Group 1 - The company announced a change in the designated representatives for the ongoing supervision of its 2021 non-public stock issuance project [2]

Market Overview - The dairy sector experienced a decline of 1.82% as of the market close on September 22, ranking among the top losers in concept sectors [1] - Major stocks within the dairy sector that saw significant declines include Huanlejia, Xinong Development, and Maiqu'er [1] Capital Flow - The dairy sector faced a net outflow of 391 million yuan from main funds, with 30 stocks experiencing net outflows, and 13 stocks seeing outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was Dabeinong, with a net outflow of 71.71 million yuan, followed by Yiyatong, Huanlejia, and Beiyinmei [1] Top Gainers and Losers - The top gainers in the market included Yili, Maiqu'er, and Qingdao Food, with net inflows of 10.36 million yuan, 5.83 million yuan, and 0.87 million yuan respectively [1] - The dairy sector's outflow leaderboard featured Dabeinong, Yiyatong, Huanlejia, and Beiyinmei, all showing negative performance [2] Detailed Stock Performance - Dabeinong: -1.66% with a turnover rate of 2.73% and a main fund flow of -71.71 million yuan [2] - Yiyatong: -2.78% with a turnover rate of 6.31% and a main fund flow of -69.72 million yuan [2] - Huanlejia: -5.99% with a turnover rate of 3.92% and a main fund flow of -33.29 million yuan [2] - Beiyinmei: -1.69% with a turnover rate of 4.51% and a main fund flow of -22.49 million yuan [2]

证券代码：002183 证券简称：怡亚通 公告编号：2025-094 深圳市怡亚通供应链股份有限公司 关于变更保荐代表人的公告 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。 深圳市怡亚通供应链股份有限公司（以下简称"公司"）于2025年9月19日收到 中信证券股份有限公司（以下简称"中信证券"）《关于更换保荐代表人的函》。 原保荐代表人连武盛先生因工作变动，不再担任公司2021年非公开发行股票项目持 续督导工作的保荐代表人。为保证公司持续督导工作的有序进行，中信证券委派保 荐代表人许元飞先生（简历详见附件）接替连武盛先生担任公司保荐代表人，继续 履行对公司持续督导工作职责。 本次保荐代表人变更后，公司2021年非公开发行股票项目的持续督导保荐代表 人为：刘坚先生和许元飞先生。 本次变更不影响中信证券对公司的持续督导工作，公司对连武盛先生在公司 2021年非公开发行股票及持续督导期间所做的工作表示衷心感谢！ 特此公告。 深圳市怡亚通供应链股份有限公司董事会 2025年9月22日 附件：许元飞先生简历 许元飞先生，硕士研究生学历，特许金融分析师，保荐代表人，现任 ...

Core Insights - The overall performance of Shenzhen state-owned enterprises' new media accounts has declined in August, with significant drops in both article output and reading volume compared to July [4][20] - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" evaluates the performance of 54 accounts, including 31 state-owned enterprise accounts and 23 listed companies [3] Group 1: New Media Performance - In August, 21 out of 31 state-owned enterprise accounts reduced their article output, with notable decreases from Shenzhen Stock Exchange, Shenzhen Anju, and Shenzhen Innovation Investment Group [4][20] - Reading volume for 21 accounts also fell, with some experiencing declines of over 50%, while the Special Zone Construction Group saw a significant increase of 16,610 in reading volume [4][20] - The top three accounts by article output were Shenzhen Bus Group (71 articles), Shenzhen Energy (64 articles), and Shenzhen Metro (63 articles) [5][20] Group 2: Reading Volume and Engagement - The top three accounts by reading volume were Shenzhen Metro (361,000+), Guoxin Securities (135,000+), and Shenzhen Eastern Bus (133,000+) [6][7] - The lowest reading volumes were recorded by Special Zone Development Group (408) and Shenzhen Capital Group (165) [6][7] - The top three accounts by likes were Shenzhen Metro (4,079), Shenzhen Bus Group (2,881), and Shenzhen Gas (1,957) [8][9] Group 3: Listed Companies Performance - Among the 23 listed company accounts, 14 experienced declines in reading volume, indicating instability in content planning [13][20] - The top three accounts by article output were Deep Special Power (51 articles), Shenzhen Airlines (24 articles), and Yiyaton (21 articles) [14][20] - Reading volume leaders included Shenzhen Airlines (110,000+), CIMC (50,913), and China Ping An (43,212), although many accounts saw significant drops [15][20] Group 4: Recommendations for Improvement - The overall data indicates a need for optimization in content output and engagement strategies, particularly for lower-performing accounts [20] - Recommendations include focusing on data review, strategy adjustment, content quality improvement, and maintaining a consistent output rhythm to enhance account influence [20]

Core Viewpoint - The collaboration between Yiyaton and Kohler Group signifies a strategic partnership aimed at enhancing supply chain integration, multi-channel operations, and sustainable development in the Chinese home furnishing market [1] Group 1 - On September 16, Kohler Group visited Yiyaton's integrated supply chain base for discussions [1] - The two companies engaged in in-depth discussions regarding business cooperation, strategies for the Chinese home furnishing market, sustainable development, and digital future [1] - A strategic cooperation agreement was signed, indicating a long-term and comprehensive partnership between the two companies [1]

Market Overview - On September 18, the trade sector declined by 2.89% compared to the previous trading day, with Jiangsu Guotai leading the decline [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Jiangsu Guotai (002091) closed at 8.71, down 3.76% with a trading volume of 457,100 shares and a transaction value of 403 million yuan [1] - Sumida (600710) closed at 9.72, down 3.57% with a trading volume of 188,500 shares [1] - Xunruide (002072) closed at 7.81, down 3.46% with a trading volume of 86,800 shares [1] - Wukuang Development (600058) closed at 9.13, down 3.28% with a trading volume of 190,700 shares [1] - Yiatong (002183) closed at 5.57, down 3.13% with a trading volume of 3,242,300 shares [1] - ST Huke (600608) closed at 3.98, down 2.93% with a trading volume of 35,800 shares [1] - Dongfang Chuangye (600278) closed at 7.23, down 2.82% with a trading volume of 156,600 shares [1] - Index Industry (600128) closed at 10.64, down 2.74% with a trading volume of 90,700 shares [1] - Fashion Index (600287) closed at 5.65, down 2.59% with a trading volume of 74,000 shares [1] - CITIC Metals (601061) closed at 9.09, down 2.36% with a trading volume of 305,800 shares [1] Capital Flow Analysis - The trade sector experienced a net outflow of 267 million yuan from institutional investors, while retail investors saw a net inflow of 151 million yuan [1] - The following stocks had significant capital flow changes: - Yiatong (002183) had a net outflow of 93.68 million yuan from institutional investors and a net inflow of 63.27 million yuan from retail investors [2] - Jiangsu Guotai (002091) had a net outflow of 44.74 million yuan from institutional investors and a net inflow of 33.94 million yuan from retail investors [2] - CITIC Metals (601061) had a net outflow of 40.83 million yuan from institutional investors and a net inflow of 16.20 million yuan from retail investors [2] - Wukuang Development (600058) had a net outflow of 21.56 million yuan from institutional investors and a net inflow of 21.23 million yuan from retail investors [2]

Market Overview - The Shanghai Composite Index rose by 0.37% on September 17, with 20 industries experiencing gains, led by the power equipment and automotive sectors, which increased by 2.55% and 2.05% respectively [1] - The retail trade sector ranked second in terms of decline, falling by 0.98% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.306 billion yuan, with five industries seeing net inflows [1] - The power equipment industry had the highest net inflow of 1.835 billion yuan, while the automotive sector followed with a net inflow of 1.142 billion yuan [1] Retail Sector Performance - The retail trade industry saw a net capital outflow of 3.338 billion yuan, with 97 stocks in the sector; 19 stocks rose while 76 fell [2] - Among the stocks with net inflows, Huazhi Wine Holdings led with a net inflow of 105 million yuan, followed by Cuiwei Co. and Jihong Co. with inflows of 42.27 million yuan and 25.15 million yuan respectively [2] - The stocks with the highest net outflows included Gongxiao Daji with 1.333 billion yuan, followed by Yiyaton with 391 million yuan and Bubugao with 284 million yuan [2] Notable Stock Movements - The top gainers in the retail sector included Huazhi Wine Holdings with a 12.97% increase and Jihong Co. with a 4.06% increase [5] - Conversely, stocks like Yiyaton and Bubugao experienced declines of 4.80% and 5.50% respectively [2][5]

New Stock Issuance - Cash option declaration period for *ST Tianmao (000627) is from September 15 to September 19, 2025[1] - *ST Zitian (300280) has 12 trading days remaining until the last trading day during the delisting arrangement period[1] Trading Alerts - *ST Jishi Media (601929) reported severe abnormal fluctuations in stock price[1] - *ST Yushun (002289) and *ST Weier (002058) are under scrutiny due to abnormal trading activities[1] Company Announcements - *ST Gao Hong (000851) and *ST Dongtong (300379) have recent announcements regarding their financial status[1] - Shanghai Construction (600170) and Zhongke Shuguang (603019) have disclosed important updates on their operations[1] Market Trends - The report indicates a trend of increased scrutiny on companies with abnormal trading patterns, reflecting a tightening regulatory environment[2] - The number of companies under cash option declarations and delisting arrangements suggests a potential increase in market volatility[1]

Market Overview - On September 17, the trade sector fell by 0.61%, with Yi Yatong leading the decline [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers in the trade sector included: - Zhongcheng Co., Ltd. (Code: 000151) with a closing price of 13.17, up 2.89% and a trading volume of 169,900 shares, totaling 226 million yuan [1] - Sumec Corp. (Code: 600710) closed at 10.08, up 1.82% with a trading volume of 153,200 shares, totaling 154 million yuan [1] - Jiangsu Guotai (Code: 002091) closed at 9.05, up 1.34% with a trading volume of 371,700 shares, totaling 332 million yuan [1] - Yi Yatong (Code: 002183) experienced a significant drop, closing at 5.75, down 4.80% with a trading volume of 4,497,800 shares, totaling 2.652 billion yuan [2] Capital Flow - The trade sector saw a net outflow of 350 million yuan from institutional investors, while retail investors contributed a net inflow of 246 million yuan [2] - The capital flow for key stocks in the trade sector showed mixed results, with Zhongcheng Co., Ltd. experiencing a net outflow of 22.52 million yuan from institutional investors [3] - Sumec Corp. had a net inflow of 16.87 million yuan from institutional investors, indicating positive sentiment [3]

Group 1 - The dairy sector experienced a decline of 1.30% as of the market close on September 17, with companies like Yiyaton, Lihigh Food, and Pinwo Food leading the losses [1] - Among the dairy stocks, three companies saw price increases, with New Dairy rising by 1.02%, Weiwei Co. by 0.86%, and Huanlejia by 0.30% [1] - The dairy sector faced a net outflow of 645 million yuan from major funds, with 25 stocks experiencing outflows, and 10 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The top net outflow was from Yiyaton, which saw a net outflow of 391 million yuan, followed by Beiyinmei with 63.95 million yuan and Dabeinong with 35.09 million yuan [2] - The stocks with the highest net inflow included Weiwei Co. with 9.27 million yuan, Yisheng Co. with 3.18 million yuan, and Fucheng Co. with 2.68 million yuan [2] - The dairy sector's outflow list included Yiyaton, Beiyinmei, Dabeinong, and Panda Dairy, with respective declines of 4.80%, 1.74%, 0.92%, and 3.27% [3]