Market Overview - The trade sector increased by 1.55% on December 1, with Suhao Huihong leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Notable stock performances include: - Suhao Huihong (600981) closed at 3.39, up 10.06% with a trading volume of 1.6251 million shares and a transaction value of 515 million yuan [1] - ST Huke (600608) closed at 4.41, up 2.56% with a trading volume of 39,100 shares [1] - Su Meng Hongye (600128) closed at 10.95, up 2.24% with a trading volume of 91,700 shares [1] - Jiangsu Guotai (002091) closed at 9.22, up 0.11% with a trading volume of 261,100 shares [1] Capital Flow - The trade sector saw a net inflow of 80.8576 million yuan from main funds, while retail investors experienced a net outflow of 112 million yuan [2][3] - The main funds' net inflow for Suhao Huihong was 63.3838 million yuan, representing 12.30% of its total trading volume [3] - Jiangsu Guotai had a net inflow of 10.064 million yuan from main funds, with a net outflow of 4.9663 million yuan from retail investors [3]

Market Overview - The trade sector experienced a decline of 1.05% on November 26, with CITIC Metal leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Key stocks in the trade sector showed varied performance, with 中成股份 (Zhongcheng Co.) closing at 12.83, up 0.71%, and 中信金属 (CITIC Metal) closing at 14.33, down 2.45% [1][2] - Other notable declines included 江苏国泰 (Jiangsu Guotai) at 9.01, down 1.64%, and 怡亚通 (Yiatong) at 4.82, down 1.23% [2] Trading Volume and Capital Flow - The trade sector saw a net outflow of 69.72 million yuan from main funds, while retail investors contributed a net inflow of 48.26 million yuan [2] - The trading volume for 中成股份 was 73,900 hands, with a transaction value of approximately 95.46 million yuan [1] Capital Inflow Analysis - Main funds showed a net inflow of 6.24 million yuan into 中成股份, while CITIC Metal experienced a net outflow of 1.06 million yuan [3] - Retail investors had a significant net inflow into 江苏国泰, amounting to 17.12 million yuan, despite a net outflow from main and speculative funds [3]

Core Insights - The trade sector experienced a rise of 1.27% on November 24, with Zhongcheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Trade Sector Performance - Zhongcheng Co., Ltd. (code: 000151) closed at 12.93, with a gain of 5.12% and a trading volume of 132,300 shares, amounting to a transaction value of 169 million [1] - Kairuide (code: 002072) closed at 7.28, up 5.05%, with a trading volume of 83,400 shares and a transaction value of 59.84 million [1] - Other notable performers include: - Yiatong (code: 002183) at 4.88, up 2.52% [1] - Shisuo Fashion (code: 600287) at 5.65, up 2.17% [1] - Sumong Huihong (code: 600981) at 2.81, up 1.81% [1] Capital Flow Analysis - The trade sector saw a net outflow of 54.81 million from institutional investors, while retail investors contributed a net inflow of 78.99 million [2] - The capital flow for key stocks includes: - Zhongcheng Co., Ltd. with a net inflow of 16.91 million from institutional investors [3] - Jiangsu Guotai (code: 002091) with a net inflow of 12.65 million from institutional investors [3] - Sumeda (code: 600710) with a net inflow of 5.74 million from institutional investors [3]

Market Overview - The trade sector experienced a decline of 0.69% on November 20, with Nanjing Merchants Travel leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Nanjing Merchants Travel (600250) saw a significant drop of 6.84%, closing at 10.48 with a trading volume of 245,200 shares and a turnover of 260 million yuan [2] - Other notable declines included Yimeng Huihong (600981) down 2.01% and Chimeida (600710) down 1.22% [2] - In contrast, Oriental Chuangye (600278) and CITIC Metal (601061) showed slight increases of 0.75% and 0.71% respectively [1][2] Capital Flow Analysis - The trade sector experienced a net outflow of 47.96 million yuan from institutional investors, while retail investors saw a net inflow of 54.89 million yuan [2] - The capital flow data indicates that CITIC Metal had a net inflow of 21.34 million yuan from institutional investors, while Nanjing Merchants Travel had a significant outflow of 27.31 million yuan [3] Individual Stock Capital Flow - CITIC Metal (601061) had a net institutional inflow of 21.34 million yuan, representing 4.42% of its total capital [3] - Nanjing Merchants Travel (600250) faced a net outflow of 27.31 million yuan from institutional investors, indicating a negative sentiment towards the stock [3] - Retail investors showed a positive net inflow in several stocks, including Jiangsu Guotai (002091) with 11.18 million yuan [3]

Market Overview - The trade sector experienced a decline of 1.35% on November 19, with Kairde leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Notable gainers included Nanjing Shanglv, which rose by 3.12% to a closing price of 11.25, with a trading volume of 270,500 shares and a turnover of 302 million yuan [1] - Kairde saw a significant drop of 7.87%, closing at 7.37, with a trading volume of 103,800 shares and a turnover of 78.64 million yuan [2] Capital Flow - The trade sector saw a net outflow of 59.65 million yuan from institutional investors, while retail investors contributed a net inflow of 68.81 million yuan [2][3] - The capital flow data indicates that Nanjing Shanglv had a net inflow of 50.52 million yuan from institutional investors, while retail investors had a net outflow of 62.06 million yuan [3]

Market Overview - The trade sector experienced a decline of 2.25% on November 18, with Jiangsu Guotai leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Jiangsu Guotai (002091) saw a significant drop of 4.11%, closing at 9.81, with a trading volume of 635,500 shares and a turnover of 632 million yuan [2] - Other notable declines included Wukuang Development (600058) down 3.77% and CITIC Metals (601061) down 3.26% [2] - The trading volume and turnover for various stocks in the trade sector were detailed, indicating varied performance among individual stocks [1][2] Capital Flow - The trade sector experienced a net outflow of 476 million yuan from main funds, while retail investors saw a net inflow of 429 million yuan [2] - The table of capital flow indicated that major funds were predominantly withdrawing from stocks like Wukuang Development and Jiangsu Guotai, while retail investors were more active in stocks like Jiangsu Guotai and Oriental Entrepreneurship [3] Individual Stock Analysis - Su Meida (600710) had a net inflow of 24.27 million yuan from main funds, while Jiangsu Guotai had a significant outflow of 5.82 million yuan [3] - The analysis of individual stocks showed a mixed response from different types of investors, with retail investors showing a preference for certain stocks despite overall sector declines [3]

Core Viewpoint - The company has established a closed-loop layout in the semiconductor storage supply chain, collaborating with major global and domestic players in the industry [2] Group 1: Company Collaboration - The company has formed deep partnerships with foreign semiconductor giants such as Micron, Toshiba, and Kioxia, as well as significant domestic enterprises [2] - The collaboration enables the company to provide a range of storage products including SSDs, DRAM, PSSD, PHDD, HDD, and storage cards [2] Group 2: Product Offering and Market Coverage - The company's storage products are designed to cover various sectors including smart terminals, automotive electronics, laptops, and desktop computers, both embedded and non-embedded [2] - The business scope has expanded to include markets in China, Singapore, and Malaysia [2]

证券日报网讯怡亚通（002183）11月17日在互动平台回答投资者提问时表示，公司以专业的采购、销 售、营销、物流等核心能力，助力核心企业实现市场份额保量增量。在品牌运营服务方面，以流通供应 链平台为根基，深度融合品牌策划与市场营销能力，构建线上线下（300959）一体化赋能模式。公司自 营酒类品牌"大唐秘造系列""天下大唐系列""首要系列"和"贵宫御膳系列"等，旗下运营品牌包括"摘要12 年""钓鱼台珍品一号系列""国台黑金十年"和"红星1949"等在内的多款优质产品。 ...

（记者 曾健辉） 截至发稿，怡亚通市值为139亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 每经AI快讯，怡亚通（SZ 002183，收盘价：5.36元）11月17日晚间发布公告称，公司第七届第五十二 次董事会会议于2025年11月17日以书面传签的形式召开。会议审议了《关于修订 <公司章程> 的议案》 等文件。 2025年1至6月份，怡亚通的营业收入构成为：分销和营销占比76.73%，跨境和物流服务占比20.25%， 品牌运营占比3.27%，平台间关联交易占比-0.26%。 ...

深圳市怡亚通供应链股份有限公司 董事会议事规则（2025年修订） 第一条 为明确公司董事会的职责权限，规范公司董事会的议事方式和决 策程序，促使公司董事和董事会有效地履行其职责，提高公司董事会规范运作和 科学决策水平，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、中国证券监督管理委 员会发布的《上市公司章程指引》《上市公司治理准则》《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》及《深圳市怡亚通供应链股份有限公司章程》（以下简称"《公司章程》"） 等有关规定，制定本规则。 第二条 公司依法设立董事会，是公司的常设性决策机构，行使法律法规、 《公司章程》及公司股东会赋予的职权。 董事会下设证券事务部，处理董事会日常事务。董事会秘书兼任证券事务部 负责人，保管董事会印章。 第三条 董事会会议是董事会议事的主要形式。董事按规定参加董事会会 议是履行董事职责的基本方式。 第四条 董事会行使以下职权： （一）召集股东会，并向股东会报告工作； （二）执行股东会的决议； （九）拟订公司重大收购、收购本公 ...