同时入选的还有寒武纪、科大讯飞、商汤科技等企业。 证券时报e公司讯，云从科技(688327)消息，在今日公布的《2024胡润中国AI企业TOP50》榜单中，云 从科技入选。 据介绍，云从科技将AI智能体视为未来发展的关键方向之一，其自研从容"大模型针对行业大模型进行 了定向优化，提高了金融、政务、零售、交通、安防、能源、教育、医疗、文娱等行业领域的行业数据 集占比，并重点训练了行业领域的下游任务。 ...

e公司讯，云从科技发布声明称，注意到美国国防部依据《2021财年威廉·姆·索恩伯里国家国防授权法 案》第1260H节的规定发布了最新的"中国涉军企业"清单，并在其中再次包含了云从科技。 对此，我们坚决否认有关指控，并表示强烈不满。 美国政府在没有充分沟通的情况下做出此决定，缺乏必要的透明度和公正程序，这对国际商业环境造成 了不必要的不确定性。 该清单基于无端猜测而非具体证据，对云从业务没有实质影响，我们将继续致力于技术创新和服务全球 客户，同时呼吁建立更加公平合理的国际规则体系，以促进开放、包容的技术交流与发展。 ...

Group 1: Company Overview and Strategic Direction - CloudWalk Technology is focused on deepening its presence in the artificial intelligence sector, particularly in smart manufacturing, smart energy, and financial technology [5] - The company aims to enhance its research and development investments to drive the integration of AI models with application scenarios, providing efficient digital transformation solutions [5] - CloudWalk Technology is committed to maintaining high-quality development and strengthening its core competitiveness [6] Group 2: Financial Performance and Risk Management - The company reported a negative net cash flow from operating activities and a debt ratio exceeding 50%, indicating financial risks [7] - Strategies to improve overall operational conditions include expanding market share, optimizing cost structures, and implementing stricter financial management measures [7] Group 3: Product Development and Innovation - The company is actively exploring applications in AI intelligent robots and human-machine collaboration systems, aiming to enhance robot intelligence through strong computational support and extensive data training [5] - CloudWalk Technology is continuously upgrading its large model technology, with plans to release version 2.0, which will feature enhanced capabilities [8] Group 4: Strategic Partnerships and Collaborations - The company has signed a strategic cooperation agreement with Guangzhou Data Group to advance AI computing services through resource sharing and technology complementarity [11] - Collaboration with Huawei and Softcom Power has led to the launch of a new AI middle platform solution, which integrates advanced AI technology for large-scale data processing and intelligent decision-making [12] Group 5: Market Opportunities and Future Outlook - The company anticipates significant growth opportunities in the AI sector, particularly as digital transformation accelerates across various industries [13] - CloudWalk Technology is optimistic about its potential to reach a market capitalization of one trillion in the next decade, contingent on sustained high-quality development [6]

云从科技集团股份有限公司 市值管理制度 第一章 总则 第一条 为加强云从科技集团股份有限公司（以下简称"公司"）市值管理， 切实推动公司投资价值提升，增强投资者回报，维护投资者利益，根据《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司信息披露管理办法》 《上市公司监管指引第 10 号——市值管理》等法律法规、规范性文件和《公司 章程》等规定，制定本制度。 第二条 本制度所称市值管理，是指公司以提高公司质量为基础，为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第三条 市值管理的基本原则包括： （一）合规性原则：公司应当在严格遵守相关法律法规、规范性文件、自 律监管规则以及《公司章程》等内部规章制度的前提下开展市值管理工作。 （二）系统性原则：公司应当按照系统思维、整体推进的原则，协同公司 各业务体系以系统化方式持续开展市值管理工作。 （三）科学性原则：公司的市值管理有其规律，应当依其规律进行科学管 理，科学研判影响公司投资价值的关键性因素，以提升公司质量为基础开展市 值管理工作。 （四）常态性原则：公司的市值成长是一个持续的和动态的过程，公司将 及时关注资本市场及公司股价动态，常态化主动 ...

证券代码：688327 证券简称：云从科技 公告编号：2024-052 云从科技集团股份有限公司 关于召开 2024 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、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2024 年 12 月 11 日（星期三）下午 16:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2024 年 12 月 4 日（星期三）至 12 月 10 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@cloudwalk.com进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 云从科技集团股份有限公司（以下简称"公司"）已于 2024年 10月 31日发 布《2024 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 2024 年 第三季度经营成果、财务状况，公 ...

上 市 公 司 公 司 研 究/ 公 司 点 评 证 券 研 究 报 告 | --- | --- | --- | |-------|------------------------------------|-------------------------------| | | 市场数据： | 2024 年 11 月 07 日 | | | 收盘价（元） | 12.41 | | | 一年内最高/最低（元） | 22.00/7.25 | | | 市净率 | 10.1 | | | 息率（分红/股价） | | | 流通 | A 股市值（百万元） | 9,332 | | | 上证指数 / 深证成指 | 3,470.66/11,235.92 | | | 注："息率"以最近一年已公布分红计算 | | | --- | --- | |------------------------------|-------------------------------| | 基础数据 : | 2024 年 09 月 30 日 | | 每股净资产（元） | 1.23 | | | | | 资产负债率 % | 49.86 | | 总股本/流通 ...

Core Viewpoint - The application of facial recognition SDK in the financial sector is increasingly widespread due to advancements in artificial intelligence technology [1] Group 1: Company Developments - The company has implemented its technology across major financial institutions, including state-owned banks, joint-stock banks, urban commercial banks, rural commercial banks, and provincial rural credit unions [1] - The company is increasing its R&D investment in facial recognition and video anti-fraud technologies [1] - The company's AI technology and SDK products will be fully compatible with the "Hongmeng" operating system as its adoption grows [1] Group 2: Market Strategy - The company employs a localized marketing strategy tailored to the characteristics of industry clients [1] - There are existing cases of "Hongmeng" version SDK products being implemented in state-owned and joint-stock banks, with plans to gradually penetrate local banks [1] Group 3: Market Potential - With the increasing coverage of the "Hongmeng" system, the market size for "Hongmeng" version SDK products is expected to reach several hundred million [1]

编号：2024-010 证券代码：688327 证券简称：云从科技 云从科技集团股份有限公司 2024年11月5日投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------------------------|------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------|--------------------------------------------| | 投 资 者 关 \n系 活 动 类 别 | 特定对象调研 \n□新闻发布 | 分析师会议 \n 路演活动 | 媒体采访 \n 现场参观 | 业绩说明会 \n ...

Company and Industry Overview * **Industry**: Artificial Intelligence (AI), specifically focusing on AI applications and solutions. * **Company**: YunTong Technology, an AI company specializing in AI applications and solutions. * **Key Themes**: * Transition from project-based to product-based business model. * Focus on B2B market and high-quality clients. * Emphasis on standardization and replicability of products. * Continuous exploration and adaptation of business models and product offerings. * Strong focus on financial management, including cost reduction and cash flow improvement. Financial Highlights * **Revenue**: * Total revenue for the first three quarters of 2024 was 227 million yuan, a decrease of approximately 34% year-on-year. * B2B revenue increased by nearly 10 percentage points year-on-year. * Revenue from AI-related fields accounted for 40 billion yuan, with a year-on-year increase of 31 percentage points. * **Profitability**: * Net loss for the first three quarters was approximately 509 million yuan, excluding share-based compensation. * Gross margin was around 50% for the third quarter, slightly lower than the second quarter due to the impact of new product development and customization. * **Cash Flow**: * Operating cash flow improved significantly, with a year-on-year increase of nearly 30%. * Accounts receivable balance decreased by nearly 20% year-on-year to 2.99 billion yuan. Business Development and Product Strategy * **Focus on B2B Market**: * Emphasis on high-quality clients and product offerings in the B2B market. * Financial industry remains a key focus area, with stable demand and good payment stability. * Energy sector, including State Grid, is also a significant growth area. * Operator sector is expected to see increased demand due to the integration of AI technology and solutions. * **Product Standardization and Replicability**: * Continuous efforts to standardize products and improve replicability. * Focus on hard and soft product integration, such as smart city projects and AI platforms. * **Technological Advancements**: * Strengthening core technology research and development, particularly in areas such as intelligent decision-making, self-learning, cross-modal understanding, knowledge graph construction, and reasoning. * Collaboration with academia and industry to maintain a leading position in technology. Future Outlook * **2025 and Beyond**: * Expectation of significant growth and changes in the AI industry, particularly in the areas of visual applications and native applications. * Confidence in achieving positive results in 2025 and 2026. * Focus on sustainable development and delivering positive returns to shareholders.

编号：2024-009 1 证券代码：688327 证券简称：云从科技 云从科技集团股份有限公司 2024年10月31日投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------------------------|-------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------|--------------------------------------------------------------------------------- ...