Group 1 - The company, Yunhan Chip City (301563.SZ), is currently focused on providing products for the civil aerospace sector, primarily for ground equipment [1] - The products offered by the company include processors, storage chips, operational amplifiers, and connectors [1] - The company will continue to monitor technological standards and developments in cutting-edge fields such as commercial aerospace [1]

Company Overview - Yunhan Chip City operates a self-built B2B online marketplace, providing one-stop supply chain services for the electronic manufacturing industry [2][3] - The company has shifted from a "sell first, buy later" model to a "buy first, sell later" inventory model, enhancing order delivery speed and customer experience [3][4] Market Dynamics - The electronic components market is large and continues to grow, with "small, scattered, urgent" demands forming a significant long-tail market [3][4] - Online distribution channels are expected to efficiently serve small-batch demands, leveraging accumulated data and efficiency advantages [3][4] Financial Performance - In 2023, the company's revenue experienced a decline due to industry cyclicality and restrictions on overseas suppliers, but has begun to recover [4][5] - The gross margin has shown noticeable improvement as operational strategies were adjusted [4][5] Business Model and Strategy - The "buy first, sell later" model is crucial for enhancing customer experience and supply chain reliability, allowing for two-hour shipping on stocked items [5][6] - The company plans to maintain a mix of "sell first, buy later" and "buy first, sell later" strategies to improve service capabilities [5][6] Revenue Composition - The company’s product categories include active components, passive components, discrete components, connectors, and modules, with a stable revenue structure expected [6][7] - The revenue distribution across categories is consistent with typical cost structures in printed circuit boards [6][7] Growth Drivers - Future growth will stem from expanding the customer base, increasing existing customer purchase volumes, developing authorized agency businesses, and utilizing digital products to serve larger clients [8][9] Profitability and Efficiency - The company aims to maintain its current gross margin level, with fixed costs expected to decrease as operational scale increases [9][10] - Inventory turnover may slow due to increased stock levels from the inventory model, but data-driven inventory management will help maintain healthy levels [10][11]

Group 1 - The core viewpoint of the news is that Yunhan Chip City has experienced a decline in stock price despite a significant increase in its stock price year-to-date, indicating potential volatility in the market [1][2]. - As of December 3, Yunhan Chip City's stock price was 161.34 yuan per share, with a market capitalization of 10.506 billion yuan and a trading volume of 227 million yuan [1]. - The company has seen a net outflow of 26.48 million yuan in principal funds, with large orders showing a higher selling volume compared to buying [1]. Group 2 - Yunhan Chip City has achieved a stock price increase of 38.13% year-to-date, but has experienced a decline of 1.39% in the last five trading days and 25.31% in the last 20 days [2]. - The company has appeared on the trading leaderboard 16 times this year, with the most recent appearance on November 27, where it recorded a net buy of -87.4043 million yuan [2]. - The company's main business involves providing a one-stop supply chain service for electronic components, with revenue composition including 56.14% from semiconductor devices, 17.35% from connectors, and 16.05% from passive components [2]. Group 3 - As of September 30, the number of shareholders for Yunhan Chip City was 26,400, reflecting a significant increase of 776.53% compared to the previous period [3]. - For the period from January to September 2025, the company reported a revenue of 2.229 billion yuan, representing a year-on-year growth of 20.68%, and a net profit attributable to shareholders of 81.4604 million yuan, up 46.74% year-on-year [3].

证券日报网讯 11月28日晚间，云汉芯城发布公告称，公司于2025年11月3日召开第三届董事会第二十三 次会议，于2025年11月19日召开2025年第一次临时股东会，审议通过了《关于变更公司注册资本、公司 类型、修订并办理工商变更登记的议案》。公司已于近日完成了上述事项所涉及的工商变更登记及《云 汉芯城（上海）互联网科技股份有限公司章程》备案手续，并取得了上海市市场监督管理局换发的《营 业执照》。 （文章来源：证券日报） ...

关于完成工商变更登记并换发营业执照的公告 证券代码：301563 证券简称：云汉芯城 公告编号：2025-023 云汉芯城（上海）互联网科技股份有限公司 6、成立日期：2008 年 5 月 7 日 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。 云汉芯城（上海）互联网科技股份有限公司（以下简称"公司"）于 2025 年 11 月 3 日召开第三届董事会第二十三次会议，于 2025 年 11 月 19 日召开 2025 年第 一次临时股东会，审议通过了《关于变更公司注册资本、公司类型、修订<公司章 程>并办理工商变更登记的议案》，具体内容详见公司于 2025 年 11月 4 日在巨潮资 讯网（www.cninfo.com.cn）披露的《关于变更公司注册资本、公司类型、修订<公司 章程>并办理工商变更登记的公告》（公告编号：2025-014）。 公司已于近日完成了上述事项所涉及的工商变更登记及《云汉芯城（上海）互 联网科技股份有限公司章程》备案手续，并取得了上海市市场监督管理局换发的 《营业执照》。现将具体情况公告如下： 一、变更后的营业执照基本情况 1、名称：云 ...

Core Viewpoint - On November 27, the Shanghai Composite Index rose by 0.29%, with institutional investors appearing on the trading lists of 28 stocks, net buying 9 and net selling 19 stocks [1] Institutional Trading Summary - The stock with the highest net buying by institutional seats was Haike Xinyuan, which closed at the daily limit with a turnover rate of 39.89% and a transaction amount of 2.352 billion. The net buying amounted to 133.13 million [2] - LeiKe Defense saw a decline of 9.73% with a turnover rate of 44.16% and a transaction amount of 4.244 billion. Institutional seats net bought 100.40 million, while the stock experienced a net outflow of 478 million [2] - Shiji Information closed at the daily limit with a turnover rate of 7.12% and a transaction amount of 1.412 billion. Institutional seats net bought 84.30 million, with a net outflow of 240 million [3] Market Performance - The average increase of stocks with net institutional buying was 5.14%, outperforming the Shanghai Composite Index. Stocks like Xinmeixing and Huazi Technology showed strong performance, closing at the daily limit [3] - A backtest of stocks with net institutional buying over the past month revealed a 55.63% probability of rising the next day and a 54.34% probability of outperforming the Shanghai Composite Index [3] Net Selling Summary - The stock with the highest net selling by institutions was Nanguang Digital, with a turnover rate of 53.03% and a net selling amount of 88.63 million. The stock experienced a net outflow of 196 million [3] - Shanghai Film was on the trading list due to a decline of 7.35%, with institutional seats net selling 86.87 million [4] - Yunhan Xincheng had a turnover rate of 39.77% and a net selling amount of 85.52 million, with a net inflow of 858.36 million [4] Deep and Shanghai Stock Connect - On November 27, 18 stocks on the trading list had appearances from Deep and Shanghai Stock Connect, with net buying in stocks like Shida Group and Zhong'an Technology, amounting to 102 million and 38.81 million respectively [7] - The stocks with net selling included Dongbai Group and Guofeng New Materials, with net selling amounts of 65.45 million and 34.84 million respectively [7]

高换手率个股中，公布2025年全年业绩预告的共有1只。业绩预告类型来看，预增有1只。以净利润增幅 中值来看，净利润增幅最高的是南网数字，预计净利润中值为5.86亿元，同比增幅为2.76%。（数据 宝） 证券时报·数据宝统计显示，换手率方面，创业板今日平均换手率为3.77%，换手率区间分布显示，换手 率超过20%的有41只，换手率10%~20%之间的有101只，换手率5%~10%的有207只，换手率1%~5%的有 890只，换手率不足1%的有151只。 换手率最高的是南网数字，该股今日收盘上涨2.71%，全天换手率53.03%，成交额32.84亿元；其次是万 隆光电，该股今日收盘上涨2.55%，全天换手率41.29%，成交额9.05亿元；换手率居前的还有清水源 （维权）、海科新源、云汉芯城等，换手率分别为41.08%、39.89%、39.77%。 从市场表现看，高换手率股中，今日上涨的有25只，涨幅居前的有海科新源、粤万年青、赛微电子等， 分别上涨20.00%、19.99%、15.18%，跌幅居前的有凯淳股份、美利信、三维天地等，分别下跌 12.02%、11.70%、10.69%。 分行业看，今日换手率超20% ...

资金流向方面，今日该股主力资金净流入8583.62万元，其中，特大单净流入5504.48万元，大单资金净 流入3079.14万元。近5日主力资金净流入7405.64万元。 云汉芯城今日上涨9.09%，全天换手率39.77%，成交额9.64亿元，振幅13.09%。龙虎榜数据显示，机构 净卖出8552.34万元，深股通净买入2460.15万元，营业部席位合计净买入1069.62万元。 深交所公开信息显示，当日该股因日换手率达39.77%上榜，机构专用席位净卖出8552.34万元，深股通 净买入2460.15万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.32亿元，其中，买入成交额为9101.95 万元，卖出成交额为1.41亿元，合计净卖出5022.57万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买五、卖一、卖二、卖三、卖 五，合计买入金额3115.55万元，卖出金额1.17亿元，合计净卖出8552.34万元，深股通为第一大买入营 业部及第四大卖出营业部，买入金额为4349.75万元，卖出金额为1889.60万元，合计净买入2460.15万 元。 近半年该股累计上榜龙 ...

证券代码：301563 证券简称：云汉芯城 公告编号：2025-020 云汉芯城（上海）互联网科技股份有限公司 第四届董事会第一次会议决议公告 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、董事会会议召开情况 云汉芯城（上海）互联网科技股份有限公司（以下简称"公司"）第四届董事 会第一次会议于2025年11月19日下午以现场会议方式召开。经第四届董事会全体董 事一致同意，本次会议豁免召开前3日通知全体董事的通知时限要求，会议由董 事长曾烨先生主持，会议应到董事9名，实到董事9名，公司总裁、董事会秘书列 席了会议。本次会议出席人数、召开程序、议事内容均符合《中华人民共和国公 司法》（以下简称"《公司法》"）等相关法律、法规、规范性文件和《云汉芯城 （上海）互联网科技股份有限公司章程》的规定。 二、董事会会议审议情况 与会董事经过讨论，以投票表决的方式审议了以下议案： 1、审议通过《关于选举公司第四届董事会董事长的议案》。 表决结果：赞成9票，反对0票，弃权0票，审议通过。 经董事会审议，同意选举曾烨先生为公司第四届董事会董事长，同时担任代 表公司执行公司事 ...

上海市通力律师事务所 关于云汉芯城(上海)互联网科技股份有限公司 2025 年第一次临时股东会的法律意见书 致: 云汉芯城(上海)互联网科技股份有限公司 上海市通力律师事务所(以下简称"本所")接受云汉芯城(上海)互联网科技股份有限公 司(以下简称"公司")的委托, 指派本所赵婧芸律师、严雪瑾律师(以下简称"本所律师") 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》等法 律法规和规范性文件(以下统称"法律法规")及《云汉芯城(上海)互联网科技股份有限公司 章程》(以下简称"公司章程")的规定就公司 2025 年第一次临时股东会(以下简称"本次股 东会")相关事宜出具法律意见。 本所律师已经对公司提供的与本次股东会有关的法律文件及其他文件、资料予以了核 查、验证。在进行核查验证过程中, 公司已向本所保证, 公司提供予本所之文件中的所有签 署、盖章及印章都是真实的, 所有作为正本提交给本所的文件都是真实、准确、完整和有效 的, 且文件材料为副本或复印件的, 其与原件一致和相符。 在本法律意见书中, 本所仅对本次股东会召集和召开的程序、出席本次股东会人员资格 和召集人资格及表决程序、表 ...