证券代码：300648 证券简称：星云股份 公告编号：2025-052 福建星云电子股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管指 引第2号——创业板上市公司规范运作》《深圳证券交易所创业板上市公司自律监 管指南第2号——公告格式》等相关规定，福建星云电子股份有限公司（以下简称 公司）编制了2025年半年度（以下简称报告期）募集资金存放与实际使用情况专 项报告如下： 一、募集资金基本情况 （一）2020年向特定对象发行股票 1、实际募集资金金额、资金到账时间 经中国证券监督管理委员会《关于同意福建星云电子股份有限公司向特定对 象发行股票注册的批复》（证监许可﹝2020﹞2642号）同意注册，公司向特定对 象发行人民币普通股（A股）12,383,896股，每股面值为1.00元（人民币，币种下 同），发行价格为32.30元/股，募集资金总额为39,999.98万元，扣除与发行相关 的费用（不含增值税）1,159.98万元后，公司 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-054 福建星云电子股份有限公司 关于 2025 年半年度计提信用减值和资产减值损失的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 福建星云电子股份有限公司（以下简称公司）于 2025 年 8 月 22 日召开第四 届董事会第十七次会议和第四届监事会第十三次会议，分别审议通过了《关于 2025 年半年度计提信用减值和资产减值损失的议案》。本议案无需提交公司股 东会审议。现将具体情况公告如下： 一、本次计提信用减值和资产减值损失情况概述 （一）本次计提信用减值和资产减值损失的原因 公司本次计提信用减值和资产减值损失是依照《企业会计准则》及公司会计 政策的相关规定进行的。公司对合并报表范围内截至 2025 年 6 月 30 日的各类应 收款项、存货、固定资产、无形资产等资产进行了全面清查及减值测试，对各类 存货的可变现净值，应收款项回收的可能性，固定资产及无形资产的可变现性进 行了充分的评估和分析，本着谨慎性原则，对相关资产计提减值损失。 （二）本次计提信用减值和资产减值损失的资产范围和总金额 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-055 福建星云电子股份有限公司 关于修订《公司章程》及制定、修订部分治理制度的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 福建星云电子股份有限公司（以下简称公司）于 2025 年 8 月 22 日召开第四 届董事会第十七次会议及第四届监事会第十三次会议，审议通过了《关于修订< 公司章程>的议案》《关于制定、修订部分治理制度的议案》等议案，现将具体 情况公告如下： 一、修订《公司章程》及制定、修订部分治理制度的说明 为进一步完善公司治理结构，推动公司规范运作，根据最新修订的《中华人 民共和国公司法》（以下简称《公司法》）《深圳证券交易所创业板股票上市规 则》《上市公司章程指引》《关于新<公司法>配套制度规则实施相关过渡期安 排》等相关法律、法规、规范性文件的规定，结合公司实际情况，公司拟对《福 建星云电子股份有限公司章程》（以下简称《公司章程》）的部分内容进行修订。 同时，根据最新的法律、法规、规范性文件的规定及修订后的《公司章程》，制 定、修订公司部分治理制度。《关于修订<公司章程>的 ...

福建星云电子股份有限公司 媒体采访和投资者调研接待办法 (修订本 2025年8月) 第一条 为贯彻证券市场公开、公平、公正原则，规范福建星云电子股份有 限公司（以下简称公司）的媒体采访和投资者调研接待行为，加强公司与媒体、 投资者的沟通与交流，提高公司的投资者关系管理水平，根据《中华人民共和国 公司法》《中华人民共和国证券法》、中国证券监督管理委员会（以下简称中国 证监会）发布的《上市公司投资者关系管理工作指引》、深圳证券交易所发布的 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第2号——创业板上市公司规范运作》等法律、法规、规范性文件及《福建星 云电子股份有限公司章程》的规定，结合公司实际情况，制定本办法。 第二条 本办法所述的媒体采访和投资者调研接待工作，是指公司通过接受 投资者、媒体、证券机构的调研、一对一的沟通、现场参观、分析师会议、路演 和业绩说明会、新闻采访等活动，增进投资者对公司的了解和价值认同的工作。 第三条 制定本办法的目的在于规范公司在接受调研、采访、沟通或进行对 外宣传、推广等活动时，增加公司信息披露的透明度及公平性，改善公司治理结 构，增进资本市场对公司的 ...

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

Group 1 - The core viewpoint of the article highlights the increasing interest and participation of public funds in A-share companies' private placement projects, with significant floating profits reported [1][2][4] - As of August 11, 2023, 24 public institutions participated in 48 private placement projects, with a total allocation amounting to 14.383 billion yuan and a floating profit exceeding 5 billion yuan, representing a floating profit ratio of 34.86% [2][4] - Notably, 47 out of the 48 companies involved in these private placements achieved floating profits, with some projects like Leshan Electric Power showing a floating profit ratio as high as 181.84% [2][3] Group 2 - The sectors with high floating profit ratios from private placements include electricity, machinery, public utilities, electronics, and defense [3] - Nord Fund and Caitong Fund are the most active public institutions in private placements this year, with floating profits of 1.872 billion yuan and 1.709 billion yuan, respectively [4] - The investment strategy emphasizes the importance of individual stock growth returns and the need for a balanced portfolio across industries and companies [6][7] Group 3 - The article discusses the emergence of new investment strategies such as inquiry transfer, which has shown significant growth in both quantity and value, surpassing the total issuance of competitive private placements [7][8] - Inquiry transfer is currently applicable only to the Sci-Tech Innovation Board and the Growth Enterprise Market, indicating a trend towards more innovative investment opportunities [7] - The article suggests that while private placement investments can be effective, they require thorough research on the underlying companies and their industry dynamics [8]

Group 1 - The core viewpoint of the articles highlights the increasing interest and participation of public funds in A-share companies' private placement projects, with significant floating profits reported [1][2][3] - As of August 11, 2023, 24 public institutions participated in 48 A-share companies' private placements, with a total allocation amount of 14.383 billion yuan and a floating profit exceeding 5 billion yuan, representing a floating profit ratio of 34.86% [1][2] - Notably, 47 out of the 48 companies involved in these private placements achieved floating profits, with some companies like Leshan Electric Power and Jinghua New Materials showing floating profit ratios of 181.84% and 158.04% respectively [2][3] Group 2 - The data indicates that the highest floating profit ratios were observed in sectors such as electricity, machinery, public utilities, electronics, and defense, with significant allocations in companies like Haohua Technology and Chip Origin [2][3] - Nord Fund and Caitong Fund emerged as the most active public institutions in participating in private placements, with floating profits of 1.872 billion yuan and 1.709 billion yuan respectively [2][3] - Investment strategies have shifted towards focusing on individual stock growth returns, with an emphasis on the importance of fundamental research and reasonable pricing strategies for private placements [3][4] Group 3 - The articles also discuss the rising trend of inquiry transfer as a new investment direction, which has shown significant growth in both transfer quantity and amount, surpassing the total of competitive private placements [4][5] - The inquiry transfer mechanism, similar to private placements, is expected to provide new investment opportunities, particularly in the Sci-Tech Innovation Board and the Growth Enterprise Market [4][5] - Overall, the current market environment presents favorable investment opportunities in private placements, with a focus on selecting quality stocks to enhance returns [3][4]

Core Viewpoint - The stock price of Xingyun Co., Ltd. experienced volatility on August 12, closing at 55.03 yuan, down 1.37 yuan from the previous trading day, indicating a fluctuation in market sentiment [1] Company Overview - Xingyun Co., Ltd. specializes in the research, development, production, and sales of lithium battery testing systems and related equipment, primarily serving the consumer electronics and new energy vehicle battery sectors [1] - The company has established a certain level of technological accumulation and market share in the lithium battery testing equipment field [1] Stock Performance - On August 12, the stock opened at 57.00 yuan, reached a high of 58.86 yuan, and a low of 54.80 yuan, with an overall daily fluctuation of 7.20% [1] - During the trading session, the stock saw a rapid rebound at 10:03 AM, increasing over 2% within five minutes to a price of 55.99 yuan, while it also experienced a quick decline at 9:41 AM, dropping over 2% to 57.13 yuan within five minutes [1] Capital Flow - On August 12, the net outflow of main funds was 70.18 million yuan, accounting for 1.2% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 21.45 million yuan, representing 0.37% of the circulating market value [1]

Group 1 - The core viewpoint of the news is that Xingyun Co., Ltd. (300648) has shown positive financial performance with significant revenue and profit growth in the latest quarterly report [1] - As of August 11, 2025, Xingyun's stock price closed at 56.4 yuan, reflecting an increase of 0.86% with a turnover rate of 8.86% and a trading volume of 94,100 lots, amounting to 530 million yuan [1] - The company's total operating revenue for Q1 2025 was 229 million yuan, representing a year-on-year growth of 21.26%, while the net profit attributable to shareholders was 4.02 million yuan, up 85.43% year-on-year [1] Group 2 - Xingyun Co., Ltd. has made investments in 17 companies and participated in 314 bidding projects, indicating active engagement in business expansion [2] - The company holds 51 trademark registrations and 1,188 patents, showcasing its focus on intellectual property and innovation [2] - Xingyun has obtained 52 administrative licenses, reflecting its compliance and operational capabilities within the industry [2]

Group 1 - The core point of the article highlights the stock performance of Xingyun Co., which closed at 54.82 yuan on August 7, experiencing a slight decline of 0.15% from the previous trading day [1] - On the same day, the stock opened at 53.99 yuan, reached a high of 56.49 yuan, and a low of 52.88 yuan, with a total trading volume of 101,213 hands and a transaction amount of 553 million yuan [1] - The company specializes in the research, production, and sales of lithium battery testing equipment, with applications in power batteries and energy storage batteries [1] Group 2 - As a leading supplier of lithium battery testing equipment in China, the company's product lines include battery pack testing systems and battery module testing systems [1] - On August 7, the net inflow of main funds was 25.6883 million yuan, with a cumulative net inflow of 1.31 billion yuan over the past five trading days [1] - The turnover rate on that day was 9.53%, indicating active market trading [1]