格隆汇12月29日丨怡亚通(002183.SZ)在投资者互动平台表示，公司暂无直接与英伟达的业务合作。 ...

Core Viewpoint - The company is actively building a comprehensive global logistics service network to provide all-around cross-border supply chain and logistics services, facilitating Chinese enterprises in expanding their business in the global market more quickly and conveniently [1] Group 1 - The logistics segment of the company is focused on creating a global coverage for its services [1] - The initiative aims to support Chinese companies in achieving a global layout [1]

Core Viewpoint - The company is enhancing its Southeast Asia operations by establishing localized subsidiaries in Thailand and Malaysia, aiming to strengthen its service network and improve regional response capabilities [1] Group 1: Southeast Asia Expansion - The company is deepening its Southeast Asia regional layout through the establishment of local subsidiaries and professional cooperation teams [1] - It aims to solidify its service network support system and enhance regional service response capabilities [1] Group 2: Logistics and Supply Chain - The company is leveraging its mature supply chain logistics integration capabilities to promote the operation of the "China-Laos-Thailand" international freight train, creating new international trade routes [1] - It has successfully established three cross-border special train routes, facilitating key logistics connections along the Belt and Road Initiative and RCEP [1] - The company is building an efficient and stable cross-border cold chain logistics service system for rapid and low-cost delivery of high-quality goods across regions [1] Group 3: Cross-Border Transportation - The company has initiated a bulk vehicle cross-border transportation project, with the first batch of vehicles shipped from Nansha Port in Guangzhou to Sihanoukville Port in Cambodia [1] - This project aims to expand cross-border vehicle logistics service scenarios and achieve a breakthrough in the scale of this business area [1] Group 4: Market Integration and Brand Value - The company has been appointed as the vice president unit of the Thailand Shenzhen Chamber of Commerce, leveraging its industry resource integration strength and service reputation [1] - It aims to assist high-quality agricultural and consumer products from Thailand in accurately connecting with the vast Chinese market, enhancing brand value [1] - The company is integrating full-chain service capabilities to provide a comprehensive supply chain and logistics solution for Chinese enterprises, facilitating their steady establishment in the Southeast Asian market [1] Group 5: Future Development - The company plans to continuously upgrade its one-stop comprehensive service capabilities in cross-border supply chain and logistics, trade integration, and customs clearance [1] - It aims to accelerate the construction of a global comprehensive logistics service network in collaboration with partners, enhancing logistics infrastructure and deepening industry chain integration [1] - The goal is to effectively eliminate cross-border trade barriers, reduce circulation costs, and support the global layout of Chinese enterprises for mutual collaboration and win-win outcomes [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600608 | *ST PA | 3.54 | -1.94% | 2.36万 | 844.27万 | | 600250 | 南京商旅 | 11.85 | -1.82% | 29.94万 | 3.57亿 | | 002072 | 凯瑞德 | 7.02 | -1.13% | 4.12万 | 2912.79万 | | 000151 | 中成股份 | 12.14 | -0.98% | 4.71万 | 5750.94万 | | 600287 | 亦蒙时尚 | 5.61 | -0.71% | 4.17万 | 2352.54万 | | 600710 | 苏美达 | 10.79 | -0.37% | 9.39万 | 1.02亿 | | 600128 | 示索5小 / | 10.97 | -0.18% | 5.52万 | 6077.73万 | | 600981 | 办索汇鸿 | 3.33 | 0.60% | 54.57万 | 1.82亿 | | 600058 | ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） 每经AI快讯，西南证券12月25日发布怡亚通（002183.SZ，最新价：4.86元）研报：1）供应链领域领跑 企业；2）大消费稳步恢复稳中提质，中国算力规模高速增长；3）业务结构优化，利润短期阶段性波 动。风险提示：消费复苏不及预期、市场竞争、汇率波动、并购重组失败等风险。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 ...

Group 1 - The dairy sector experienced a decline of 0.85% as of the market close on December 24, ranking among the top losers in concept sectors [1] - Major stocks within the dairy sector that saw significant declines include Zhuangyuan Pasture, which hit the daily limit down, and others like Huanlejia, Miaokelan, and Fucheng Shares, which also faced notable drops [1] - Conversely, stocks that gained in the market included Yiyatong, Huangshi Group, and Yiming Foods, with increases of 3.41%, 2.70%, and 2.12% respectively [1] Group 2 - The dairy sector saw a net outflow of 141 million yuan in capital today, with 22 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was Miaokelan, with a net outflow of 50.84 million yuan, followed by Sanyuan Shares, Panda Dairy, and Western Pastoral, with net outflows of 29.91 million yuan, 20.07 million yuan, and 18.61 million yuan respectively [1] - Stocks with the highest net inflows included Yiyatong, Huangshi Group, and Jinjian Rice Industry, with net inflows of 46.43 million yuan, 21.71 million yuan, and 10.66 million yuan respectively [1]

证券日报网讯 12月22日晚间，怡亚通发布公告称，截至公告日，公司及控股子公司之间的过会担保金 额（非实际担保金额）为人民币3697970.00万元（或等值外币），实际担保金额为人民币1476364.27万 元，合同签署的担保金额为人民币2270340.00万元（或等值外币），系合并报表范围内的公司及控股子 公司之间的担保，以上合同签署的担保金额占公司最近一期经审计合并报表归属于母公司净资产 923470.23万元的245.85%。截至公告日，公司及控股子公司为除公司合并报表范围内的公司提供担保的 过会担保金额（非实际担保金额）为人民币490007.36万元，实际担保金额为人民币138000.87万元，合 同签署的担保金额为人民币202977.42万元，以上合同签署的担保金额占公司最近一期经审计合并报表 归属于母公司净资产923470.23万元的21.98%。截至公告日，公司及控股子公司未发生逾期担保、涉及 诉讼的担保及因担保被判决败诉而应承担损失的情况。 （文章来源：证券日报） ...

证券日报网讯12月22日，怡亚通（002183）在互动平台回答投资者提问时表示，公司分销与营销业务收 入整体规模与占比：2024年697.81亿元，占总营收89.90%。零售相关营收以"品牌直供+终端分销+营销 赋能"为核心模式，毛利率稳定高于传统纯执行类供应链业务；通过子公司深耕区域市场，实现对下沉 市场零售终端的高效覆盖。公司相关信息请以公司披露的公告为准。 ...

证券代码：002183 证券简称：怡亚通 公告编号：2025-129 深圳市怡亚通供应链股份有限公司 关于公司向参股公司河北交投怡亚通供应链服务有限公司 增加投资的进展公告 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、对外投资概述 深圳市怡亚通供应链股份有限公司（以下简称"公司"或者"怡亚通"）于 2025 年 9 月 29 日召开的第七届董事会第五十次会议最终以 7 票同意、0 票反对、 0 票弃权审议通过了《关于公司向参股公司河北交投怡亚通供应链服务有限公司 增加投资的议案》，因公司参股公司河北交投怡亚通供应链服务有限公司（以下 简称"河北交投怡亚通"）业务发展需要，经双方股东友好协商，对河北交投怡 亚通进行同比例增资，公司拟向河北交投怡亚通一次性增加投资人民币 0.98 亿 元，河北交投物流有限公司拟向河北交投怡亚通增加投资人民币 1.02 亿元。本 次增资完成后，河北交投怡亚通的注册资本将增至人民币 30,000 万元，该事项 无需提交公司股东会审议。具体内容详见 2025 年 9 月 30 日公司披露于《中国证 券报》《证券时报》《上海证券报 ...

证券代码：002183 证券简称：怡亚通 公告编号：2025-126 深圳市怡亚通供应链股份有限公司 关于第七届董事会第五十四次会议的担保公告 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。 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公司最近一期经审计净资产 100%， 本次被担保对象中有 2 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、担保情况概述 1、公司于 2025 年 12 月 22 日召开了第七届董事会第五十四次会议，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《关于公司控股子公司深圳 市卓优数据科技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》 2、上述担保事项尚需提交公司股东会审议通过后方为生效。 二、被担保公司基本情况 1、被担保公司基本信息 | 序号 | 公司名称 | 成立时间 | 注册资本 | 法定代表人 | 注册地址 | 经营范围 | 股东及 ...