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云从科技股价涨5.12%,天弘基金旗下1只基金重仓,持有49.89万股浮盈赚取42.91万元
Xin Lang Cai Jing· 2025-09-24 03:51
9月24日,云从科技涨5.12%,截至发稿,报17.65元/股,成交6.58亿元,换手率4.60%,总市值183.30亿 元。 从基金十大重仓股角度 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 数据显示,天弘基金旗下1只基金重仓云从科技。天弘中证1000指数增强A(014201)二季度持有股数 49.89万股,占基金净值比例为0.91%,位居第九大重仓股。根据测算,今日浮盈赚取约42.91万元。 责任编辑:小浪快报 天弘中证1000指数增强A(014201)基金经理为杨超。 资料显示,云从科技集团股份有限公司位于上海市浦东新区川和路55弄张江人工智能岛11栋,成立日期 2015年3月27日,上市日期2022年5月27日,公司主营业务涉及一家提供高效人机协同操作系统和行业解 决方案的人工智能企业,致力于助推人工智能产业化进程和各行业智慧化转型升级。主营业务收入构成 为:人工智能解决方案75.55%,人机协同操作系统24.19%,其他0.25%。 截至发稿,杨超累计任职时 ...
云从科技9月22日获融资买入1.11亿元,融资余额9.68亿元
Xin Lang Zheng Quan· 2025-09-23 01:25
机构持仓方面,截止2025年6月30日,云从科技十大流通股东中,博时上证科创板100ETF联接A (019857)、南方中证1000ETF(512100)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,云从科技集团股份有限公司位于上海市浦东新区川和路55弄张江人工智能岛11栋,成立日期 2015年3月27日,上市日期2022年5月27日,公司主营业务涉及一家提供高效人机协同操作系统和行业解 决方案的人工智能企业,致力于助推人工智能产业化进程和各行业智慧化转型升级。主营业务收入构成 为:人工智能解决方案75.55%,人机协同操作系统24.19%,其他0.25%。 截至6月30日,云从科技股东户数5.22万,较上期减少11.08%;人均流通股15965股,较上期增加 24.37%。2025年1月-6月,云从科技实现营业收入1.69亿元,同比增长40.21%;归母净利润-2.30亿元, 同比增长35.51%。 9月22日,云从科技涨3.25%,成交额7.84亿元。两融数据显示,当日云从科技获融资买入额1.11亿元, 融资偿还9086.01万元,融资净买入1999.41万元。截至9月22日,云从科技融资融券余额 ...
云从科技股价涨5.12%,创金合信基金旗下1只基金重仓,持有29.47万股浮盈赚取23.87万元
Xin Lang Cai Jing· 2025-09-11 04:24
数据显示,创金合信基金旗下1只基金重仓云从科技。创金合信量化多因子股票A(002210)二季度持 有股数29.47万股,占基金净值比例为1.26%,位居第一大重仓股。根据测算,今日浮盈赚取约23.87万 元。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 创金合信量化多因子股票A(002210)成立日期2016年1月22日,最新规模3.13亿。今年以来收益 29.25%,同类排名1245/4222;近一年收益66.53%,同类排名1191/3798;成立以来收益123.83%。 9月11日,云从科技涨5.12%,截至发稿,报16.62元/股,成交4.62亿元,换手率3.42%,总市值172.61亿 元。 创金合信量化多因子股票A(002210)基金经理为董梁、黄小虎。 资料显示,云从科技集团股份有限公司位于上海市浦东新区川和路55弄张江人工智能岛11栋,成立日期 2015年3月27日,上市日期2022年5月27日,公司主营业务涉及一家提供高效人机协同操作系统和行业解 决 ...
云从科技涨2.11%,成交额7341.92万元,主力资金净流入463.64万元
Xin Lang Cai Jing· 2025-09-08 02:37
Company Overview - CloudWalk Technology Co., Ltd. is located in Zhangjiang Artificial Intelligence Island, Shanghai, and was established on March 27, 2015. The company went public on May 27, 2022 [2] - The main business involves providing efficient human-machine collaborative operating systems and industry solutions, focusing on promoting the industrialization of artificial intelligence and the intelligent transformation of various industries [2] - Revenue composition includes 75.55% from AI solutions, 24.19% from human-machine collaborative operating systems, and 0.25% from other sources [2] Financial Performance - For the first half of 2025, CloudWalk achieved operating revenue of 169 million yuan, representing a year-on-year growth of 40.21%. However, the net profit attributable to the parent company was -230 million yuan, with a year-on-year increase of 35.51% [2] - As of June 30, 2025, the number of shareholders was 52,200, a decrease of 11.08% from the previous period, while the average circulating shares per person increased by 24.37% to 15,965 shares [2] Stock Market Activity - On September 8, CloudWalk's stock price increased by 2.11%, reaching 16.45 yuan per share, with a trading volume of 73.42 million yuan and a turnover rate of 0.54%, resulting in a total market capitalization of 17.08 billion yuan [1] - Year-to-date, the stock price has risen by 35.95%, but it has decreased by 5.84% over the last five trading days and by 1.97% over the last 20 days, while increasing by 27.32% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on February 28, where it recorded a net buy of -81.035 million yuan [1]
云从科技股价跌5%,浦银安盛基金旗下1只基金重仓,持有2.03万股浮亏损失1.64万元
Xin Lang Cai Jing· 2025-09-04 06:33
Group 1 - CloudWalk Technology experienced a 5% decline in stock price, reaching 15.38 CNY per share, with a trading volume of 579 million CNY and a turnover rate of 4.37%, resulting in a total market capitalization of 15.973 billion CNY [1] - The company, established on March 27, 2015, and listed on May 27, 2022, is based in Shanghai and specializes in providing efficient human-machine collaboration operating systems and industry solutions, contributing to the industrialization of artificial intelligence and the smart transformation of various sectors [1] - The revenue composition of CloudWalk Technology includes 75.55% from artificial intelligence solutions, 24.19% from human-machine collaboration operating systems, and 0.25% from other sources [1] Group 2 - The fund "浦银安盛科创板100指数增强A" holds 20,300 shares of CloudWalk Technology, representing 1.97% of the fund's net value, making it the tenth largest holding [2] - The fund was established on September 26, 2024, with a current size of 5.2041 million CNY and has achieved a year-to-date return of 41.13%, ranking 588 out of 4222 in its category [2] - The fund managers, Sun Chenjin and Luo Wen, have tenures of 10 years and 7 years respectively, with Sun managing assets totaling 1.239 billion CNY and Luo managing 849 million CNY [2]
云从科技连亏6年半 2022年上市募17亿
Zhong Guo Jing Ji Wang· 2025-09-02 07:19
Core Insights - CloudWalk Technology (688327.SH) reported a revenue of 169 million yuan for the first half of 2025, marking a year-on-year increase of 40.21% [1][2] - The net profit attributable to shareholders was -230 million yuan, an improvement from -356 million yuan in the same period last year [1][2] - The net cash flow from operating activities was -30.26 million yuan, compared to -130.19 million yuan in the previous year [1][2] Financial Performance - Revenue for the first half of 2025 was 169 million yuan, up 40.21% from 120.52 million yuan in the same period last year [2] - Total profit for the period was -234.84 million yuan, with no applicable percentage change due to negative values [2] - The net profit attributable to shareholders was -229.82 million yuan, improving from -356.35 million yuan year-on-year [2] - The net profit after excluding non-recurring gains and losses was -248.44 million yuan, compared to -369.21 million yuan in the previous year [2] - The net cash flow from operating activities was -30.26 million yuan, an improvement from -130.19 million yuan year-on-year [2] Historical Financial Data - From 2019 to 2021, CloudWalk's revenue was 807.35 million yuan, 754.77 million yuan, and 1.08 billion yuan respectively, with net losses of -692.10 million yuan, -843.93 million yuan, and -664.11 million yuan [4] - In 2022 and 2023, the revenue was 526 million yuan and 628 million yuan, with net losses of -869 million yuan and -643 million yuan respectively [4] - For 2024, the revenue was 398 million yuan, a decline of 36.69% year-on-year, with a net loss of -696 million yuan [4] IPO and Fundraising - CloudWalk raised a total of 1.728 billion yuan from its IPO, with a net amount of 1.627 billion yuan after expenses, which was 2.123 billion yuan less than the planned amount of 3.75 billion yuan [3] - The IPO expenses totaled 101 million yuan, with the lead underwriter, CITIC Securities, receiving 72.12 million yuan [3] - The company executed a capital increase plan in June 2023, distributing 0.4 shares for every share held, resulting in a total share count of approximately 1.037 billion shares post-distribution [3]
云从科技2025年中报简析:营收上升亏损收窄,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-30 23:25
Core Insights - CloudWalk Technology (688327) reported a total revenue of 169 million yuan for the first half of 2025, a year-on-year increase of 40.21%, while the net profit attributable to shareholders was -230 million yuan, improving by 35.51% year-on-year [1] - The second quarter of 2025 saw a total revenue of 132 million yuan, marking a significant year-on-year increase of 99.27%, with a net profit of -106 million yuan, up 45.89% year-on-year [1] - The company's accounts receivable accounted for 64.53% of total revenue, indicating a substantial amount of outstanding payments [1] Financial Performance - Gross margin decreased to 37.73%, down 37.33% year-on-year, while the net margin was -138.78%, an improvement of 53.43% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 163 million yuan, representing 96.53% of revenue, a decrease of 23.32% year-on-year [1] - The company reported a net asset value per share of 0.96 yuan, down 27.29% year-on-year, and an operating cash flow per share of -0.03 yuan, an increase of 76.8% year-on-year [1] Business Strategy and Market Outlook - The company is focusing on high-margin sectors and enhancing product strategies to drive project implementation [3] - CloudWalk Technology aims to achieve profitability by 2025, emphasizing business optimization, cost control, and market expansion [7][8] - The company has established a three-tier sales network to support local project execution and maintenance [3] Technology and Innovation - The company is committed to combining cutting-edge innovation with practical applications to ensure sustainable value growth [4] - Recent advancements include the development of a large model that topped the global multi-modal ranking, indicating significant progress in technology [4] Human Resources and Talent Management - The company is actively working to strengthen its core technical team following recent departures, focusing on attracting top talent and optimizing team structure [6][5] - Plans are in place to enhance the research and development team to ensure efficient operations and innovation capabilities [6]
云从科技8月28日获融资买入2.05亿元,融资余额10.46亿元
Xin Lang Cai Jing· 2025-08-29 02:04
Group 1 - CloudWalk Technology's stock increased by 0.90% on August 28, with a trading volume of 1.394 billion yuan [1] - The financing buy-in amount for CloudWalk Technology on the same day was 205 million yuan, while the financing repayment was 196 million yuan, resulting in a net financing buy of 8.841 million yuan [1] - As of August 28, the total margin balance for CloudWalk Technology was 1.049 billion yuan, with the financing balance accounting for 7.02% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of March 31, the number of shareholders for CloudWalk Technology was 58,700, an increase of 51.76% from the previous period [2] - The company reported a revenue of 37.2332 million yuan for the first quarter of 2025, a year-on-year decrease of 31.56%, while the net profit attributable to the parent company was -124 million yuan, a year-on-year increase of 22.86% [2] - Among the top ten circulating shareholders, the Bosera SSE Sci-Tech Innovation Board 100 ETF ranked seventh with 6.2119 million shares, a decrease of 2.0614 million shares from the previous period [2]
营收大幅下滑被监管问询,云从科技“金饭碗”难捧怎破局?
Nan Fang Du Shi Bao· 2025-07-10 04:32
Core Viewpoint - The AI industry is experiencing intensified competition, with companies like CloudWalk Technology facing significant challenges, including a sharp decline in revenue and changes in customer dynamics due to external factors and strategic adjustments [1][3][6]. Financial Performance - CloudWalk Technology reported a revenue of 398 million yuan in 2024, a decrease of 36.69% year-on-year, with a gross margin of 35.68%, down by 16.20 percentage points [4][5]. - The company's net profit attributable to shareholders was a loss of approximately 696 million yuan, compared to a loss of about 643 million yuan in the previous year [5]. - The cash flow from operating activities showed a net outflow of approximately 307 million yuan, worsening from a net outflow of about 240 million yuan in 2023 [5]. Business Segment Analysis - The "Smart Governance" segment saw a dramatic revenue drop of 57.86%, while other segments like "Smart Finance," "Smart Travel," and "Smart Business" also experienced declines [9][10]. - The revenue from the "Smart Governance" segment was significantly impacted by price competition in government project bidding, leading to a gross margin decrease to 35.08% [10]. - The "Pan-AI" segment reported a substantial revenue increase of 136.10%, but its gross margin fell by 44.43 percentage points due to high initial costs and increased hardware expenses [10]. Strategic Adjustments - CloudWalk Technology is shifting its focus from traditional sectors like government and finance to new areas such as manufacturing, energy, and cultural tourism, which has resulted in a change in customer composition [3][8][11]. - The company emphasized the importance of cash flow in its order acquisition strategy, indicating a shift towards prioritizing projects with better cash flow characteristics [12][13]. - The management has been actively optimizing its product mix and customer structure to focus on high-quality business areas, which has led to a cyclical pressure on revenue [6][11].
云从科技: 中信建投证券股份有限公司关于云从科技集团股份有限公司2024年持续督导跟踪报告
Zheng Quan Zhi Xing· 2025-05-14 10:26
Core Viewpoint - The report outlines the continuous supervision and compliance status of CloudWalk Technology Group Co., Ltd. by CITIC Jianou Securities, highlighting the company's financial performance, governance, and ongoing risks in the artificial intelligence sector [1][7][11]. Continuous Supervision Work - CITIC Jianou Securities has established a comprehensive supervision system and executed a work plan for ongoing oversight of CloudWalk Technology [1][2]. - The company has signed a continuous supervision agreement with CloudWalk, clarifying the rights and obligations of both parties during the supervision period [1][2]. - Regular communication, site inspections, and due diligence have been conducted to monitor CloudWalk's operations and compliance with regulations [1][3]. Financial Performance - As of 2024, CloudWalk reported a revenue of approximately 397.68 million yuan, a decrease of 36.69% compared to 2023 [12]. - The net loss attributable to shareholders was approximately 695.69 million yuan, compared to a loss of 643.46 million yuan in the previous year [12]. - The company's cash flow from operating activities showed a negative net amount of approximately 307.05 million yuan [13]. Risk Factors - The company faces risks related to not achieving profitability by the end of 2024, primarily due to increased competition and high R&D costs [7][8]. - Core competitiveness risks arise from the rapid evolution of technology in the AI sector, which may hinder the company's ability to keep pace with market demands [8]. - Operational risks are associated with the complexity of managing multiple R&D centers across different regions [8]. Governance and Compliance - CloudWalk has established effective corporate governance practices, including rules for shareholder meetings and board operations [3][4]. - The company has adhered to legal and regulatory requirements, with no significant violations reported during the supervision period [11][4]. - Continuous monitoring of information disclosure practices has ensured compliance with relevant regulations [4][5]. Research and Development - CloudWalk has a strong focus on R&D, with a team that has achieved significant advancements in AI technologies, including image recognition and natural language processing [14][15]. - The company has established multiple R&D centers and joint laboratories to enhance its technological capabilities [15][16]. - As of 2024, CloudWalk holds 393 patents, including 242 invention patents, reflecting its commitment to innovation [14][21]. Market Position and Brand Strength - CloudWalk is recognized as a leading player in the AI industry, having received multiple awards and accolades for its contributions to technology and innovation [19][20]. - The company has developed a robust ecosystem that integrates various AI technologies, enhancing its competitive edge in the market [20][21]. - CloudWalk's strategic focus on domestic market development and technological innovation positions it well for future growth [19][20].