证券日报网讯雅创电子11月19日在互动平台回答投资者提问时表示，公司及子公司主要代理三星的被动 器件产品，未代销售其存储芯片。 （文章来源：证券日报） ...

证券日报网讯雅创电子（301099）11月14日在互动平台回答投资者提问时表示，在业务结构方面，香农 核心从事存储芯片的分销，公司分销业务范围除存储芯片外，还涵盖被动器件、光电器件、通用集成IC 等多种产品。从毛利率表现来看，公司存储芯片业务的毛利率与香农业务毛利率趋势基本一致，维持在 3%-4%左右；而公司非存储类业务的毛利率则相对较高，普遍处于10%-15%区间。在二级市场层面，公 司股价表现受到宏观经济、行业政策及市场情绪等多重因素的共同影响。展望未来，公司将积极把握行 业发展趋势，持续强化在存储芯片领域的业务拓展与布局，不断提升公司核心竞争力。 ...

格隆汇11月12日丨雅创电子(301099.SZ)在投资者互动平台表示，公司代理的被动器件产品已成功导入 人形机器人客户的供应链体系，公司将以此为契机，积极将代理的其他产品向该领域的目标客户进行推 广，以期形成更深度的合作。我们将稳健推进相关业务，争取为公司带来新的业绩增长点。 ...

10月14日，云汉芯城跌7.41%，成交额9.30亿元。两融数据显示，当日云汉芯城获融资买入额3462.83万 元，融资偿还6146.32万元，融资净买入-2683.49万元。截至10月14日，云汉芯城融资融券余额合计 9795.12万元。 责任编辑：小浪快报 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%。 截至9月30日，云汉芯城股东户数2.07万，较上期增加60791.18%；人均流通股673股，较上期增加 0.00%。2025年1月-6月，云汉芯城实现营业收入14.40亿元，同比增长17.82%；归母净利润5392.04万 元，同 ...

Core Viewpoint - Yachuang Electronics announced a plan to acquire 40% of Shenzhen Ouchuang Semiconductor Co., Ltd. and 45% of Shenzhen Yihai Nengda Co., Ltd. through a combination of share issuance and cash payment, while raising supporting funds from no more than 35 specific investors [2][3] Group 1: Transaction Details - The transaction involves natural persons such as Li Yonghong and Yang Longfei, as well as institutions like Shenzhen Hainengda Technology Development Co., Ltd. [2] - The preliminary agreement sets the transaction price for Ouchuang's 40% stake at 200 million yuan and for Yihai Nengda's 45% stake at 117 million yuan, with final prices pending audit and evaluation [2] - Prior to the transaction, the company held 60% of Ouchuang and 55% of Yihai Nengda; post-transaction, both will become wholly-owned subsidiaries [3] Group 2: Strategic Intent - The transaction aims to deepen management and synergy with the target companies, enhance the company's core competitiveness, increase business scale and profitability, optimize capital structure, and improve risk resistance [3][4] - The company commits to timely disclosure of relevant information regarding the transaction, ensuring its authenticity, accuracy, and completeness [3] Group 3: Regulatory and Governance Aspects - The transaction will not change the actual controller of the company and does not constitute a restructuring as defined by the relevant regulations [4] - The company plans to improve its corporate governance structure in accordance with legal requirements to protect the interests of the company and minority shareholders [4]

Core Viewpoint - Yachuang Electronics (301099.SZ) plans to acquire 40% equity in Ouchuangxin and 45% equity in Yihainengda through a combination of share issuance and cash payment, aiming to enhance its control over these companies and integrate resources more effectively [1][2] Group 1: Acquisition Details - The transaction involves purchasing 40% of Ouchuangxin for a preliminary price of 200 million yuan and 45% of Yihainengda for a preliminary price of 117 million yuan, with final prices yet to be determined [1] - Prior to the transaction, Yachuang Electronics held 60% of Ouchuangxin and 55% of Yihainengda, which will become wholly-owned subsidiaries post-transaction [1] Group 2: Company Profiles - Ouchuangxin specializes in the design and development of analog integrated circuits, focusing on LED drivers and power management, with significant market share in automotive lighting and home lighting sectors [1] - Yihainengda operates as a distributor and solution provider in the electronic components industry, covering various sectors including communications, automotive, and consumer electronics, and has established long-term partnerships with leading global manufacturers [2] Group 3: Strategic Implications - The acquisition reflects the company's strategy of combining organic growth with external mergers and acquisitions, aiming to enhance operational efficiency and core competitiveness in the electronic components distribution and analog chip design sectors [2]

Group 1 - The core viewpoint of the news is that the company is upgrading its online marketplace and enhancing service capabilities through various projects, which will improve customer experience and operational efficiency [1][3] - The company has canceled the "supplementary working capital" project, reducing the total investment from 942 million yuan to 522 million yuan [1] - The company is focusing on integrating technologies like the Internet, big data, and artificial intelligence into its traditional electronic component distribution business to enhance supply chain efficiency [3] Group 2 - The company, Yunhan Xincheng, is recognized as a leading innovative high-tech enterprise in the electronic component distribution sector, with numerous accolades such as "National Supply Chain Innovation and Application Pilot Enterprise" and "National Specialized and New Small Giant Enterprise" [2] - The total investment for the key projects includes 291.29 million yuan for the big data center upgrade, 134.31 million yuan for the electronic industry collaborative manufacturing service platform, and 95.98 million yuan for the intelligent shared warehousing project, totaling 521.59 million yuan [2] - The company aims to leverage its capital market advantages post-IPO to enhance R&D capabilities and expand market share, ensuring the stability and reliability of electronic component supply channels [3] Group 3 - The company plans to issue 16.279 million shares at a price yet to be determined, with a pre-issue net asset value of 15.32 yuan per share [4] - The company reported a weighted average return on equity of 12.55% for 2024, a decrease of 0.14 percentage points from the previous year [21] - As of the first half of 2025, the company's cash flow from operating activities was negative 119 million yuan, a decrease of 145 million yuan year-on-year [23]