KINGSOFT CLOUD(KC)

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金山云(03896) - 2025 Q2 - 季度业绩

2025-08-20 11:50
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Kingsoft Cloud Holdings Limited 金山云控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:3896) (納斯達克股票代碼:KC) 內幕消息 截至二零二五年六月三十日止三個月的 未經審核財務業績 本公告乃根據香港聯合交易所有限公司證券上市規則第13.09條及證券及期貨條例 (第571章)第XIVA部刊發。 金山云控股有限公司(「本公司」)董事(「董事」)會(「董事會」)欣然宣佈本公司、 其子公司及併表聯屬實體(統稱「本集團」)根據美國證券交易委員會(「美國證交 會」)適用規則刊發的截至二零二五年六月三十日止三個月未經審核簡明綜合業績 (「第二季度業績」)。 第二季度業績乃根據美利堅合眾國公認會計準則(「美國公認會計準則」)編製,其 有別於國際財務報告準則。 本公告附件一為本公司於二零二五年八月二十日(美國東部時間)就第二季度業績 刊發的新聞稿全文,其中部分內容可能構成 ...
KINGSOFT CLOUD(KC) - 2025 Q2 - Quarterly Report

2025-08-20 11:48
(Incorporated in the Cayman Islands with limited liability) (Stock Code: 3896) (Nasdaq Stock Ticker: KC) INTERIM RESULTS ANNOUNCEMENT FOR THE SIX MONTHS ENDED JUNE 30, 2025 The board (the "Board") of directors (the "Directors") of Kingsoft Cloud Holdings Limited (the "Company") is pleased to announce the unaudited interim consolidated results of the Company, its subsidiaries and consolidated affiliated entities (collectively, the "Group") for the six months ended June 30, 2025 (the "Reporting Period"), toge ...


金山云(KC.US,03896.HK)Q2营收增长再提速 AI收入同比增超120%至7.3亿元
智通财经网· 2025-08-20 11:48
Core Insights - The core viewpoint of the article highlights the strong performance of Kingsoft Cloud in Q2 2025, driven by the positive impact of AI on its main business operations [1] Financial Performance - Kingsoft Cloud reported Q2 revenue of 2.35 billion yuan, representing a year-on-year increase of 24.2% and a quarter-on-quarter increase of 19.3% [1] - AI billing revenue reached 730 million yuan, showing a year-on-year growth of over 120%, with public cloud revenue accounting for 45% of total revenue [1] - Public cloud revenue was 1.63 billion yuan, reflecting a year-on-year increase of 31.7%, while industry cloud revenue was 720 million yuan, with a year-on-year growth of 10.1% [1] - Adjusted EBITDA increased by 570.1% year-on-year to 410 million yuan, with an adjusted EBITDA margin of 17.3%, up 14.1 percentage points year-on-year [1]
金山云(03896) - 2025 - 中期业绩

2025-08-20 11:43
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Kingsoft Cloud Holdings Limited 金山云控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:3896) (納斯達克股票代碼:KC) 截至二零二五年六月三十日止六個月的中期業績公告 金山云控股有限公司(「本公司」)之董事(「董事」)會(「董事會」)欣然公佈本公 司、其子公司及併表聯屬實體(統稱「本集團」)截至二零二五年六月三十日止六個 月(「報告期」)的未經審計中期綜合業績,以及二零二四年同期比較數據。該等截 至二零二五年六月三十日止六個月的未經審計簡明合併財務報表乃根據美國公認 會計準則(「美國公認會計準則」)編製,並已由本公司之審計委員會(「審計委員 會」)審閱。 於本公告中,「我們」及「我們的」指本公司及(除文義另有所指)本集團。 | 財務摘要 | | | | | --- | --- | --- | --- | | | 截至六月三十日止六個月 | | | | | ...
个人养老金新增3种领取情形;全国财政收入增速由负转正;重磅发布会!就在今日上午10时
Di Yi Cai Jing Zi Xun· 2025-08-20 01:34
美股涨跌互现 周二,美股主要指数涨跌不一,纳指大跌,标普500走弱,道指小幅收高。投资者在关键会议前保持谨 慎,科技股成为拖累大盘的主要力量。 截至收盘,纳斯达克指数收跌1.46%,报21314.95点;标普500指数下跌 0.59%,报6411.37点;道琼斯工 业平均指数小涨0.02%,报44922.27点,道指盘中一度创历史新高。 板块表现分化,标普500指数成分股中六个板块上涨,房地产领涨,涨幅1.8%,受益于优于预期的楼市 数据;相对之下,科技股与通讯服务股分别下跌逾1.9% 和1.2%。 科技权重股普遍走低,英伟达重挫3.5%,创近四个月最大单日跌幅;苹果、微软、谷歌、Meta 悉数承 压,奈飞、Meta跌逾2%,特斯拉、微软、亚马逊跌超1%,苹果跌0.14%,谷歌跌0.88%。 个股方面,英特尔逆势大涨约7%,因获得日本软银约20亿美元投资,市场解读为对其芯片战略的积极 背书。道指成分股家得宝上涨3.17%,尽管季度业绩逊于预期,但维持全年财测不变,提振了投资者信 心。其竞争对手劳氏亦涨逾2%。 热门中概股普跌,纳斯达克中国金龙指数收跌0.9%。迅雷跌超10%,微博跌逾6%,金山云跌近5%,爱 ...
美股纳指跌近1.5%中概股普跌 六部门召开光伏产业座谈会
Sou Hu Cai Jing· 2025-08-19 23:15
Company News - Xiaomi Group reported Q2 revenue of approximately 116 billion yuan, a year-on-year increase of 30.5%, and a net profit of 10.8 billion yuan, up 75.4% year-on-year. Global smartphone shipments reached 42.4 million units, a 0.6% increase year-on-year, with new car deliveries at 81,302 units [7] - Kunlun Energy achieved revenue of 97.543 billion yuan in the first half of the year, a 4.97% year-on-year increase, while net profit decreased by 4.36% to 3.161 billion yuan. Natural gas sales reached 29.095 billion cubic meters, up 10.05% year-on-year [7] - Fuyao Glass reported revenue of 21.45 billion yuan in the first half of the year, a 16.9% year-on-year increase, and a net profit of 4.8 billion yuan, up 37.3% year-on-year [8] - Sunny Optical Technology recorded revenue of 19.652 billion yuan in the first half of the year, a 4.2% year-on-year increase, with net profit rising by 52.56% to 1.646 billion yuan [9] - XPeng Motors reported Q2 revenue of 18.27 billion yuan, a significant year-on-year increase of 125.3%, with a net loss of 480 million yuan, narrowing by 62.8%. Total vehicle deliveries in Q2 reached 103,181 units, a 241.6% increase year-on-year [9] - Pop Mart reported revenue of 13.88 billion yuan in the first half of the year, a year-on-year increase of 204.4%, with net profit rising by 396.5% to 4.57 billion yuan [9] - Oriental Selection's stock price dropped sharply due to rumors involving CEO Zhou Chenggang, prompting the company to issue a clarification statement and initiate legal proceedings [9] Industry News - A meeting was held by multiple departments to discuss the photovoltaic industry, focusing on further regulating competitive order within the sector. Industry insiders noted that efforts to combat internal competition are intensifying, and recent price increases in large component procurement by state-owned enterprises indicate a significant market trend [3] - The market anticipates an 80% probability of the Federal Reserve lowering interest rates by 25 basis points in September, with expectations fully priced in for two rate cuts by the end of the year [4]
日内请重点关注
Sou Hu Cai Jing· 2025-08-19 22:45
Group 1 - Japan's July import and export data, along with June's core machinery orders, are scheduled for release [1] - China's August one-year and five-year loan market quoted rates will be announced [1] - The State Council Information Office will hold a press conference regarding the preparations for the military parade [1] Group 2 - New Zealand's central bank will announce its official cash rate and hold a monetary policy press conference [1] - The UK will release its July Consumer Price Index (CPI) [1] - The Eurozone's final July CPI will be published [1] Group 3 - Major companies including Baidu, iQIYI, and Kingsoft Cloud are set to release their earnings reports after the Hong Kong stock market closes [1] - U.S. companies such as Lowe's, Target, and Estée Lauder will report their earnings before the market opens [1] - The U.S. Energy Information Administration will release its weekly crude oil inventory report [1] Group 4 - The Federal Reserve will publish the minutes from the July FOMC monetary policy meeting [1] - The President of the Atlanta Federal Reserve will discuss economic outlook [1] - Google will hold a press conference to launch new Pixel brand hardware [1]
金山云(03896)下跌2.05%,报7.63元/股
Jin Rong Jie· 2025-08-19 05:43
Group 1 - The core business of the company is providing global cloud services, with a comprehensive cloud computing infrastructure and operational system [1] - The company serves over 500 high-quality clients with more than 150 solutions, utilizing advanced technologies such as big data, artificial intelligence, and edge computing [1] - As of the first quarter of 2025, the company reported total revenue of 1.97 billion yuan and a net loss of 314 million yuan [2] Group 2 - The company's stock price decreased by 2.05% to 7.63 yuan per share, with a trading volume of 357 million yuan as of August 19 [1] - The company is scheduled to disclose its mid-year report for the fiscal year 2025 on August 20 [3]
异动盘点0819|知乎-W涨超16%,东方甄选涨近12%,爱奇艺美股大涨17.09%
贝塔投资智库· 2025-08-19 04:06
Group 1 - Midea Real Estate (03990) expects a profit increase to 350 million yuan for the first half of the year, driven by new business segments from asset distribution and development services [1] - Tongcheng Travel (00780) reported a 6.3% rise post-earnings, with adjusted net profit of 770 million yuan, exceeding expectations by 33% [1] - Country Garden (02007) shares rose over 4% following strong support for its offshore debt restructuring, with the coordination committee holding 49% of the total loan principal [1] - Kelun-Botai Biopharmaceutical (06990) saw a 4% increase in shares after reporting mid-year revenue of 950 million yuan, with efficient cash collection from receivables [1] Group 2 - Dongfang Zhenxuan (01797) shares surged nearly 12%, with a 300% increase since early July, despite a 30% year-on-year revenue decline in Q4 FY25 [2] - Zhihu-W (02390) shares rose over 16% ahead of its earnings announcement, with long-term funds increasing their holdings [2] - Jinyang New Energy (01121) shares increased nearly 1% as profitability for BC products is expected to improve with the ongoing recovery in the photovoltaic industry [2] - China Rare Earth Holdings (03788) shares jumped over 11% after announcing plans to spin off its gold business for a Hong Kong listing [2] Group 3 - Weimob Group (02013) shares rose over 7.5% ahead of its mid-term earnings report, with expectations of business recovery by 2025 due to improved consumer sentiment [3] Group 4 - iQIYI (IQ.US) shares surged 17.09% following the release of a new drama series, achieving significant viewership [4] - NIO (NIO.US) shares increased by 1.25% ahead of the launch of the new ES8 model and expansion into new markets [5] - Weibo (WB.US) shares rose 3.3% after exceeding earnings expectations, with revenue growth of 1.6% year-on-year [5] - Kingsoft Cloud (KC.US) shares increased by 5.38% as it prepares to release its earnings report, with expectations of revenue growth [5]
金山云上涨4.79%,报14.23美元/股,总市值39.79亿美元
Jin Rong Jie· 2025-08-18 14:45
Group 1 - The stock price of Kingsoft Cloud (KC) increased by 4.79% on August 18, reaching $14.23 per share, with a total trading volume of $10.27 million and a market capitalization of $3.979 billion [1] - As of March 31, 2025, Kingsoft Cloud reported total revenue of 1.97 billion RMB, representing a year-on-year growth of 10.94%, while the net profit attributable to shareholders was -314 million RMB, showing a year-on-year increase of 12.66% [1] Group 2 - Kingsoft Cloud is set to release its fiscal year 2025 interim report on August 20, prior to the market opening (Eastern Time) [2] - Founded in 2012, Kingsoft Cloud is a prominent independent cloud service provider in China, with operations extending across multiple countries and regions [2] - The company went public on NASDAQ in May 2020 (stock code: KC.NASDAQ) and completed a dual primary listing on the Hong Kong Stock Exchange in December 2022 (stock code: 3896.HK) [2] - Leveraging 36 years of enterprise service experience from Kingsoft Group, Kingsoft Cloud has developed a comprehensive cloud computing infrastructure and operational system, offering over 150 solutions tailored for various sectors including internet, public services, digital health, and finance, serving more than 500 high-quality clients [2]