开普云所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。 截至9月30日，开普云股东户数8215.00，较上期增加25.42%；人均流通股8218股，较上期减少20.27%。 2025年1月-9月，开普云实现营业收入2.31亿元，同比增长0.58%；归母净利润-361.82万元，同比增长 77.50%。 分红方面，开普云A股上市后累计派现1.14亿元。近三年，累计派现5184.04万元。 机构持仓方面，截止2025年9月30日，开普云十大流通股东中，南方成长先锋混合A（009318）位居第 七大流通股东，持股44.19万股，为新进股东。永赢数字经济智选混合发起A（018122）位居第八大流通 股东，持股39.11万股，为新进股东。申万菱信新经济混合A（310358）位居第九大流通股东，持股 37.77万股，为新进股东。易方达供给改革混合（002910）位居第十大流通股东，持股37.01万股，为新 进股东。 12月2日，开普云盘中下跌2.02%，截至09:39，报169.00元/股，成交1.03亿元，换手率0.88%，总市值 114.16亿元。 资金流向方面，主力资金净流入112.77万元，特大单买入1552.4 ...

Core 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]

Core Viewpoint - The stock of Kaipu Cloud has experienced significant fluctuations, with a year-to-date increase of 271.81%, but a recent decline in the last 5 and 20 trading days, indicating potential volatility in investor sentiment [1][2]. 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 big data services to various government agencies and large enterprises across China [2]. - The main revenue components of Kaipu Cloud include: Intelligent Source (49.34%), AI Large Model and Computing Power (20.04%), AI Content Security (15.37%), and Smart Government and Others (15.13%) [2]. Financial Performance - For the period from January to September 2025, Kaipu Cloud reported a revenue of 231 million yuan, reflecting a year-on-year growth of 0.58%. However, the net profit attributable to shareholders was -3.62 million yuan, which is an improvement of 77.50% compared to the previous year [2]. - Since its A-share listing, Kaipu Cloud has distributed a total of 114 million yuan in dividends, with 51.84 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders in Kaipu Cloud increased by 25.42% to 8,215, while the average circulating shares per person decreased by 20.27% to 8,218 shares [2]. - Notable new institutional shareholders include Southern Growth Pioneer Mixed A, Yongying Digital Economy Smart Selection Mixed Initiation A, and Shenwan Lixin New Economy Mixed A, all of which have recently entered the top ten circulating shareholders [3].

Core Viewpoint - The stock price of Kaipu Cloud has experienced a decline of 6.2% over the past three days, closing at 180.10 CNY per share with a market capitalization of 12.16 billion CNY [1] Group 1: Company Overview - Kaipu Cloud Information Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on April 17, 2000, with its IPO on March 27, 2020 [1] - The company's main business includes providing internet content service platform construction, operation, and big data services for various government agencies, large and medium-sized enterprises, and media units across the country [1] - 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%, Other (Supplement) 0.12% [1] Group 2: Shareholder Information - E Fund's Supply-side Reform Mixed Fund (002910) has entered the top ten circulating shareholders of Kaipu Cloud, holding 370,100 shares, which is 0.55% of the circulating shares [2] - The fund has incurred a floating loss of approximately 917,900 CNY today and a total floating loss of 4.4043 million CNY over the past three days [2] - The fund was established on January 25, 2017, with a current size of 3.119 billion CNY and has achieved a year-to-date return of 36.69% [2] Group 3: Fund Performance - E Fund's Supply-side Reform Mixed Fund (002910) has a cumulative return of 240.32% since inception, with a best return of 273.94% and a worst return of -17% during the manager's tenure [3] - The fund manager, Yang Zongchang, has been in position for 6 years and 197 days, managing assets totaling 3.174 billion CNY [3] Group 4: Top Holdings - E Fund's Keshun Fixed Opening Mixed Fund (LOF) (161132) holds 14,300 shares of Kaipu Cloud, representing 4.08% of the fund's net value [4] - The fund has a floating loss of approximately 35,500 CNY today and a total floating loss of 170,300 CNY over the past three days [4] - The fund was established on October 26, 2018, with a current size of 71.9588 million CNY and a year-to-date return of 27.22% [4]

Group 1 - The core point of the news is that Kaipu Cloud's stock has dropped by 5.1%, currently trading at 194.50 CNY per share, with a total market capitalization of 13.132 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company 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 [1] - The main business revenue composition includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, Yinhua Fund has one fund heavily invested in Kaipu Cloud, specifically the Yinhua Digital Economy Stock Initiation A (015641), which holds 343,300 shares, accounting for 4.43% of the fund's net value [2] - The Yinhua Digital Economy Stock Initiation A fund has a total scale of 443 million CNY and has achieved a year-to-date return of 35.98%, ranking 1376 out of 4218 in its category [2] - The fund manager, Wang Xiaochuan, has been in position for 3 years and 163 days, with the fund's total asset scale at 2.02 billion CNY. The best return during his tenure is 72.88% [3]

Group 1 - The core point of the news is that Kaipu Cloud's stock price has dropped by 5.03% to 171.11 CNY per share, with a trading volume of 350 million CNY and a turnover rate of 2.97%, resulting in a total market capitalization of 11.553 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. is based in Dongguan, Guangdong Province, and was established on April 17, 2000, with its listing date on March 27, 2020 [1] - The company's main business involves providing internet content service platform construction, operation, and maintenance, as well as big data services for various government agencies, large and medium-sized enterprises, and media units across the country [1] Group 2 - The main revenue composition of Kaipu Cloud includes: intelligent source 49.34%, AI large model and computing power 20.04%, AI content security 15.37%, and digital governance and others 15.13% [1] - According to data from the top ten heavy stocks of funds, the Guoxin Guozheng Fund holds a position in Kaipu Cloud, specifically in the Guoxin Guozheng New Power A fund, which held 3,000 shares in the second quarter, accounting for 0.94% of the fund's net value [2] - The Guoxin Guozheng New Power A fund has a total scale of 19.0233 million CNY, with a year-to-date return of 9.54% and a one-year return of 5.2% [2]

Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has increased by 5.01%, reaching a price of 189.33 CNY per share, with a total market capitalization of 12.783 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company 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 [1] - The main business revenue composition includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, Guoxin Guozheng Fund has one fund heavily invested in Kaipu Cloud, specifically Guoxin Guozheng New Benefit A (001797), which held 3,000 shares in the second quarter, accounting for 0.94% of the fund's net value [2] - The fund has a total scale of 19.0233 million CNY and has achieved a return of 8.76% this year, ranking 5841 out of 8162 in its category [2] - The fund manager, Zhang Honglei, has been in position for 4 years and 46 days, with the best fund return during his tenure being 38.56% and the worst being -13.4% [3]

Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has increased by 5.69%, reaching 199.54 CNY per share, with a trading volume of 239 million CNY and a turnover rate of 1.82%, resulting in a total market capitalization of 13.473 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. is based in Dongguan, Guangdong Province, and was established on April 17, 2000, with its listing date on March 27, 2020 [1] - The company's main business involves providing internet content service platform construction, operation, and maintenance, as well as big data services for various government agencies, large and medium-sized enterprises, and media units across the country [1] Group 2 - The revenue composition of Kaipu Cloud includes: intelligent source 49.34%, AI large model and computing power 20.04%, AI content security 15.37%, and digital governance and others 15.13%, with other contributions at 0.12% [1] - From the perspective of fund holdings, the Guoxin Guozheng Fund has a significant position in Kaipu Cloud, with the Guoxin Guozheng Xinli A fund holding 3,000 shares, accounting for 0.94% of the fund's net value, ranking as the tenth largest holding [2] - The Guoxin Guozheng Xinli A fund was established on September 2, 2015, with a latest scale of 19.0233 million CNY, and has achieved a year-to-date return of 10.18% [2]

Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has seen a significant increase of 5.11%, reaching a price of 184.00 CNY per share, with a total market capitalization of 12.423 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company primarily 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 revenue composition of Kaipu Cloud includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, the Guoxin Guozheng Fund has one fund heavily invested in Kaipu Cloud, specifically the Guoxin Guozheng New Benefit A (001797), which held 3,000 shares in the second quarter, accounting for 0.94% of the fund's net value [2] - The Guoxin Guozheng New Benefit A fund was established on September 2, 2015, with a latest scale of 19.0233 million CNY. Year-to-date returns are 9.54%, ranking 5868 out of 8244 in its category, while the one-year return is 12.14%, ranking 6241 out of 8080 [2] Group 3 - The fund manager of Guoxin Guozheng New Benefit A is Zhang Honglei, who has been in the position for 4 years and 24 days. The total asset scale of the fund is 15.7 million CNY, with the best return during his tenure being 43.26% and the worst return being -13.4% [3]

Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has experienced a decline of 5.02%, with a current price of 146.08 CNY per share and a total market capitalization of 9.863 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company primarily 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 [1] - The main revenue composition of Kaipu Cloud includes: intelligent source 49.34%, AI large model and computing power 20.04%, AI content security 15.37%, and digital governance and others 15.13% [1] Group 2 - From the perspective of fund holdings, the Guoxin Guozheng Fund has one fund heavily invested in Kaipu Cloud, specifically the Guoxin Guozheng New Benefit A (001797), which held 3,000 shares in the second quarter, accounting for 0.94% of the fund's net value [2] - The Guoxin Guozheng New Benefit A fund was established on September 2, 2015, with a latest scale of 19.0233 million CNY. Year-to-date return is 10.82%, ranking 5618 out of 8254 in its category, while the one-year return is 17.49%, ranking 5994 out of 8037 [2] Group 3 - The fund manager of Guoxin Guozheng New Benefit A is Zhang Honglei, who has been in the position for 3 years and 361 days. The total asset scale of the fund is 1.57 million CNY, with the best return during his tenure being 52.66% and the worst return being -13.4% [3]