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中国AI产业规模突破7000亿元,怡亚通算力供应链强势崛起
Cai Fu Zai Xian· 2025-05-07 02:32
Core Viewpoint - The rapid evolution of computing power is reshaping the industrial landscape, with Shenzhen Yiatong Supply Chain Co., Ltd. emerging as a key player in the AI computing power supply chain, contributing significantly to China's digital economy growth [1][6]. Group 1: Company Strategy and Development - Yiatong has identified AI computing power, semiconductor storage, and industrial control as its strategic focus areas, establishing a "supply chain + industrial chain + incubator" model [2]. - The company integrates upstream and downstream resources through capital operations and technological innovation, forming a complete ecosystem covering hardware, software services, and industry applications [2]. - Yiatong's semiconductor division has seen a 48.93% year-on-year revenue growth in semiconductor storage distribution, thanks to deep collaborations with international giants like Samsung and Micron [2]. Group 2: Performance and Achievements - In 2024, Yiatong's AI computing power supply chain business achieved revenue of 827 million yuan, marking a 27.3% year-on-year increase, becoming a new growth engine for the company [3]. - The company has successfully delivered multiple domestic computing centers for leading enterprises in sectors like transportation and finance, enhancing the integration of the Hongmeng system [3]. - Yiatong's digital platforms, such as "Yiyi Home," have expanded nationwide, significantly reducing costs in brand circulation [3]. Group 3: Future Outlook and Innovations - Yiatong plans to increase investment in AI large model development and promote collaborative innovation across the industrial chain through data sharing [4]. - The company aims to leverage opportunities from the "Belt and Road" initiative to expand its computing service capabilities to major cities and emerging overseas markets [4]. - With advancements in semiconductor storage and a focus on consumer markets, Yiatong is positioned to become a key player in the smart era's data storage landscape [4]. Group 4: Transformation and Industry Impact - Yiatong's transformation from a traditional supply chain service provider to a leader in the computing power industry reflects the evolution of Chinese enterprises in the digital economy [5]. - The company has established a complex computing ecosystem through strategic investments and partnerships, enhancing its competitive edge in the market [5]. - Yiatong's innovative practices and capital operations demonstrate its ability to maintain a strong presence at the technological forefront while rapidly integrating quality resources across the industry [5].
怡 亚 通(002183) - 深圳市深担增信融资担保有限公司2024年度审计报告
2025-04-30 08:57
深圳市深担增信融资担保有限公司 2024年度合并审计报告 目 录 | | | 一、审计意见 我们审计了深圳市深担增信融资担保有限公司(以下简称深担增信公司)财 务报表,包括 2024 年 12 月 31 日的合并及母公司资产负债表,2024 年度的合并 及母公司利润表、合并及母公司现金流量表、合并及母公司所有者权益变动表, 以及相关财务报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制, 公允反映了深担增信公司 2024 年 12 月 31 日的合并及母公司财务状况,以及 2024 年度的合并及母公司经营成果和现金流量。 二、形成审计意见的基础 我们按照中国注册会计师审计准则的规定执行了审计工作。审计报告的"注 册会计师对财务报表审计的责任"部分进一步阐述了我们在这些准则下的责任。 按照中国注册会计师职业道德守则,我们独立于深担增信公司,并履行了职业道 德方面的其他责任。我们相信,我们获取的审计证据是充分、适当的,为发表审 计意见提供了基础。 | 二、合并财务报表………………………………………………… 第 | 4—11 | | 页 | | --- | --- | --- | --- ...
怡 亚 通(002183) - 深圳市高新投融资担保有限公司2024年度审计报告
2025-04-30 08:57
审 计 报 告 天健粤审〔2025〕518 号 深圳市高新投融资担保有限公司 2024年度审计报告 目 录 | | | | 二、财务报表…………………………………………………………第 4—7 | | | 页 | | --- | --- | --- | --- | | (一)资产负债表………………………………………………… | 第 | 4 | 页 | | (二)利润表……………………………………………………… | 第 | 5 | 页 | | (三)现金流量表………………………………………………… | 第 | 6 | 页 | | (四)所有者权益变动表………………………………………… | 第 | 7 | 页 | | | | | | | 深圳市高新投融资担保有限公司全体股东: 一、审计意见 我们审计了深圳市高新投融资担保有限公司(以下简称融资担保公司)财务 报表,包括 2024 年 12 月 31 日的资产负债表,2024 年度的利润表、现金流量表、 所有者权益变动表,以及相关财务报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制, 公允反映了融资担保公司 2024 年 12 月 31 日 ...
怡亚通:2025一季报净利润0.22亿 同比增长4.76%
Tong Hua Shun Cai Bao· 2025-04-28 09:10
Financial Performance - The company reported a basic earnings per share of 0.0100 yuan for Q1 2025, unchanged from Q1 2024 and Q1 2023 [1] - The net profit for Q1 2025 was 0.22 billion yuan, reflecting a 4.76% increase compared to 0.21 billion yuan in Q1 2024 [1] - Operating revenue decreased to 17.638 billion yuan in Q1 2025, down 13.13% from 20.305 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 0.24% in Q1 2025 from 0.23% in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 97,730.34 million shares, accounting for 37.64% of the circulating shares, with a decrease of 1,893.74 million shares compared to the previous period [1] - Shenzhen Investment Holdings Co., Ltd. remains the largest shareholder with 38,845.37 million shares, representing 14.96% of total share capital [2] - Shenzhen Yiyaton Investment Holdings Co., Ltd. decreased its holdings by 1,180.00 million shares, now holding 28,210.01 million shares, which is 10.86% of total share capital [2] Dividend Policy - The company has decided not to distribute dividends or transfer shares in the current period [3]
怡 亚 通(002183) - 关于第七届董事会第四十二次会议的担保公告
2025-04-28 09:08
特别提示: 截至公告日,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")及控股子公司对外担保总额超过最近一期经审计净资产 100%,本次 被担保对象东莞港怡亚通供应链管理有限公司、河北交投怡亚通供应链服务有 限公司、怡通新材料有限公司的资产负债率超过 70%,请投资者充分关注担保 风险。 一、担保情况概述 证券代码:002183 证券简称:怡亚通 公告编号:2025-044 深圳市怡亚通供应链股份有限公司 关于第七届董事会第四十二次会议的担保公告 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。 1、公司于 2025 年 4 月 25 日召开了第七届董事会第四十二次会议,公司 应参加会议的董事 7 人,实际参加会议的董事 7 人,会议具体内容如下: (1)最终以 7 票赞成、0 票反对、0 票弃权通过《关于增加 2025 年度公司为 部分参股公司提供担保额度预计的议案》 公司分别于 2024 年 12 月 12 日及 2024 年 12 月 30 日召开第七届董事会第 三十六次会议及 2024 年第十一次临时股东大会会议,审议通过了《关于 202 ...
怡 亚 通(002183) - 关于担保事项的进展公告
2025-04-28 09:08
深圳市怡亚通供应链股份有限公司 关于担保事项的进展公告 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。 一、合并报表内的担保 (一)担保的审议情况 证券代码:002183 证券简称:怡亚通 公告编号:2025-047 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")于 2024 年 12 月 12 日召开的第七届董事会第三十六次会议审议通过了《关于公司部分控 股子公司 2025 年度申请授信额度,并由公司提供担保预计的议案》,根据公司经 营计划安排,为满足公司生产经营的资金需求,公司部分控股子公司拟向银行等 金融机构申请总额不超过人民币 415,250 万元(含)的综合授信额度,申请有效 期限自 2025 年 1 月 1 日起至 2025 年 12 月 31 日止,授信额度有效期均为一年, 并由公司(含公司控股子公司)提供担保,担保期限均不超过三年,具体以合同 约定为准。本议案已经公司于 2024 年 12 月 30 日召开的 2024 年第十一次临时股 东大会审议通过。具体内容详见 2024 年 12 月 13 日公司披露于《中国证券报》 《 ...
怡 亚 通(002183) - 关于召开2025年第五次临时股东大会通知的公告
2025-04-28 09:06
证券代码:002183 证券简称:怡亚通 公告编号:2025-045 深圳市怡亚通供应链股份有限公司 关于召开2025年第五次临时股东大会通知的公告 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。 一、召开会议的基本情况 1、股东大会届次:深圳市怡亚通供应链股份有限公司2025年第五次临时股 东大会。 所互联网系统投票中的一种表决方式。如果同一表决权出现重复投票表决的,以 第一次投票表决结果为准。 6、股权登记日:2025年5月7日 2、股东大会的召集人:本公司董事会。 3、会议召开的合法、合规性:本公司于2025年4月25日召开的第七届董事会 第四十二次会议审议通过了《关于召开公司2025年第五次临时股东大会的议案》。 本次会议的召开符合《中华人民共和国公司法》等相关法律、行政法规、部门规 章、规范性文件和《公司章程》的规定。 4、本次股东大会的召开时间 现场会议时间为:2025年5月14日(周三)(14:30) 网络投票时间为:2025年5月14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:2025年5月 14日上午9: ...
怡 亚 通(002183) - 监事会决议公告
2025-04-28 09:06
证券代码:002183 证券简称:怡亚通 公告编号:2025-046 深圳市怡亚通供应链股份有限公司 第七届监事会第三十五次会议决议公告 本公司及监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")第七届监事会第三十 五次会议通知于 2025 年 4 月 18 日以电子邮件形式发出,会议于 2025 年 4 月 25 日以书面传签的形式召开。应参加会议的监事 3 人,实际参加会议的监事 3 人。 本次会议召开程序符合《公司法》及《公司章程》的规定。经出席会议的监事讨 论后,一致通过如下决议: 一、最终以 3 票赞成、0 票反对、0 票弃权通过《2025 年第一季度报告》 监事会认为:董事会编制和审议公司《2025 年第一季度报告》的程序符合法 律、行政法规和中国证监会的规定,报告内容真实、准确、完整地反映了上市公 司的实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 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年第一季度报告》。 二、最终以 3 票赞成、0 票反对 ...
怡 亚 通(002183) - 董事会决议公告
2025-04-28 09:05
证券代码:002183 证券简称:怡亚通 公告编号:2025-042 深圳市怡亚通供应链股份有限公司 第七届董事会第四十二次会议决议公告 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 四十二次会议通知于 2025 年 4 月 18 日以电子邮件形式发出,会议于 2025 年 4 月 25 日以书面传签的形式召开。公司应参加会议的董事 7 人,实际参加会议 的董事 7 人。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。会议就以下事项决议如下: 一、 最终以 7 票赞成、0 票反对、0 票弃权通过《2025 年第一季度报告》 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年第一季度报告》。 二、最终以 7 票赞成、0 票反对、0 票弃权通过《关于增加 2025 年度公司为 部分参股公司提供担保额度预计的议案》 公司分别于 2024 年 12 月 12 日及 2024 年 12 月 30 日召开第七届董事会第 三十六次会议及 ...
怡亚通(002183) - 2025 Q1 - 季度财报
2025-04-28 08:45
Financial Performance - The company's operating revenue for Q1 2025 was ¥17,637,942,144, a decrease of 13.14% compared to ¥20,305,139,348 in the same period last year[4] - Net profit attributable to shareholders increased by 7.08% to ¥22,097,386 from ¥20,636,547 year-on-year[4] - The net profit after deducting non-recurring gains and losses surged by 106.60% to ¥18,784,641, compared to ¥9,092,440 in the previous year[4] - Net profit for the period reached ¥13,635,172, an increase of 4.1% from ¥3,336,789 in the same period last year[20] - Total operating costs amounted to ¥17,715,970,044, down from ¥20,293,060,408, reflecting a cost reduction strategy[18] Cash Flow - Net cash flow from operating activities rose significantly by 139.69% to ¥154,472,234, up from ¥64,446,753 in the same period last year[4] - Cash inflow from operating activities totaled 32,157,543,395 yuan, an increase of 18.5% compared to 27,261,570,671 yuan in the previous period[21] - Cash inflow from investment activities was 226,812,512 yuan, compared to 189,764,166 yuan in the previous period, marking a 19.5% increase[22] - Net cash flow from investment activities increased to 66,451,300 yuan from 32,063,855 yuan in the previous period[22] - Total cash inflow from financing activities was 19,282,803,271 yuan, up from 18,291,913,903 yuan in the previous period[22] - Net cash flow from financing activities improved to -88,635,855 yuan from -364,030,692 yuan in the previous period[22] - The ending balance of cash and cash equivalents was 3,193,049,371 yuan, compared to 2,648,112,939 yuan in the previous period[22] - The company reported a significant increase in cash received from other operating activities, totaling 12,594,723,545 yuan, compared to 4,490,214,523 yuan in the previous period[21] Assets and Liabilities - Total assets at the end of the reporting period were ¥56,056,341,046, a decrease of 2.59% from ¥57,547,310,743 at the end of the previous year[4] - Total liabilities decreased to ¥45,610,799,294 from ¥47,111,855,746, showing improved financial leverage[17] - The equity attributable to shareholders increased slightly to ¥9,242,816,014 from ¥9,234,702,315, indicating stable shareholder value[17] - The company's cash and cash equivalents decreased to CNY 12,153,313,878.00 from CNY 13,266,069,619.00, representing a decline of approximately 8.4%[14] - Accounts receivable decreased slightly to CNY 16,895,184,966.00 from CNY 17,087,778,353.00, indicating a reduction of about 1.1%[14] - Total current assets decreased to CNY 45,807,222,397.00 from CNY 47,196,166,702.00, a decline of about 2.9%[14] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 137,468[10] - The largest shareholder, Shenzhen Investment Holdings Co., Ltd., holds 14.96% of the shares, totaling 388,453,701 shares[10] - The second-largest shareholder, Shenzhen Yiyaton Investment Holdings Co., Ltd., holds 282,100,099 shares[11] - The company reported a total of 388,453,701 shares held by Shenzhen Investment Holdings Co., Ltd., representing the largest shareholder[11] - There are no significant changes in the top 10 shareholders' participation in margin financing and securities lending activities[11] Investment Performance - Investment income increased by 352.81% to ¥100,184,344, primarily due to gains from trading financial assets[8] - The company reported an investment income of ¥100,184,344, significantly up from ¥22,125,220, indicating improved investment performance[18] - The fair value change income was ¥31,443,283, a positive shift from a loss of ¥14,569,134 in the previous year[19] Government Subsidies - The company received government subsidies amounting to ¥1,859,829, a decrease of 84.15% compared to the previous year[8] Inventory and Receivables - Inventory increased to CNY 7,235,887,711.00 from CNY 7,107,192,497.00, reflecting an increase of approximately 1.8%[14] - Long-term equity investments decreased to CNY 3,287,233,622.00 from CNY 3,349,703,925.00, showing a decrease of approximately 1.9%[14] - The company has a total of CNY 3,492,009,948.00 in other receivables, remaining stable compared to the previous period[14] Future Outlook - The company has not reported any new product developments or market expansions during this period[12] - The company plans to continue exploring market expansion opportunities and new product development strategies in the upcoming quarters[16] Research and Development - Research and development expenses were ¥4,553,456, down from ¥5,007,181, reflecting a focus on cost management[18]