EA(SZ:002183) Xin Lang Cai Jing·2026-02-12 07:14Core Viewpoint - The company Yiatong is focusing on the semiconductor industry and has established a strong supply chain for storage products, while also being involved in the mobile communication solutions sector through its investment in Junzhi Group. Group 1: Company Overview - Yiatong is a supply chain management service provider based in Shenzhen, China, with its main business revenue composition being 76.73% from distribution and marketing, 20.25% from cross-border and logistics services, and 3.27% from brand operation [9]. - The company was founded on November 10, 1997, and was listed on November 13, 2007 [9]. Group 2: Financial Performance - For the period from January to September 2025, Yiatong achieved operating revenue of 52.263 billion yuan, a year-on-year decrease of 10.57%, and a net profit attributable to shareholders of 35.1949 million yuan, down 42.56% year-on-year [9]. - The company has distributed a total of 1.286 billion yuan in dividends since its A-share listing, with 109 million yuan distributed in the last three years [9]. Group 3: Industry Position and Partnerships - Yiatong's investment in Junzhi Group, a leading mobile communication transmission solution provider, allows it to offer products applicable to various communication technologies including 2G, 3G, 4G, 5G, and NBIOT [2]. - The company has built a comprehensive supply chain system for storage products, collaborating with major semiconductor manufacturers such as Micron, Kioxia, and Toshiba, providing various storage solutions including SSDs and DRAM [2][3]. Group 4: Market Activity - On February 12, Yiatong's stock price fell by 0.39%, with a trading volume of 260 million yuan and a turnover rate of 1.94%, resulting in a total market capitalization of 13.349 billion yuan [1]. - The stock has seen a net outflow of 12.7408 million yuan from main funds, indicating a trend of reduced investment over the past three days [5][6].