1月6日，供销大集盘中上涨2.02%，截至13:59，报2.53元/股，成交6.54亿元，换手率1.78%，总市值 456.87亿元。 资金流向方面，主力资金净流入3238.10万元，特大单买入7192.46万元，占比10.99%，卖出5178.94万 元，占比7.91%；大单买入2.03亿元，占比31.06%，卖出1.91亿元，占比29.19%。 责任编辑：小浪快报 供销大集所属申万行业为：商贸零售-一般零售-百货。所属概念板块包括：抖音小店、社区团购、新零 售、美团概念、供销社概念等。 截至12月19日，供销大集股东户数35.67万，较上期减少4.50%；人均流通股41253股，较上期增加 4.71%。2025年1月-9月，供销大集实现营业收入12.09亿元，同比增长6.91%；归母净利润7235.53万元， 同比增长165.19%。 分红方面，供销大集A股上市后累计派现4.49亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，供销大集十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股2.11亿股，为新进股东。 供销大集今年以来股价涨1.20%，近5个交易日跌1.17 ...

Group 1 - The core viewpoint of the article highlights a significant surge in the Meituan concept sector, with both online and offline stocks reaching their limit up [1] Group 2 - As of 13:50, the Meituan concept sector experienced a notable increase, indicating strong market interest and potential investor confidence [1]

Core Viewpoint - The Meituan concept sector is experiencing strong performance, with both online and offline segments hitting the limit up in trading [1] Group 1 - As of 10:30, the Meituan concept sector shows significant strength in the market [1]

Core Viewpoint - The Meituan concept sector is experiencing strong performance, with both online and offline stocks showing significant gains as of 09:45 on November 11 [1] Group 1 - The Meituan concept stocks are leading in terms of growth within the market [1]

Group 1 - The core viewpoint of the article indicates that the Meituan concept sector is experiencing a strong performance, with both online and offline stocks hitting the limit up [1]

Core Viewpoint - The information disclosure evaluation results for listed companies in 2024 show a significant decline in ratings compared to 2022, with Yacon Technology's rating dropping from A to C [1][2]. Group 1: Company Overview - Yacon Technology Co., Ltd. is located in Haidian District, Beijing, and was established on June 1, 2007, with its listing date on October 18, 2021 [3]. - The company's main business includes sales services of computing, storage, and networking equipment to government and enterprise clients, as well as comprehensive IT operation services for data centers and cloud computing vendors [3]. - The revenue composition of Yacon Technology is as follows: 38.83% from computing equipment integration sales, 28.19% from on-site operation services, 15.71% from delivery implementation services, 10.84% from after-sales maintenance services, and 6.43% from digital value-added solution services [3]. Group 2: Industry and Market Position - Yacon Technology belongs to the Shenwan industry classification of Computer - IT Services II - IT Services III and is associated with concepts such as Meituan, Xiaohongshu, all-in-one machines, ByteDance, and AIGC [4]. - The current company secretary, Cao Wei, has seen a salary increase from 543,800 yuan in 2022 to 667,300 yuan in 2024, despite the company's disclosure rating decline [4].

Core Insights - The Meituan concept sector has shown strong performance, with both online and offline stocks leading in gains [1] Group 1 - The Meituan concept stocks are experiencing significant upward movement [1] - Online and offline stocks within this sector are among the top gainers [1]

Core Viewpoint - StarNet RuiJie has shown significant stock performance with a year-to-date increase of 57.94% and a market capitalization of 17.337 billion yuan as of September 11 [1] Financial Performance - For the first half of 2025, StarNet RuiJie reported revenue of 8.886 billion yuan, a year-on-year increase of 21.76%, and a net profit attributable to shareholders of 212 million yuan, reflecting a growth of 69.32% [2] - Cumulative cash dividends since the company's A-share listing amount to 1.145 billion yuan, with 353 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 12.03% to 53,800, while the average circulating shares per person increased by 13.67% to 10,842 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 8.064 million shares [3] Business Overview - StarNet RuiJie's main business segments include enterprise-level network equipment (72.69% of revenue), communication products (13.69%), and other services [1] - The company operates in various sectors such as network communication, cloud terminals, digital entertainment, and smart city solutions [1]

Core Viewpoint - StarNet RuiJie experienced a stock price decline of 2.01% on September 8, with a current price of 29.81 CNY per share and a total market capitalization of 17.46 billion CNY [1] Financial Performance - For the first half of 2025, StarNet RuiJie achieved a revenue of 8.886 billion CNY, representing a year-on-year growth of 21.76%, and a net profit attributable to shareholders of 212 million CNY, which is a 69.32% increase compared to the previous year [2] - The company has distributed a total of 1.145 billion CNY in dividends since its A-share listing, with 353 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for StarNet RuiJie was 53,800, a decrease of 12.03% from the previous period, while the average number of circulating shares per person increased by 13.67% to 10,842 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 45.6127 million shares, an increase of 8.0637 million shares from the previous period [3] Stock Performance - Year-to-date, StarNet RuiJie’s stock price has increased by 59.06%, but it has seen a decline of 16.59% over the last five trading days [1]

Core Viewpoint - StarNet RuiJie has shown significant stock performance with a year-to-date increase of 60.40%, despite a recent decline of 9.10% over the last five trading days [1] Financial Performance - For the first half of 2025, StarNet RuiJie achieved a revenue of 8.886 billion yuan, representing a year-on-year growth of 21.76% [2] - The net profit attributable to shareholders for the same period was 212 million yuan, reflecting a substantial increase of 69.32% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 12.03% to 53,800, while the average circulating shares per person increased by 13.67% to 10,842 shares [2] - The company has distributed a total of 1.145 billion yuan in dividends since its A-share listing, with 353 million yuan distributed over the past three years [3] Stock Market Activity - On September 5, StarNet RuiJie’s stock price was 30.06 yuan per share, with a trading volume of 547 million yuan and a turnover rate of 3.17% [1] - The company’s market capitalization stood at 17.606 billion yuan [1] Ownership Structure - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 45.6127 million shares, an increase of 8.0637 million shares from the previous period [3] - New entrants among the top ten circulating shareholders include E Fund Strategic Emerging Industries Stock A and E Fund Kexin Mixed Fund, with holdings of 2.7974 million shares and 3.0777 million shares, respectively [3] Business Overview - StarNet RuiJie, established on November 11, 1996, and listed on June 23, 2010, operates in various sectors including network communication, cloud terminal and payment, digital entertainment, integrated communication, and vehicle networking [1] - The company’s main business revenue composition includes enterprise-level network equipment (72.69%), communication products (13.69%), other (10.02%), and network terminals (3.60%) [1]