微网络、 云鼎科技等涨停，赛意信息、先进数通、易点天下等涨幅居前，分别上涨8.22%、4.46%、4.38%。跌幅 居前的有北信源、博彦科技、阳光诺和等，分别下跌2.29%、1.76%、1.61%。 能 | 603039 | 泛微网 | 10.00 | 2.14 | 5491.64 | 17.44 | | --- | --- | --- | --- | --- | --- | | | 络 | | | | | | 300541 | 先进数 | 4.46 | 21.93 | 4234.17 | 2.92 | | | 通 | | | | | | | 润达医 | | | | | | 603108 | 疗 | 3.43 | 6.02 | 3519.34 | 5.66 | | 300248 | 新开普 | 3.56 | 13.62 | 2929.67 | 3.33 | | 300182 | 捷成股 | 0.55 | 3.24 | 826.42 | 2.06 | | | 份 | | | | | | 300168 | 万达信 | -0 ...

截至7月15日收盘，ERP概念上涨3.35%，位居概念板块涨幅第2，板块内，24股上涨，鼎捷数智20%涨 停，云鼎科技、用友网络等涨停，致远互联、普联软件、汉得信息等涨幅居前，分别上涨10.85%、 10.82%、8.98%。跌幅居前的有长荣股份、浙商中拓、航天信息等，分别下跌1.88%、1.66%、1.31%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600588 | 用友网 络 | 9.98 | 4.94 | 62120.44 | 26.47 | | 300170 | 汉得信 息 | 8.98 | 17.98 | 51645.73 | 16.78 | | 300378 | 鼎捷数 智 | 20.00 | 16.45 | 29178.26 | 15.47 | | 000409 | 云鼎科 技 | 9.98 | 17.27 | 25102.91 | 28.63 | | 300687 | 赛意信 息 | 8.22 ...

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]

Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]

General Provisions - The rules are established to protect the legal rights of shareholders and regulate the operation of the company in accordance with relevant laws and regulations [1][2] - The company must ensure that shareholders can exercise their rights legally and that the board of directors fulfills its responsibilities diligently [1][2] Shareholder Meeting Regulations - The shareholder meeting has the authority to elect and replace directors, approve reports from the board, and decide on profit distribution plans [2][3] - Decisions regarding capital increases or decreases, bond issuance, mergers, and other significant corporate actions must be made by the shareholder meeting [2][3] - The company must seek shareholder approval for external guarantees exceeding certain thresholds related to net assets and total assets [4][5] Meeting Procedures - The company must hold an annual shareholder meeting within six months after the end of the previous fiscal year, with provisions for calling temporary meetings under specific circumstances [7][8] - Shareholders holding more than 10% of shares can request a temporary meeting, and the board must respond within ten days [8][9] - Legal opinions must be obtained to ensure compliance with laws and regulations regarding the meeting's procedures and outcomes [6][7] Proposals and Notifications - Shareholders holding at least 1% of shares can submit proposals ten days before the meeting, which must be included in the meeting notice [10][11] - The notice must provide comprehensive details about the meeting, including time, location, agenda, and voting rights [11][12] Voting and Decision-Making - Voting can be conducted in person or through electronic means, ensuring all shareholders can participate [12][13] - Each share carries one vote, and the company cannot restrict voting rights based on share ownership [26][27] - Resolutions require a simple majority for ordinary matters and a two-thirds majority for special resolutions [46][48] Record Keeping and Disclosure - Meeting records must be maintained, detailing attendance, proposals, discussions, and voting results [30][31] - Resolutions must be disclosed promptly, including details on attendance and voting outcomes, especially for matters affecting minority shareholders [68][69] Amendments and Compliance - The rules are subject to amendments based on changes in national laws or regulations, and the board is responsible for ensuring compliance [75][76]