Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [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（ ...

深圳市怡亚通供应链股份有限公司 独立董事提名人声明与承诺 提名人深圳市怡亚通供应链股份有限公司董事会现就 提名邱大梁为深圳市怡亚通供应链股份有限公司第八届董 事会独立董事候选人发表公开声明。被提名人已书面同意 作为深圳市怡亚通供应链股份有限公司第八届董事会独立 董事候选人（参见该独立董事候选人声明）。本次提名是在 充分了解被提名人职业、学历、职称、详细的工作经历、 全部兼职、有无重大失信等不良记录等情况后作出的，本 提名人认为被提名人符合相关法律、行政法规、部门规章、 规范性文件和深圳证券交易所业务规则对独立董事候选人 任职资格及独立性的要求，具体声明并承诺如下事项： 一、被提名人已经通过深圳市怡亚通供应链股份有限 公司第七届董事会提名委员会资格审查，提名人与被提名 人不存在利害关系或者其他可能影响独立履职情形的密切 关系。 是 □ 否 如否，请详细说明： 二、被提名人不存在《中华人民共和国公司法》第一 百七十八条等规定不得担任公司董事的情形。 是 □ 否 如否，请详细说明： 三、被提名人符合中国证监会《上市公司独立董事管 理办法》和深圳证券交易所业务规则规定的独立董事任职 资格和条件。 是 □ 否 如否，请 ...

深圳市怡亚通供应链股份有限公司 独立董事提名人声明与承诺 提名人深圳市怡亚通供应链股份有限公司董事会现就 提名刘长青为深圳市怡亚通供应链股份有限公司第八届董 事会独立董事候选人发表公开声明。被提名人已书面同意 作为深圳市怡亚通供应链股份有限公司第八届董事会独立 董事候选人（参见该独立董事候选人声明）。本次提名是在 充分了解被提名人职业、学历、职称、详细的工作经历、 全部兼职、有无重大失信等不良记录等情况后作出的，本 提名人认为被提名人符合相关法律、行政法规、部门规章、 规范性文件和深圳证券交易所业务规则对独立董事候选人 任职资格及独立性的要求，具体声明并承诺如下事项： 一、被提名人已经通过深圳市怡亚通供应链股份有限 公司第七届董事会提名委员会资格审查，提名人与被提名 人不存在利害关系或者其他可能影响独立履职情形的密切 关系。 是 □ 否 如否，请详细说明： 二、被提名人不存在《中华人民共和国公司法》第一 百七十八条等规定不得担任公司董事的情形。 是 □ 否 如否，请详细说明： 三、被提名人符合中国证监会《上市公司独立董事管 理办法》和深圳证券交易所业务规则规定的独立董事任职 资格和条件。 是 □ 否 如否，请 ...