Core Insights - The logistics sector experienced a rise of 1.44% on November 10, with *ST Yuanshang leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - *ST Yuanshang (603813) closed at 34.35, up 5.01% with a trading volume of 15,300 [1] - Guanghui Logistics (600603) closed at 7.80, up 3.59% with a trading volume of 288,600 [1] - Xiamen Xiangyu (600057) closed at 8.70, up 3.33% with a trading volume of 361,800 [1] - Jianshe Co. (600153) closed at 10.56, up 3.12% with a trading volume of 357,800 [1] - Milkewei (603713) closed at 61.84, up 3.00% with a trading volume of 29,200 [1] - Shentong Express (002468) closed at 15.54, up 2.57% with a trading volume of 247,800 [1] - Chuanhua Zhili (002010) closed at 6.29, up 2.44% with a trading volume of 415,600 [1] - YTO Express (600233) closed at 16.85, up 2.12% with a trading volume of 149,200 [1] - *ST Haiqin (600753) closed at 7.78, up 2.10% with a trading volume of 29,500 [1] - SF Holding (002352) closed at 40.80, up 2.05% with a trading volume of 362,500 [1] Capital Flow - The logistics sector saw a net inflow of 84.64 million yuan from main funds, while retail funds experienced a net outflow of 100 million yuan [2] - Retail investors contributed a net inflow of 15.74 million yuan [2] Individual Stock Capital Flow - SF Holding (002352) had a main fund net inflow of 1.15 million yuan, with retail net inflow of 15.41 million yuan [3] - Chuanhua Zhili (002010) saw a main fund net inflow of 28.29 million yuan, but retail funds had a net outflow of 13.33 million yuan [3] - Shanghai Yashi (603329) experienced a main fund net inflow of 20.30 million yuan, with a retail net outflow of 14.06 million yuan [3] - Guanghui Logistics (600603) had a main fund net inflow of 9.01 million yuan, with retail net outflow of 7.86 million yuan [3]

Market Overview - The logistics sector increased by 0.36% on November 6, with ST Xuefa leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Gainers in Logistics Sector - ST Xuefa (002485) closed at 4.94, up 5.11% with a trading volume of 89,700 shares and a turnover of 44.11 million yuan [1] - *ST Yuanshang (603813) closed at 31.15, up 4.95% with a trading volume of 9,205 shares and a turnover of 27.98 million yuan [1] - Jiayou International (603871) closed at 14.54, up 3.64% with a trading volume of 128,200 shares and a turnover of 186 million yuan [1] Top Losers in Logistics Sector - Xiamen Xiangyu (600057) closed at 8.39, down 3.12% with a trading volume of 489,700 shares and a turnover of 409 million yuan [2] - Huami Duhai (920351) closed at 26.55, down 2.82% with a trading volume of 23,000 shares and a turnover of 6.14 million yuan [2] - Changjiang Investment (600119) closed at 8.74, down 2.78% with a trading volume of 75,400 shares and a turnover of 6.60 million yuan [2] Capital Flow in Logistics Sector - The logistics sector experienced a net outflow of 94.34 million yuan from institutional investors, while retail investors saw a net inflow of 65.24 million yuan [2] - The main stocks with significant net inflows included SF Holding (002352) with 64.23 million yuan and Shanghai Yashi (603329) with 23.05 million yuan [3] Detailed Capital Flow Analysis - SF Holding (002352) had a main net inflow of 64.23 million yuan, but retail and speculative investors saw net outflows of 33.92 million yuan and 30.31 million yuan respectively [3] - Shanghai Yashi (603329) had a main net inflow of 23.05 million yuan, with retail investors experiencing a net outflow of 19.25 million yuan [3] - New Ning Logistics (300013) recorded a main net inflow of 18.31 million yuan, while retail investors had a net outflow of 12.91 million yuan [3]

上海雅仕投资发展股份有限公司 SHANGHAI ACE INVESTMENT&DEVELOPMENT CO., LTD. （中国（上海）自由贸易试验区浦东南路 855 号 33H 室） （证券代码：603329 证券简称：上海雅仕） | | | 上海雅仕投资发展股份有限公司 2025 年第三次临时股东会会议资料 2025 年第三次临时股东会会议须知 根据《公司法》《证券法》《上市公司股东会规则》以及上海雅仕投资发展股 份有限公司（以下简称"公司""上海雅仕"）《公司章程》《股东会议事规则》相 关规定，为维护投资者的合法权益，确保股东会议的正常秩序和议事效率，特制 定会议须知如下，请出席股东会的全体人员共同遵守： 2025 年第三次临时股东会 会 议 资 料 1、董事会以维护股东的合法权益、确保会议正常秩序和议事效率为原则， 认真履行《公司章程》中规定的职责。 2、股东会设立秘书处，由公司董事会秘书、证券事务代表及相关其他工作 人员组成，具体负责会议组织工作和股东登记等相关方面事宜。 3、出席本次会议的对象为股权登记日在册的股东，本次股权登记日为 2025 年 11 月 14 日。 4、股东会期间，为确保会议的 ...

证券代码：603329 证券简称：上海雅仕 公告编号：2025-072 上海雅仕投资发展股份有限公司 投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星期三）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 info@ace-sulfert.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。 上海雅仕投资发展股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 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 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 13 日（星期四） 15:00-16:30 参加 2025 年上海辖区上市公司三季报集体业绩说明会，就投资者关 心的问题进行交流。 一、说明会类型 关于参加2025年上海辖区上市公司三季报集体业绩说 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、准确性和完整性承担法律责任。 重要内容提示： 会 ...

Group 1 - The company, Shanghai Yashi, stated on October 31 that it has no undisclosed information that should have been disclosed [2]

Core Viewpoint - Shanghai Yashi's stock price has experienced fluctuations, with a year-to-date increase of 17.27% but a recent decline of 4.37% over the last five trading days [1] Group 1: Stock Performance - As of October 30, Shanghai Yashi's stock price was 11.60 CNY per share, with a market capitalization of 2.901 billion CNY [1] - The stock has seen a net outflow of 524.82 million CNY in principal funds, with significant selling activity [1] - The company has appeared on the trading leaderboard three times this year, with the most recent instance on April 11, where it recorded a net buy of -37.01 million CNY [1] Group 2: Company Overview - Shanghai Yashi Investment Development Co., Ltd. was established on May 22, 2003, and listed on December 29, 2017, focusing on supply chain logistics and execution trade [2] - The company's revenue composition includes 73.44% from supply chain execution trade and 25.97% from supply chain logistics [2] - The company operates within the transportation and logistics sector, specifically in raw material supply chain services [2] Group 3: Financial Performance - For the period from January to September 2025, Shanghai Yashi reported a revenue of 2.584 billion CNY, a year-on-year decrease of 15.54%, and a net profit of 25.84 million CNY, down 20.31% [2] - The company has distributed a total of 212 million CNY in dividends since its A-share listing, with 68.27 million CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 19.07% to 12,800, while the average circulating shares per person increased by 23.56% [2]

Group 1 - The company Shanghai Yashi (603329.SH) announced a change in its auditing firm due to the resignation of its previous auditor, Zhongshun Zhonghuan Accounting Firm [1] - The new auditor appointed for the fiscal year 2025 is Rongcheng Accounting Firm [1] - The reason for the change is that the original firm could not complete the audit tasks due to human resources and work arrangement issues [1] Group 2 - The audit fees are set at 1.08 million yuan, which includes 880,000 yuan for the annual report audit and 200,000 yuan for internal control audit [1]

Core Viewpoint - Shanghai Yashi announced the nomination of Mr. Qiu Yuxin as a candidate for the fourth board of directors [2] Company Summary - The announcement was made on the evening of October 29 [2] - The nomination is part of the company's governance and leadership structure [2]

Group 1 - The company Shanghai Yashi (603329.SH) reported a revenue of 2.584 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 15.54% [1] - The net profit attributable to shareholders was 25.84 million yuan, down 20.31% year-on-year [1] - The non-recurring net profit was 9.18 million yuan, showing a significant decrease of 60.14% year-on-year [1] - The basic earnings per share were 0.13 yuan [1]

Core Viewpoint - Shanghai Yashi (603329) reported a significant decline in both revenue and net profit for the third quarter of 2025, primarily due to the overall market conditions affecting its business margins and increased financial expenses [1] Financial Performance - The company's third-quarter revenue was 540 million yuan, representing a year-on-year decrease of 69.23% [1] - The net profit for the third quarter was 5.52 million yuan, down 69.64% year-on-year [1] - For the first three quarters of 2025, total revenue reached 2.584 billion yuan, a decline of 15.54% compared to the same period last year [1] - The net profit for the first three quarters was 25.842 million yuan, reflecting a year-on-year decrease of 20.31% [1] Business Challenges - The decline in net profit is attributed to reduced gross margins in some business segments due to market conditions [1] - Increased financial expenses have also contributed to the overall decrease in profitability [1]