股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 雲工場科技控股有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02512 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | 本月底法定/註冊股本總 ...

Market Overview - The Hong Kong stock index experienced a "V" shaped movement, with the Hang Seng Index rising by 0.2% to 26,830.23 points, while the Hang Seng Tech Index fell by 1.32% to 5,453.46 points [1] - Major technology stocks declined, with Alibaba down 1.78%, Tencent down 3.09%, and JD Group down 0.45% [1] - Commercial aerospace stocks saw significant gains, with Asia Pacific Satellite rising over 9% [1] - Chinese brokerage stocks weakened, with CICC falling over 2% [1] - Gold and silver stocks rebounded, with WanGuo Gold rising over 6% and Luoyang Molybdenum up over 4% [1] Company News - Cloud Factory (02512.HK) secured a contract for the second phase of an AI industrial base project valued at RMB 520 million [2] - ZTE Corporation (00763.HK) plans to invest RMB 117 million in the Jianxing Zhanlu Fund to support innovation businesses and related industries [2] - XPeng Motors (09868.HK) delivered 20,011 new vehicles in January [3] - Laijin Entertainment (08172.HK) received authorization from Ant Group to become an official service provider for "Ant Treasure Box" [4] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry [5] - Universal Medical (02666.HK) plans to issue corporate bonds totaling up to RMB 1 billion [6] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [7] - China Merchants Jinling (00978.HK) reported a contract sales total of approximately RMB 32.308 billion for 2025, a year-on-year decrease of 23.91% [8] - Junsheng Tai Pharmaceutical (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its focus on cardiovascular and metabolic diseases [8] Institutional Insights - Huatai Securities noted a significant pullback in A-shares and Hong Kong stocks, driven by the "Wall Street" trading sentiment, leading to liquidity pressure [9] - The adjustment is seen as more technical and emotional, with a positive medium-term outlook for Chinese assets [9] - Galaxy Securities highlighted ongoing geopolitical risks and a decrease in expectations for Fed rate cuts, predicting continued volatility in Hong Kong stocks [9] - Recommended sectors include technology, energy, precious metals, and consumer stocks, which are expected to rebound as consumption policies increase ahead of the Spring Festival [9] - Huatai Securities indicated that the sentiment index has shifted from panic to optimism, suggesting that current volatility may persist but is more likely to be a pullback rather than a reversal [10]

在应用层面，相关算力资源预计将面向人工智能模型训练、推理服务及多行业智能化场景开放。业内判 断，该类项目的价值并不仅体现在一次性建设规模，更体现在其后续服务能力与生态吸引力——包括对 中小型AI企业的支撑能力、对多模型和多算力架构的兼容能力，以及在持续运营过程中形成的客户黏 性与数据沉淀。 从更宏观的产业周期来看，地方算力基础设施项目的推进，正在成为国产算力由"政策推动"向"市场驱 动"演进的重要载体。此次云工场控股获得项目中标，也被部分市场人士解读为对其在算力基础设施建 设经验、异构算力管理能力以及长期运营服务体系方面的阶段性认可。 从项目结构看，该项目并非单一硬件采购或短期交付型工程，而是以"算力平台化建设"为核心，涵盖万 卡级国产算力集群部署、算力资源统一管理与调度体系建设，以及面向多行业应用的持续运营支持。这 一模式在一定程度上反映出地方政府与产业端对算力基础设施"长期可用性"和"工程化能力"的关注正在 显著提升。 值得注意的是，本次项目在算力体系上全面采用国产技术路线，并通过异构算力调度平台进行集中管 理。从投资角度看，这一安排有助于降低国产算力在实际应用中常见的系统适配、运维复杂度和稳定性 风险， ...

Major Events - Singularity Guofeng (01280) sold all shares of China Silver Ray (Hong Kong) Investment Holdings Limited at zero cost [1] - ZTE Corporation (00763) plans to invest 117 million yuan to subscribe to Jianxing Zhanlu Fund shares [1] - Cloud Factory (02512) subsidiary won the bid for the second phase of the artificial intelligence industry base project [1] - CSPC Pharmaceutical Group (01093) received drug registration approval for Chlorpheniramine Lactate Injection [1] - Derin Holdings (01709) reported a Bitcoin balance of 84.555 BTC as of January 31 [1] - Baiguoyuan Group (02411) diluted its stake in Baiguoyuan Commercial Management to 51.02%, with core management investing to enhance new business layout [1] Operating Performance - XPeng Motors-W (09868) delivered 20,011 new vehicles in January [1] - Ruipulan Jun (00666) issued a profit warning, expecting a net profit of approximately 630 million to 730 million yuan in 2025, turning from loss to profit [1] - China Merchants Jinling (00978) projected a total contract sales amount of approximately 32.308 billion yuan in 2025, a year-on-year decrease of 23.91% [1] - China National Building Material (03323) issued a profit warning, expecting a shareholder loss of approximately 2.3 billion to 4 billion yuan in 2025, turning from profit to loss [1]

智通财经2月2日讯（编辑 冯轶）智通财经为您带来今日港股重要公告 1）公司要闻 招商局置地(00978.HK)：2025年合同销售总额约为323.08亿元，同比减少23.91%。 环球医疗(02666.HK)：附属拟发行本金总额不超过10亿元公司债。 君圣泰医药-B(02511.HK)：任命Filip Surmont博士为首席医学官，强化心肾代谢系统疾病(CKM)布局。 蓝河控股(00498.HK)：与能储投公司订立合作框架协议。 2）融资、回购动态 钧达股份(02865.HK)：完成配售1868.2万股，净筹约3.98亿港元。 小米集团-W(01810.HK)：斥资2.09亿港元回购600万股，回购价34.54-35.00港元。 中兴通讯(00763.HK)：拟出资1.17亿元认购建兴湛卢基金份额，可投资扶持更大范围的创新业务及上下游产业链企业。 云工场(02512.HK)：附属中标人工智能产业基地二期项目，合约价值为人民币5.2亿元。 小鹏汽车-W(09868.HK)：1月共交付新车20011辆。 拉近网娱(08172.HK)：附属拉近众博获蚂蚁云通授权为"蚂蚁百宝箱官方合作服务商"。 骏东控股(0827 ...

Core Viewpoint - YunGongChang (02512) has announced that its wholly-owned subsidiary, Jiangsu YunGongChang Technology Information Technology Co., Ltd., has won a bid for the second phase of the artificial intelligence industrial base project through the Anhui Provincial Bidding Procurement Association [1] Group 1: Project Details - The procurement contract was signed on January 30, 2026, with Suzhou Huari Network Information Service Co., Ltd., which acts as the buyer [1] - The contract value is set at RMB 520 million [1] Group 2: Strategic Focus - During the procurement and implementation phase, the company will scale the use of domestic AI computing power cards, demonstrating its commitment to meeting project demands and supporting the domestic computing ecosystem [1] - The company plans to continue deep investments and long-term strategic layout in the domestic computing power sector, enhancing and enriching its heterogeneous computing capabilities [1]

智通财经APP讯，云工场(02512)发布公告，本公司全资附属公司江苏云工场科技信息技术有限公司(江 苏云工场)近期通过安徽省招标采购协会的招标平台中标(投标)人工智能产业基地二期项目(项目)。随 后，于2026年1月30日，江苏云工场与宿州华瑞网络信息服务有限公司(宿州华瑞网络，作为招标人及买 方)订立采购合约(合约)，据此，江苏云工场同意就项目供应，而宿州华瑞网络同意就项目采购硬件设 备、软件及服务解决方案。合约的合约价值为人民币5.2亿元。 在项目的采购与实施阶段，本集团将规模化采用国产AI算力卡。这不仅体现了本集团对项目需求的精 准满足，更是本集团积极支持国产算力生态的切实行动。本集团将持续在国产算力领域进行深度投入与 长期战略布局，并进一步强化和丰富算力异构能力。 ...

格隆汇2月2日丨云工场(02512.HK)宣布，公司全资附属公司江苏云工场科技信息技术有限公司(「江苏 云工场」)近期通过安徽省招标采购协会的招标平台中标(「投标」)人工智能产业基地二期项目。随后， 于2026年1月30日，江苏云工场与宿州华瑞网络信息服务有限公司(「宿州华瑞网络」，作为招标人及买 方)订立采购合约，据此，江苏云工场同意就项目供应，而宿州华瑞网络同意就项目采购硬件设备、软 件及服务解决方案。合约的合约价值为人民币519,709,680元。 在项目的采购与实施阶段，集团将规模化采用国产AI算力卡。这不仅体现了集团对项目需求的精准满 足，更是集团积极支持国产算力生态的切实行动。集团将持续在国产算力领域进行深度投入与长期战略 布局，并进一步强化和丰富算力异构能力。 ...

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。 雲 工 場 科 技 控 股 有 限 公 司 Cloud Factory Technology Holdings Limited （ 於開曼群島註冊成立的有限公司） （股份代號﹕2512） 自願公告 中標 – 1 – 合約及其項下擬進行交易乃於本集團日常及一般業務過程中訂立。於本公告日期，董事會 確認其並不知悉任何與合約有關且根據聯交所證券上市規則（「上市規則」）須予披露的任何 事項。倘就協議相關事宜觸發上市規則項下的任何披露規定，本公司將於日後另行刊發公 告。 本公司股東及潛在投資者於買賣本公司股份時務請審慎行事。 承董事會命 雲工場科技控股有限公司 主席、行政總裁兼執行董事 本 公 告 乃 由 雲 工 場 科 技 控 股 有 限 公 司（「 本 公 司 」， 連 同 其 附 屬 公 司 統 稱「 本 集 團 」）自 願 刊 發，旨在讓本公司股東及潛在投資者知悉本集團之最新業務發展。 本公司董事會（「董 ...

Core Viewpoint - The company, YunGongChang, has successfully acquired land use rights for a property in Wuxi, Jiangsu Province, for a total cost of RMB 74.11 million, which aligns with national initiatives to enhance distributed computing capabilities [1] Group 1: Acquisition Details - The land acquired is located at 81 Xinmei Road, Wuxi, with a total area of approximately 35,000 square meters [1] - The company has already paid RMB 14.82 million as a bidding deposit for the acquisition [1] Group 2: Strategic Implications - The acquisition is part of the company's strategy to establish an intelligent computing center in the Yangtze River Delta region, aiming to expand its services nationwide [1] - This move supports the national "East Data West Computing" initiative and the implementation of a unified national computing network [1] - The company plans to leverage its long-term technological accumulation, continuous investment in distributed computing, and mature supply chain systems to enhance its "cloud-edge-end" collaborative infrastructure [1]