证券代码：688158 证券简称：优刻得 公告编号：2026-001 优刻得科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/9/30 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 15 4 | 10 | 月 | 日~2026 | 年 | 月 | 14 日 | | 预计回购金额 | 800万元~1,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 15万股 | | | | | | | | 累计已回购股数占总股本比例 | 0.033% | | | | | | | | 累计已回购金额 | 352.75万元 | | | | | | | | 实际回 ...

Core Viewpoint - The company has announced a share repurchase plan aimed at utilizing its own funds for employee stock incentives and ownership plans, with a total budget of 8 million to 10 million yuan [1] Group 1 - The company’s board and shareholders approved the share repurchase plan on September 29 and October 15, 2025, respectively [1] - The repurchase price is set at a maximum of 40.33 yuan per share, with a repurchase period of six months [1] - As of December 31, 2025, the company has repurchased a total of 150,000 shares, representing 0.033% of the total share capital, with a total expenditure of 3.5275 million yuan [1] Group 2 - The repurchase price range for the shares acquired so far is between 23.05 yuan and 23.8 yuan per share [1]

Market Overview - The main board saw significant gains with stocks like Suzhou Kedah (+10.05%), Dianke Network Security (+10.01%), and Tongyu Communication (+10.01%) leading the charge [1] - The ChiNext board also performed well, with stocks such as Baina Qiancheng (+20.08%) and Jiayuan Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Youkede-W (+19.99%) and Nanya New Materials (+13.59%) [1] - Active sub-industries included SW Military Electronics III (+1.56%) and SW Other Communication Equipment (+1.38%) [1] Domestic News - CINNO announced the equipment relocation ceremony for its new optical functional film project, with a total investment of approximately 5 billion yuan, planning to build five internationally leading intelligent display material production lines [1] - Weijie Chuangxin launched a Wi-Fi 7 & Bluetooth dual-connection front-end module (FEM) suitable for lightweight portable devices [1] - Unisoc plans to establish Unisoc Technology with several partners, focusing on independent operations for automotive domain control chips, enhancing collaboration with major clients [1] - Jingsheng Electromechanical successfully delivered a 12-inch single-wafer silicon carbide epitaxial growth equipment, featuring advanced temperature control and automated functions [1] Company Announcements - Chip Origin announced a voluntary disclosure regarding new orders, reporting a new order amount of 2.494 billion yuan for Q4 2025, a year-on-year increase of 129.94%, with over 84% related to AI computing power [2] - Aiko Optoelectronics received a government subsidy of 1.74 million yuan [2] - Yaxin Security reported a government subsidy of approximately 3.461 million yuan for operational support [2] - Online and Offline announced government subsidies for its subsidiaries, with Wuxi Lingheng receiving 2.603 million yuan and 17 million yuan, and Jiangsu Yifei receiving 32,400 yuan and 3 million yuan [2] International News - Global semiconductor market insights indicate that demand for mainstream terminal applications in 2026 may be conservative due to international conditions, despite expected restocking in automotive and industrial control sectors by the end of 2025 [2] - SEAJ reported that Japan's semiconductor equipment sales reached 420.67 billion yen in November 2025, marking a 3.7% year-on-year increase and setting a historical record for the month [2] - MouseComputer announced a price increase due to rising memory costs and has temporarily suspended online sales [2] - Apple received a significant patent for a head-mounted display device that can dynamically adjust optical lens properties based on user environment and behavior [2]

Market Performance - The IT services sector increased by 0.55% on December 26, with Youke De leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Top Gainers in IT Services - Youke De (688158) closed at 29.71, up 19.99%, with a trading volume of 998,700 shares and a transaction value of 2.854 billion [1] - Capital Online (300846) closed at 21.70, up 13.08%, with a trading volume of 644,300 shares and a transaction value of 1.321 billion [1] - Jiahua Technology (688051) closed at 43.31, up 7.98%, with a trading volume of 40,600 shares and a transaction value of 176 million [1] Top Losers in IT Services - Rongke Technology (300290) closed at 28.78, down 9.47%, with a trading volume of 746,300 shares and a transaction value of 222.7 million [2] - Zhongyi Technology (301208) closed at 39.64, down 3.67%, with a trading volume of 103,500 shares and a transaction value of 41.1 million [2] - Jiachuan Video (300264) closed at 6.52, down 3.12%, with a trading volume of 226,700 shares and a transaction value of 150 million [2] Capital Flow Analysis - The IT services sector experienced a net outflow of 292 million from institutional investors, while retail investors saw a net inflow of 306 million [2][3] - Major stocks like Youke De had a net inflow of 458 million from institutional investors, but a net outflow of 325 million from speculative funds [3] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2][3]

Group 1 - The Shanghai Composite Index closed at 3968.53 points, above the six-month moving average, with a change of 0.23% [1] - The total trading volume of A-shares reached 21,610.07 billion yuan [1] - A total of 95 A-shares have surpassed the six-month moving average, with notable stocks including Youke De, Yijing Optoelectronics, and Julisi, showing significant deviation rates of 19.02%, 9.19%, and 7.25% respectively [1] Group 2 - The stocks with the highest deviation rates from the six-month moving average include: - Youke De (688158) with a price increase of 19.99% and a deviation rate of 19.02% [1] - Yijing Optoelectronics (600537) with a price increase of 9.90% and a deviation rate of 9.19% [1] - Julisi (002342) with a price increase of 7.97% and a deviation rate of 7.25% [1] - Other stocks that have just crossed the six-month moving average include *ST Huawang, China Chemical, and Baicheng Pharmaceutical, with smaller deviation rates [1]

Group 1 - The core viewpoint of the news highlights the positive performance of the AI sector, particularly the rise of the Sci-Tech Innovation Artificial Intelligence ETF (589010) by 0.30%, indicating a bullish trend in the market [1] - Among the constituent stocks, 17 showed gains, with notable performances from companies like Yuke Technology, which hit a 20% limit up, and others like AsiaInfo Technology and Weisheng Information, which rose over 3%, reflecting strong investor interest in leading firms within the AI niche [1] - The trading volume during the session exceeded 53 million yuan, indicating active market participation and liquidity in the AI sector [1] Group 2 - Citic Construction Investment Securities forecasts two main categories of investment opportunities in AI by 2026: 1) Opportunities around computing power focusing on leading firms, new technology upgrades, and localized industrial clusters; 2) Companies like OpenAI accelerating application commercialization and revenue growth, seeking investment opportunities in AI's empowerment and transformation across various industries [2]

Group 1 - The core point of the article highlights that Youke De-W has achieved a transaction volume of 1.917 billion yuan, marking the highest level since June 9, 2025 [2] - The latest stock price of Youke De-W has increased by 13.97%, with a turnover rate of 16.79% [2] - The previous trading day recorded a total transaction volume of 282 million yuan for the stock [2]

Group 1 - The A-share market has seen a strong performance in commercial aerospace stocks, with notable gains including a 20% limit up for Jiayuan Technology and over 18% increase for Xice Testing [1][2] - Other significant gainers include Guanglian Aviation and Zhongfu Shenying, both rising over 15%, while Pan-Asia Micro透 and Guangwei Composites increased by over 12% [1][2] - Several stocks, including Shenjian Co. and Zhongchao Holdings, achieved a 10% limit up, indicating robust investor interest in the sector [1][2] Group 2 - Jiayuan Technology has a total market capitalization of 7.648 billion, with a year-to-date increase of 170.85% [2] - Xice Testing's market cap stands at 10.8 billion, with an impressive year-to-date increase of 242.95% [2] - Noteworthy is the historical high achieved by companies such as Xice Testing, Pan-Asia Micro透, and Feiwo Technology, reflecting strong market momentum [2][3] Group 3 - A successful launch of 17 low-orbit satellite internet satellites was conducted using the Long March 8 rocket from Hainan, marking a significant achievement in China's commercial aerospace efforts [3] - The China Securities Regulatory Commission has updated the IPO counseling status of Blue Arrow Aerospace to "counseling work completed," indicating progress towards formal application [3]

Group 1 - The core viewpoint of the article is that the company Youke De has announced the launch of its strategic partner Zhipu's open-source GLM-4.7 model, and the UModelVerse model service platform has been successfully deployed and officially launched [1] Group 2 - Youke De's collaboration with Zhipu signifies a strategic move to enhance its offerings in the AI model service sector [1] - The deployment of UModelVerse indicates the company's commitment to advancing its technological capabilities and providing innovative solutions [1]

Core Insights - The article highlights the active performance of the AI-focused ETF (589520) amid market fluctuations, indicating strong investor confidence in the domestic AI industry chain [1] - The ByteDance Volcano Engine FORCE conference is set to unveil new AI models and tools, emphasizing advancements in video generation and the expansion of the AI application ecosystem [3] - The current strategic "golden window period" for AI innovation is driven by policy support, strong earnings validation, external pressures for self-sufficiency, and significant potential for domestic AI applications to catch up with international counterparts [6] Group 1: ETF Performance and Market Sentiment - The AI-focused ETF (589520) has seen a net inflow of 13.46 million yuan over the past three days, reflecting positive market sentiment towards the domestic AI industry [1] - Key stocks within the ETF, such as Zhongke Xingtu and Xinghuan Technology, have shown significant gains, with increases of over 11% and 7% respectively [1] Group 2: Industry Developments and Innovations - The FORCE conference will introduce new members to the Doubao model, aiming for performance enhancements and cost reductions, particularly in video generation [3] - The focus on upgrading Agent development tools and expanding the Agent ecosystem is expected to facilitate the practical application of AI in business settings [3] Group 3: Strategic Importance of AI - The new five-year plan emphasizes "technological self-reliance," providing robust support for AI and domestic alternatives [6] - As of Q3 2025, 20 out of 30 companies in the ETF's portfolio reported profitability, with 22 showing year-on-year net profit growth, indicating strong industry performance [6] - The need for self-sufficiency in AI technology is underscored by geopolitical tensions, making domestic AI development crucial [6] Group 4: Investment Opportunities - The AI application sector is seen as having significant room for growth compared to its international counterparts, suggesting a potential for price corrections and increased investment attractiveness [6] - The ETF's index includes a substantial proportion of AI application stocks, with a weight of 30.94% in AI applications and 33.66% in the ByteDance industry chain as of the end of November [5]