Market Overview - The trade sector experienced a decline of 0.24% compared to the previous trading day, with Dongfang Chuangye leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] Stock Performance - Notable gainers included *ST PA, which rose by 5.13% to a closing price of 3.69, and Yiyaton, which increased by 2.08% to 5.88 [1] - Conversely, Dongfang Chuangye fell by 2.44% to 8.81, and Nanjing Shanglv dropped by 1.89% to 11.43 [2] Trading Volume and Value - The trading volume and value for key stocks in the trade sector were significant, with Wukuang Development recording a trading volume of 580,000 shares and a transaction value of 870 million [1] - Jiangsu Guotai had a trading volume of 304,200 shares and a transaction value of 280 million [2] Capital Flow - The trade sector saw a net outflow of 42.74 million from institutional investors, while retail investors contributed a net inflow of 67.08 million [2] - The capital flow for individual stocks showed that Yiyaton had a net inflow of 38.02 million from institutional investors, while Dongfang Chuangye experienced a significant net outflow of 13.50 million [3]

证券日报网讯1月26日，怡亚通（002183）在互动平台回答投资者提问时表示，算力方面，公司控股子 公司卓优云智已交付多个AI算力平台；此外，公司通过旗下子公司卓怡恒通构建覆盖龙芯、飞腾、海 光、鲲鹏等六大国产CPU平台的技术矩阵，形成"智能通用硬件+行业解决方案+工业物联"三维一体的产 品体系。未来公司将会坚定向科技驱动型企业转型。 ...

1月27日，怡亚通涨5.03%，截至发稿，报6.05元/股，成交8.10亿元，换手率5.35%，总市值157.12亿 元。怡亚通股价已经连续4天上涨，区间累计涨幅15.9%。 资料显示，深圳市怡亚通供应链股份有限公司位于广东省深圳市龙岗区南湾街道李朗路3号怡亚通供应 链整合物流中心1号楼，成立日期1997年11月10日，上市日期2007年11月13日，公司主营业务涉及供应 链管理服务。主营业务收入构成为：分销和营销76.73%，跨境和物流服务20.25%，品牌运营3.27%。 从怡亚通十大流通股东角度 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年83天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 259.87%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性 ...

Core Viewpoint - The company emphasizes a full-chain layout in storage chips, focusing on "building resilience" and "capturing value" amid increasing global supply chain uncertainties and the need for technological self-reliance [2] Group 1: Strategic Layout - The company aims to enhance its control over the industry chain by investing in key areas such as SSD controllers through its investment in Lianyun Technology, which is already listed [2] - The company is deepening its involvement in module design and manufacturing through its subsidiaries, Yibai Electronics and investment in Shanghai Chip Scene [2] - The strong distribution network of Xingyi Hong Kong allows the company to reach global markets effectively, enabling quick responses to market changes such as industry price cycles [2] Group 2: Value Proposition - The company provides a one-stop, high-reliability solution for customers, covering everything from chip selection to product delivery, thereby retaining more value within the organization [2]

Group 1 - The core viewpoint of the article is that the company, Yiatong, is focusing on two main aspects of capital operations: "bringing in" and "going out" [2] Group 2 - "Bringing in" refers to investments and acquisitions targeting high-quality upstream and downstream enterprises in the supply chain, with a focus on domestic substitution, semiconductors, storage, chips, and AI computing power [2] - "Going out" involves the company's incubated businesses or subsidiaries entering the capital market through financing or acquisition, providing investment returns to shareholders [2]

Core Viewpoint - The core strategy of Yiyaton (002183) is to transform from a "global supply chain service platform" to a "technology-driven industrial ecosystem organizer" [1] Group 1: Strategic Goals - The company aims to focus on two main themes: "AI computing power + industrial overseas expansion" [1] - The goal is to build an integrated ecosystem driven by digital technology and supported by a supply chain network [1] Group 2: Business Objectives - The company not only targets its own business growth but also aims to become a key enabling platform for the country's development of "new quality productivity" [1]

Core Viewpoint - The company, Yiatong (002183), is leveraging AI computing power to create a strong "empowerment-feedback" loop that enhances its overseas business operations [1] Group 1: AI Computing Power and Overseas Business - The AI computing power business provides comprehensive support for overseas enterprises, including domestic AI industrial control machines, computing center construction, and cloud services [1] - This support aims to improve the intelligence level of products and the efficiency of research and development for clients such as new energy vehicles and smart hardware manufacturers [1] Group 2: Accumulated Experience and Market Adaptation - Through serving clients in the new energy vehicle sector, the company has gained valuable global implementation experience, local compliance knowledge, and a network of end customers [1] - The firsthand information and customer relationships acquired in these "battlefields" will directly feed back into the company's computing power business, guiding the development of products and solutions that better meet overseas market demands [1] Group 3: New Sales Channels - The company's efforts in the overseas market are expected to open new sales channels for domestic computing hardware [1]

Core Viewpoint - The core value of the company in the storage chain is the "spiral rise of scale and discourse power" [1] Group 1: Company Strategy - The company emphasizes that scale distribution is its fundamental base and market touchpoint, establishing its industry position through long-term cooperation with giants like Samsung, Micron, and SK Hynix [1] - The company believes that merely having scale is insufficient; strategic investments are necessary to gain some key technological discourse power [1] - The company has invested in leading international data storage management chip enterprise, Lianyun Technology, and focuses on automotive-grade storage through Starfire Semiconductor [1] Group 2: Collaborative Approach - The company adopts a strategy of balancing "cooperation" and "independence," aiming for "key link autonomy and open ecosystem win-win" [1] - The company pursues independent influence in strategic high ground areas such as controllers and automotive-grade storage while widely collaborating with domestic and international partners in general products and market channels [1] - This approach ultimately creates a symbiotic pattern of "you have me, I have you" [1]

证券代码：002183 证券简称：怡亚通 公告编号：2026-008 深圳市怡亚通供应链股份有限公司 关于第七届董事会第五十六次会议的担保公告 一、担保情况概述 1、公司于 2026 年 1 月 23 日召开了第七届董事会第五十六次会议，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 票同意、0 票反对、0 票弃权通过《关于公司全资子公司佛 山怡亚通供应链有限公司向银行申请综合授信额度，并由公司为其提供担保的 议案》 议案内容：因业务发展需要，公司全资子公司佛山怡亚通供应链有限公司拟 向下列银行申请总额不超过人民币 6,000 万元（含）的综合授信额度，授信期限 均为一年，并由公司为其提供连带责任保证担保，担保期限均不超过三年，具体 以合同约定为准。 人民币/万元 | 序号 | 授信银行 | 授信金额 | | --- | --- | --- | | 1 | 兴业银行股份有限公司佛山分行 | 3,000 | | 2 | 中国农业银行股份有限公司佛山祖庙支行 | 3,000 | | | 合计 | 6,000 | （2）最终以 7 票同意、0 票反对、0 票弃权通过 ...

证券代码：002183 证券简称：怡亚通 公告编号：2026-010 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。 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%， 本次被担保对象中有 19 家公司的资产负债率超过 70%，请投资者充分关注担 保风险。 一、合并报表内的担保 （一）担保的审议情况 1、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 2025 年度公司部分控股子公司生产经营的资金需求及融资情 况,相关控股子公司拟向银行等金融机构申请综合授信额度，申请有效期限自 2025 年 1 月 1 日起至 2025 年 12 月 31 日止，并由公司（含公司控股子公司） 提供合计额度不超过人民币 415,250 万元(含)的担保,担保期限均不超过三年， 具体以合同约定为准。本议 ...