Market Performance - The trade sector increased by 3.68% on January 22, with Yi Yatong leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Yi Yatong (002183) closed at 5.60, up 10.02%, with a trading volume of 862,400 shares and a turnover of 477 million yuan [1] - Wukuang Development (600058) closed at 15.63, up 9.99%, with a trading volume of 851,200 shares and a turnover of 1.306 billion yuan [1] - Other notable stocks include Su Meng Hongye (600128) at 11.83, up 2.96%, and Kai Ruid (002072) at 7.52, up 2.45% [1] Capital Flow Analysis - The trade sector saw a net inflow of 427 million yuan from institutional investors, while retail investors experienced a net outflow of 178 million yuan [2] - The main stocks with significant capital inflow include Wukuang Development with a net inflow of 248 million yuan and Yi Yatong with a net inflow of 215 million yuan [3] Stock-Specific Capital Flow - Wukuang Development had a main investor net inflow of 248 million yuan, accounting for 18.97% of its trading volume, while retail investors had a net outflow of 122 million yuan [3] - Yi Yatong experienced a main investor net inflow of 215 million yuan, representing 45.13% of its trading volume, with retail investors seeing a net outflow of 1.23 billion yuan [3]

Core Viewpoint - The commercial aerospace sector is experiencing significant stock price increases, driven by news of SpaceX's potential IPO and the government's focus on building a strong aerospace nation as part of the 14th Five-Year Plan [1][3][4]. Group 1: Stock Performance - On January 22, several stocks in the commercial aerospace sector saw substantial gains, with over ten stocks hitting the daily limit, including Tengda Technology and Jieli Rigging [1]. - Notable stock performances include: - Triangle Defense: +15.80% - Tianli Composite: +15.36% - Zhongtai Shares: +14.49% - Jianghang Equipment: +10.81% [2]. Group 2: SpaceX IPO News - Reports indicate that Elon Musk is actively pushing for SpaceX's IPO, aiming to complete it by July this year, which marks a shift from his previous resistance to going public [3]. - The IPO is seen as crucial for funding Musk's ambition to establish data centers in space and to support his AI company, xAI, in competing with rivals [3]. Group 3: Government Initiatives - The current year marks the beginning of the 14th Five-Year Plan, with a focus on accelerating the construction of a strong aerospace nation, which is now a key task in the national agenda [4]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, highlighting the government's commitment to advancing aerospace capabilities [4].

消息面上，隔夜美股市场存储概念股美光科技、西部数据、希捷科技、闪迪齐创历史新高。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月22日，A股市场存储芯片概念股走强，其中，盈方微、怡亚通涨停，广合科技涨7%，澜起科技、中 京电子涨超6%，国芯科技、航宇微、朗科科技涨超5%，华润微涨4%。 另外，存储大厂华邦电、南亚科目前对外签订的长期供货合约（LTA），模式多为锁量不锁价，时间由 一年期拉长至至少两年起，部分大客户甚至谈到接近2030年的长期合作框架。还值得注意的是，佰维存 储称，存储产品价格在2026年第一季度、第二季度有望持续上涨。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000670 | 盈方微 | 1 | 10.05 | 86.92亿 | 39.43 | | 002183 | 怡亚通 | 安 | 10.02 | 145亿 | 17.65 | | 001389 | 广合科技 | 1 | 7.09 | 435亿 | 25.30 | | 688008 | 澜起科技 | 1 ...

Group 1 - The trade sector increased by 1.31% on January 19, with Zhongcheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the trade sector showed various performance, with Zhongcheng Co., Ltd. closing at 12.90, up 3.45%, and trading volume of 184,600 shares [1] Group 2 - The trade sector experienced a net outflow of 210 million yuan from main funds, while retail investors saw a net inflow of 147 million yuan [2] - The stock performance of Jiangsu Guotai showed a net outflow of 33.89 million yuan from main funds, with a net inflow of 28.61 million yuan from retail investors [3] - Oriental Chuangye had a net inflow of 18.24 million yuan from main funds, but a net outflow of 15.14 million yuan from speculative funds [3]

Core Viewpoint - The stock price of Yiatong has shown fluctuations, with a recent decline of 2.17% and a total market capitalization of 12.881 billion yuan, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 16, Yiatong's stock price was 4.96 yuan per share, with a trading volume of 1.87 billion yuan and a turnover rate of 1.43% [1]. - Year-to-date, Yiatong's stock has increased by 4.20%, but it has decreased by 2.94% over the last five trading days and by 0.40% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Yiatong reported a revenue of 52.263 billion yuan, a year-on-year decrease of 10.57%, and a net profit attributable to shareholders of 35.1949 million yuan, down 42.56% year-on-year [2]. Group 3: Shareholder Information - As of December 11, Yiatong had 150,200 shareholders, with an average of 17,290 circulating shares per person, showing no change from the previous period [2]. - The company has distributed a total of 1.286 billion yuan in dividends since its A-share listing, with 109 million yuan distributed in the last three years [3]. - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 21.1741 million shares, an increase of 4.1156 million shares from the previous period [3].

Group 1 - The trade sector increased by 1.57% on January 15, with Wukuang Development leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Wukuang Development's stock price rose by 9.98% to 12.67, with a trading volume of 173,000 shares and a transaction value of 219 million yuan [1] Group 2 - The trade sector experienced a net outflow of 47.42 million yuan from institutional investors, while retail investors saw a net outflow of 39.23 million yuan [2] - Jiangsu Guotai had a net inflow of 34.96 million yuan from institutional investors, while also experiencing a net outflow of 59.87 million yuan from retail investors [3] - Nanjing Commercial Travel saw a net inflow of 34.22 million yuan from institutional investors, with a net outflow of 53.55 million yuan from retail investors [3]

Core Viewpoint - The company is committed to transforming into a technology-driven enterprise through a "supply chain + industrial chain + capital empowerment" model, ensuring stable supply of storage products and deepening cooperation with international manufacturers [1] Group 1: Supply Chain and Partnerships - The company utilizes its wholly-owned subsidiary, Yibai Electronics, and the Hong Kong platform to secure stable supply of storage products [1] - Collaborations with major international manufacturers such as Micron, Toshiba, and Kioxia are emphasized [1] Group 2: Investment Strategy - The company has established a comprehensive investment layout in the storage chip sector, including strategic investments in Starfire Semiconductor for storage chip design [1] - The company serves clients such as Changan and BYD, and holds shares in leading storage controller chip company, Lianyun Technology, which has gone public [1] - Investments in Shanghai Chipshine enhance the company's storage module layout [1] Group 3: AI and Computing Power - The company's subsidiary, Zhuoyou Cloud Intelligence, has delivered multiple AI computing power platforms [1] - The company holds approximately 25% in Zhuoyi Hengtong, whose products are compatible with six domestic CPUs including Haiguang and Feiteng [1] Group 4: Industry Ecosystem - Through stakes in companies like Weishi Jiajie and Junzhi Group, the company strengthens its distribution network and collaboration in the 5G/6G communication sector [1] - The aim is to build a self-controllable industrial ecosystem that supports the national digital economy development strategy [1]

证券日报网讯1月14日，怡亚通（002183）在互动平台回答投资者提问时表示，公司将严格按照监管要 求履行信息披露义务，相关信息请以公司披露公告为准。 ...

证券日报网讯 1月14日，怡亚通发布公告称，公司第七届董事会第五十五次会议审议通过《关于提名公 司第八届董事会非独立董事候选人的议案》等多项议案。 （文章来源：证券日报） ...

证券代码：002183 证券简称：怡亚通 公告编号：2026-005 深圳市怡亚通供应链股份有限公司 关于董事会换届选举的公告 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"或"怡亚通"）第七 届董事会任期届满，根据《中华人民共和国公司法》《深圳证券交易所股票上市 规则》及《公司章程》等相关规定，公司进行董事会换届选举，现将具体情况公 告如下： 一、董事会换届选举情况 根据《公司章程》规定，公司董事会由 7 名董事组成，其中独立董事 3 名。 公司于 2026 年 1 月 14 日召开第七届董事会第五十五次会议，审议通过了《关 于提名公司第八届董事会非独立董事候选人的议案》及《关于提名公司第八届董 事会独立董事候选人的议案》。 （一）第八届董事会非独立董事候选人 独立董事候选人声明与承诺及提名人声明与承诺详见公司同日披露于巨潮 资讯网（http://www.cninfo.com.cn）上的相关公告。 二、其他说明 公司董事会同意提名陈伟民先生、李程先生、马小智先生、莫京先生为公司 第八届董事会非独立董事候选人（ ...