证券日报网讯2月26日，中电港（001287）在互动平台回答投资者提问时表示，截至2026年2月13日，公 司在册股东人数为80515户。 ...

有投资者在互动平台向中电港提问："请问截止到2月20日（2月13日收盘）公司的股东人数是多少？谢 谢。" 本文源自：市场资讯 作者：公告君 针对上述提问，中电港回应称："截至2026年2月13日，公司在册股东人数为80,515人。感谢您对公司的 关注！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

来源：新浪基金∞工作室 2月25日，中电港涨2.02%，截至发稿，报24.78元/股，成交4.91亿元，换手率4.57%，总市值188.30亿 元。中电港股价已经连续4天上涨，区间累计涨幅6.72%。 资料显示，深圳中电港技术股份有限公司位于广东省深圳市南山区桃源街道留仙大道3333号塘朗城西区 A座23-25层,深圳市前海深港合作区南山街道自贸西街151号招商局前海经贸中心一期A座20层，成立日 期2014年9月28日，上市日期2023年4月10日，公司主营业务涉及电子元器件分销业务、设计链服务、供 应链协同配套服务和产业数据服务。主营业务收入构成为：处理器40.78%，存储器30.53%，其他 16.09%，模拟器件8.74%，射频与无线连接3.85%。 从中电港十大流通股东角度 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益9.26%，同类 排名1426/5570；近一年收益30.14%，同类排名1888/4305；成立以来收益24.96%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年112天，现任基金 ...

证券日报网讯2月12日，中电港（001287）在互动平台回答投资者提问时表示，截至2026年2月10日，公 司在册股东人数为80455户。 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of China Electric Port, indicating a decline in stock price and significant financing activities on February 10 [1] - On February 10, China Electric Port's stock fell by 1.09%, with a trading volume of 267 million yuan. The net financing buy was -4.08 million yuan, with a total financing balance of 748 million yuan, which is 7.27% of the circulating market value [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year, indicating strong investor interest despite the stock price decline [1] Group 2 - China Electric Port, established on September 28, 2014, specializes in electronic component distribution, design chain services, supply chain collaboration, and industrial data services. The revenue composition includes processors (40.78%), memory (30.53%), and other categories [2] - As of January 31, the number of shareholders decreased by 12.22% to 83,500, while the average circulating shares per person increased by 13.93% to 5,235 shares [2] - For the period from January to September 2025, China Electric Port reported a revenue of 50.598 billion yuan, a year-on-year increase of 33.29%, and a net profit attributable to shareholders of 258 million yuan, up 73.06% [2] Group 3 - Since its A-share listing, China Electric Port has distributed a total of 258 million yuan in dividends [3] - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited increased its holdings by 4.8476 million shares to 7.5375 million shares, while several ETFs saw a decrease in their holdings [3]

Core Viewpoint - The storage chip market is expected to be the main focus throughout 2025, with ongoing reports of shortages and price increases continuing into 2026, indicating a sustained upward trend in the industry [3]. Group 1: Wafer Manufacturing - TSMC reported that its customers are not affected by storage price increases, achieving a record revenue of NT$3.8 trillion in 2025, a 31.6% year-on-year increase, with a gross margin of 59.9% [9][10]. - SMIC achieved an unaudited revenue of $9.327 billion in 2025, a 16.2% increase year-on-year, with a net profit of $685 million, up 39.1% [12]. - Huahong Semiconductor reported a revenue of $635 million in Q3 2025, a 20.7% year-on-year increase, with a gross margin of 13.5% [13]. Group 2: Storage Manufacturers - Samsung Electronics achieved a record revenue of 333.6059 trillion KRW (approximately $233.8 billion) in 2025, a 10.9% increase year-on-year, with a net profit growth of 31.2% [18]. - SK Hynix reported a record revenue of 97.15 trillion KRW (approximately $681.6 billion) in 2025, a 47% increase year-on-year, with a net profit of 42.95 trillion KRW [20]. - Micron's revenue surged from $25.11 billion to $37.38 billion in the 2025 fiscal year, with a 56.6% year-on-year increase in Q1 2026 [22]. Group 3: Storage Modules - Jiangbolong expects a revenue of 22.5 billion to 23 billion CNY in 2025, a 29%-32% increase, with a net profit growth of 150.66% to 210.82% [38]. - Bawei Storage anticipates a revenue of 10 billion to 12 billion CNY, with a net profit increase of 427.19% to 520.22% [39]. - Demingli expects a revenue of 10.3 billion to 11.3 billion CNY, with a net profit growth of 85.42% to 128.21% [40]. Group 4: Chip Distributors - Wanye achieved a revenue of approximately NT$1.18 trillion in 2025, a 22.8% year-on-year increase, marking a record high [49]. - Dalian Dadi reported a revenue of NT$999.12 billion in 2025, a 13.4% increase, driven by AI and high-performance computing demand [51]. - Airo's annual sales reached $30.853 billion in 2025, a 10% increase year-on-year [53].

Core Viewpoint - The major shareholders, China Electric Kunrun Fund and China Electric Development Fund, have completed their share reduction plan, selling a total of 6.835 million shares, which is approximately 0.8995% of the total share capital, at an average price of 25.79 yuan per share [1] Group 1 - The initial plan was to reduce up to 7.599 million shares, representing 1% of the total share capital, within three months [1] - The actual reduction occurred between November 10, 2025, and February 9, 2026, through centralized bidding [1] - After the reduction, China Electric Kunrun Fund holds 43.9705 million shares, accounting for 5.7864% of the total shares, while China Electric Development Fund holds 15.5278 million shares, accounting for 2.0434% [1]

证券代码：001287 证券简称：中电港 公告编号：2026-006 深圳中电港技术股份有限公司 关于持股5%以上股东股份减持计划到期的公告 公司股东中电坤润一期（天津）股权投资合伙企业（有限合伙）及北京中电发 展股权投资基金合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳中电港技术股份有限公司（以下简称"公司"）于 2025 年 10 月 17 日在巨 潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的预披露 公告》（公告编号：2025-055），公司股东中电坤润一期（天津）股权投资合伙企业 （有限合伙）（以下简称"中电坤润基金"）和北京中电发展股权投资基金合伙企业 （有限合伙）（以下简称"中电发展基金"）计划自预披露公告披露之日起 15 个交易 日之后的 3 个月内以集中竞价方式和大宗交易方式减持公司股份数量合计不超过 7,599,000 股，即不超过公司总股本的 1%。 3、股东本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前 ...

Group 1 - The core point of the article highlights the performance and business profile of Shenzhen Zhongdian Port Technology Co., Ltd., which saw a 5% increase in stock price, reaching 23.93 CNY per share, with a trading volume of 330 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 18.184 billion CNY [1] - The company, established on September 28, 2014, and listed on April 10, 2023, specializes in electronic component distribution, design chain services, supply chain collaboration services, and industrial data services [1] - The revenue composition of the company includes processors at 40.78%, memory at 30.53%, others at 16.09%, analog devices at 8.74%, and RF and wireless connections at 3.85% [1] Group 2 - From the perspective of the top ten circulating shareholders, Huaxia Fund's Huaxia CSI 1000 ETF (159845) reduced its holdings by 4,800 shares in the third quarter, now holding 1.652 million shares, which accounts for 0.38% of the circulating shares [2] - The estimated floating profit from this transaction is approximately 1.8833 million CNY [2] - The Huaxia CSI 1000 ETF, established on March 18, 2021, has a current scale of 49.908 billion CNY, with a year-to-date return of 5.97%, ranking 1539 out of 5579 in its category, and a one-year return of 34.84%, ranking 1807 out of 4289 [2]

Core Viewpoint - The company, China Electric Port (001287.SZ), is focusing on self-developed solutions across various application fields including artificial intelligence, new energy, AIoT, automotive electronics, industrial electronics, and open-source hardware [1] Group 1: Product Development - The company has developed multiple solutions and products, including AI intelligent computing modules, high-performance high-power wireless HID modules, next-generation smart voice IoT modules, and wireless audio modules [1] - The company is committed to continuous innovation by focusing on key applications and general technology self-research solutions and products [1] Group 2: Business Strategy - The company aims to build a value-added service platform to enhance supply chain insights and demand capabilities [1] - The company is working on establishing an ecological collaborative network to expand resource advantages in the industrial and supply chains, gather innovative resources, and incubate new products and solutions [1]