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云从科技:2025年营收同比增长25.86%,亏损持续收窄
Bei Jing Shang Bao· 2026-02-27 14:29
北京商报讯(记者陶凤王天逸)2月27日,云从科技发布2025年度业绩快报。公告显示,公司2025年实现 营业总收入5.01亿元,同比增长25.86%;归属于母公司所有者的净利润为-5.45亿元,较上年同期的-6.96 亿元亏损收窄;扣除非经常性损益后的归母净利润为-6.39亿元,较上年同期的-7.22亿元亏损同样收 窄。 ...
云从科技2025年营收增长25.86% 亏损大幅收窄
Ju Chao Zi Xun· 2026-02-27 09:32
2月27日,云从科技(688327.SH)发布2025年度业绩快报。报告显示,公司全年实现营业总收入5.01亿 元,同比增长25.86%;实现归属于母公司所有者的净利润-5.45亿元,较上年同期亏损的6.96亿元大幅收 窄;基本每股收益-0.52元,亏损幅度同比收窄。公司在战略转型深化与行业景气度回升的背景下,实 现收入增长与亏损收窄的阶段性成果,经营基本面呈现持续改善态势。 值得注意的是,报告期末公司总资产为12.48亿元,较期初减少37.03%;归属于母公司的所有者权益为 7.44亿元,较期初减少33.46%。公司解释,这主要系当期仍处亏损状态,未弥补亏损增加,叠加期内处 置部分资产及计提应收款项减值准备所致。 2025年,云从科技坚定执行"AI基础设施+AI智能体"双轮驱动发展战略,积极响应国家"人工智能+"行 动计划及人工智能基础设施加速布局的产业趋势,围绕算力底座建设与场景化应用落地协同推进业务拓 展。 面对阶段性盈利压力,公司持续推进精细化管理与组织效能优化,通过优化组织架构与人员配置、强化 项目全流程管控、严格费用预算执行,提升资源配置效率和成本管控水平。报告期内期间费用同比有所 下降,费用投入 ...
云从科技(688327) - 2025 Q4 - 年度业绩
2026-02-27 08:30
证券代码:688327 证券简称:云从科技 公告编号:2026-002 云从科技集团股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 注:1.本报告期初数同法定披露的上年年末数。 本公告所载2025年度主要财务数据为初步核算数据,未经会计师事务所审计, 具体数据以云从科技集团股份有限公司(以下简称"公司")《2025年年度报告》 为准,提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位:元 币种:人民币 | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | --- | --- | --- | --- | | 营业总收入 | 500,541,000.22 | 397,684,607.77 | 25.86 | | 营业利润 | -560,564,793.80 | -713,434,983.28 | 不适用 | | 利润总额 | -562,155,260.76 | -708,525,376.44 | 不适用 | | 归属于母公司所有者的净利润 | -544 ...
云从科技:2025年净亏损5.45亿元
Xin Lang Cai Jing· 2026-02-27 08:16
云从科技公告,2025年度营业总收入5.01亿元,同比增长25.86%。报告期内,公司亏损规模较上年同期 明显收窄。归属于母公司所有者的净利润-5.45亿元,上年同期为-6.96亿元。基本每股收益-0.52元,上 年同期为-0.67元。 ...
中国AI调用量首超美国,国产算力有望受益!科创人工智能ETF(589520)盘中拉升2.4%,云天励飞20CM涨停!
Xin Lang Cai Jing· 2026-02-27 03:23
今日(2月27日)算力概念继续活跃,重点布局国产AI产业链的科创人工智能ETF(589520)场内价格 盘中拉升2.4%,现涨2.3%,冲击日线2连阳! | | 分时 多日 1分 5分 15分 30分 · | | | F9 盘鹅盘后 盘加 九转 图线 工具 ♡ 2 | | > | | 科创人工智能ETF华宝 1 | 589520 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | 0.70 | 589520(8401人工智能ETF华富) 11:12 价 0.705 股跌 0.016(2.32%) 均价 0.694 | | | | 2619 | 0.705 | | +0.016 +2.32% | | 图 密 | | | | | | | SSE CNY 11:12:43 文国中 | | 0 / 8 + | | | 0.703 | | | | | 2.09% | 净值出费 | | 华宝上还料创板人工智能ETF | | ਮ | 0.700 | | | | | 1.57% | 酸化 | 9.44% 受班 | -12154 | | | ...
A股算力概念股连续第二日大涨,云天励飞、云赛智联等多股涨停
Ge Long Hui A P P· 2026-02-27 03:22
| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 688343 | 云天励飞-1 1 | | 20.00 | 396亿 | 44.93 | 110.26 | | 300846 | 首都在线 | 1 | 16.78 | 189亿 | 64.65 | 37.59 | | 300113 | 顺网科技 | | 12.00 | 203亿 | 46.69 | 29.69 | | 688316 | 青云科技-l | | 10.97 | 41.75 Z | 44.87 | 87.17 | | 301396 | 宏景科技 | | 10.76 | 162亿 | 59.52 | 105.76 | | 600602 | 云赛智联 | | 10.01 | 314Z | 22.90 | 22.97 | | 600498 | 烽火通信 | 1 | 10.01 | 700亿 | 60.69 | 51.55 | | 603887 | 城地香江 | | 10.01 | 105亿 | 29.29 | 17.48 | | ...
算力概念股连续第二日大涨,云天励飞、云赛智联等多股涨停
Ge Long Hui· 2026-02-27 03:17
责任编辑:栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 688343 | 云天励飞-1 1 | | 20.00 | 396亿 | 44.93 | 110.26 | | 300846 | 首都在线 | 1 | 16.78 | 189亿 | 64.65 | 37.59 | | 300113 | 顺网科技 | | 12.00 | 203亿 | 46.69 | 29.69 | | 688316 | 青云科技-l | | 10.97 | 41.75 Z | 44.87 | 87.17 | | 301396 | 宏景科技 | | 10.76 | 162亿 | 59.52 | 105.76 | | 600602 | 云舞智联 | | 10.01 | 314Z | 22.90 | 22.97 | | 600498 | 烽火通信 | 1 | 10.01 | 700亿 | 60.69 | 51.55 | | 603887 | 城地香江 | | 10.01 | 105亿 | 29.29 | 17 ...
云从科技20260223
2026-02-24 14:16
云从科技 20260223 摘要 云从科技战略转型为智能体时代行业增长伙伴,核心是通过 AI 基础设施 和 AI 智能体实现客户增长,从工具型公司向全面解决方案提供商转变, 实现商业模式创新。 公司推行"双轮驱动"(AI 基础设施+AI Agent)和"双线发展"(严 肃行业+新兴市场)战略,深化多模态技术,特别是在视觉模型方面, 以满足行业对实时数据和真实世界应用的需求。 云从科技构建了 Aging 特别平台和 Coding 平台等智能化平台,形成技 术平台(知识工厂)、业务产品平台和增长与商业化平台三层结构,为 客户提供智能增长服务。 公司通过项目制向定制化服务转型,签订长期运营收费合同,提供算力 服务,并通过高毛利、可复制交付的海外扩张项目实现收入多元化,提 升盈利能力。 云从科技通过降低 TOP、TOG 业务规模及大规模集成项目,保证现金流 稳定,同时通过标准化复用驱动项目转型,实现降本增效,深耕严肃行 业领域,沉淀行业 know-how。 Q&A 公司与华为等国产芯片公司合作,推进国家级项目的适配,并与寒武纪、 木兮等公司进行国产化适配,集中在产品到技术,再到项目联合实施层 面。 云从科技在银行、公 ...
云从科技:公司始终高度关注前沿技术的发展动态与应用前景
Zheng Quan Ri Bao· 2026-02-12 10:14
Core Viewpoint - The company emphasizes its commitment to monitoring advancements in cutting-edge technologies and their application prospects, while continuously investing in research and development to maintain its core competitiveness [2]. Group 1 - The company is actively engaged in the development and application of frontier technologies [2]. - The company highlights the importance of keeping up with industry trends to ensure its competitive edge [2]. - The company advises stakeholders to refer to its periodic reports and announcements for detailed business updates [2].
ETF复盘资讯|创新药反弹还看港股!520880放量摸高近4%!字节Seedance2.0爆火出圈,科创AI、科创芯片连续上攻
Sou Hu Cai Jing· 2026-02-10 12:19
Market Overview - A-shares experienced narrow fluctuations, with the Sci-Tech Innovation Board showing strong performance, particularly in AI applications and computing chips [1] - The Hong Kong stock market saw a significant rebound in the pharmaceutical sector, with the Hong Kong Innovation Drug ETF (520880) reaching a peak increase of 3.86% and closing up 2.9% [3][5] ETF Performance - The Hong Kong Innovation Drug ETF (520880) recorded a trading volume of 5.9 billion, while the Hong Kong Medical ETF (159137) rose by 2.1%, marking its sixth consecutive day of gains [2][3] - The Sci-Tech Artificial Intelligence ETF (589520) increased by 1.81%, with a peak rise of over 2.4% during the trading session [8] Industry Insights - The Chinese innovative drug sector is experiencing a dual breakthrough in internationalization and commercialization, with over 70% of innovative drug companies reporting positive revenue growth [6][7] - Significant collaborations in the innovative drug space include a strategic partnership between Innovent Biologics and Eli Lilly, valued at up to $8.85 billion, and a $18.5 billion collaboration between CSPC Pharmaceutical and AstraZeneca [6] AI and Technology Developments - ByteDance's recent launches, including the Seedance 2.0 video generation model and Seedream 5.0 image generation model, have generated significant interest in the AI sector [11] - The Sci-Tech Artificial Intelligence ETF (589520) has a substantial exposure to ByteDance, with a weight of 29.42% in its index [11][13] Semiconductor and Chip Industry - The semiconductor equipment industry is experiencing an upward trend, with projected sales growth of 26% in 2026, reaching $791.7 billion [17] - The Sci-Tech Chip ETF (589190) is positioned to benefit from the ongoing "super cycle" in the semiconductor industry, with a focus on domestic production and expansion [15][17] Investment Strategy - Analysts suggest that the current market conditions present a favorable opportunity for investment in innovative drugs and AI sectors, with a recommendation to focus on ETFs that track these industries [7][19] - The Sci-Tech Chip ETF has shown a strong annualized return of 17.93%, outperforming other semiconductor indices [19][20]