Summary of Key Points from the Conference Call Company and Industry Overview - **Company**: 星云股份 (Xingyun Co., Ltd.) - **Industry**: Battery testing and insurance for electric vehicles and energy storage systems Core Insights and Arguments - **Strategic Partnership**: Xingyun Co., Ltd. has established a strategic partnership with China Ping An, marking the commercialization of its AI model for battery testing, which spans various sectors including new energy vehicles, energy storage devices, two-wheeled vehicles, drones, and robots [2][3] - **Data Accumulation**: The company has over 20 years of experience in battery testing and possesses more than 90% of the market's battery testing data, providing a competitive edge in the industry [2][6] - **Preemptive Testing Model**: Xingyun proposes a preemptive testing model that collects battery status data during charging or at 4S shops, using AI to analyze this data to optimize insurance premiums and reduce claims for high-risk vehicles [2][8] - **Insurance Product Expansion**: New insurance products include battery degradation insurance, battery value insurance, and extended insurance, aimed at covering all brands and models, which is expected to significantly enhance market acceptance [4][12] Additional Important Content - **AI Laboratory**: The partnership includes the establishment of an AI laboratory to explore data deeply and create a new insurance ecosystem covering the entire lifecycle of vehicles, including second-hand car transactions and battery recycling [2][11] - **Insurance Revenue Model**: The collaboration involves various revenue streams, including DTA service fees for car insurance and personalized analysis for energy storage property insurance, which helps insurance companies achieve excess returns [2][9] - **Solid-State Battery Development**: The company is closely working with major clients on solid-state battery equipment, currently in the pilot testing phase, with expectations for more progress by 2026 [4][14] - **Data Collection Mechanism**: Data is primarily collected through 4S shops and charging stations, which are crucial for accumulating data for insurance premium pricing [10] - **Commercial Vehicle Applications**: Progress has been made in exploring applications for commercial vehicles, with ongoing discussions and developments in collaboration with major insurance companies [16] This summary encapsulates the key points discussed in the conference call, highlighting the strategic initiatives, competitive advantages, and future directions of Xingyun Co., Ltd. in the battery testing and insurance industry.

Core Viewpoint - Xingyun Co., Ltd. has signed a strategic cooperation agreement with Ping An Property & Casualty Insurance Company of China to develop battery insurance products and enhance after-sales services in various battery sectors [1] Group 1: Strategic Cooperation - The partnership will focus on comprehensive collaboration in insurance business scenarios [1] - Areas of cooperation include the development of battery insurance products for new energy vehicle batteries, energy storage batteries, electric ship batteries, electric two-wheeler batteries, and drone batteries [1] Group 2: After-sales Services - The collaboration aims to jointly promote the development of battery testing and maintenance services [1]

证券代码：300648 证券简称：星云股份 公告编号：2025-079 四、本公告日前十二个月公司累计使用闲置募集资金进行现金管理的情况 福建星云电子股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 福建星云电子股份有限公司（以下简称公司）分别于 2025 年 4 月 21 日、2025 年 5 月 14 日召开了第四届董事会第十五次会议和 2024 年度股东会，审议通过了 《关于使用部分闲置募集资金用于现金管理的议案》，同意使用不超过人民币 55,000 万元的闲置募集资金进行现金管理，购买投资期限不超过 12 个月的保本 型理财产品或存款类产品，使用期限为自公司 2024 年度股东会审议通过之日起 18 个月。在上述额度及决议有效期内，可循环滚动使用。闲置募集资金现金管 理到期后将及时归还至募集资金专户。具体内容分别详见 2025 年 4 月 23 日和 2025 年 5 月 14 日刊载于《中国证券报》《上海证券报》《证券时报》《证券日报》 和巨潮资讯网（www.cnin ...

登录新浪财经APP 搜索【信披】查看更多考评等级 福建星云电子股份有限公司（以下简称公司或本公司）于2025年11月4日披露了《关于公司董事及持股 5%以上股东减持股份的预披露公告》（公告编号：2025-068），持有本公司股份16,552,934股（占本公 司总股本比例9.50%）的公司董事江美珠女士计划于本公告披露之日起15个交易日后的3个月内（即 2025年11月26日至2026年2月25日）以集中竞价或大宗交易等方式减持本公司股份合计不超过4,138,233 股，即不超过公司总股本的2.37%。其中在任意连续90个自然日内，通过集中竞价方式减持股份的总数 不超过公司股份总数的1.00%；在任意连续90个自然日内，通过大宗交易方式减持股份的总数不超过公 司股份总数的2.00%。 公司于近日收到公司持股5%以上股东、董事江美珠女士出具的《关于股份减持计划实施完成的告知 函》，获悉江美珠女士于2025年11月26日至2025年12月19日通过集中竞价及大宗交易方式累计减持公司 股份4,138,233股，占公司总股本的2.37%。现将具体情况公告如下： 一、股东减持情况 ■ 证券代码：300648 证券简称： ...

（编辑 姚尧） 证券日报网讯 12月22日晚间，星云股份发布公告称，公司于近日收到公司持股5%以上股东、董事江美 珠女士出具的《关于股份减持计划实施完成的告知函》，获悉江美珠女士于2025年11月26日至2025年12 月19日通过集中竞价及大宗交易方式累计减持公司股份4，138，233股，占公司总股本的2.37%。 ...

格隆汇12月22日丨星云股份(300648.SZ)公布，公司于近日收到公司持股5%以上股东、董事江美珠女士 出具的《关于股份减持计划实施完成的告知函》，获悉江美珠女士于2025年11月26日至2025年12月19日 通过集中竞价及大宗交易方式累计减持公司股份4,138,233股，占公司总股本的2.37%。 ...

福建星云电子股份有限公司（以下简称公司或本公司）于 2025 年 11 月 4 日 披露了《关于公司董事及持股 5%以上股东减持股份的预披露公告》（公告编号： 2025-068），持有本公司股份 16,552,934 股（占本公司总股本比例 9.50%）的公 司董事江美珠女士计划于本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 11 月 26 日至 2026 年 2 月 25 日）以集中竞价或大宗交易等方式减持本公司股 份合计不超过 4,138,233 股，即不超过公司总股本的 2.37%。其中在任意连续 90 个自然日内，通过集中竞价方式减持股份的总数不超过公司股份总数的 1.00%； 在任意连续 90 个自然日内，通过大宗交易方式减持股份的总数不超过公司股份总 数的 2.00%。 证券代码：300648 证券简称：星云股份 公告编号：2025-078 福建星云电子股份有限公司 关于持股 5%以上股东、董事减持计划实施完成的公告 公司持股 5%以上股东、董事江美珠女士保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电池板块主力资金净流入2.91亿元，游资资金净流入79.55万元，散户资金净流 出2.92亿元。电池板块个股资金流向见下表： 证券之星消息，12月22日电池板块较上一交易日上涨0.44%，星云股份领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。电池板块个股涨跌见下表： fund ...

Core Viewpoint - Xingyun Co., Ltd. has shown significant stock performance with a year-to-date increase of 124.70%, indicating strong market interest and potential growth in the lithium battery testing sector [1][2]. Group 1: Stock Performance - As of December 22, Xingyun's stock price reached 51.68 CNY per share, with a trading volume of 1.82 billion CNY and a market capitalization of 9.007 billion CNY [1]. - The stock has experienced a slight increase of 0.35% over the last five trading days, a 16.06% increase over the last 20 days, and a 10.50% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) once this year, with a net buy of 27.6198 million CNY on February 18 [1]. Group 2: Financial Performance - For the period from January to September 2025, Xingyun reported a revenue of 851 million CNY, reflecting a year-on-year growth of 6.23% [2]. - The net profit attributable to the parent company was -34.9867 million CNY, showing a year-on-year increase of 26.08% despite being negative [2]. Group 3: Business Overview - Xingyun Co., Ltd. specializes in the research, development, production, and sales of lithium battery testing systems and related products, with 75.78% of its revenue coming from lithium battery equipment [1][2]. - The company is categorized under the electric power equipment industry, specifically focusing on battery and lithium battery specialized equipment, and is associated with concepts such as fuel cells and major automotive brands [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 16,400, a rise of 4.87%, while the average number of tradable shares per person decreased by 4.64% to 6,488 shares [2]. - The company has distributed a total of 25.6723 million CNY in dividends since its A-share listing, with 1.4778 million CNY distributed in the last three years [3].

12月19日，星云股份跌5.1%，截至发稿，报50.60元/股，成交2.49亿元，换手率3.60%，总市值88.19亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中欧国证2000指数增强A（018663）成立日期2023年7月18日，最新规模6576.7万。今年以来收益 28.1%，同类排名1552/4197；近一年收益23.7%，同类排名1773/4147；成立以来收益34.13%。 中欧国证2000指数增强A（018663）基金经理为钱亚婷、宋婷。 截至发稿，钱亚婷累计任职时间4年48天，现任基金资产总规模50.22亿元，任职期间最佳基金回报 60.78%， 任职期间最差基金回报-14.61%。 宋婷累计任职时间302天，现任基金资产总规模27.31亿元，任职期间最佳基金回报29.9%， 任职期间最 差基金回报1.66%。 资料显示，福建星云电子股份有限公司位于福建省福州市马尾区马江路7号星云科技园，成立日期2005 年1月24日，上市 ...