怡亚通与广州花都汽车城发展有限公司下属广州市云迅供应链管理有限公司战略签约仪式在广州花都举 行。根据协议约定，怡亚通将输出 "供应链 +" 核心能力，联合云迅供应链搭建并运营 "广州花都产业供 应链服务平台"，通过整合双方资源，为花都产业核心上下游企业提供全链条服务，助力本地企业降本 增效、拓展市场。 ...

人民财讯11月13日电，11月12日，怡亚通（002183）与广州花都汽车城发展有限公司下属广州市云迅供 应链管理有限公司(以下简称"云迅供应链")战略签约仪式在广州花都举行。根据协议约定，怡亚通将输 出"供应链+"核心能力，联合云迅供应链搭建并运营"广州花都产业供应链服务平台"，通过整合双方资 源，为花都产业核心上下游企业提供全链条服务，助力本地企业降本增效、拓展市场。 ...

Core Viewpoint - The stock of Yiatong has experienced fluctuations, with a recent decline of 2.07%, while the company has shown a year-to-date increase of 16.07% in stock price [1] Financial Performance - For the period from January to September 2025, Yiatong reported a revenue of 52.263 billion yuan, representing a year-on-year decrease of 10.57% [2] - The net profit attributable to shareholders for the same period was 35.1949 million yuan, down 42.56% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of Yiatong shareholders increased to 150,200, a rise of 14.55% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 12.70% to 17,290 shares [2] Dividend Distribution - Since its A-share listing, Yiatong has distributed a total of 1.286 billion yuan in dividends, with 109 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 21.1741 million shares, an increase of 4.1156 million shares from the previous period [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top ten circulating shareholders, with slight reductions in their holdings [3]

Group 1 - The China International Import Expo (CIIE) has seen significant participation from local procurement teams, with Shanghai's procurement orders reaching approximately $2.776 billion and additional projects worth about 2.99 billion yuan signed by major enterprises [1][2] - Various local procurement teams from regions such as the Yangtze River Delta, Greater Bay Area, and others are targeting procurement goals starting from 10 billion yuan [1][2] - The Zhejiang procurement team has sent 47,000 professional buyers, focusing on products like biscuits and candies, and has signed import agreements worth 14.5 billion yuan with suppliers from 14 countries [2][3] Group 2 - The CIIE serves as a platform for Chinese companies to reconnect with existing clients and seek new partnerships, with a focus on understanding global product trends and innovations [3][4] - AI and healthcare technologies are key areas of interest, with companies like Dian Diagnostics signing contracts for medical equipment and diagnostic reagents [3][4] - The Fujian procurement team has intentions to purchase over $2.2 billion worth of goods, including medical devices and food products, maintaining stable procurement levels compared to previous years [5][6] Group 3 - Shenzhen's procurement team is expected to exceed previous years' purchasing amounts, focusing on high-tech products and green energy [7][8] - The Anhui procurement team has registered over 1,900 units and expects procurement intentions to surpass previous years, aiming to leverage the CIIE for economic development [8][9] - The Henan province is utilizing the CIIE to enhance its import structure and attract quality resources for economic growth [9][10] Group 4 - The global market environment is shifting, with Chinese companies looking to expand into European markets as traditional export models face challenges [10] - Data indicates a 7% year-on-year increase in China's exports to Europe, highlighting the need for companies to adapt their strategies for better market presence [10]

Group 1 - The Shenzhen Municipal Bureau of Commerce announced that Shenzhen's total foreign trade import and export volume is expected to reach 4.5 trillion yuan in 2024, ranking first among cities in China, with exports achieving a 32-month consecutive lead among mainland cities [1] - The event highlighted Shenzhen's role as a platform for international trade, allowing companies to connect with global quality goods, advanced technologies, and professional services without leaving the country [1] - The Shenzhen delegation at the China International Import Expo is expected to exceed last year's procurement intentions, covering high-tech products, green energy, healthcare, and smart manufacturing [2] Group 2 - The event included key promotions from various districts in Shenzhen, focusing on establishing high-end import consumer goods bases and innovative demonstration zones for import trade [2] - Financial support measures for imports were introduced by the China Export-Import Bank Shenzhen Branch, along with initiatives to create comprehensive service platforms for imported frozen goods [2] - The APEC informal leaders' meeting will be held in Shenzhen in November 2026, presenting significant opportunities for the city [3]

Market Overview - The trade sector increased by 1.84% on November 6, with CITIC Metal leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - CITIC Metal (601061) closed at 15.04, rising by 8.59% with a trading volume of 925,600 shares and a turnover of 1.374 billion [1] - Wuhuan Development (600058) closed at 9.66, up 5.23%, with a trading volume of 390,800 shares and a turnover of 375 million [1] - Sumec (600710) closed at 12.15, increasing by 3.05%, with a trading volume of 263,600 shares and a turnover of 320 million [1] - Other notable stocks include Yiatong (002183) with a 1.54% increase and Jiangsu Guotai (002091) with a 0.87% increase [1] Capital Flow - The trade sector saw a net inflow of 153 million from institutional investors, while retail investors experienced a net outflow of 1.65 billion [2] - Major stocks like CITIC Metal and Wuhuan Development attracted significant net inflows from institutional investors, with 63.23 million and 62.05 million respectively [3] - Retail investors showed a negative net flow in several stocks, including CITIC Metal and Wuhuan Development, indicating a divergence in investment behavior [3]

Core Insights - The trade sector experienced a rise of 2.01% on October 31, with Jiangsu Guotai leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Trade Sector Performance - Jiangsu Guotai (002091) closed at 9.34, up 6.26% with a trading volume of 1.138 million shares and a transaction value of 1.071 billion [1] - Other notable performers included: - Dongfang Chuangye (600278) at 8.36, up 5.03% [1] - Nanjing Shanglv (600250) at 11.11, up 4.91% [1] - Shisuo Hongye (600128) at 11.00, up 3.09% [1] Capital Flow Analysis - The trade sector saw a net inflow of 231 million in main funds, while retail funds experienced a net outflow of 118 million and 113 million respectively [2] - Key individual stock capital flows included: - Jiangsu Guotai with a net inflow of 103 million, but retail outflows of 64 million [3] - Dongfang Chuangye with a net inflow of 94 million from main funds, but retail outflows of 60 million [3] - Nanjing Shanglv with a net inflow of 62 million from main funds, but retail outflows of 41 million [3]

Core Viewpoint - Yiatong is a leading supply chain service provider in China, established in 1997 and listed in 2007, with strong supply chain integration capabilities and extensive customer resources [1] Financial Performance - In Q3 2025, Yiatong's revenue reached 52.263 billion, ranking 3rd in the industry, surpassing the industry average of 29.795 billion and the median of 25.483 billion [2] - The revenue composition includes distribution and marketing at 27.594 billion (76.73%), cross-border and logistics services at 7.282 billion (20.25%), and brand operation at 1.177 billion (3.27%) [2] - The net profit for the same period was 12.7406 million, ranking 10th in the industry, below the industry average of 562 million and the median of 73.9282 million [2] Financial Ratios - As of Q3 2025, Yiatong's debt-to-asset ratio was 80.49%, higher than the previous year's 79.97% and above the industry average of 63.05% [3] - The gross profit margin stood at 4.19%, unchanged from the previous year but below the industry average of 15.06% [3] Executive Compensation - The chairman, Zhou Guohui, received a salary of 1.212 million in 2024, unchanged from 2023 [4] - The general manager, Chen Weimin, earned 826,800 in 2024, an increase of 19,800 from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.55% to 150,200 [5] - The average number of circulating A-shares held per shareholder decreased by 12.70% to 17,300 [5] - Hong Kong Central Clearing Limited is the fourth-largest shareholder, holding 21.1741 million shares, an increase of 4.1156 million shares from the previous period [5]

深圳市怡亚通供应链股份有限公司 2022 年面向专业投资者公开发行公司债券（第一期） 2025 年兑付兑息及摘牌的公告 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。 | 证券代码：002183 | 证券简称：怡亚通 | 公告编号：2025-111 | | --- | --- | --- | | 债券代码：148113 | 债券简称：22 怡亚 01 | | 一、本期债券的基本情况 1、发行人：深圳市怡亚通供应链股份有限公司 2、债券名称：深圳市怡亚通供应链股份有限公司 2022 年面向专业投资者公 开发行公司债券(第一期) 3、债券简称：22 怡亚 01 4、债券代码：148113 特别提示： 5、发行总额：本期债券发行总额 3.00 亿元 债券简称：22 怡亚 01 债券代码：148113 债权登记日：2025 年 10 月 31 日 最后交易日：2025 年 10 月 31 日 兑付日：2025 年 11 月 3 日 摘牌日：2025 年 11 月 3 日 计息期间：2024 年 11 月 1 日至 2025 年 10 月 31 日 6、期限：本期债券为 ...

Core Insights - The company reported a total operating revenue of 52.263 billion yuan for Q3 2025, ranking 3rd among disclosed peers, which represents a decrease of 6.178 billion yuan or 10.57% year-on-year [1] - The net profit attributable to shareholders was 35.1949 million yuan, ranking 4th among peers, down by 26.075 million yuan or 42.56% compared to the same period last year [1] - The net cash inflow from operating activities was 510 million yuan, ranking 2nd among peers, showing an increase of 321 million yuan or 170.19% year-on-year [1] Financial Ratios - The latest debt-to-asset ratio is 80.49%, ranking 6th among peers, with an increase of 0.09 percentage points from the previous quarter and 0.52 percentage points from the same period last year [3] - The latest gross profit margin is 4.19%, ranking 5th among peers, with a slight increase of 0.11 percentage points from the previous quarter, remaining stable year-on-year [3] - The latest return on equity (ROE) is 0.38%, ranking 6th among peers, down by 0.30 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.01 yuan, ranking 5th among peers, which is a decrease of 0.01 yuan or 50.00% year-on-year [3] - The latest total asset turnover ratio is 0.94 times, ranking 4th among peers, down by 0.17 times or 15.14% year-on-year [3] - The latest inventory turnover ratio is 7.23 times, which is a decrease of 0.83 times or 10.27% compared to the same period last year [3] Shareholder Information - The number of shareholders is 150,200, with the top ten shareholders holding 959 million shares, accounting for 36.91% of the total share capital [3] - The largest shareholder is Shenzhen Investment Holdings Co., Ltd., holding 14.91% of the shares [3]