UCloud(SH:688158) Zheng Quan Shi Bao Wang·2025-09-11 14:21Group 1 - The core point of the announcement is that the controlling shareholder and actual controller of UCloud (优刻得), Mo Xianfeng, along with Hua Kun, plan to transfer part of their shares to the private fund "Taiying Kaiyang No. 1" managed by Shanghai Taiying Private Fund Management Co., Ltd. [1] - The transfer involves 23.4285 million unrestricted circulating shares, accounting for 5.13% of UCloud's total share capital, with Mo Xianfeng and Hua Kun each transferring nearly 2.57% of the total share capital [1] - The share transfer price is set at 19.74 yuan per share, totaling 462 million yuan, with the funds sourced from the acquirer [1] Group 2 - After the transfer, the shareholding structure shows that Ji Xinhua holds 11.14% of the total share capital, remaining unchanged, while Mo Xianfeng and Hua Kun's holdings decrease to 2.57% each, resulting in a combined holding of 16.27% for the three individuals post-transfer [1] - The purpose of the share transfer is primarily driven by the personal funding needs of Mo Xianfeng and Hua Kun, while the acquirer, Taiying Kaiyang No. 1, has a background in the cloud computing ecosystem, which may support UCloud's further development in niche industry segments [1] Group 3 - Taiying Kaiyang No. 1 is a private fund managed by Shanghai Taiying Private Fund Management Co., Ltd., established on May 14, 2015, with a business term until May 13, 2035, and a registered capital of 10 million yuan [2] - The fund's management structure includes Huang Huabin holding 51% and Fuzhou Qingshi Future Information Technology Co., Ltd. holding 49%, focusing on private securities investment fund management services [2] Group 4 - The agreement stipulates that the acquirer is not allowed to reduce their holdings of the transferred shares within 12 months after the completion of the transfer registration [4] - UCloud is actively working on integrating its AI ecosystem across the entire industry chain, focusing on four major areas: foundational models, industry models, AI agents/robots, and AI applications, with AI revenue accounting for 31.54% in the first half of the year [4] - In the first half of the year, UCloud achieved operating revenue of 791 million yuan, a year-on-year increase of 8.37%, while the net profit attributable to shareholders was -79.6484 million yuan, an increase of 28.8012 million yuan compared to the same period last year [4]