"供应链第一股"怡亚通的高层变动，为这家900亿巨头的转型阵痛写下注脚——执掌公司29年的创始人周国辉正式卸任董事长，元老陈伟民接棒，标志着 怡亚通一个时代的落幕。 创始人的彻底离场，不仅是企业治理结构的更迭，更揭开了其经营困境的冰山一角：预计2025年由盈转亏，净亏损达2亿至3亿元；营收从巅峰期的944亿 元缩水至2024年的776亿元，且仍在以两位数速度下滑。 在这场前所未有的危机中，耗费十多年打造的酒业版图，成为最引人争议的焦点——当新任管理层明确将战略重心转向供应链主业与科技赛道，这块曾经 的"业绩增长极"，是否会沦为被抛弃的"弃子"？ 回溯怡亚通的酒业征程，曾有过一段风光无限的高光时刻。2013年，凭借自身强大的供应链分销能力，怡亚通切入白酒赛道，成为茅台、五粮液等名酒的 核心分销商，巅峰时期白酒业务年销售额突破70亿元，一度占据公司营收的近三分之一，成为支撑企业增长的关键支柱。 在上一轮"酱酒热"席卷行业时，怡亚通顺势而为，向上游延伸布局，与钓鱼台、国台等酒企合作推出"珍品壹号""国台黑金十年"等产品，甚至高价收购茅 台镇大唐酒业，推出自有酱酒品牌"大唐秘造"，试图构建从生产到销售的全产业链布局， ...

来源：新浪证券-红岸工作室 2月25日，怡亚通涨1.74%，成交额4.79亿元，换手率3.51%，总市值136.34亿元。 异动分析 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入2457.90万，占比0.05%，行业排名2/13，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入7263.39万，连续2日被主力资金增仓。 区间今日近3日近5日近10日近20日主力净流入2457.90万-270.31万-2440.87万-2.79亿-6604.90万 5G+芯片概念+东数西算(算力)+深圳国企改革+国产操作系统 1、2024年年报，怡亚通参股的港股上市公司俊知集团（01300.HK），是中国领先的移动通信传输解决 方案提供商，产品主要涵盖从移动通信主设备到天线的连接方案和相关产品供应，主要应用于（涵盖 2G/3G/4G/5G/NBIOT）宏基站，小基站，室内覆盖，地铁高铁等轨道交通，客户主要包含中国移动、 中国联通、中国电信、中国铁塔、中兴、罗森伯格等。 2、根据2023年10月9日公告，2022年底，怡亚通聚焦半导体行业，整合产业链上下游 ...

| 序号 | 姓名 | 职务 | | --- | --- | --- | | | 陈伟民 | 童事长 | 日前，国内供应链龙头怡亚通（002183.SZ）发布公告，完成董事会换届选举。公司元老陈伟民接任董事长、法定 代表人，创始人周国辉卸任董事长及董事职务，正式退出一线管理。这家A股"供应链第一股"告别近29年创始人 掌舵时代，迈入资深职业经理人主导的治理阶段。 创始人周国辉谢幕退场，公司元老陈伟民接棒 公告显示，怡亚通第八届董事会第一次会议选举陈伟民为董事长，任期与本届董事会一致。董事会同步完成审计 委员会等专门委员会改组，刘长青任独立董事、审计委员会主任委员，朱岩梅任独立董事及审计委员会委员，马 小智、莫京新任董事，原董事毕晓婷、邓建新卸任。 怡亚通表示，本次换届程序合法合规，不会对公司治理、日常经营及业务布局产生重大不利影响。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 2 | 马小智 | 重重 | | 3 | 莫京 | 童事 | | 4 | 刘长青 | 独立董事、审计委员会主任委员 | | 5 | 朱岩梅 | 独立董事、审计委员会委员 | 公开资料显示，新任董事长陈伟 ...

（编辑 王雪儿） 证券日报网讯 2月13日，怡亚通在互动平台回答投资者提问时表示，公司作为国资控股上市企业，始终 严格贯彻落实国企市值管理相关要求，高度重视经营质量提升与投资者权益保护。公司将夯实供应链基 础，拓科技产业服务。持续优化业务结构、强化经营管控、提升运营效率，积极依托股东资源赋能，推 动产业协同与高质量发展，多措并举夯实盈利基础。公司将以长效化、落地化举措扎实推进各项工作， 相关信息请以公司公开披露内容为准。 ...

东方金诚国际信用评估有限公司 2026 年 2 月 12 日 东方金诚公告【2026】0067 号 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对深圳市怡亚通供应链股份有 限公司（以下简称"怡亚通"或"公司"）及其发行的"23 怡亚 01"、"23 怡亚 02"、"23 怡 亚 03"、"24 怡亚 01"、"24 怡亚通 MTN001"进行了信用评级。2025 年 6 月 9 日，东方金 诚对怡亚通及上述相关债项进行了定期跟踪评级，维持主体信用等级为 AA，评级展望为稳定，维 持上述相关债项信用等级为 AAA，评级结果自报告出具日起生效，在受评债项的存续期内有效。 东方金诚关注到，2026 年 1 月 31 日，怡亚通发布了《深圳市怡亚通供应链股份有限公司 2025 年度业绩预告》（以下简称"业绩预告"）。业绩预告中披露，预计 2025 年度实现归属于上市公 司股东的净利润为-20000 万元到-30000 万元，归属于上市公司股东的扣除非经常性损益后的净利 润为-26000 万元到-39000 万元。由于业绩预告数据为公司初步核算数据，具体数据将在公司 2025 年度报告中详细披露。2026 ...

Core Viewpoint - The company Yiatong is focusing on the semiconductor industry and has established a strong supply chain for storage products, while also being involved in the mobile communication solutions sector through its investment in Junzhi Group. Group 1: Company Overview - Yiatong is a supply chain management service provider based in Shenzhen, China, with its main business revenue composition being 76.73% from distribution and marketing, 20.25% from cross-border and logistics services, and 3.27% from brand operation [9]. - The company was founded on November 10, 1997, and was listed on November 13, 2007 [9]. Group 2: Financial Performance - For the period from January to September 2025, Yiatong achieved operating revenue of 52.263 billion yuan, a year-on-year decrease of 10.57%, and a net profit attributable to shareholders of 35.1949 million yuan, down 42.56% year-on-year [9]. - The company has distributed a total of 1.286 billion yuan in dividends since its A-share listing, with 109 million yuan distributed in the last three years [9]. Group 3: Industry Position and Partnerships - Yiatong's investment in Junzhi Group, a leading mobile communication transmission solution provider, allows it to offer products applicable to various communication technologies including 2G, 3G, 4G, 5G, and NBIOT [2]. - The company has built a comprehensive supply chain system for storage products, collaborating with major semiconductor manufacturers such as Micron, Kioxia, and Toshiba, providing various storage solutions including SSDs and DRAM [2][3]. Group 4: Market Activity - On February 12, Yiatong's stock price fell by 0.39%, with a trading volume of 260 million yuan and a turnover rate of 1.94%, resulting in a total market capitalization of 13.349 billion yuan [1]. - The stock has seen a net outflow of 12.7408 million yuan from main funds, indicating a trend of reduced investment over the past three days [5][6].

Core Viewpoint - The company, Yiyaton, is leveraging its platforms to provide comprehensive supply chain services for global enterprises, facilitating the import of high-quality products into the Chinese market [1] Group 1: Supply Chain Services - Yiyaton utilizes its subsidiary, Lianyi International, to offer cross-border logistics, customs clearance, bonded warehousing, and channel distribution services from the point of origin to Chinese consumers [1] - The company has established a deep distribution network across China and digital platforms like Yitong Tianxia to support brand operation, marketing, and localized empowerment services for global brands such as Philips, Friesland, and Danone [1] Group 2: Strategic Participation - Yiyaton has actively participated in the China International Import Expo for several years, acting as a significant purchaser and forming strategic agreements with global partners [1] - The company aims to facilitate precise connections between global quality brands and the Chinese market through its participation in the expo, supporting the national strategy to expand imports and share the Chinese market [1] Group 3: Future Development - The company plans to continue enhancing its import supply chain capabilities to build efficient supply chain bridges for more high-quality products from various countries entering the Chinese market [1] - Yiyaton's efforts align with the new development pattern of domestic and international dual circulation [1]

证券代码：002183 证券简称：怡亚通 公告编号：2026-017 深圳市怡亚通供应链股份有限公司 2026年第三次临时股东会决议公告 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。 2、本次股东会无涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、本次股东会的召开时间： 现场会议时间为：2026年2月9日(周一)（14：30） 网络投票时间为：2026年2月9日9:15—15:00 （1）通过深圳证券交易所交易系统进行网络投票的具体时间为：2026年2 月9日上午9:15-9:25，9:30—11:30，下午13:00—15:00； （2）通过深圳证券交易所互联网投票系统投票的具体时间为：2026年2月9 日上午9:15—下午15:00期间的任意时间。 特别提示： 1、本次股东会无否决或修改提案的情况。 2、现场会议召开地点：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 5 楼 506 会议室。 3、会议召集人：公司董事会。 4、会议方式：本次股东会采取现场投票与网络投票相结合的方式。 本次股东会将通过深圳证券 ...

北京市金杜（广州）律师事务所 关于深圳市怡亚通供应链股份有限公司 2026 年第三次临时股东会的法律意见书 致：深圳市怡亚通供应链股份有限公司 北京市金杜（广州）律师事务所（以下简称本所）接受深圳市怡亚通供应链股 份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员 会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以 下简称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳门 特别行政区和中国台湾省）现行有效的法律、行政法规、规章和规范性文件和现行 有效的公司章程有关规定，指派律师出席了公司于 2026 年 2 月 9 日召开的 2026 年第三次临时股东会（以下简称本次股东会）并对本次股东会相关事项进行见证， 依法出具本法律意见书。 7．公司本次股东会议案及涉及相关议案内容的公告等文件； 8．其他会议文件。 公司已向本所保证，公司已向本所披露一切足以影响本法律意见书出具的事实 并提供了本所为出具本法律意见书所要求公司提供的原始书面材料、副本材料、复 印材料、承诺函或证明 ...

Core Viewpoint - The company Yiatong is involved in various sectors including supply chain management, semiconductor storage, and computing solutions, with a focus on domestic and international partnerships to enhance its market position and product offerings [2][3][4]. Company Overview - Yiatong Supply Chain Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on November 10, 1997. It was listed on November 13, 2007. The main business involves supply chain management services, with revenue composition as follows: 76.73% from distribution and marketing, 20.25% from cross-border and logistics services, and 3.27% from brand operation [8]. - As of December 11, the number of shareholders is 150,200, with an average of 17,290 circulating shares per person. For the period from January to September 2025, the company achieved operating revenue of 52.263 billion yuan, a year-on-year decrease of 10.57%, and a net profit attributable to shareholders of 35.1949 million yuan, down 42.56% year-on-year [8]. Business Segments - The company has a stake in the Hong Kong-listed Junzhi Group (01300.HK), a leading provider of mobile communication transmission solutions, with products covering various communication technologies including 2G, 3G, 4G, 5G, and NBIOT [2]. - Yiatong's subsidiary, Zhuoyou Technology, focuses on computing power services, providing advanced products and solutions across multiple fields such as data centers, network security, and cloud platforms. The company has established long-term partnerships with industry players like Hongmeng [3]. - In the storage agency business, Yiatong has built a supply chain system covering major international storage providers and maintains solid partnerships with leading semiconductor manufacturers, offering a range of storage products [4]. Market Activity - On February 6, Yiatong's stock fell by 0.38%, with a trading volume of 438 million yuan and a turnover rate of 3.24%, bringing the total market capitalization to 13.478 billion yuan [1]. - The main net inflow of funds today was 11.1353 million yuan, accounting for 0.03% of the total, with the industry ranking at 6 out of 28 [5]. Technical Analysis - The average trading cost of the stock is 5.55 yuan, indicating some accumulation activity, although the strength of this accumulation is weak. The current stock price is near a resistance level of 5.29 yuan, suggesting caution against potential pullbacks [7].