云汉芯城16日在互动平台回答投资者提问时表示，公司平台有长江存储、长鑫存储产品供应信息，销售 占比极低。 ...

格隆汇10月16日丨云汉芯城(301563.SZ)在投资者互动平台表示，公司目前未对深圳市新凯来技术有限 公司开展业务，公司主要业务包括电子元器件B2B销售业务和PCBA业务，下游客户数量较多且覆盖行 业领域较为广泛；公司目前与长江存储科技有限责任公司、长鑫存储技术有限公司无直接的合作关系， 但公司平台有长江存储、长鑫存储产品供应信息，销售占比极低。 ...

Core Points - The Shanghai Composite Index is at 3910.12 points, slightly down by 0.05%, and above the five-day moving average [1] - The total trading volume of A-shares today is 15,714.28 billion yuan, with 268 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation from the five-day moving average include: - Yingjixin (688209) with a deviation rate of 10.48% and a daily increase of 16.34% [1] - Shannon Chip (300475) with a deviation rate of 10.38% and a daily increase of 17.30% [1] - Wanma Technology (300698) with a deviation rate of 8.70% and a daily increase of 12.09% [1] - Other stocks with smaller deviation rates include: - Meidixi, Ruifeng New Materials, and Tongrentang, which have just crossed the five-day moving average [1] Trading Data - The trading data for stocks that broke through the five-day moving average includes: - Yingjixin: Latest price 24.42 yuan, five-day moving average 22.10 yuan, turnover rate 10.83% [1] - Shannon Chip: Latest price 105.22 yuan, five-day moving average 95.33 yuan, turnover rate 14.24% [1] - Wanma Technology: Latest price 50.61 yuan, five-day moving average 46.56 yuan, turnover rate 16.94% [1]

Market Overview - A-shares experienced fluctuations with the three major indices opening lower but rising throughout the day, with the ChiNext Index at one point increasing by over 1% [2] - The Shanghai Composite Index rose by 0.1%, the Shenzhen Component increased by 0.15%, and the ChiNext Index gained 0.69% by midday [2] Sector Performance - The communication sector led the market, with a peak increase of over 2%, driven by a significant rise in leading stocks like ZTE Corporation, which surged over 9% [2] - The electronics sector also showed strong performance, with many stocks hitting the daily limit or increasing by over 10%, including Yingjixin and Yunhan Chip City, both reaching a 20% limit up [2][3] - The coal sector saw high volatility, with stocks like Antai Group and Baotailong among those with notable gains [3] - The financial sector, including banks and non-bank financials, showed strength, while sectors like steel, building materials, and basic chemicals experienced declines [4] Conceptual Sector Trends - Concept sectors such as storage chips and automotive chips performed well, while shale gas and wind-sand management sectors faced declines [5] New Listings - The newly listed stock, Changjiang Energy Technology, saw a dramatic rise of over 300% during its debut, focusing on energy and chemical equipment [6] Precious Metals - Gold and silver prices surged significantly, with silver futures on the Shanghai Futures Exchange breaking through 12,000 yuan per kilogram, marking a historical high with an intraday increase of over 5% [10] - Gold futures also saw substantial gains, surpassing 970 yuan per gram, reaching a new historical peak [12]

Market Overview - A-shares experienced fluctuations with the three major indices opening lower but rising throughout the day, with the ChiNext Index at one point increasing by over 1% [2][4] - As of noon, the Shanghai Composite Index rose by 0.1%, the Shenzhen Component Index by 0.15%, and the ChiNext Index by 0.69%, while over 4000 stocks declined [4] Sector Performance - The communication sector led the market with a rise exceeding 2%, driven by a significant increase in leading stocks such as ZTE Corporation, which surged over 9% [5][6] - The electronics sector also showed strong performance, with several stocks hitting the daily limit of 20% increase, including Yingji Chip and Yunhan Chip City [6] - The coal sector experienced high volatility, with stocks like Antai Group and Baotailong showing notable gains [6] - Financial sectors, including banks and non-bank financials, showed strength, while steel, construction materials, and basic chemicals sectors faced declines [6] New Listings - A new stock, Changjiang Energy Technology, debuted with a remarkable increase of over 300% during the morning session, focusing on energy and chemical equipment [7][8] Commodity Prices - Gold and silver prices surged significantly, with silver futures on the Shanghai Futures Exchange breaking through 12,000 yuan per kilogram, marking a historical high with an intraday increase of over 5% [11][12] - The silver futures have seen a cumulative increase of over 10% in October and over 60% year-to-date [12] - Gold futures also rose sharply, surpassing 970 yuan per gram, reaching a new historical high with an intraday increase of over 2% [14]

Core Viewpoint - The company, Yunhan Chip City, clarified that it does not engage in the ultra-hard materials business, focusing instead on B2B sales of electronic components and PCBA services [1] Company Operations - The main business activities of the company include B2B sales of electronic components and PCBA services [1] - The subsidiary, Diamond Mountain Manufacturing Co., is responsible for maintaining certain channels in Hong Kong, as well as handling shipping and inventory management [1]

每经AI快讯，有投资者在投资者互动平台提问：新凯来是贵公司的客户吗！贵公司是长江存储和长鑫 存储的授权经销商嘛？ 云汉芯城（301563.SZ）10月16日在投资者互动平台表示，公司目前未对深圳市新凯来技术有限公司开 展业务，公司主要业务包括电子元器件B2B销售业务和PCBA业务，下游客户数量较多且覆盖行业领域 较为广泛；公司目前与长江存储科技有限责任公司、长鑫存储技术有限公司无直接的合作关系，但公司 平台有长江存储、长鑫存储产品供应信息，销售占比极低。 （记者 王瀚黎） ...

Market Performance - The ChiNext Index rose by 2.36%, closing at 3025.87 points, with a total trading volume of 491.77 billion yuan, a decrease of 115.07 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1167 stocks closed higher, with 23 stocks rising over 10%, including HeShun Electric, ST Diwei Xun, and Matrix Shares, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 3.47%, with 31 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 16 stocks increased in price, with Meili Technology, Matrix Shares, and Sunflower hitting the daily limit [2] - The mechanical equipment sector had the most stocks with a turnover rate exceeding 20%, followed by the electronics and power equipment sectors [2] - Seven high turnover stocks appeared on the Dragon and Tiger List, with institutional investors participating in the trading of these stocks [2] Fund Flow - Among high turnover stocks, 13 experienced net inflows of main funds, with Sunflower, Guangsheng Tang, and New Special Electric seeing the highest net inflows of 438 million yuan, 278 million yuan, and 197 million yuan respectively [3] - Conversely, New Lai Materials, Huijin Shares, and Lihe Xing had significant net outflows of 325 million yuan, 301 million yuan, and 153 million yuan respectively [3] - Three high turnover stocks released performance forecasts for the first three quarters, all indicating profit growth, with Zhongshi Technology expected to have a net profit increase of 89.31% [3]

Core Viewpoint - Yunhan Chip City experienced a significant decline of 7.47% in its stock price, with a trading volume of 731 million yuan and a turnover rate of 41.40% on the day of reporting [1] Trading Activity - The stock's trading activity showed a high turnover rate of 41.40%, leading to its listing on the Shenzhen Stock Exchange's watchlist [1] - Institutional investors net bought 15.06 million yuan, while brokerage seats collectively net sold 22.80 million yuan [1] - The top five brokerage seats accounted for a total transaction volume of 155 million yuan, with buying transactions amounting to 73.74 million yuan and selling transactions totaling 81.48 million yuan, resulting in a net selling of 7.74 million yuan [1] Institutional Participation - Four institutional specialized seats were involved in the trading, with total buying amounting to 63.10 million yuan and selling amounting to 48.04 million yuan, leading to a net buying of 15.06 million yuan [1] - The main funds saw a net outflow of 27.05 million yuan, with large orders contributing to a net outflow of 18.94 million yuan and a net outflow of 8.12 million yuan from big orders [1] - Over the past five days, the main funds experienced a cumulative net outflow of 62.02 million yuan [1] Detailed Trading Data - The detailed trading data for October 15 shows significant activity from institutional seats, with the top buying and selling amounts detailed in a table format [1]

10月14日，云汉芯城跌7.41%，成交额9.30亿元。两融数据显示，当日云汉芯城获融资买入额3462.83万 元，融资偿还6146.32万元，融资净买入-2683.49万元。截至10月14日，云汉芯城融资融券余额合计 9795.12万元。 责任编辑：小浪快报 资料显示，云汉芯城(上海)互联网科技股份有限公司位于上海市松江区千帆路237弄9号11层-13层，成立 日期2008年5月7日，上市日期2025年9月30日，公司主营业务涉及通过有效运用数字技术和互联网技术, 基于自建自营的云汉芯城B2B线上商城,主要为电子制造产业提供高效、专业的电子元器件供应链一站 式服务,并延伸至产品技术方案设计、PCBA生产制造服务、电子工程师技术支持等在内的多个领域。主 营业务收入构成为：半导体器件56.14%，连接器17.35%，被动器件16.05%，其他10.19%，其他(补 充)0.27%。 截至9月30日，云汉芯城股东户数2.07万，较上期增加60791.18%；人均流通股673股，较上期增加 0.00%。2025年1月-6月，云汉芯城实现营业收入14.40亿元，同比增长17.82%；归母净利润5392.04万 元，同 ...