格隆汇12月12日｜有投资者在互动平台向青云科技提问：请问贵公司与阿里有合作吗？ 青云科技回复称，青云科技与阿里巴巴的合作主要聚焦于青云科技AI智算平台对阿里巴巴集团旗下平 头哥半导体推出的AI PPU 芯片的产品适配工作，使得算力硬件与智算平台的高效兼容。 ...

Core Viewpoint - The company has secured its raw material supply chain through the acquisition of Taboca Mining Company in Brazil, ensuring stable procurement of key materials for its production processes [1] Group 1: Acquisition and Supply Chain - The actual controller of the company, China Nonferrous Mining Group Co., Ltd., has completed a binding equity acquisition of Taboca Mining Company [1] - Taboca Mining Company owns an operational polymetallic mine, a tin smelting plant, a tantalum-niobium alloy smelting plant, and a hydropower station in the Amazon region of Brazil [1] - The company has signed a procurement contract with Taboca Mining Company for approximately 3,000 tons of tantalum-niobium alloy raw materials, with an estimated procurement amount of 540 million RMB, which provides strong assurance for the stability and controllability of the tantalum-niobium ore supply chain [1] Group 2: Production and Upgrading - The company possesses a complete production line from ore wet smelting to tantalum-niobium product processing, ensuring full supply chain security from raw materials to finished products [1] - Continuous upgrades and transformations are being made towards high-end products across the entire supply chain [1]

Group 1 - The company plans to raise funds primarily for three construction projects and to supplement working capital [1] - The first project is the construction of a digital factory for tantalum and niobium hydrometallurgy, with a total investment of 677 million yuan, aiming to produce various products including potassium fluotantalate and niobium pentoxide [1] - The second project involves the renovation of the tantalum and niobium pyrometallurgy smelting product production line, with an expected investment of 288 million yuan, which will increase annual production capacity for niobium and tantalum products [1] - The third project focuses on the construction of a high-end tantalum and niobium product production line, with a total investment of 281 million yuan, expected to add 145 tons per year of tantalum and niobium plate and strip products [1]

格隆汇12月11日丨青云科技(688316.SH)在投资者互动平台表示，截至目前，青云科技未单独研发、销 售智能体相关产品。 ...

证券代码：688316 证券简称：青云科技 公告编号：2025-060 北京青云科技集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 12 月 10 日（星期三）下午 14:00-15:00 北京青云科技集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 10 日（星期三） 下午 14:00-15:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交 流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 12 月 10 日（ ...

Core Viewpoint - Qingyun Technology continues its strategic partnership with Moore Threads, focusing on product adaptation and certification, as well as deep integration in AI computing management platforms [1] Company Collaboration - Qingyun Technology has engaged in product adaptation and mutual product certification with Moore Threads [1] - The collaboration includes deep integration and cooperation in AI computing management platforms, leveraging Qingyun's expertise in KubeSphere and intelligent computing operations [1] - As of November 24, 2025, the strategic partnership between Qingyun Technology and Moore Threads remains active [1]

Core Viewpoint - Qingyun Technology has established a strategic partnership with Moore Threads, focusing on product adaptation and certification, particularly in the AI computing management platform area [2] Group 1 - Qingyun Technology has engaged in product adaptation and mutual product certification with Moore Threads [2] - The collaboration leverages Qingyun Technology's deep expertise in KubeSphere and intelligent computing operations [2] - The strategic partnership between Qingyun Technology and Moore Threads remains active as of now [2]

Market Overview - The Sci-Tech Innovation Board (科创板) index fell by 3.19%, closing at 1285.83 points, with a total trading volume of 4.022 billion shares and a turnover of 172.61 billion yuan, resulting in an average turnover rate of 2.09% [1] - Among the tradable stocks on the Sci-Tech Innovation Board, 33 stocks closed higher, with 3 stocks rising over 10%, while 559 stocks closed lower, with 12 stocks declining over 10% [1] Stock Performance - The stock with the highest turnover rate was C Hengkun, a new stock listed for 5 days, which saw a decline of 11.47% and a turnover rate of 46.22%, with a trading volume of 1.25 billion yuan and a net outflow of 13.49 million yuan [1] - Other notable stocks with high turnover rates included Yingfang Software, Qingyun Technology, and Tengjing Technology, with turnover rates of 15.29%, 14.95%, and 14.62% respectively [1] High Turnover Stocks - Among stocks with a turnover rate exceeding 5%, C Hengkun was noted as a new listing, while the top gainers included He Xin Instrument, Aike Saibo, and Dekeli, with increases of 20.00%, 13.31%, and 5.06% respectively [2] - The electronic industry had the highest representation among high turnover stocks, with 22 stocks, followed by the power equipment and computer sectors with 12 and 8 stocks respectively [2] Fund Flow Analysis - In terms of fund flow, 16 stocks experienced net inflows, with Dekeli, Woerde, and Yuanjie Technology receiving the most significant inflows of 110 million yuan, 95.93 million yuan, and 78.53 million yuan respectively [2] - Conversely, stocks with the largest net outflows included Rongbai Technology, Guo Dun Quantum, and Dongxin Co., with outflows of 383 million yuan, 350 million yuan, and 320 million yuan respectively [2] Leverage Fund Movements - Recent data indicated that 32 stocks received net purchases from leveraged funds, with Dongxin Co., Huafeng Technology, and Huasheng Lithium receiving the largest increases in financing balances of 332 million yuan, 260 million yuan, and 206 million yuan respectively [3] - Stocks that saw significant reductions in financing balances included Aters, Tengjing Technology, and Woerde, with decreases of 176 million yuan, 126 million yuan, and 122 million yuan respectively [3] Key Stocks on November 21 - A table of key stocks on the Sci-Tech Innovation Board highlighted C Hengkun with a closing price of 51.54 yuan and a daily decline of 11.47%, alongside other stocks like Yingfang Software and Qingyun Technology, which had notable turnover rates and net fund flows [4][5]

Core Insights - The competitive landscape for enterprises is being reshaped by artificial intelligence (AI), which is now a baseline strategy for survival and growth rather than a mere possibility [2] - The core challenge of AI adoption in enterprises lies not in the lack of models or computing power, but in seamlessly integrating disruptive AI capabilities into gradually evolving organizations [3] - Enterprises face a triad of challenges during digital transformation: respecting historical investments while embracing AI innovation, simplifying management while meeting diverse needs, and ensuring business stability while allowing for continuous technological upgrades [3][4] Group 1 - Many enterprises encounter three major barriers: data fragmentation leading to inaccurate decision-making, insufficient insights resulting in reliance on experience, and rigid systems limiting adaptability to different business models [4] - The anxiety surrounding AI adoption is exacerbated by a lack of understanding and recognition of the uncertainties associated with new technologies, leading to feelings of helplessness in the face of change [4][5] - A significant portion of enterprises focus solely on improving operational efficiency during digital transformation, with few prioritizing product service innovation and the cultivation of intelligent business models [5] Group 2 - To address the current challenges in AI transformation, enterprises need to build a bridge connecting their historical systems with future strategies, providing four forms of reassurance: investment security, transformation ease, operational simplicity, and innovation support [6] - The historical burden of multiple IT architectures complicates the transition to AI, necessitating a new generation of intelligent computing infrastructure to facilitate smooth collaboration between technological iteration and gradual business development [6][7] - The key to successful AI transformation lies in enabling gradual innovation that maximizes compatibility with existing digital transformation efforts, rather than pursuing disruptive changes [7] Group 3 - The AI Infra 3.0 framework proposed by Qingyun Technology aims to create a unified architecture that supports various capabilities, ensuring compliance and performance while optimizing resource allocation [8] - This architecture adheres to three principles: compatibility with existing assets to avoid resource waste, phased upgrades to mitigate transformation risks, and assurance of business continuity and data security [8] - The concept of "reconstruction and unification" represents a significant shift in architectural philosophy, allowing enterprises to integrate flexible technological capabilities into their existing IT systems [8]

Core Insights - Huawei Euler concept stock rose by 0.74%, ranking fifth among concept sectors, with 22 stocks increasing in value [1] - The leading gainers included *ST Dongtong with a 20% limit up, Aerospace Development also hitting the limit up, and Qingyun Technology, Chengmai Technology, and Dongfang Guoxin with increases of 10.76%, 3.78%, and 3.68% respectively [1] - The sector experienced a net outflow of 356 million yuan, with 18 stocks seeing net inflows, and 10 stocks receiving over 30 million yuan in net inflows [2] Sector Performance - The top-performing concept sectors included Hainan Free Trade Zone with a 2.20% increase and Salt Lake Lithium Extraction with a 1.43% increase, while Silicon Energy and Pre-made Dishes saw declines of 2.66% and 2.37% respectively [2] - Huawei Euler concept was among the top gainers, while the dairy industry faced a decline of 2.27% [2] Fund Flow Analysis - Key stocks with significant net inflows included Donghua Software with a net inflow of 158.23 million yuan, followed by Dongfang Guoxin and Tuo Wei Information with inflows of 133.80 million yuan and 130.78 million yuan respectively [3] - The net inflow ratios for stocks like Kela Software, Qingyun Technology, and Yingfang Software were 12.71%, 11.49%, and 11.27% respectively, indicating strong interest from major funds [3] Stock Specifics - Notable stocks in the Huawei Euler concept included Donghua Software with a 3.68% increase and a turnover rate of 4.70%, and Qingyun Technology with a significant 10.76% increase and a turnover rate of 13.12% [4] - Conversely, stocks like Dahong Technology and China Software experienced declines of 3.16% and 2.86% respectively, with significant net outflows [5]