UCAP(SH:688228) Xin Lang Cai Jing·2025-11-21 03:04Core Viewpoint - Kaipu Cloud's stock price dropped by 5.16% to 144.15 CNY per share, with a market capitalization of 9.737 billion CNY as of November 21 [1] Company Overview - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company is based in Dongguan, Guangdong Province, and provides internet content service platform construction, operation, and maintenance, as well as big data services for government agencies, large and medium-sized enterprises, and media units across the country [1] - The main business revenue composition is as follows: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, Others 0.12% [1] Shareholder Information - Southern Fund's Southern Growth Pioneer Mixed A (009318) fund entered the top ten circulating shareholders of Kaipu Cloud in the third quarter, holding 441,900 shares, which is 0.65% of the circulating shares. The estimated floating loss today is approximately 3.4692 million CNY [2] - Southern Growth Pioneer Mixed A was established on June 12, 2020, with a latest scale of 4.13 billion CNY. Year-to-date return is 29.63%, ranking 2524 out of 8136 in its category; the one-year return is 26.76%, ranking 2516 out of 8056; since inception, it has a loss of 14.74% [2] Fund Holdings - Southern Fund's Southern Digital Economy Mixed A (019410) fund holds 10,400 shares of Kaipu Cloud, accounting for 3.37% of the fund's net value, making it the ninth largest holding. The estimated floating loss today is approximately 81,400 CNY [3] - Southern Digital Economy Mixed A was established on November 14, 2023, with a latest scale of 44.4914 million CNY. Year-to-date return is 44.88%, ranking 1026 out of 8136 in its category; the one-year return is 41.08%, ranking 1056 out of 8056; since inception, the return is 63.95% [3]