关于 深圳市怡亚通供应链股份有限公司 注册地址变更的 临时受托管理事务报告 | 债券简称：148576.SZ | 债券代码：24 | 怡亚 | 01 | | --- | --- | --- | --- | | 债券简称：148506.SZ | 债券代码：23 | 怡亚 | 03 | | 债券简称：148411.SZ | 债券代码：23 | 怡亚 | 02 | | 债券简称：148365.SZ | 债券代码：23 | 怡亚 | 01 | | 债券简称：148113.SZ | 债券代码：22 | 怡亚 | 01 | 债券受托管理人 2025 年 10 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》、深圳市怡亚通供应链股份有限公司（以下简称"发行人"或"公司"） 就存续公司债券与受托管理人签署的受托管理协议（以下简称"《受托管理协议》"） 及其它相关信息披露文件以及发行人出具的相关说明文件和提供的相关资料等， 由受托管理人中信建投证券股份有限公司（以下简称"中信建投证券"或"受托 管理人"）编制。中信建投证券编制本报告的内容及信息均来源发行人提供的资 料或说明。 本报告不 ...

深圳市怡亚通供应链股份有限公司（以下简称"公司"）注册地址发生变更， 具体情况公告如下： 一、注册地址变更的基本情况 | 证券代码：002183 | 证券简称：怡亚通 | | | 公告编号：2025-103 | | --- | --- | --- | --- | --- | | 债券代码：148576 | 债券简称：24 | 怡亚 | 01 | | | 债券代码：148506 | 债券简称：23 | 怡亚 | 03 | | | 债券代码：148411 | 债券简称：23 | 怡亚 | 02 | | | 债券代码：148365 | 债券简称：23 | 怡亚 | 01 | | | 债券代码：148113 | 债券简称：22 | 怡亚 | 01 | | 根据公司实际发展规划需要，注册地址已进行变更，变更情况披露如下： 深圳市怡亚通供应链股份有限公司 变更前注册地址：深圳市宝安区新安街道海旺社区N26区海秀路2021号荣超 滨海大厦A座419 变更后注册地址：深圳市宝安区新安街道海滨社区滨港二路31号怡亚通大厦 906 上述变更事项公司已完成工商登记变更。 关于注册地址变更的公告 本公司及董事会全体成员保证信息披露的 ...

Core Viewpoint - The Shenzhen state-owned enterprise reform concept index declined by 0.62%, ranking among the top declines in concept sectors, with notable declines in stocks such as Jian Kexuan, Shen Zhenye A, and Shen Saige A [1] Market Performance - The storage chip sector led the gains with an increase of 3.49%, while the state-owned enterprise reform sector experienced a decline of 0.62% [1] - Among the stocks in the Shenzhen state-owned enterprise reform sector, 11 stocks saw price increases, with Yi Yatong, Agricultural Products, and Lihe Science and Technology rising by 3.12%, 2.93%, and 2.41% respectively [1] Capital Flow - The Shenzhen state-owned enterprise reform sector saw a net inflow of 152 million yuan, with 18 stocks experiencing net outflows [1] - The stock with the highest net outflow was Shen Zhenye A, with a net outflow of 96.96 million yuan, followed by Shen Fangzhi A and Te Fa Service with net outflows of 26.48 million yuan and 25.63 million yuan respectively [1] - The stocks with the highest net inflows included Guo Xin Securities, Shen Saige, and Shenzhen Energy, with net inflows of 196 million yuan, 51.81 million yuan, and 43.13 million yuan respectively [1] Notable Stock Movements - Shen Zhenye A experienced a significant decline of 5.27% with a turnover rate of 8.21% and a net outflow of 96.96 million yuan [2] - Yi Yatong and Agricultural Products saw increases of 3.12% and 2.93% respectively, with net inflows of 33.28 million yuan and 31.37 million yuan [2] - Guo Xin Securities had a net inflow of 195.95 million yuan, reflecting strong investor interest [2]

Core Insights - The trade sector experienced a rise of 1.11% on October 27, with Yi Yatong leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Trade Sector Performance - Yi Yatong (002183) closed at 5.29, with a gain of 3.12% and a trading volume of 1.2389 million shares, resulting in a transaction value of 653 million yuan [1] - Su Meida (600710) closed at 10.62, up 1.92%, with a trading volume of 263,800 shares and a transaction value of 279 million yuan [1] - Zhongxin Metal (601061) closed at 11.76, gaining 1.55%, with a trading volume of 501,100 shares and a transaction value of 584 million yuan [1] - Other notable performers include Wukuang Development (600058) and Zhongcheng Co. (000151), with respective gains of 1.32% and 1.18% [1] Capital Flow Analysis - The trade sector saw a net inflow of 81.1 million yuan from main funds, while retail investors experienced a net outflow of 56.9 million yuan [2] - Main funds showed significant interest in Zhongxin Metal, with a net inflow of 76.57 million yuan, representing 13.11% of the total [3] - Yi Yatong also attracted main fund inflows of 31.02 million yuan, but faced a net outflow from retail investors of 11.97 million yuan [3]

Core Viewpoint - The trade sector experienced a decline of 0.66% on October 24, with Dongfang Chuangye leading the drop, while the Shanghai Composite Index rose by 0.71% and the Shenzhen Component Index increased by 2.02% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3950.31, marking an increase of 0.71% [1]. - The Shenzhen Component Index closed at 13289.18, reflecting a rise of 2.02% [1]. Group 2: Trade Sector Stocks - The trade sector saw mixed performance among individual stocks, with notable movements including: - Chimeida (600710) closed at 10.42, up by 2.46% with a trading volume of 345,500 shares and a transaction value of 361 million yuan [1]. - Kairuide (002072) closed at 7.50, up by 0.81% with a trading volume of 65,400 shares [1]. - CITIC Metal (601061) closed at 11.58, up by 0.26% with a trading volume of 425,100 shares [1]. - Wukuang Development (600058) closed at 9.08, down by 0.22% with a trading volume of 86,600 shares [1]. - Zhongcheng Co., Ltd. (000151) closed at 12.66, down by 0.71% with a trading volume of 44,300 shares [1]. - Yiyaton (002183) closed at 5.13, down by 0.97% with a trading volume of 989,300 shares [1]. - Jiangsu Guotai (002091) closed at 8.50, down by 1.05% with a trading volume of 189,400 shares [1]. - Shisuo Huihong (600981) closed at 2.98, down by 1.32% with a trading volume of 218,600 shares [1]. - Sumong Hongye (600128) closed at 10.84, down by 1.45% with a trading volume of 51,800 shares [1]. - Shisuo Fashion (600287) closed at 5.60, down by 1.75% with a trading volume of 42,900 shares [1]. Group 3: Capital Flow - The trade sector experienced a net outflow of 84.1855 million yuan from main funds, while retail funds saw a net inflow of 61.556 million yuan [3]. - Speculative funds recorded a net inflow of 22.6296 million yuan [3].

Market Overview - On October 23, the trade sector increased by 1.41%, led by Yi Yatong [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Yi Yatong (002183) closed at 5.18, with a rise of 4.02% and a trading volume of 1.8 million shares, amounting to 940 million yuan [1] - Nanjing Shanglv (600250) closed at 11.05, up 3.56%, with a trading volume of 187,200 shares and a turnover of 206 million yuan [1] - Jiangsu Guotai (002091) closed at 8.59, increasing by 2.14%, with a trading volume of 174,200 shares and a turnover of 148 million yuan [1] Capital Flow - The trade sector saw a net inflow of 60.82 million yuan from main funds, while retail investors experienced a net outflow of 69.72 million yuan [2] - Main funds showed significant net inflow in Yi Yatong (41.69 million yuan) and Nanjing Shanglv (35.52 million yuan) [3] Individual Stock Analysis - Yi Yatong had a main fund net inflow of 41.69 million yuan, accounting for 4.44% of its total trading [3] - Nanjing Shanglv's main fund net inflow was 35.52 million yuan, representing 17.24% of its trading volume [3] - In contrast, Jiangsu Guotai experienced a net outflow of 4.88 million yuan from main funds, indicating a negative sentiment [3]

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

Market Overview - The trade sector experienced a decline of 0.45% on October 22, with Yiatong leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers included: - CITIC Metal (601061) with a closing price of 11.49, up 2.22% on a trading volume of 860,000 shares and a turnover of 98.26 million yuan [1] - Zhongcheng Co. (000151) closed at 12.82, up 2.15% with a trading volume of 139,600 shares and a turnover of 179 million yuan [1] - Yiatong (002183) was the biggest loser, closing at 4.98, down 2.35% with a trading volume of 672,700 shares and a turnover of 334 million yuan [2] Capital Flow - The trade sector saw a net inflow of 96.81 million yuan from institutional investors, while retail investors experienced a net outflow of 80.74 million yuan [2] - The capital flow for key stocks showed: - CITIC Metal had a net inflow of 1.75 billion yuan from institutional investors, accounting for 17.79% of its total [3] - Yiatong had a net outflow of 203.05 million yuan from institutional investors, with retail investors contributing a net inflow of 215.32 million yuan [3]

Group 1: Shareholder Reductions - Lihe Micro plans to reduce its holdings by no more than 3% [1] - Yiyadi Holdings intends to reduce its stake by no more than 1% [1] - Tongji Technology plans to repurchase no more than 441.55 million shares [1] - Tuoshan Heavy Industry's actual controller plans to reduce holdings by no more than 2.82% [1] - Special Friend Service's Longxin Construction and Jiaxing Chuangze plan to collectively reduce holdings by no more than 2% [1] - Tongyuan Environment's Yuantong Investment plans to reduce holdings by no more than 3% [1] - Huaxiang Co., Ltd.'s controlling shareholder Huaxiang Industry plans to reduce holdings by no more than 3% [1] - Eastern Airlines Investment has cumulatively reduced 9.3975 million shares of Juneyao Airlines [1] - National Integrated Circuit Fund has cumulatively reduced 3.0197 million shares of Zhongjia Port [1] - Shanghai Electric has reduced 13.3333 million shares of Electric Wind Power [1] - Yingqi Management has reduced 799,500 shares of Dagang Holdings [1] - Shareholder Sequoia Capital has cumulatively reduced 1.1739% of Longxun Co., Ltd. [1] - Philips has cumulatively reduced 1.35% of Chuangye Huikang [1] Group 2: Financial Performance - Laimei Pharmaceutical reported a net loss of 45.917 million yuan in the first three quarters [1] - Chuangye Gaisi reported a net loss of 24.9295 million yuan in the first three quarters [1]

证券日报网讯 10月21日晚间，怡亚通发布公告称，截至本公告披露日，股东深圳市怡亚通投资控股有 限公司（简称"怡亚通控股"）持有公司股份263，900，099股，占公司总股本比例为10.16%。怡亚通控 股计划自本公告披露之日起15个交易日后的3个月内通过集中竞价交易方式和大宗交易方式减持其所持 有的公司股份合计不超过25，969，900股，即不超过公司总股本的1%。 （文章来源：证券日报） ...