格隆汇9月26日丨岩山科技(002195.SZ)公布，公司控股子公司纽劢科技（上海）有限公司（简称"纽劢 科技"）于近日与国际头部汽车零件供应商（基于商业信息保密需求，不便披露客户具体名称，简称"客 户"）签署《通用定价协议》，协议约定纽劢科技为其提供某型号"前向视觉感知算法"。本协议自签署 之日起生效，根据客户提供的初步预测数据，预计2026年至2030年期间的销售收入约3.39亿元人民币。 ...

证券代码：002195 证券简称：岩山科技 公告编号：2025-050 上海岩山科技股份有限公司 关于控股子公司签署《通用定价协议》的自愿性信息披露公 告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1.本协议已由双方签名或盖章后生效。 2.本协议预计不会在本年度产生收入，不会对公司本年度经营业绩产生重大 影响，但将有利于增厚公司未来年度业务收入。 3.本协议为框架性约定，未明确下游客户最终的实际采购金额，实际销售金 额将以后续订单结算金额为准。能否实现销售及后续具体业务开展情况存在不确 定性，存在业务合作不能开展或不达预期等风险。 4.项目整体实施周期较长，期间可能受到汽车市场变化、全球宏观经济形势 波动等因素影响，进而导致客户的销售计划和采购需求出现不确定性，引发供货 量波动。 5.纽劢科技需按照客户既定节点完成相关产品开发并通过验收后，才具备后 续交付的前提条件。开发工作能否按期完成及是否顺利通过客户验收，均存在不 确定性。 6.尽管合同双方具备履约能力，但在合同履约过程中，可能会出现因产品开 发遇阻、客户销售不达预期或不可抗力等原因， ...

Core Viewpoint - The company announced that its subsidiary, NiuMai Technology (Shanghai) Co., Ltd., has signed a General Pricing Agreement with a leading international automotive parts supplier to provide a specific model of "forward visual perception algorithm" [1] Group 1: Agreement Details - The agreement is expected to generate approximately 339 million RMB in sales revenue from 2026 to 2030 based on preliminary forecast data provided by the client [1] - The agreement is effective immediately upon signing and is not expected to generate revenue in the current fiscal year [1] Group 2: Financial Impact - The agreement is anticipated to positively impact the company's future business revenue, although it will not have a significant effect on the company's operating performance for the current year [1]

截至9月25日收盘，AI语料概念上涨1.09%，位居概念板块涨幅第9，板块内，30股上涨，芒果超媒、昆 仑万维、岩山科技等涨幅居前，分别上涨8.47%、7.40%、5.67%。跌幅居前的有开普云、佳都科技、深 圳瑞捷等，分别下跌5.71%、2.20%、2.12%。 AI语料概念资金流入榜 | 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） | （%） | | 002195 | 岩山科 技 | 5.67 | 13.52 | 25786.03 | 4.19 | | 300364 | 中文在 线 | 4.11 | 13.63 | 19508.88 | 7.79 | | 300229 | 拓尔思 | 4.75 | 7.98 | 13777.86 | 8.91 | | 300133 | 华策影 | 4.15 | 10.09 | 9916.23 | 6.27 | | | 视 | | | | | | 688787 | 海天瑞 声 | 3.65 | 6.69 ...

证券之星消息，9月25日IT服务板块较上一交易日上涨0.91%，浩云科技领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300448 | 浩云科技 | 7.00 | 6.38% | 55.83万 | 3.86亿 | | 002195 | 岩山科技 | 8.20 | 5.67% | 757.10万 | 61.49 Z | | 300167 | ST迪威讯 | 6.04 | 5.59% | - 13.66万 | 8186.58万 | | 300096 | ST易联众 | 6.25 | 5.22% | 21.77万 | 1.35亿 | | 688365 | 光云科技 | 16.10 | 4.34% | 17.77万 | 2.87亿 | | 603869 | ST智知 | 8.98 | 4.06% | 2.66万 | 2352.48万 | | 688787 | 海天瑞声 | ...

短剧互动游戏板块领涨，上涨2.31%，其中昆仑万维上涨8.24%，完美世界上涨4.72%，盛天网络上涨 4.04%，岩山科技、欢瑞世纪、百纳千成涨超2%。（AI生成） ...

Market Overview - The Shanghai Composite Index closed at 3821.83 points, with a decline of 0.18% [1] - The total trading volume of A-shares reached 25,184.71 billion yuan [1] Technical Analysis - A total of 171 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Innovation Medical: 5-day MA at 22.60 yuan, 10-day MA at 23.25 yuan, a difference of -2.80% [1] - Xiangyu Medical: 5-day MA at 54.48 yuan, 10-day MA at 55.33 yuan, a difference of -1.54% [1] - Northern Long Dragon: 5-day MA at 122.21 yuan, 10-day MA at 123.92 yuan, a difference of -1.38% [1] Stock Performance - Key stocks with notable declines include: - Innovation Medical: down 2.97% with a turnover rate of 16.99% [1] - Xiangyu Medical: down 5.95% with a turnover rate of 2.14% [1] - Northern Long Dragon: down 2.23% with a turnover rate of 20.67% [1] - Other stocks with significant declines include: - Aorui: down 5.25% [1] - Changbai Mountain: down 7.15% [1] - Hengbao Shares: down 6.73% [1]

Market Overview - The Shanghai Composite Index closed at 3781.61 points, with a decline of 1.23% [1] - The total trading volume of A-shares reached 1713.539 billion yuan [1] Technical Analysis - A total of 228 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Innovation Medical: 5-day MA at 22.55 yuan, 10-day MA at 23.23 yuan, a difference of -2.92% [1] - North Long Dragon: 5-day MA at 121.67 yuan, 10-day MA at 123.65 yuan, a difference of -1.60% [1] - Xiangyu Medical: 5-day MA at 54.49 yuan, 10-day MA at 55.34 yuan, a difference of -1.53% [1] Individual Stock Performance - Significant declines in stock prices include: - Innovation Medical: down 4.27% with a turnover rate of 14.36% [1] - North Long Dragon: down 4.52% with a turnover rate of 13.85% [1] - Xiangyu Medical: down 5.86% with a turnover rate of 1.42% [1] - Other notable declines: - Shandong Mining Machine: down 4.43% [1] - Huakang Clean: down 6.50% [1] - Beautiful Ecology: down 5.15% [1] Additional Stock Data - The following stocks also showed significant declines: - Yuyin Co.: down 5.46% [2] - Kexin Information: down 5.22% [1] - Visual China: down 3.88% [1] - Stocks with notable trading activity include: - Hengbao: down 6.64% with a turnover rate of 10.88% [2] - Changbai Mountain: down 6.53% with a turnover rate of 4.05% [2]

Group 1 - The A-share market saw a significant decline in brain-computer interface concept stocks, with several companies experiencing drops of over 5% [1] - Notable companies that fell over 5% include Dineike, Xiangyu Medical, Meihao Medical, Chengdu Huamei, and Tom Cat [1] - Other companies such as Yanshan Technology, Zhongke Information, Aipeng Medical, Nanjing Panda, Weisi Medical, Innovation Medical, Robot, Mailande, Beiqingsong, Botuo Biological, and Rongtai Health dropped over 4% [1]

Group 1 - The core viewpoint of the articles highlights the performance of the gaming and cultural media sector, with notable stock movements in companies like NetEase Cloud Music and Liou Co., as well as the significant growth of the gaming media ETF [1][2] - As of September 19, the gaming media ETF has seen a net value increase of 79.20% over the past year, indicating strong market interest and performance in this sector [1] - The Delta Action game has topped the iOS sales chart, and its international version on Steam reached a peak of 226,000 concurrent players, showcasing the popularity and engagement of new gaming titles [1] Group 2 - Huayuan Securities notes that the current gaming market rally is based on product performance, EPS upgrades, and synchronized valuation recovery, suggesting that there is no strong bubble in valuations [2] - The report emphasizes two key strategies for continued focus on the gaming sector: the trading potential of major game titles and the structural growth opportunities in PC and mini-games [2] - The index tracks 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances, reflecting the overall performance of the gaming and cultural media theme in the mainland and Hong Kong markets [2][3] Group 3 - As of August 29, the top ten weighted stocks in the index include Kuaishou-W, Tencent Holdings, and Bilibili-W, with these stocks collectively accounting for 54.14% of the index [3]