Market Overview - As of November 10, the Shanghai Composite Index closed at 4018.60 points, up 21.04 points, with a gain of 0.53% [1] - The Shenzhen Component Index closed at 13427.61 points, up 23.56 points, with a gain of 0.18% [1] - The ChiNext Index closed at 3178.83 points, down 29.38 points, with a loss of 0.92% [1] Stock Performance - A total of 81 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notable stocks with high turnover rates included: - Haili Heavy Industry (002255) with a turnover rate of 54.19% and a closing price of 14.86 CNY, up 3.34% [1] - Zhongneng Electric (300062) with a turnover rate of 52.40% and a closing price of 11.12 CNY, down 2.28% [1] - Xue Ren Group (002639) with a turnover rate of 50.85% and a closing price of 15.00 CNY, up 7.45% [1] Notable Stocks with High Turnover Rates - The following stocks also exhibited significant turnover rates: - C Daming (603376) at 49.12% turnover, closing at 46.12 CNY, down 9.50% [1] - Qing Shui Yuan (300437) at 46.35% turnover, closing at 17.59 CNY, up 19.99% [1] - Zhongzhi Technology (301361) at 46.11% turnover, closing at 40.68 CNY, up 4.33% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates included: - C Delijia (603092) at 44.10% turnover, closing at 72.82 CNY, up 3.26% [1] - Haike New Source (301292) at 43.80% turnover, closing at 48.50 CNY, up 14.33% [1] - Bluefeng Biochemical (002513) at 42.39% turnover, closing at 8.86 CNY, up 0.34% [1]

截至9月30日，云汉芯城股东户数2.64万，较上期增加77652.94%；人均流通股527股，较上期增加 0.00%。2025年1月-9月，云汉芯城实现营业收入22.29亿元，同比增长20.68%；归母净利润8146.04万 元，同比增长46.74%。 责任编辑：小浪快报 融券方面，云汉芯城11月5日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 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%。 11月5日，云汉芯城跌4.97%，成交额7.77亿元。两融数据显示，当 ...

（文章来源：证券日报） 证券日报网讯 11月4日晚间，云汉芯城发布公告称，本次变更后，公司首次公开发行股票并在创业板上 市项目的保荐代表人为丘永强先生和王学霖先生。 ...

Group 1 - The company is a leading B2B enterprise in the electronic components sector, focusing on R&D, production, and procurement of small-batch electronic components. Revenue projections for 2022-2024 are 4.333 billion, 2.637 billion, and 2.577 billion CNY, with year-on-year growth rates of 12.97%, -39.14%, and -2.27% respectively. Net profit for the same years is projected at 136 million, 79 million, and 88 million CNY, with growth rates of -15.86%, -42.04%, and 12.29% respectively. In the first half of 2025, revenue reached 1.44 billion CNY, a year-on-year increase of 17.82%, while net profit was 54 million CNY, up 40.65% [1] - The market for electronic component distribution in China is rapidly growing, with a low market share concentration among leading companies. As of 2021, the top three and top ten distributors held less than 5% and 10% market share respectively. The domestic market size has grown from 1.2 trillion CNY in 2015 to 1.85 trillion CNY in 2022 [1] Group 2 - The company has demonstrated strong technological innovation capabilities, holding 17 invention patents and 255 software copyrights. Collaborations with teams from Shanghai Jiao Tong University have resulted in publications in various scientific journals. The company has developed a SaaS software called HiBOM, which efficiently parses different types of BOM files with an accuracy rate exceeding 90% and a parsing time of under 300ms [2] Group 3 - The company has established a strong brand image through partnerships with over 4,200 suppliers and data collaborations with more than 2,500 suppliers. It offers 27.9924 million SKUs daily, covering various downstream applications such as mobile communications, consumer electronics, and automotive electronics. The registered user base exceeds 696,500, with over 158,900 enterprise customers from diverse industries. In 2020, the company was awarded "Annual Excellence in Electronic Industry Internet Enterprise" by ASPENCORE, being the only innovative enterprise in the electronic components sector recognized for its online marketplace operations [3]

Investment Rating - The report assigns a "Buy" rating for the company, predicting that the stock price will outperform the Shanghai Composite Index by 15% or more in the upcoming period [42]. Core Insights - The company, Yunhan Xincheng, is a leading B2B enterprise in the electronic components sector, focusing on the R&D, production, and procurement needs of small-batch electronic components [1][2]. - The electronic components distribution industry in China has a low market share concentration among leading companies, indicating significant growth potential [2][21]. - The company has demonstrated strong technological innovation capabilities, holding 17 invention patents and 255 software copyrights, and has developed a SaaS tool, HiBOM, for efficient BOM parsing [2][37]. Summary by Sections Industry Overview - The electronic components industry is a foundational sector for the electronic information industry, characterized by a large market scale and diverse product categories, including semiconductors, passive components, and connectors [8]. - The Chinese electronic components distribution market has grown from 12 trillion yuan in 2015 to 18.5 trillion yuan in 2022, reflecting a rapid expansion [21][24]. Company Overview - Yunhan Xincheng's main business includes B2B sales of electronic components and PCBA services, primarily through its self-operated online platform [25][26]. - The company achieved revenues of 4.333 billion yuan in 2022, with a projected decline in 2023 and 2024, followed by a recovery in 2025, where it reported a revenue of 1.44 billion yuan in the first half of 2025, a 17.82% increase year-on-year [1][30]. Company Highlights - The company has established a robust supplier network with over 4,200 suppliers and more than 2,500 engaged in data collaboration, offering a wide range of products across various applications [3][38]. - The registered user base exceeds 696,500, with over 158,900 cumulative enterprise customers, indicating a strong market presence [3][38]. - The company has been recognized for its excellence in the electronic industry, winning awards such as the "Annual Excellence in Electronic Industry Internet" [3][38].

公司董事会对曾弘霖先生在首次公开发行股票并在创业板上市以及持续督 导期间所作出的贡献表示衷心感谢！ 王学霖先生的简历详见附件。 证券代码：301563 证券简称：云汉芯城 公告编号：2025-018 云汉芯城（上海）互联网科技股份有限公司 关于更换持续督导保荐代表人的公告 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。 云汉芯城（上海）互联网科技股份有限公司（以下简称"公司"）于近日收到 国金证券股份有限公司（以下简称"国金证券"）出具的《关于更换保荐代表人的 函》。现将具体情况公告如下： 国金证券作为公司首次公开发行股票并在创业板上市项目的保荐机构，原 指派丘永强先生、曾弘霖先生担任保荐代表人负责保荐工作及持续督导工作。 现因原保荐代表人曾弘霖先生工作变动，不再继续负责持续督导工作，国金证 券指派王学霖先生接替其担任公司首次公开发行股票并在创业板上市项目的保 荐代表人，继续履行持续督导职责。 本次变更后，公司首次公开发行股票并在创业板上市项目的保荐代表人为 丘永强先生和王学霖先生。持续督导期至中国证券监督管理委员会和深圳证券 交易所规定的持续督导义务结束为止 ...

New Stock Issuance - Multiple new stock issuances are scheduled for November 4, 2025, across various companies, including ST Zhongdi (000609) and Pingtan Development (000592) which reported significant abnormal fluctuations[1] - Jiangbolong (301308) and Xiangnong Xinchuan (300475) are among the companies with recent announcements prior to November 4, 2025[1] Abnormal Fluctuations - Pingtan Development (000592) reported severe abnormal fluctuations on November 4, 2025, indicating potential volatility in its stock performance[1] - Other companies such as ST Panda (600599) and ST Huapeng (603021) also reported abnormal fluctuations on the same date, suggesting a trend of instability in the market[1] Market Trends - The report highlights a growing trend of companies experiencing abnormal stock price movements, which may indicate increased market volatility and investor caution[1] - The presence of multiple companies with abnormal fluctuations could signal a broader market trend that investors should monitor closely[1]

Market Performance - The ChiNext Index rose by 0.29%, closing at 3196.87 points, with a total trading volume of 540.37 billion yuan, a decrease of 54.98 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 966 stocks closed higher, with 17 stocks rising over 10%, including ST Lifan, Baose Co., and Meirui New Materials, which hit the daily limit [1] - 409 stocks closed lower, with 2 stocks declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.04%, with 22 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was for Rongxin Culture at 54.80%, closing up 1.52%, with a trading volume of 1.18 billion yuan [3] - Other notable stocks with high turnover rates included Haike New Source at 44.19% (closing down 13.85%) and Yunhan Xincheng at 43.99% (closing up 11.81%) [3] Institutional Activity - Five high turnover ChiNext stocks appeared on the Dragon and Tiger List, with four stocks showing institutional activity [3] - Haike New Source had a net sell of 27.84 million yuan from four institutional seats, while Rongxin Culture had a net sell of 62.31 million yuan from six institutional seats [3] - The top net buying stocks included Baicheng Medicine and Fushi Holdings, with net buying amounts of 107 million yuan and 45.51 million yuan, respectively [3] Fund Flow - Among high turnover stocks, 14 stocks saw net inflows from main funds, with Rongxin Culture, Baicheng Medicine, and Fushi Holdings receiving the most significant inflows of 140 million yuan, 128 million yuan, and 119 million yuan, respectively [3] - Conversely, BlueFocus, Haixia Innovation, and Haike New Source experienced the largest net outflows of 623 million yuan, 133 million yuan, and 108 million yuan, respectively [3]

资金流向方面，今日该股主力资金净流入6356.87万元，其中，特大单净流入3136.58万元，大单资金净 流入3220.29万元。近5日主力资金净流出2.69亿元。（数据宝） 云汉芯城11月3日交易公开信息 云汉芯城今日上涨11.81%，全天换手率43.99%，成交额13.35亿元，振幅16.10%。龙虎榜数据显示，机 构净卖出4036.20万元。 深交所公开信息显示，当日该股因日换手率达43.99%上榜，机构专用席位净卖出4036.20万元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买一、买二、买三、买四、买五、卖 一、卖二、卖三、卖四、卖五，合计买入金额1.71亿元，卖出金额2.12亿元，合计净卖出4036.20万元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均涨7.24%，上榜后5日平均涨16.85%。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 5218.55 | 950.34 | | 买二 | 机构专用 | 2848.87 | 4283.47 | | 买三 | ...

证券日报网讯 11月3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，审议通过了《关于拟使用募集资金向全资子公司增资以实施募投项目的议案》，因公司拟决定 新增公司全资子公司上海云汉软件技术有限公司（简称"云汉软件"）作为募集资金投资项目（简称"募 投项目"）"大数据中心及元器件交易平台升级项目"的实施主体，为推进募投项目的顺利实施，同意公 司使用募集资金人民币1，915万元向云汉软件进行增资。本次增资完成后，云汉软件的注册资本由1， 000万元增加至2，915万元，仍为公司全资子公司。本次增资相关事宜不构成关联交易和上市公司重大 资产重组事项，本事项无需提交公司股东会审议。 （文章来源：证券日报） ...