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]

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 ...

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》 《 ...

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: ...

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 ...

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 ...

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]

以下文章来源于36氪出海 ，作者36氪出海 Manus获超5亿融资，资金用于全球化 小米汽车在欧洲设研发和设计中心 多点数智布局东南亚 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 小米汽车在欧洲设研发和设计中心 小米汽车正稳步推进欧洲布局。在德国慕尼黑，小米建立了一个汽车研发中心，目前，该研发中心规模不足50人，主要成员均为管理层及业务专家。知情人 士消息称，小米汽车慕尼黑研发中心目前没有大规模的招聘需求，定位是精英团队。除了小米SU7 Ultra纽北限量版的继续研发外，该团队还将参与小米后 续全系车型的性能调校工作。在研发业务之外，小米汽车也有意进行一些海外销售业务的筹备工作。此消息向小米汽车求证，小米官方确认了欧洲研发中心 的存在，但否认了欧洲销售体系。(36氪） Manus母公司完成超5亿元融资，聚焦中东、日本等海外市场开拓 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 据彭博社报道，Manus的母公司蝴蝶效应（Butterfly Effect）于近日完成75 ...

Company Developments - Xiaomi Auto is establishing a research and design center in Munich, Germany, with a current team of fewer than 50 members, focusing on elite talent and performance tuning for future models [2] - Manus's parent company, Butterfly Effect, has completed a $75 million financing round, raising its valuation to nearly $500 million, with plans to expand into international markets including the U.S., Japan, and the Middle East [2] - Digital retail service provider Multi-Point Intelligence is actively expanding into overseas markets, collaborating with local retailers in Southeast Asia and Europe, with international business accounting for 8.5% of total revenue, a 27.9% increase year-on-year [4] - Anker Innovations opened its first independent experience store in Europe in Belgrade, Serbia, showcasing a range of innovative products [5] - DAS Solar has begun construction on a 3GW photovoltaic module factory in France, with a total investment of approximately €109 million [6] - Pop Mart reported a 475%-480% year-on-year increase in overseas revenue for Q1 2025, with overall revenue growth of 165%-170% [6] - Kunlun Wanwei's annual report shows AI business annualized revenue of $140 million, making it the fastest-growing Chinese AI company in overseas revenue [6] - DJI Agriculture's overseas shipment volume increased by 45% year-on-year in Q1 2025, with significant growth in Latin America and Africa [6] - Transsion Holdings reported a 10.31% increase in revenue for 2024, with net profit growth of only 0.22% due to increased market expansion and product upgrade investments [6] - iQIYI plans to aggressively expand into overseas markets and enter the content e-commerce sector [6] - NIO's Firefly model will enter 16 countries across five continents this year [6] - Jidu Auto announced plans to expand into the Americas and Africa in 2025 [6] - BYD aims for 800,000 vehicle sales in overseas markets by 2025 [6] - Leap Motor plans to achieve local production in Europe by 2026 [6] - Avita plans to enter over 50 countries this year, with a focus on expanding its sales channels [6] - SAIC Group will launch 17 new overseas models in the next three years [6] Macro Policies & Industry Data - The U.S. Department of Commerce announced final anti-dumping and countervailing duties on solar cells from four Southeast Asian countries, with rates as high as 3,500% for some Cambodian companies [14] - In the first quarter of 2025, China exported 1.54 million vehicles, a year-on-year increase of 16% [14] - The Shanghai government aims to cultivate 40 high-potential overseas enterprises by 2025 [14] - Guangdong province is implementing measures to stabilize foreign trade and support enterprises in capturing orders [14] - Hong Kong plans to strengthen cooperation with ASEAN countries to explore more business opportunities [15] Investment & Financing - Chasing Technology's 3D printing project "Atomic Reshape" has secured tens of millions in financing, focusing on market expansion in Europe and the U.S. [17] - AI hardware company Future Intelligence has completed a Pre A+ round of financing, planning to enter North America, Japan, and Europe this year [17] - Lawn Mower Technology has completed a Pre-A round of financing, focusing on product delivery and market expansion in Europe and the U.S. [18] - Pan Ding International has raised tens of millions in C round financing to enhance its operations in emerging markets [18] - Core Medical has secured over $100 million in D round financing to support its international strategy [19] - Yiatong Logistics has completed several hundred million yuan in strategic financing to accelerate its global market expansion [19] - AI agent developer Sip Technology has received strategic investment from Blue Ribbon Beer to enhance its product matrix [19]

据中国政府网消息，4月25日，国务院发布关于同意在海南全岛和秦皇岛等15个城市（地区）设立跨境电子商务综合试验区的批复（简称"批复"）。 从资金流向上来看，多股4月14日以来获得杠杆资金加仓，华贸物流、怡亚通、德邦股份融资净买入额分别为1.19亿元、0.89亿元、0.7亿元。 | | | 冷买入居前的跨境电商股 | | | | --- | --- | --- | --- | --- | | 代码 | 间称 | 4月14日以来 | 4月14日以来融资 | 总市值 | | | | 涨跌幅 (%) | 净买入 (亿元) | (亿元) | | 603128 | 华贸物流 | 8.50 | 1.19 | 86.92 | | 002183 | 怡加通 | 1.93 | 0.89 | 123.36 | | 603056 | 德邦股份 | -2.90 | 0.70 | 136.55 | | 301171 | 易点天下 | 17.51 | 0.68 | 126.70 | | 002537 | 避联会汇 | 35.91 | 0.58 | 105.31 | | 000417 | 合百集团 | -2.88 | 0.37 | 47.4 ...