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云汉芯城上市,电子元器件分销新标杆,让长尾需求变规模生意
半导体行业观察· 2025-10-10 00:52
这种"集中对分散"的产业结构,催生了海量"小批量、多品种、快交付"的长尾需求,却因传统供应 链的成本结构而长期得不到有效满足。 在交流中,云汉芯城董事长曾烨坦言,传统线下分销模式下,任何一张5000元以下的订单都会亏 钱——因为5000元订单和50万元订单在公司内部的流程成本完全一样,但收益却天差地别。这 种"小单不经济"的行业共识,导致大量中小企业的研发采购陷入困境:要么接受高额溢价,要么在 几十家供应商间疲于奔命。 2011年,云汉芯城开始了从传统线下分销向线上模式的转型,试图用数字化方式把大量零散订单 通过在线化迅速下单,减少人的干预和中间环节,从而降低整个操作损耗。14年后的今天,这家 公司已成长为电子元器件线上分销领域的领军企业,用数字化平台和供应链整合能力,跑通了行业 公认"最难的生意"。 2025年9月30日,云汉芯城正式登陆创业板,公开发行股票1627.9万股,发行价27元/股,募资总 额约4.4亿元。 这不仅是一家企业的资本化里程碑,更标志着产业互联网在"硬科技"供应链领域的 深度价值得到市场认可。 让"长尾需求"变成" 规模生意" 在半导体分销行业,存在一个长期难解的悖论:上游原厂高度集中 ...
找钢集团创始人、董事长兼CEO王东:以AI赋能产业互联 开拓钢铁供应链“出海”新航道
Zheng Quan Ri Bao· 2025-10-09 16:11
Core Insights - The company has achieved significant growth in revenue and international business, driven by a four-dimensional strategy focusing on domestic stability, internationalization, AI integration, and diversification [2][6]. Financial Performance - In the first half of the year, the company reported revenue of 797 million yuan, a year-on-year increase of 12.2% [2]. - The international business generated 340 million yuan in revenue, reflecting a year-on-year growth of 38.9%, with transaction volume increasing by 58.0% and gross profit rising by 90.5% [6]. AI Integration - The company has invested over 1 billion yuan in R&D, with approximately 50% of this investment directed towards AI-related projects [4]. - AI technology is primarily applied to enhance trading efficiency and support cross-product transactions, leveraging a substantial dataset accumulated over years [3][4]. International Expansion - The company has shifted its strategy from "product export" to "capability output," aiming to replicate its domestic supply chain services in international markets [6][7]. - The company has established subsidiaries in several countries, including the UAE, Saudi Arabia, Thailand, Malaysia, and Indonesia, to support its international business growth [6][7]. Future Outlook - The company plans to develop a general AI platform for the B2B sector, capitalizing on its extensive transaction volume of nearly 200 billion yuan [5]. - The company aims to become the largest steel supplier in countries involved in the Belt and Road Initiative within three years, with a goal of creating a second "Zhaogang Network" overseas [7][8].
淘宝闪购团购:本地生活的生态增量
Sou Hu Cai Jing· 2025-10-05 07:31
(上海人民广场地铁站淘宝闪购广告) 团购市场迎来新玩家。 国庆节期间,上海人民广场地铁站通道内,一抹橙色广告点亮了往日沉寂的走廊。同样的场景也在深圳、嘉兴同步上演。这并非普通的营销活动,而是阿 里旗下淘宝闪购正式入局到店团购市场的明确信号。 此举既是阿里满足用户需求,在本地生活赛道的又一次业务拓展,也是其在平台经济与实体经济融合层面的一次深度探索。 9月20日,淘宝闪购到店团购业务悄然上线,首批覆盖上海、深圳、嘉兴三座城市的核心商业区,涵盖茶饮、甜品、正餐等多个餐饮品类,奈雪的茶、尊 宝披萨、陈香贵等知名商户均已入驻。 在淘宝闪购平台,桂满陇一款原价260元的双人套餐团购价216元,低至7.9折,若搭配使用平台券,价格更优惠。 01 团购进化 开启生态协作 国内团购行业始于2010年,彼时美团、大众点评等平台借鉴美国Groupon模式,通过集合消费者获取更低价格,实现用户享优惠、商家薄利高多销、平台 获流量的三赢局面。行业历经"千团大战"的混战期,到2015年美团与大众点评合并,市场相对稳定。随着抖音、小红书、快手等内容平台近年入场,本地 生活赛道再度活跃。 与传统玩家不同,阿里此次切入团购市场带着鲜明的"生 ...
黄奇帆:投早、投小、投长期、投硬科技,还应投生产性服务业
Sou Hu Cai Jing· 2025-10-01 02:12
黄奇帆 中国国家创新与发展战略研究会学术委员会常务副主席、重庆市原市长 近日,重庆市原市长黄奇帆在2025·青岛创投风投大会上发表了题为《围绕生产性服务业投早投小投长期》的主题演讲。 黄奇帆认为,从国际衡量资本市场成熟度的指标来看,我国资本市场仍有较大的成长空间,把资本市场搞好也是我国推动金融强国建设的一个核心内容。 中国的资本市场总量今年初是70多万亿人民币,现在已经达到100万亿。中国GDP今年会达到140万亿。 我们的资本市场目前占GDP比例只有70%,还有 较大的成长空间。 我们即将进入到十五五规划和2040远景目标期。到2040年中国GDP会翻一番,按不变价格核算,从现在的约140万亿增长到280万亿。如果按可变价核算, 到2040年中国的GDP总量会达到350万亿左右。如果股票市场占GDP的100%-120%, 意味着15年后我国股票市场总量有可能在400万亿左右,较现在100万 亿的水平翻两番。 这是我国发展金融强国的内在目标之一。我们应该在15年后让国民经济的证券化率达到100%,这是推动金融强国建设的一个核心内容。它可以推动社会 资源优化配置,包括支持高科技独角兽企业健康发展;促进老百姓多渠 ...
301563 上市首日大涨超300%!
Core Viewpoint - Yunhan Chip City successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 30, with a stock code of 301563 and an initial offering price of 27 yuan per share. The stock opened at 120 yuan, reaching a peak increase of 425.93% during the day, and closed at 116.8 yuan, up 332.59% [2][3]. Company Overview - Yunhan Chip City is a well-known B2B supply chain platform in the electronic components vertical field, focusing on enhancing the efficiency of the electronic industry chain through internet technology. The company aims to address the development, production, and procurement needs of small-batch electronic components [4]. Market Position and Services - The company has effectively integrated thousands of high-quality suppliers globally, building a comprehensive database with over 44 million electronic component SPUs. It serves over 690,000 registered users and has provided services to more than 158,000 corporate clients [5]. - Yunhan Chip City extends its services across the supply chain, offering one-stop digital services, including product technical solution design, PCBA manufacturing, and technical support for electronic engineers, thereby promoting collaborative development and enhancing the level of self-control in the industry [5]. Performance Metrics - The company has shown a positive performance trend in recent years, achieving a net profit of 88.33 million yuan in 2024, a year-on-year increase of 12.39%. In the first half of 2025, the company reported a revenue of 1.44 billion yuan, up 17.82%, and a net profit of 54.05 million yuan, reflecting a significant increase of 41.17% [6]. - The company is committed to enhancing the efficiency of the electronic industry chain through industry internet initiatives and plans to upgrade its big data center and component trading platform, focusing on addressing pain points in the electronic industry chain [6].
301563,上市首日大涨超300%!
此次成功登陆资本市场,标志着云汉芯城电子产业供应链创新服务模式与技术能力获得市场高度认可,也为电子制造供应链服务领域的高质量发展注入了 新动能。 作为电子元器件垂直领域知名的B2B供应链平台,云汉芯城以"用互联网技术提升电子产业链效率"为使命,重点聚焦电子制造产业中小批量电子元器件研 发、生产、采购需求,致力于通过"产业互联网+数字化供应链"的创新服务模式,打破传统电子元器件供应链流通壁垒,提升产业供应链效率。 9月30日,云汉芯城在深圳证券交易所创业板成功挂牌上市,股票代码为301563,发行价27元/股,首日开盘价达120元/股,盘中涨幅一度高达425.93%。 截至收盘,云汉芯城涨332.59%,报116.8元/股。 经过多年深耕,公司有效整合了海内外数千家优质供应商资源,构建了包含超4400万电子元器件SPU数在内的多维度体系化数据库,为数以万计的下游客 户提供了覆盖长尾需求的元器件供应保障。截至目前,公司平台注册用户数超过69万,累计服务企业客户超15.8万家。 此外,云汉芯城积极向供应链上下游延伸服务,通过产品技术方案设计、PCBA生产制造服务、电子工程师技术支持等一站式全流程供应链数字化服务, ...
暴涨332%!云汉芯城成功上市!
国芯网· 2025-09-30 08:00
Core Viewpoint - The article highlights the successful IPO of Yunhan Chip City, emphasizing its significant stock price increase and market performance, while also discussing the company's business model and ownership structure [1][3][4]. Company Overview - Yunhan Chip City is an innovative high-tech enterprise focused on the distribution of electronic components and the integration of industrial internet, primarily serving small and medium-sized enterprises in the electronic manufacturing sector [3]. - The company was founded by Zeng Ye, who currently holds 33.03% of the shares directly and controls a total of 35.19% of the shares, making him the largest shareholder [3][4]. IPO Details - Yunhan Chip City was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on September 30, with an opening price of 120.00 CNY and a closing price of 116.80 CNY, reflecting a 332.59% increase [1]. - The IPO involved the issuance of 16,279,025 shares at a price of 27.00 CNY per share, raising a total of 43.95 million CNY, with a net amount of 37.15 million CNY after expenses [5]. Business Model - The company primarily operates through its self-built online mall, with online sales accounting for over 99% of its revenue during the reporting period. Manual order entries contributed to a significant portion of the revenue, raising questions about the reliability of this sales model [4][5]. - The company plans to use the raised funds for upgrading its big data center, electronic component trading platform, and smart shared warehousing projects [5].
云汉芯城募4亿首日涨333% 2年前过会经营现金流降2年
Zhong Guo Jing Ji Wang· 2025-09-30 07:25
Core Viewpoint - Yunhan Chip City (Shanghai) Internet Technology Co., Ltd. has successfully listed on the Shenzhen Stock Exchange's ChiNext board, with a significant opening price increase of 332.59% on its first trading day [1]. Company Overview - Yunhan Chip City is an innovative high-tech enterprise focusing on the integration of electronic component distribution and industrial internet, primarily serving the small-batch electronic component needs of the electronic manufacturing industry [1]. - The company was founded by Zeng Ye, who currently holds 33.03% of the shares directly and controls a total of 35.19% of the shares, making him the largest shareholder [2]. Financial Performance - The company reported a peak in revenue in 2022, with total revenues of 433,319.83 million yuan, and a net profit peak in 2021 at 16,086.86 million yuan [6]. - For the first half of 2025, the company achieved a revenue of 144,004.57 million yuan, representing a year-on-year growth of 17.82%, and a net profit of 5,405.16 million yuan, up 41.17% [10]. - The company’s cash flow from operating activities for the first half of 2025 was -11,883.90 million yuan, a significant decrease compared to the previous year [13]. IPO Details - The IPO was sponsored by Guojin Securities, with a total of 16,279,025 shares issued at a price of 27.00 yuan per share, raising approximately 43.95 million yuan [4]. - The funds raised are intended for projects including a big data center upgrade, electronic industry collaborative manufacturing service platform, and intelligent shared warehousing [5]. Sales and Revenue Trends - The company’s online sales accounted for over 99% of its revenue, with a significant portion of sales being manually entered orders [2][3]. - From 2022 to 2024, the cash received from sales decreased from 478,996.45 million yuan to 284,543.55 million yuan, indicating a decline in cash flow [11]. Future Projections - For the first nine months of 2025, the company expects to achieve revenues between 220,000 and 230,000 million yuan, with net profits projected between 7,700 and 8,000 million yuan, reflecting a growth of 38.71% to 44.11% year-on-year [15].
云汉芯城今日于深交所创业板挂牌上市
Core Viewpoint - Yunhan Chip City successfully listed on the Shenzhen Stock Exchange's ChiNext board, with a significant first-day price increase of 344.44%, indicating market recognition of its innovative service model and technological capabilities in the electronic manufacturing supply chain [1] Company Overview - Yunhan Chip City is a well-known B2B supply chain platform focused on the electronic components vertical, addressing the R&D, production, and procurement needs of small-batch electronic components in the electronic manufacturing industry [3] - The company has integrated thousands of high-quality supplier resources globally, creating a comprehensive database with over 44 million electronic component SPUs, providing supply assurance for numerous downstream customers [3] - The platform has over 690,000 registered users and has served more than 158,000 enterprise clients [3] Business Model and Services - The company aims to enhance supply chain efficiency by breaking traditional barriers through an "industrial internet + digital supply chain" service model [3] - Yunhan Chip City extends its services upstream and downstream in the supply chain, offering one-stop digital services including product technical solution design, PCBA manufacturing, and technical support for electronic engineers [3] Performance Metrics - In 2024, the company achieved a net profit of 88.33 million yuan, a year-on-year increase of 12.39%, and a non-deductible net profit of 84.08 million yuan, up 19.77% [4] - For the first half of 2025, the company reported operating revenue of 1.44 billion yuan, a 17.82% increase year-on-year, with a net profit of 54.05 million yuan, up 41.17% [4] - The non-deductible net profit for the same period was 50.45 million yuan, reflecting a year-on-year growth of 33.18% [4] Future Plans - The company plans to enhance electronic industry chain efficiency through an open and transparent approach, adhering to regulatory requirements post-listing [4] - Key projects include upgrading the big data center and component trading platform, as well as building a collaborative manufacturing service platform for the electronic industry [4] - The focus will be on addressing pain points in the electronic industry chain by combining data and technology to provide comprehensive and high-quality services [4]
云汉芯城成功挂牌上市 加速电子元器件国产化进程
Zheng Quan Ri Bao Wang· 2025-09-30 06:17
云汉芯城推出的电子元器件国产化垂直搜索引擎,能根据用户封装、额定功率、温度系数等参数,一键 筛选国产电子元器件,帮助采购工程师高效完成国产化推荐。该平台通过智能匹配算法,不断拓宽国产 芯片品牌的市场触点。当客户查询特定型号或参数时,系统自动将其与平台的进口替代数据库进行智能 比对,将相匹配的国产元器件优先展示,有效帮助国内科技企业完成电子元器件的国产化替代。 截至目前,该公司平台注册用户数超过69万,累计服务企业客户超15.8万家,其中已帮助超4000家国内 科技企业完成电子元器件的国产化替代专项服务,成为国产元器件推广的重要窗口与加速器。 此次成功上市为云汉芯城开启了新的发展篇章。该公司相关负责人表示:"未来我们将秉持'用产业互联 网提升电子产业链效率'的初心,通过大数据中心及元器件交易平台升级、电子产业协同制造服务平台 建设等重点项目,深度挖掘电子产业链痛点,将数据与技术相结合,为产业链各环节参与者提供更全面 优质的服务,为电子产业链创新升级持续赋能。" 作为电子元器件垂直领域知名的B2B供应链平台,云汉芯城以"用互联网技术提升电子产业链效率"为使 命,重点聚焦电子制造产业中小批量电子元器件研发、生产、采 ...