Core Viewpoint - C Yunhan (Yunhan Chip City, 301563.SZ) has become a market focus with its stock price surging over 70% during trading on October 9, closing at 164.56 CNY per share, a 40.89% increase from the previous day [2] Group 1: Stock Performance - C Yunhan triggered temporary trading halts twice during the day due to significant price movements, first at 11:21:34 AM and again at 1:43:12 PM, with the stock rising 60% from the opening price [2] - The company went public on September 30, and during its first five trading days, there are no limits on price fluctuations, leading to the observed volatility [2] Group 2: Business Developments - On the morning of October 9, C Yunhan announced a partnership with duagon, a well-known embedded systems technology company, to provide stable, efficient, and traceable computing solutions for industries with high safety requirements, such as rail transportation and medical devices [2] - Duagon is a supplier of embedded communication, computing, and control technologies, headquartered in Switzerland, and its products have been integrated into C Yunhan's offerings [2] Group 3: Company Overview - C Yunhan is an innovative high-tech enterprise that integrates electronic component distribution with industrial internet development, focusing on the R&D, production, and procurement needs of small-batch electronic components in the electronic manufacturing industry [3] - The company's main business includes B2B sales of electronic components and PCBA services, with the B2B sales segment accounting for 98.76% of the projected revenue of 2.538 billion CNY for 2024 [3] Group 4: Risks and Challenges - The company has indicated that its revenue is strongly correlated with the cyclical nature of the semiconductor industry, which poses volatility risks [3] - C Yunhan's business model relies on a high proportion of small-batch orders, leading to lower individual order values and a diverse customer base, which can directly impact revenue due to potential customer and order loss [3] - The company sources from major global manufacturers and authorized distributors, with procurement amounts from the top five suppliers accounting for 32.96%, 21.75%, and 15.35% from 2022 to 2024, indicating a high supplier concentration risk [3]

10月9日，次新股C云汉(云汉芯城，301563.SZ)再度成为市场焦点，盘中一度涨超70%，两次触发临停机制，截至收盘报164.56 元/股，全日上涨40.89%。 C云汉芯城(301563) W 闭市 10-09 15:30:39 融 164.56 额 16.9亿 股本 6512万 市盈™ 103 万得 盘口 换 83.79% 市值 107亿 市净" 9.14 47.76 40.89% 分时 五日 日Ｋ 月Ｋ 月Ｋ 童学 (0) 均价:144.62 盘口 资金 叠加 70.38% 卖五 165.00 189 199.00 11 164.95 壶四 卖三 164.82 1 卖二 164.80 47 164.62 5 lak 0.00% 164.56 3 型一 北二 164.55 43 近三 164.54 6 164.53 11 云口 164.52 34 买五 34.60 -70.38% 11:30/13:00 15:30 15:06 164.56 9:30 1 15:16 164.56 1 W量比 8.18 8.180 15:18 164.56 5 15:19 164.56 1 6.523 15:29 16 ...