证券代码：002183 证券简称：怡亚通 公告编号：2025-104 深圳市怡亚通供应链股份有限公司 第七届董事会第五十一次会议决议公告 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。 深圳市怡亚通供应链股份有限公司（以下简称"公司"）第七届董事会第五 十一次会议通知于 2025 年 10 月 23 日以电子邮件形式发出，会议于 2025 年 10 月 28 日以现场结合通讯形式在深圳市龙岗区南湾街道李朗路 3 号怡亚通供应链 整合物流中心 1 栋 3 楼 0309 会议室召开。应参加会议的董事 7 人，实际参加现 场会议的董事 5 人。董事李程先生、独立董事邱大梁先生因个人工作原因无法出 席现场会议，通过视频会议形式参加，公司相关监事及高级管理人员列席了本次 会议。本次会议召开程序符合《中华人民共和国公司法》及《公司章程》的规定。 二、董事会会议审议情况 1、最终以 7 票同意、0 票反对、0 票弃权通过《2025 年第三季度报告》 本议案的详细内容，请见公告日在巨潮资讯网（www.cninfo.com.cn）上披 露的《2025 年第三季度报告》。 2、最 ...

深圳市怡亚通供应链股份有限公司 2025 年第三季度报告 证券代码：002183 证券简称：怡亚通 公告编号：2025-105 深圳市怡亚通供应链股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 16,302,794,926.00 | -8.45% | 52,263,295,974.00 ...

怡亚通公告，第三季度营收为163.03亿元，下降8.45%；净利润为257.46万元，下降87.17%。前三季度 营收为522.63亿元，下降10.57%；净利润为3519.49万元，下降42.56%。 ...

Core Viewpoint - The company has established a robust supply chain system for storage agency business, collaborating with leading semiconductor manufacturers globally [1] Group 1: Business Partnerships - The company has built strong partnerships with major international storage manufacturers such as Micron, Kioxia, and Toshiba, as well as leading domestic semiconductor firms [1] - The semiconductor division provides a range of products including SSDs, DRAM, PSSD, PHDD, HDD, and storage cards, showcasing its core competitiveness in global brand operations [1] Group 2: Market Coverage - The company's storage chip products are applicable across various sectors including smart terminals, automotive electronics, laptops, desktops, servers, and AI+ embedded and non-embedded fields [1] - The business operations have expanded to cover multiple countries including China, Singapore, Thailand, Indonesia, the Philippines, Malaysia, and Vietnam [1]

关于 深圳市怡亚通供应链股份有限公司 注册地址变更的 临时受托管理事务报告 | 债券简称：148576.SZ | 债券代码：24 | 怡亚 | 01 | | --- | --- | --- | --- | | 债券简称：148506.SZ | 债券代码：23 | 怡亚 | 03 | | 债券简称：148411.SZ | 债券代码：23 | 怡亚 | 02 | | 债券简称：148365.SZ | 债券代码：23 | 怡亚 | 01 | | 债券简称：148113.SZ | 债券代码：22 | 怡亚 | 01 | 债券受托管理人 2025 年 10 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》、深圳市怡亚通供应链股份有限公司（以下简称"发行人"或"公司"） 就存续公司债券与受托管理人签署的受托管理协议（以下简称"《受托管理协议》"） 及其它相关信息披露文件以及发行人出具的相关说明文件和提供的相关资料等， 由受托管理人中信建投证券股份有限公司（以下简称"中信建投证券"或"受托 管理人"）编制。中信建投证券编制本报告的内容及信息均来源发行人提供的资 料或说明。 本报告不 ...

深圳市怡亚通供应链股份有限公司（以下简称"公司"）注册地址发生变更， 具体情况公告如下： 一、注册地址变更的基本情况 | 证券代码：002183 | 证券简称：怡亚通 | | | 公告编号：2025-103 | | --- | --- | --- | --- | --- | | 债券代码：148576 | 债券简称：24 | 怡亚 | 01 | | | 债券代码：148506 | 债券简称：23 | 怡亚 | 03 | | | 债券代码：148411 | 债券简称：23 | 怡亚 | 02 | | | 债券代码：148365 | 债券简称：23 | 怡亚 | 01 | | | 债券代码：148113 | 债券简称：22 | 怡亚 | 01 | | 根据公司实际发展规划需要，注册地址已进行变更，变更情况披露如下： 深圳市怡亚通供应链股份有限公司 变更前注册地址：深圳市宝安区新安街道海旺社区N26区海秀路2021号荣超 滨海大厦A座419 变更后注册地址：深圳市宝安区新安街道海滨社区滨港二路31号怡亚通大厦 906 上述变更事项公司已完成工商登记变更。 关于注册地址变更的公告 本公司及董事会全体成员保证信息披露的 ...

Core Viewpoint - The Shenzhen state-owned enterprise reform concept index declined by 0.62%, ranking among the top declines in concept sectors, with notable declines in stocks such as Jian Kexuan, Shen Zhenye A, and Shen Saige A [1] Market Performance - The storage chip sector led the gains with an increase of 3.49%, while the state-owned enterprise reform sector experienced a decline of 0.62% [1] - Among the stocks in the Shenzhen state-owned enterprise reform sector, 11 stocks saw price increases, with Yi Yatong, Agricultural Products, and Lihe Science and Technology rising by 3.12%, 2.93%, and 2.41% respectively [1] Capital Flow - The Shenzhen state-owned enterprise reform sector saw a net inflow of 152 million yuan, with 18 stocks experiencing net outflows [1] - The stock with the highest net outflow was Shen Zhenye A, with a net outflow of 96.96 million yuan, followed by Shen Fangzhi A and Te Fa Service with net outflows of 26.48 million yuan and 25.63 million yuan respectively [1] - The stocks with the highest net inflows included Guo Xin Securities, Shen Saige, and Shenzhen Energy, with net inflows of 196 million yuan, 51.81 million yuan, and 43.13 million yuan respectively [1] Notable Stock Movements - Shen Zhenye A experienced a significant decline of 5.27% with a turnover rate of 8.21% and a net outflow of 96.96 million yuan [2] - Yi Yatong and Agricultural Products saw increases of 3.12% and 2.93% respectively, with net inflows of 33.28 million yuan and 31.37 million yuan [2] - Guo Xin Securities had a net inflow of 195.95 million yuan, reflecting strong investor interest [2]

Core Insights - The trade sector experienced a rise of 1.11% on October 27, with Yi Yatong leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Trade Sector Performance - Yi Yatong (002183) closed at 5.29, with a gain of 3.12% and a trading volume of 1.2389 million shares, resulting in a transaction value of 653 million yuan [1] - Su Meida (600710) closed at 10.62, up 1.92%, with a trading volume of 263,800 shares and a transaction value of 279 million yuan [1] - Zhongxin Metal (601061) closed at 11.76, gaining 1.55%, with a trading volume of 501,100 shares and a transaction value of 584 million yuan [1] - Other notable performers include Wukuang Development (600058) and Zhongcheng Co. (000151), with respective gains of 1.32% and 1.18% [1] Capital Flow Analysis - The trade sector saw a net inflow of 81.1 million yuan from main funds, while retail investors experienced a net outflow of 56.9 million yuan [2] - Main funds showed significant interest in Zhongxin Metal, with a net inflow of 76.57 million yuan, representing 13.11% of the total [3] - Yi Yatong also attracted main fund inflows of 31.02 million yuan, but faced a net outflow from retail investors of 11.97 million yuan [3]

Core Viewpoint - The trade sector experienced a decline of 0.66% on October 24, with Dongfang Chuangye leading the drop, while the Shanghai Composite Index rose by 0.71% and the Shenzhen Component Index increased by 2.02% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3950.31, marking an increase of 0.71% [1]. - The Shenzhen Component Index closed at 13289.18, reflecting a rise of 2.02% [1]. Group 2: Trade Sector Stocks - The trade sector saw mixed performance among individual stocks, with notable movements including: - Chimeida (600710) closed at 10.42, up by 2.46% with a trading volume of 345,500 shares and a transaction value of 361 million yuan [1]. - Kairuide (002072) closed at 7.50, up by 0.81% with a trading volume of 65,400 shares [1]. - CITIC Metal (601061) closed at 11.58, up by 0.26% with a trading volume of 425,100 shares [1]. - Wukuang Development (600058) closed at 9.08, down by 0.22% with a trading volume of 86,600 shares [1]. - Zhongcheng Co., Ltd. (000151) closed at 12.66, down by 0.71% with a trading volume of 44,300 shares [1]. - Yiyaton (002183) closed at 5.13, down by 0.97% with a trading volume of 989,300 shares [1]. - Jiangsu Guotai (002091) closed at 8.50, down by 1.05% with a trading volume of 189,400 shares [1]. - Shisuo Huihong (600981) closed at 2.98, down by 1.32% with a trading volume of 218,600 shares [1]. - Sumong Hongye (600128) closed at 10.84, down by 1.45% with a trading volume of 51,800 shares [1]. - Shisuo Fashion (600287) closed at 5.60, down by 1.75% with a trading volume of 42,900 shares [1]. Group 3: Capital Flow - The trade sector experienced a net outflow of 84.1855 million yuan from main funds, while retail funds saw a net inflow of 61.556 million yuan [3]. - Speculative funds recorded a net inflow of 22.6296 million yuan [3].

Market Overview - On October 23, the trade sector increased by 1.41%, led by Yi Yatong [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Yi Yatong (002183) closed at 5.18, with a rise of 4.02% and a trading volume of 1.8 million shares, amounting to 940 million yuan [1] - Nanjing Shanglv (600250) closed at 11.05, up 3.56%, with a trading volume of 187,200 shares and a turnover of 206 million yuan [1] - Jiangsu Guotai (002091) closed at 8.59, increasing by 2.14%, with a trading volume of 174,200 shares and a turnover of 148 million yuan [1] Capital Flow - The trade sector saw a net inflow of 60.82 million yuan from main funds, while retail investors experienced a net outflow of 69.72 million yuan [2] - Main funds showed significant net inflow in Yi Yatong (41.69 million yuan) and Nanjing Shanglv (35.52 million yuan) [3] Individual Stock Analysis - Yi Yatong had a main fund net inflow of 41.69 million yuan, accounting for 4.44% of its total trading [3] - Nanjing Shanglv's main fund net inflow was 35.52 million yuan, representing 17.24% of its trading volume [3] - In contrast, Jiangsu Guotai experienced a net outflow of 4.88 million yuan from main funds, indicating a negative sentiment [3]