电子元器件分销

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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].
云汉芯城成功登陆创业板 数字化赋能电子产业供应链升级
Quan Jing Wang· 2025-09-30 07:04
2025年9月30日,云汉芯城(上海)互联网科技股份有限公司(股票代码:301563)正式在深圳证券交易所创业板上市。上市仪式现场,上海市松江区委常委、常 务副区长周诚、国金证券股份有限公司副总裁廖卫平、云汉芯城董事长曾烨等嘉宾出席并致辞,共同见证这一里程碑时刻。 Chine China Mary 11:20 第 云汉芯城发行价为27元/股,上市首日表现亮眼,开盘价达120元/股,盘中最高涨幅至142元/股。本次公开发行股票1627.9025万股,募集资金约4.4亿元,将 全部投入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和智能共享仓储三大项目,进一步强化其数字化供应链服务能力。 8 上海市松江区委常委、常务副区长周诚在致辞中充分肯定了云汉芯城的行业贡献。他表示,云汉芯城作为松江区工业互联网和高科技服务领域的标杆企业, 通过打造高效透明的电子元器件线上交易平台,为行业数字化转型树立了典范。此次成功上市不仅是企业发展的关键突破,也是松江区积极服务企业对接资 本市场的重要成果。周诚强调,松江区将持续优化营商环境,支持企业创新发展,携手更多优秀企业共享长三角G60科创走廊机遇。 0000 国金证券副总 ...
又见“肉签”,301563,一签最高赚近6万元
Zheng Quan Shi Bao· 2025-09-30 04:56
Group 1: Market Overview - The A-share market experienced an overall upward trend on September 30, with the Sci-Tech 50 Index showing strong performance, reaching a new high for the year with an intraday increase of over 2% [3] - New stocks listed on both A-share and Hong Kong markets performed well, with A-share's Yunhan Xincheng seeing an intraday surge of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot [7][6] - The Hong Kong market also had three new stocks listed, with Xipuni experiencing a peak increase of nearly 340% [11] Group 2: Sector Performance - The precious metals sector saw continued price increases, with domestic gold futures reaching a historical high, surpassing 870 yuan per gram [8] - The non-ferrous metals sector experienced significant gains, with the sector's intraday increase exceeding 2% [8] - Key stocks in the non-ferrous metals sector, such as Platinum New Materials and Boke New Materials, saw substantial price increases, with Platinum New Materials rising by 14.18% [4] Group 3: New Stock Highlights - Yunhan Xincheng focuses on electronic component distribution and industrial internet integration, supporting high search volumes and maintaining a 90% search match rate on its B2B online platform [10] - Ruili Kemi specializes in active safety systems for vehicles, with core products covering various braking systems and a strong market position in commercial vehicle safety solutions [11] - Xipuni, a leading designer and manufacturer of gold watch cases, is projected to see revenue growth from 324 million yuan to 457 million yuan from 2022 to 2024 [16]
又见“肉签”!301563,一签最高赚近6万元
Zheng Quan Shi Bao· 2025-09-30 04:46
Market Overview - The A-share market experienced an overall upward trend on September 30, with the Sci-Tech 50 Index showing strong performance, reaching a new high for the year with an intraday increase of over 2% [2] - New stocks listed on both A-share and Hong Kong markets performed well, with significant gains observed on their debut [7][12] New Stock Performance - The A-share market saw two new stocks listed, both of which experienced substantial increases. Yunhan Xincheng (301563) had an intraday gain exceeding 400%, potentially yielding a profit of approximately 57,500 yuan per lot, ranking among the top for the year [8][10] - The other new stock, Ruili Kemi (001285), saw an intraday increase close to 90% [12] Industry Highlights - The non-ferrous metals sector experienced a notable rise, with intraday gains exceeding 2%. Companies like Platinum Technology (300811) surged over 18%, while others like Boqian New Materials (605376) and Jingyi Co., Ltd. (002295) hit the daily limit [4] - Gold and silver prices continued to rise, with domestic gold futures reaching a historical high, surpassing 870 yuan per gram [5] Concept Sector Performance - Concept sectors such as storage chips and lithium mines showed significant strength, indicating a positive trend in these areas [6] Hong Kong Market Insights - The Hong Kong market saw three new stocks listed, with Xipuni experiencing an intraday surge of nearly 340%, maintaining a current increase of about 250% [12][18] - Zijin Gold International, a subsidiary of Zijin Mining (601899), reported a revenue growth from $1.818 billion to $2.990 billion from 2022 to 2024, with a compound annual growth rate of 28.2% [14] Company Profiles - Yunhan Xincheng focuses on electronic component distribution and industrial internet integration, providing a one-stop supply chain service for the electronic manufacturing industry [10] - Ruili Kemi specializes in the research, production, and sales of active safety systems for vehicles, becoming a leading player in the commercial vehicle safety system market [13] - Xipuni is recognized as a leading designer and manufacturer of gold watch cases in China, with a projected revenue increase from 324 million yuan to 457 million yuan from 2022 to 2024 [18] - Botai Che Lian is a supplier of intelligent cockpit solutions, ranking as the third-largest supplier in the Chinese passenger car market with a market share of 7.3% [19]
又见“肉签”!云汉芯城一签最高赚近6万元
Zheng Quan Shi Bao· 2025-09-30 04:43
Market Overview - The A-share market experienced an overall upward trend on September 30, with the Sci-Tech Innovation 50 Index reaching a new high for the year, showing an intraday increase of over 2% [3] - New stocks listed on both A-share and Hong Kong markets performed well, with significant gains on their debut [7][15] New Stock Performance - A-share market saw two new stocks listed, with Yunhan Xincheng (301563) experiencing an intraday surge of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot, ranking among the top for the year [8][10] - The other new stock, Ruili Kemi, saw an intraday increase of nearly 90% [11] - In the Hong Kong market, three new stocks were listed, with Xipuni showing an intraday rise of nearly 340% and maintaining a gain of about 250% [12][17] Industry Highlights - The non-ferrous metals sector saw significant gains, with the sector rising over 2% during the session [5] - Key stocks in this sector included Platinum New Materials, which rose by 14.18%, and others like Boki New Materials and Jingyi Co., which also hit their daily limit [4][5] - Gold and silver prices continued to rise, with domestic gold futures reaching a historical high, surpassing 870 yuan per gram [4] Company Insights - Yunhan Xincheng focuses on electronic component distribution and industrial internet integration, providing a one-stop supply chain service for the electronic manufacturing industry [10] - Ruili Kemi specializes in the research, production, and sales of active safety systems for vehicles, positioning itself as a leader in the commercial vehicle safety system market [12] - Xipuni, a leading designer and manufacturer of gold watch cases, is projected to grow its revenue from 324 million yuan to 457 million yuan from 2022 to 2024, with a compound annual growth rate of 28.2% [13] - Botai Che Lian, a supplier of intelligent cockpit solutions, is the third-largest provider in the Chinese passenger car market, holding a market share of 7.3% [18] Stock Index Performance - The Hang Seng Index showed low volatility, initially rising but later narrowing its gains, with notable movements among its constituent stocks [15][16] - Semiconductor company Huahong Semiconductor saw a significant rise of over 13% following an announcement regarding a share issuance and acquisition [19]
又见“肉签”!301563 一签最高赚近6万元
Zheng Quan Shi Bao· 2025-09-30 04:43
Market Overview - The A-share market experienced an overall upward trend on September 30, with the Sci-Tech 50 Index showing strong performance, reaching a new high for the year with an intraday increase of over 2% [4][3] - New stocks listed on both A-share and Hong Kong markets performed well, with A-share's Yunhan Xincheng (301563) seeing an intraday increase of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot, ranking among the top for the year [9][2] New Stock Performance - Yunhan Xincheng is an innovative high-tech enterprise focusing on the distribution of electronic components and industrial internet integration, with a B2B online marketplace supporting over a million searches daily and a matching rate of 90% [11] - Another new stock, Ruili Kemi, saw an intraday increase of nearly 90%, specializing in active safety systems for vehicles and becoming a leading enterprise in the commercial vehicle safety system sector [12][13] - In the Hong Kong market, three new stocks were listed, with Xipuni experiencing an intraday increase of nearly 340% and currently maintaining a rise of about 250% [12][18] Sector Performance - The non-ferrous metals sector saw significant gains, with an intraday increase exceeding 2%, and stocks like Platinum New Materials and Bokin New Materials hitting their daily limit [6][5] - Other sectors such as defense, electric equipment, real estate, and computers also showed strong performance, while sectors like communications and non-bank financials weakened [7] Gold Market - Gold and silver prices continued to rise, with domestic gold futures reaching a historical high, surpassing 870 yuan per gram [5]
又见“肉签”!301563,一签最高赚近6万元
证券时报· 2025-09-30 04:35
Core Viewpoint - The A-share market experienced an overall upward trend, with the Sci-Tech 50 Index reaching a new high for the year, driven by strong performances from newly listed stocks and specific industry sectors [2][3]. Group 1: Market Performance - The A-share market saw significant gains, with major indices rising, particularly the Sci-Tech 50 Index, which had an intraday increase of over 2% [3]. - New stocks listed on the A-share market performed exceptionally well, with Yunhan Xincheng (301563) showing an intraday gain of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot [10][9]. - In the Hong Kong market, three new stocks were listed, with Xipuni reaching an intraday increase of nearly 340% [12][16]. Group 2: Industry Highlights - The non-ferrous metals sector experienced a significant rise, with intraday gains exceeding 2%. Notable stocks included Platinum New Materials, which surged by 18%, and several others reaching their daily limit [5][6]. - Gold and silver prices continued to rise, with domestic gold futures surpassing 870 yuan per gram, indicating strong demand in the precious metals market [7]. - Key sectors such as defense, electric equipment, real estate, and computing showed notable gains, while sectors like communications and non-bank finance faced declines [7]. Group 3: New Stock Details - Yunhan Xincheng focuses on electronic component distribution and integrates digital technology for efficient supply chain services, boasting over 696,500 registered users and processing peak orders of 68,000 monthly [12]. - Ruili Kemi, another new stock, specializes in active safety systems for vehicles, showcasing significant technological capabilities in the automotive sector [15][16]. - In the Hong Kong market, Xipuni, a leading manufacturer of gold watch cases, reported a revenue increase from 324 million yuan to 457 million yuan from 2022 to 2024, reflecting a strong growth trajectory [18].
半导体供应链明星企业IPO,国科投资兑现长期主义
投中网· 2025-09-30 02:00
作者丨 簪竹 来源丨 投中网 将投中网设为"星标⭐",第一时间收获最新推送 "我们投你,不要求你急着盈利,不要担心。" 今天,国内电子元器件电商领域的龙头企业——云汉芯城(上海)互联网科技股份有限公司正式于创 业板挂牌上市。 云汉芯城本次发行价格为 27.00 元 / 股,截至发稿股价为 142元/股 ,市值超 92亿元 。从上市前 的申购情况来看,网上申购倍数超过了 1 万倍,这表明市场对云汉芯城的关注度颇高。 这家成立于 2008 年的电子元器件 B2B 交易平台,在 IPO 前共完成四轮融资,估值为 21 亿元, 投资人主要是市场上重要的国资和产投。在其背后,一家低调却实力雄厚的投资机构也随之浮出水 面:国科投资。 2018 年,云汉芯城宣布完成 1.8 亿元 C 轮融资,由 国科投资 领投。这也是云汉芯城单笔融资额 最高的一笔。据说,国科投资跟踪了 3 个年头才完成投资。 创始人曾烨回忆,当时国科投资非常谨慎,几乎把企业和全行业调研了一圈。但决定投资以后,国科 投资项目负责人夏东的一句话让其印象深刻: "我们投你,不要求你急着盈利,不要担心。" 这句话 让处于盈利压力的他吃下了定心丸。"只有对我们的商 ...
云汉芯城曾烨:数字化供应链驱动电子制造“效率革命” 已做好出海准备
Zheng Quan Shi Bao Wang· 2025-09-30 01:30
证券时报记者 王一鸣 2001年从郑州大学毕业后,曾烨便前往深圳从事电子元器件线下分销业务,并于2002年成立了云汉电子(云汉芯城前身)。 "云汉"二字出自诗经中的大雅,古文意为银河。"创立公司时我们正值年轻。当时就觉得这个寓意很好。"曾烨回忆23年前为公司取名时说。 长期的摸爬滚打令曾烨熟知行业痛点:上游原厂高度集中、下游电子产品制造企业相对分散;上下游存在显著的信息不对称;大量中小批量需求面临搜寻成 本高、采购价格贵、假货多、服务差等困境。 "在传统线下分销时期,5000元和50万元订单,分销商内部从销售、采购、物流等流程相同,但流程走完后会发现5000元订单会亏钱,所以行业没人愿意服 务小而散的客户需求。但通过与产业互联网深度融合,就能以低成本为海量中长尾需求提供供应链服务。"他进一步解释说。 2010年,时值互联网电商潮起,嗅到商机的曾烨决定投身其中并谋求转型。短暂筹备酝酿后,2011年,云汉芯城线上商城正式上线,重点面向海量中长尾订 单需求,并着力解决"供应链冗长、服务标准缺失"等行业痛点,公司规模亦逐步扩大。 成功的道路并非一帆风顺,在曾烨的记忆中,2016年是一段充满挑战的岁月。当时,平台在用户 ...
今日上市:瑞立科密、云汉芯城
Zhong Guo Jing Ji Wang· 2025-09-30 01:08
中国经济网北京9月30日讯 今日,瑞立科密(001285)、云汉芯城(301563)在深交所上市。 深交所:瑞立科密(001285) 瑞立科密是专业从事机动车主动安全系统相关核心部件研发、生产和销售的国家高新技术企业,主 营业务为机动车主动安全系统和铝合金精密压铸件的研发、生产和销售以及技术服务。 深交所:云汉芯城(301563) 云汉芯城是一家电子元器件分销与产业互联网融合发展的创新型高新技术企业,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。 曾烨担任公司董事长兼法定代表人,直接持有公司1,613.23万股股份,占公司发行前股份总数的 33.03%,此外,公司股东为赛咨询直接持有公司105.34万股股份,占公司发行前股份总数的2.16%。曾 烨作为为赛咨询的执行事务合伙人,通过为赛咨询间接控制公司2.16%的股份。曾烨合计控制公司发行 前35.19%的股份。 截至目前,公司股权较为分散,曾烨仍合计控制公司发行前35.19%的股份,为单一第一大股东, 且控制公司股份比例远高于第二大股东。此外,曾烨担任公司的董事长兼法定代表人,全面负责公司的 经营管理,对公司股东(大)会、董事会的重大决策事项 ...