深圳中电港技术股份有限公司 资产减值准备计提及核销管理制度 第一章 总则 第一条 为加强深圳中电港技术股份有限公司(以下简称"公司"或"本公 司")资产减值准备计提及核销的管理，进一步完善公司的财务管理制度，促进 公司的规范运作，有效防范化解资产损失风险，减少公司资产损失，使公司的财 务报告能更全面、准确地反映公司财务状况和经营成果，根据财政部颁布的《企 业会计准则》及其相关规定，结合公司的实际情况，建立本制度。 第二条 本制度所指的资产减值准备具体包括企业按照国家有关财务会计 制度规定计提的金融资产减值准备、存货跌价准备、应收款项坏账准备、长期投 资减值准备、在建工程减值准备、固定资产减值准备和无形资产减值准备等。 第三条 本制度所指资产损失是指有确凿和合法证据表明该项资产的使用 价值和转让价值发生了实质性且不可恢复的灭失，已不能给公司带来未来经济利 益流入。 第四条 本制度适用于公司及其全资子公司、控股子公司。 本公司通过比较金融工具在资产负债表日发生违约的风险与在初始确认日 发生违约的风险，以确定金融工具预计存续期内发生违约风险的相对变化，以评 估金融工具的信用风险自初始确认后是否已显著增加。通常逾期超 ...

深圳中电港技术股份有限公司 薪酬与考核委员会实施细则 第一章 总则 第一条 为了加强深圳中电港技术股份有限公司（以下简称"公司"）董事、 高级管理人员的考核，建立公司董事、高级管理人员激励与约束机制，完善公司治 理，根据《中华人民共和国公司法》《深圳中电港技术股份有限公司章程》（以下 简称"《公司章程》"）及其他有关规定，制定本细则。 第二条 薪酬与考核委员会是董事会按照股东会决议设立的专门工作机构，主 要负责制定公司董事、高级管理人员的考核标准并进行考核，制定、审查董事、高 级管理人员的薪酬政策与方案。 第三条 本细则所称薪酬指公司向公司董事、高级管理人员以货币形式发放的 酬金，包括年薪、奖金、津贴及其他福利待遇。 第四条 适用本细则所称薪酬的董事指在公司领取薪酬的董事，但不包括独立 董事；高级管理人员是指公司的总经理、经董事会聘任的副总经理、财务总监、董 事会秘书、总法律顾问和《公司章程》规定的其他人员。 第五条 薪酬与考核委员会下设工作小组，工作小组组长及小组成员根据董事 会的提议另行确定，公司劳资部门协助薪酬与考核委员会工作。 第二章 人员组成 第六条 薪酬与考核委员会成员由 3 名董事组成，其中独立 ...

深圳中电港技术股份有限公司 信息披露管理办法 第一章 总则 第一条 为规范深圳中电港技术股份有限公司（以下简称"公司"）及相关信 息披露义务人的信息披露行为，加强信息披露事务管理，保护投资者合法权益， 根据《中华人民共和国公司法》、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司信息披露管理办法》、《深圳证券交易所股票上市规则》 （以下简称"《上市规则》"）等有关法律、法规及《深圳中电港技术股份有限公 司章程》的规定，特制定本办法。 第二条 本办法所称应披露的信息是指所有可能对公司股票及其衍生品种交 易价格产生较大影响的信息或事项（以下简称"重大事项"或者"重大信息"）。 第三条 公司应按照《上市规则》等有关法律、法规和规范性文件的要求， 在规定时间内通过规定的媒体，以规定的方式向社会公众公布应披露的信息，并 按照有关规定将信息披露文件抄送中国证监会派出机构及深圳证券交易所。 第四条 董事长对公司信息披露事务管理承担首要责任，董事会秘书负责组 织和协调公司信息披露事务，办理公司信息对外公布等相关事宜。 第五条 公司下属控股子公司应遵守本办法的各项规定。 第二章 信息披露的基本原则和一般要求 第 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥17,072,678,656.36, representing a year-on-year increase of 28.92%[5] - Net profit attributable to shareholders was ¥76,694,015.21, a significant increase of 95.65% compared to the same period last year[5] - The basic earnings per share rose to ¥0.1009, reflecting a 95.54% increase year-on-year[5] - The company’s total revenue for the first nine months of 2025 was ¥50,598,184,324.76, up 33.29% from ¥37,960,276,665.92 in the same period of 2024[11] - Net profit for the current period was ¥257.57 million, representing a 73.1% increase from ¥148.84 million in the previous period[21] Assets and Liabilities - Total assets at the end of Q3 2025 amounted to ¥29,387,930,254.31, marking a 10.90% increase from the end of the previous year[5] - Total assets increased to ¥29.39 billion, up from ¥26.50 billion, reflecting a growth of 10.8%[18] - Total liabilities rose to ¥24.01 billion, an increase of 12.9% from ¥21.26 billion in the previous period[18] - Non-current liabilities totaled ¥517.46 million, a significant increase from ¥24.41 million in the previous period[18] - The company reported a total equity of ¥5.38 billion, slightly up from ¥5.24 billion, indicating a growth of 2.6%[18] Cash Flow - The company reported a net cash flow from operating activities of -¥5,134,072,590.75, a decline of 214.25% compared to the same period last year[11] - Operating cash flow for the current period was -5,134,072,590.75 CNY, compared to -1,633,745,537.07 CNY in the previous period, indicating a significant decline[23] - Cash inflow from operating activities totaled 48,485,437,089.06 CNY, up from 35,917,207,880.75 CNY year-over-year[23] - Cash outflow from operating activities increased to 53,619,509,679.81 CNY from 37,550,953,417.82 CNY, reflecting higher operational costs[23] - The ending cash and cash equivalents balance was 2,266,706,395.72 CNY, down from 1,209,339,352.01 CNY in the previous period[24] Shareholder Information - Total number of common shareholders at the end of the reporting period is 71,150[13] - The largest shareholder, China Electric International Information Service Co., holds 31.34% of shares, totaling 238,180,452 shares[13] - The second-largest shareholder, National Integrated Circuit Industry Investment Fund, holds 7.37% of shares, totaling 56,040,400 shares[14] - The company has no preferred shareholders or significant changes in the top 10 shareholders due to margin trading[15] - The company has not disclosed any other significant matters related to shareholder relationships or actions[15] Operational Costs and Expenses - Total operating costs amounted to ¥49.99 billion, up 32.4% from ¥37.72 billion in the prior period[20] - Research and development expenses were ¥64.99 million, an increase of 18% from ¥55.01 million in the previous period[20] - The company’s cash outflow for purchasing goods and services rose to 53,058,177,239.03 CNY from 37,021,688,937.54 CNY, reflecting increased operational expenses[23] - The company’s cash flow from other operating activities increased to 162,812,884.72 CNY from 57,032,745.06 CNY, indicating enhanced operational efficiency[23] Investment Income - The company’s investment income decreased by 59.35% to ¥9,519,284.81, mainly due to reduced gains from forward foreign exchange contracts[11] - The company recorded an investment income of ¥9.52 million, down from ¥23.42 million in the previous period, indicating a decline of 59.3%[21] - The company reported a cash inflow of 1,699,000,000.00 CNY from investment recoveries, up from 1,100,669,338.88 CNY year-over-year[24]

Core Viewpoint - Zhongdian Port's stock price has increased by 18.8% over the past four days, reaching 27.68 CNY per share, with a market capitalization of 21.034 billion CNY [1] Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023 [1] - The company is located in Nanshan District, Shenzhen, Guangdong Province, and its main business includes electronic component distribution, design chain services, supply chain collaboration services, and industrial data services [1] - Revenue composition: Processors 40.78%, Memory 30.53%, Others 16.09%, Analog Devices 8.74%, RF and Wireless Connections 3.85% [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Zhongdian Port, having increased its holdings by 1.095 million shares in Q2, totaling 2.7955 million shares, which is 0.64% of the circulating shares [2] - The ETF has gained approximately 1.4816 million CNY in floating profit today and 12.2442 million CNY during the four-day increase [2] Fund Manager Performance - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 358 days [3] - The fund's total asset size is 122.76 billion CNY, with the best return during Cui's tenure being 170.06% and the worst being -15.93% [3]

Computing - Chuangwei Data reports strong market demand for cloud computing services, with high server rental rates [1] Semiconductor - Tengjing Technology indicates a robust order backlog in the semiconductor equipment sector [1] - Zhongdian Port states that the revenue contribution from the agency of Nexperia semiconductor product line is relatively small [1] - Tianzhun Technology mentions that Suzhou Xihang Semiconductor's inline inspection equipment can be used for quality control in memory chip manufacturing [1] - Glinda has begun mass production of photoresist for semiconductors, supplying leading companies [1] Quantum Technology - Tefa Information currently has no involvement in the quantum technology sector [1] Robotics - Hengfeng Tools has provided tool trial services to over ten humanoid robot component manufacturers [1] Solid-State Batteries - Funeng Technology is steadily constructing its pilot line for solid-state batteries [1] Commercial Aerospace - Zhongji Renjian has not yet initiated any commercial aerospace business [1] Other - Shenling Environment's products are serving a compact fusion energy experimental device project [1] - Shanda Electric Power currently has no business related to controllable nuclear fusion [1] - Sanyuan Bio's intelligent biomass energy project has been terminated due to approval delays [1]

Core Viewpoint - The stock of China Electric Port increased by 2.61% today, with a turnover rate of 32.52% and a trading volume of 3.989 billion yuan, indicating significant market activity and interest in the stock [2]. Trading Activity - The stock was featured on the daily trading list due to its turnover rate reaching 32.52%, with institutional investors net selling 12.5012 million yuan and the Shenzhen Stock Connect net selling 79.4537 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 790 million yuan, with a net buying amount of 75.4722 million yuan [2]. - Among the trading departments, four institutional special seats were involved, with a total buying amount of 215 million yuan and a selling amount of 227 million yuan, resulting in a net sell of 12.5012 million yuan [2]. Fund Flow - The stock experienced a net outflow of 219 million yuan in principal funds today, with large orders contributing to a net outflow of 32.9523 million yuan and big orders contributing to a net outflow of 187 million yuan [3]. - Over the past five days, the stock saw a net inflow of 259 million yuan in principal funds [3]. - As of October 27, the margin trading balance for the stock was 586 million yuan, with a financing balance of 585 million yuan and a securities lending balance of 1.4632 million yuan [3]. Recent Performance - The stock has appeared on the trading list five times in the past six months, with an average price increase of 1.92% the day after being listed and an average decline of 2.17% in the following five days [2].

Core Viewpoint - China Electric Port (001287.SZ) is actively engaging with multiple well-known domestic semiconductor brands and aims to seize new opportunities for collaboration and application expansion in the domestic market [1] Group 1 - The company has authorized agents for several prominent domestic semiconductor brands [1] - Future plans include actively exploring partnerships with high-quality product lines in China [1] - The focus is on expanding applications within the semiconductor industry [1]

Core Insights - The storage chip sector saw a significant increase of 3.49%, leading all concept sectors in growth as of the market close on October 27 [1] - A total of 124 stocks within the sector experienced gains, with notable performers including Dazhi Co., China Electronics Port, and Shikong Technology reaching their daily limit up [1] - The top gainers in terms of percentage increase were Jiangbolong, Jingrui Electric Materials, and Jingzhida, with respective increases of 19.82%, 16.50%, and 15.45% [1] Market Activity - The storage chip sector attracted a net inflow of 3.678 billion yuan from major funds, with 74 stocks receiving net inflows [1] - 24 stocks had net inflows exceeding 100 million yuan, with Zhaoyi Innovation leading at 0.953 billion yuan [1] - Other significant net inflows were observed in Shengyi Technology, China Electronics Port, and Jingrui Electric Materials, with inflows of 0.464 billion yuan, 0.365 billion yuan, and 0.311 billion yuan respectively [1] Fund Flow Ratios - The highest fund inflow ratios were recorded for Yingxin Development, Dazhi Co., and Shikong Technology, with net inflow rates of 58.95%, 53.21%, and 42.50% respectively [1]

Market Overview - On October 27, the A-share market experienced a volatile rise, with the Shanghai Composite Index briefly surpassing 3999 points, setting a new annual high. The total trading volume in the Shanghai and Shenzhen markets reached 2.36 trillion yuan, an increase of 365 billion yuan compared to the previous trading day [1] Sector Performance - The storage chip sector showed strong performance, with multiple stocks hitting new highs, including Demingli and Jiangbolong. The computing hardware sector also maintained its strength, with Huylv Ecological achieving four consecutive trading limits. The nuclear power sector was active, with stocks like Dongguan Tantalum and Antai Technology seeing significant gains. Conversely, the wind power sector faced collective weakness, with Haili Wind Power experiencing a sharp decline [1] Storage Sector Insights - The storage sector saw explosive growth, with companies like Zhongdian Port and Dawi Shares hitting trading limits. The storage index rose by 5.23%, reaching 3742.86 points [2][3] - Analysts from Guojin Securities highlighted the increasing demand for high-performance storage chips driven by the explosion of AI applications, suggesting a focus on the storage industry chain that is experiencing sustained growth [4] Semiconductor Equipment Developments - The semiconductor equipment sector also showed strength, with the index rising by 3.32% to 7336.75 points. The establishment of China's first EUV photoresist standard is underway, which is expected to fill a technical standard gap in the field and provide a unified testing method for performance evaluation [5][6] - The development of this standard is anticipated to benefit the entire semiconductor industry chain, including upstream material suppliers, equipment manufacturers, midstream photoresist producers, and downstream application enterprises [6]