本公司及董事会全体成员保证本公告的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：000409 证券简称：云鼎科技 公告编号：2026-004 云鼎科技股份有限公司 关于 2023 年 A 股限制性股票激励计划首次授予部分第一个解除 限售期解除限售股份上市流通的提示性公告 特别提示： 1.公司 2023 年 A 股限制性股票激励计划首次授予部分第一个解除限售期解 除限售条件已经成就，符合解除限售条件的激励对象为 124 人，可解除限售的限 制性股票数量为 3,870,900 股，占公司目前总股本的 0.5709%。 2.本次解除限售的限制性股票的上市流通日为 2026 年 2 月 12 日。 云鼎科技股份有限公司（"公司"）于 2026 年 2 月 2 日召开第十一届董事 会第三十一次会议，审议通过了《关于 2023 年 A 股限制性股票激励计划首次授 予部分第一个解除限售期解除限售条件成就的议案》，根据《上市公司股权激励 管理办法》（"《管理办法》"）、《云鼎科技股份有限公司 2023 年 A 股限制 性股票激励计划（草案）》（"《激励计划》"）、《云鼎科技股份有限公司 2023 年 ...

山东航空执飞的厦门-克拉克全货机航线，在顺利完成前期试运营后，于2月3日起正式进入常态化运营阶段。据悉，该航线由波音737-800BCF全货机执 飞，每天一班。作为厦门空港通往"一带一路"共建国家的货运骨干线路，该航线不仅标志着厦门至克拉克航空物流通道的稳定运行，也为厦门国际航空货 运枢纽建设及货运网络拓展提供了有力支撑。 厦门克拉克出港以拼多多、希音、Lazada等平台的电商货物及闽南地区的特色轻工产品为主，克拉克厦门回程主要载运菲律宾达沃的榴莲等优质生鲜，未 来还将拓展海鲜等高价值进口品类，实现了"电商出海"与"生鲜回国"的精准对流。该航线不仅高效连接了闽南轻工品与菲律宾生鲜等特色产业商品，更通 过稳定的双向物流，构建起一个优势互补、高效循环的跨境供应链体系。 厦门-克拉克航线的常态化运营，不仅增强了厦门至东南亚地区的空中物流运力，也为区域经贸合作架设起一条高效、可靠的空中桥梁。未来，山航将紧 跟市场动态，持续加密全球货运航线，为厦门对外开放与全球产业融合提供坚实的航空保障。 （大众新闻记者 戚加绚 通讯员 刘慧娴 陈泽栩） ...

东北证券发布研报称，我国持续稳居全球最大煤炭消费国地位，即仍有超过一半的能源消费来自于煤 炭。2022~2024年煤矿企业利润维持在相对高位，煤矿企业盈利能力增加将推动煤炭资本开支情况保持 高位，对煤矿智能化相关企业的订单形成保障。政策引导煤矿智能化改造目标确立，煤矿大型化、智能 化是煤矿产能优化的主要措施。据预测，到2030年，中国煤炭智能矿山的市场规模有望增至约1.41万亿 元，较2024年实现显著增长，年均复合增长率预计达15.74%。另垂类大模型数量增加，应用广泛。 东北证券主要观点如下： 煤炭占据我国主导性能源的地位 煤炭领域垂类大模型数量增加，应用广泛 1)大型煤炭央企、国企结合积累的数据知识开发的大模型。2)大型IT技术公司结合其通用大模型，与矿 山行业场景相融合开发的大模型(如云鼎科技（000409）与华为共同开发的盘古矿山大模型)。3)专门服 务于煤炭行业的技术厂商，利用通用大模型底座，结合各自服务领域积累的知识数据开发的专业领域大 模型。 相关标的：云鼎科技、北路智控、工大高科 2016年以来，我国煤炭行业经历了供给侧改革，逐步淘汰了落后产能，煤矿数量自2015年的10800处下 降至20 ...

Investment Rating - The report rates the coal mining industry as "Outperforming the Market" [5] Core Insights - Coal remains a dominant energy source in China, with consumption expected to reach 92.16 exajoules in 2024, accounting for 55.8% of global consumption [1][24] - The industry has seen significant improvements in profitability due to the elimination of outdated production capacity, with the number of coal mines decreasing from 10,800 in 2015 to under 4,300 by 2024, and average output per mine increasing from 340,000 tons/year to over 1.1 million tons/year [1][24] - The market for coal mine intelligence is projected to reach 586.8 billion yuan by 2024, with a compound annual growth rate of 15.74% expected until 2030 [2] Summary by Sections 1. Policy Guidance and Smart Mining Development - The integration of AI and modern technologies into coal mining is essential for high-quality development, with policies being established to support this transition [10][15] - The government has set ambitious targets for smart mining, aiming for 60% of coal mining capacity to be intelligent by 2026 and 30% of mining faces to operate under smart conditions [15][19] 2. Investment in Fixed Assets and Safety - Coal companies are increasing fixed asset investments, focusing on smart upgrades to enhance safety and efficiency [24][25] - The profitability of coal enterprises has improved significantly, with capital expenditures closely linked to previous year's profits, ensuring a steady flow of orders for smart mining companies [31] 3. Market Potential and AI Integration - The smart mining market is expected to grow significantly, with the number of intelligent mining faces projected to reach 907 by 2024, indicating a penetration rate of approximately 21.09% [2][3] - AI applications in the coal sector are expanding, with various models being developed by major coal enterprises and IT companies [3] 4. Related Companies - Key companies in the sector include Yunding Technology, Beilu Zhikong, and Gongda Gaoke, which are leading the charge in smart mining technologies [4][9]

格隆汇2月4日丨云鼎科技(000409.SZ)在互动平台表示，公司积极推进人工智能技术与能源行业相关应 用场景的深度融合，已开发相关应用场景223类，涵盖矿山、油气、化工等多个行业领域，暂不涉及太 空资源开采场景。公司将持续关注各行业前沿动态，积极推动人工智能技术在更广阔场景中的探索与应 用。 ...

证券日报网讯 2月4日，云鼎科技在互动平台回答投资者提问时表示，公司管理层始终关注公司在资本 市场的表现，并重视与投资者的沟通交流。股价表现受到宏观经济、行业周期、市场偏好及公司自身发 展阶段等多重复杂因素共同影响。公司坚信，决定长期市值的核心基础是内在价值与持续盈利能力。公 司始终聚焦主业，为煤炭、化工、电力、新能源等能源行业客户提供数智化解决方案，打造了"智能矿 山、智能洗选、智慧电力新能源、智慧化工、数字平台"五元一体的产品服务体系。公司管理层致力于 通过稳健经营、技术创新等提升公司内在价值和核心竞争力，力争以更好的经营业绩回报投资者。 （文章来源：证券日报） ...

证券日报网讯2月4日，云鼎科技（000409）在互动平台回答投资者提问时表示，股价表现受到宏观经 济、行业周期、市场偏好及公司自身发展阶段等多重复杂因素共同影响。公司始终聚焦主业，为煤炭、 化工、电力、新能源等能源行业客户提供数智化解决方案，打造了"智能矿山、智能洗选、智慧电力新 能源、智慧化工、数字平台"五元一体的产品服务体系。公司管理层致力于通过稳健经营、技术创新等 提升公司内在价值和核心竞争力，力争以更好的经营业绩回报投资者。关于公司的具体业务属性和发展 规划，请以公司发布的定期报告和临时公告为准。 ...

证券日报网讯2月4日，云鼎科技（000409）在互动平台回答投资者提问时表示，公司业务主要专注于为 煤炭、化工、电力、新能源等能源行业客户提供数智化解决方案。2025年，公司开始布局非煤矿山业 务，成立非煤矿山突击队，正在积极拓展金属、非金属矿山的业务。目前已承接的黄金矿、铁矿等业务 项目金额较小，对公司经营业绩不构成重大影响。同时，公司一直持续关注包括6G在内的信息技术革 新，积极研究新技术在各产业场景的融合应用可能性。 ...

格隆汇2月4日丨云鼎科技(000409.SZ)在投资者互动平台表示，公司业务主要专注于为煤炭、化工、电 力、新能源等能源行业客户提供数智化解决方案。2025年，公司开始布局非煤矿山业务，成立非煤矿山 突击队，正在积极拓展金属、非金属矿山的业务。目前已承接的黄金矿、铁矿等业务项目金额较小，对 公司经营业绩不构成重大影响。同时，公司一直持续关注包括6G在内的信息技术革新，积极研究新技 术在各产业场景的融合应用可能性。 ...

Gold Companies - Shandong Gold (600547) is a leading domestic gold mining company with strong state-owned background, focusing on the Jiaodong Peninsula and possessing several top-tier gold mines, ensuring a complete gold industry chain from exploration to processing [1][12] - Chifeng Gold (600988) is a pioneer in internationalization within the gold industry, with high-grade core mining resources and significant cost advantages, actively expanding overseas projects in countries like Laos and Ghana [1][12] - Zijin Mining (601899) is a global mining giant with gold and copper as its core businesses, boasting extensive mineral resource layouts and advanced mining management techniques, providing strong support during market fluctuations [1][12] - Zhongjin Gold (600489) is a state-owned enterprise with a comprehensive gold industry chain, strong resource acquisition capabilities, and significant market presence in gold processing and circulation [1][12] - Western Gold (601069) is a leading gold mining company in Xinjiang, leveraging regional resource advantages and optimizing mining processes to enhance competitiveness [1][12] - Hunan Gold (002155) operates in both gold and antimony sectors, with a complete industry chain and strong market position in rare metals, effectively mitigating price volatility risks [1][12] - Yintai Gold (000975) focuses on gold and silver mining, with competitive mining costs and advanced recovery rates, continuously enhancing profitability through resource exploration [1][12] - Hengbang Shares (002237) is a leading gold smelting company with advanced technology and a complete industry chain, ensuring stable profitability and strong market presence [1][12] - Xiaocheng Technology (300139) combines gold mining with integrated circuits, benefiting from overseas gold assets and enhancing profitability through diversified operations [1][12] - Shengda Resources (000603) is a comprehensive precious metal resource developer with a stable production capacity and strong market presence in gold and silver [1][12] Silver Companies - Yuguang Gold and Lead (600531) is a leading silver smelting company with advanced technology and high recovery rates, focusing on high-value-added silver products [2][14] - Xingye Mining (000426) is a leading silver and multi-metal mining company with strong resource reserves and high recovery rates, effectively mitigating silver price volatility risks [2][14] - Chihong Zinc and Germanium (600497) focuses on silver and zinc-germanium, leveraging abundant resources and advanced mining techniques to maintain strong market competitiveness [2][14] - Zhongjin Lingnan (000060) is a large non-ferrous metal enterprise with a strong silver business, emphasizing technological innovation and resource utilization [2][14] - Tongling Nonferrous Metals (000630) integrates copper smelting with silver recovery, maintaining high recovery rates and product quality [2][14] - Jiangxi Copper (600362) is a comprehensive copper giant with a strong silver business, focusing on multi-metal development and technological innovation [2][14] - Western Mining (601168) is a multi-metal mining company with significant silver resources, emphasizing production capacity upgrades and cost control [2][14] - Yundeng Technology (000409) combines silver mining with smart mining technology, enhancing operational efficiency and reducing costs [2][14] - Guoyan Platinum (600459) is a leader in precious metal deep processing, focusing on high-end silver products and maintaining a strong market position [2][14] - Western Materials (002149) specializes in rare metal processing with a focus on high-end silver products, ensuring stable market demand and high added value [2][14]