深圳中电港技术股份有限公司 简式权益变动报告书 上市公司名称：深圳中电港技术股份有限公司 股票上市地点：深圳证券交易所 股票简称：中电港 股票代码：001287 信息披露义务人：国家集成电路产业投资基金股份有限公司 注册地址：北京市北京经济技术开发区景园北街 2 号 52 幢 7 层 718 室 通讯地址：北京市西城区真武庙 1 号职工之家 C 座 21-23 层 股份变动性质：减持 签署日期：2025 年 5 月 15 日 信息披露义务人声明 一、本报告书系信息披露义务人依据《公司法》《证券法》《上市公司收购管 理办法》《证券期货法律适用意见第 19 号——第十三条、第十四条的适用意见》 和《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 等相关法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行不违反 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《上市公司收购管理办法》《公开发行证券的公司信息披 露内容与格式准则第 15 号——权益变动报告书》相关规定，本报告书已全面披 露了信息披露义务人在深圳中电港技术股份有 ...

证券代码：001287 证券简称：中电港 公告编号：2025-027 深圳中电港技术股份有限公司 关于持股5%以上股东权益变动后持股比例触及5% 整数倍的提示性公告 持股 5%以上股东国家集成电路产业投资基金股份有限公司保证向本公司 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。 重要内容提示： ● 本次权益变动属于持股 5%以上股东国家集成电路产业投资基金股份有 限公司(以下简称"国家集成电路基金"）实施前期已披露的股份减持计划。国 家集成电路基金于 2025 年 5 月 12 日至 2025 年 5 月 14 日期间通过大宗交易方 式减持深圳中电港技术股份有限公司（以下简称"公司"）股份，期间累计权益 变动比例为 0.4079%，持股比例由 10.3747%变更为 9.9668%，权益变动后的持 股比例触及 5%的整数倍。 ● 本次权益变动前，国家集成电路基金持有公司股份 78,837,341 股，占公 司总股本的 10.3747%；本次权益变动后，国家集成电路基金持有公司股份 75,737,341 股，占公司总股 ...

中电港（001287）公告，持股5%以上股东国家集成电路产业投资基金股份有限公司于2025年5月12日至 2025年5月14日期间通过大宗交易方式减持公司股份310万股，占公司当前总股本的0.4079%。本次权益 变动后，国家集成电路基金持有公司股份7573.73万股，占公司总股本的9.9668%，权益变动后持股比例 触及5%的整数倍。本次减持情况与此前已披露的计划一致，减持数量在已披露减持计划范围内。国家 集成电路基金履行了关于股份减持的承诺，不存在违反承诺的情形。本次减持计划尚未履行完毕。 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Zhongdian Port, indicating a decline in stock price and a high PE ratio compared to industry averages [1][2] - As of May 15, Zhongdian Port's closing price was 18.96 yuan, down 2.27%, with a rolling PE ratio of 53.29 times and a total market capitalization of 14.408 billion yuan [1] - The average PE ratio for the trade industry is 44.88 times, with a median of 34.47 times, placing Zhongdian Port at the 29th position within the industry [1][2] Group 2 - In terms of capital flow, Zhongdian Port experienced a net outflow of 16.4332 million yuan on May 15, with a total outflow of 54.768 million yuan over the past five days [1] - The main business of Shenzhen Zhongdian Port Technology Co., Ltd. includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating revenue of 17.470 billion yuan, a year-on-year increase of 49.01%, and a net profit of 84.5551 million yuan, up 64.99%, with a sales gross margin of 2.66% [1]

中国国际金融股份有限公司 关于深圳中电港技术股份有限公司 2024 年度保荐工作报告 | 保荐人名称：中国国际金融股份有限公司 | 被保荐公司简称：中电港 | | --- | --- | | 保荐代表人姓名：李邦新 | 联系电话：010-65051166 | | 保荐代表人姓名：王申晨 | 联系电话：010-65051166 | 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 | | | 但不限于防止关联方占用公司资源的制度、募 | 是 | | 集资金管理制度、内控制度、内部审计制度、 | | | 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 1 次 | | （2）公司募集资金项目进展是否与信息披露 | 是 | ...

证券之星消息，2025年5月8日中电港（001287）发布公告称公司于2025年5月8日召开业绩说明会。 具体内容如下： 问：中电港2024年的增长主要来自于存储和处理器，请产品主要应用在哪些领域？ 答：公司2024年授权分销业务中，存储器业务收入206.85亿元，同比增长134.32%；处理器业务收入 149.72亿元，同比增长33.60%。主要是消费终端及I服务器相关客户需求增长，带动了存储器、处理器 的出货量增加。 问：中电港2024年收入增速高于利润增速的主要原因是什么，后续有哪些升利润升计划？ 答：2024年，公司积极推进稳健运营、精细管控，抢抓市场发展机遇，实现营业收入486.39亿元人民 币，同比提升40.97%。但受到电子信息产业链各环节的毛利率持续承压，以及毛利率相对较低的存储 器市场需求较高等因素影响，导致公司低毛利业务的收入占比较高，全年实现归属于上市公司股东的净 利润2.37亿元人民币，同比增长0.18%。 2025年，公司将继续以"合规控险,降本增效,价值引领"为经营总方针，全力打造电子元器件科技型综合 服务平台，以分销服务为根基，加快推动设计链服务、供应链综合服务和产业数据服务等高 ...

证券代码：001287 证券简称：中电港 深圳中电港技术股份有限公司 投资者关系活动记录表 编号：2025-01 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年5月8日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 董事长 朱颖涛 | | | 董事、总经理 刘迅 | | 上市公司接待人员姓名 | 独立董事 蔡元庆 | | | 财务总监 田茂明 | | | 董事会秘书 刘同刚 | | | 保荐代表人 王申晨 | | | 1、中电港2024年的增长主要来自于存储和处理器，请问产品主 | | | 要应用在哪些领域？ | | | 公司2024年授权分销业务中，存储器业务收入206.85亿元，同比 | | 投资者关系活动 | 增长134.32%；处理器业务 ...

Core Viewpoint - The global semiconductor sales continue to grow in Q1 2025, but there is a significant performance divergence among major chip manufacturers, influenced by market and product differences, particularly in AI and storage sectors, while automotive chip manufacturers are struggling [1]. Chip Design (Including IDM) - Texas Instruments (TI) reported Q1 revenue of $4.07 billion, a year-over-year increase of 11% and a sequential increase of 2%. The company expects Q2 revenue between $4.17 billion and $4.53 billion [3]. - STMicroelectronics (ST) reported Q1 revenue of $2.52 billion, a year-over-year decline of 27.3%, with a net profit of $56 million, down 89.1% [5]. - NXP's Q1 revenue was $2.84 billion, down 9% year-over-year, with a significant decline in automotive market revenue [6]. - Qualcomm's Q1 revenue reached $10.98 billion, a year-over-year increase of 16.9%, driven by growth in mobile, automotive, and IoT sectors [8]. - MediaTek's Q1 revenue was NT$153.31 billion, up 14.9% year-over-year, exceeding operational targets due to increased market demand [9]. Semiconductor Manufacturing - TSMC's Q1 revenue was $25.53 billion, a year-over-year increase of 35.3%, with a gross margin of 58.8% [42]. - UMC reported Q1 revenue of NT$57.86 billion, a year-over-year increase of 5.9%, with a focus on 22/28nm process technology [46]. - World Advanced's Q1 revenue was NT$11.949 billion, a year-over-year increase of 24%, achieving a net profit of NT$2.414 billion [48]. Chip Distribution - WPG Holdings reported Q1 revenue of NT$248.83 billion, a year-over-year increase of 36.8%, driven by demand from AI and related sectors [58]. - Winstek Technology's Q1 revenue was NT$247.4 billion, a year-over-year increase of 28% [60]. - Arrow Electronics reported a 6% year-over-year decline in sales, totaling $5.3 billion [64]. Domestic Semiconductor Companies - Over 70% of semiconductor companies listed in A-shares reported year-over-year revenue growth in Q1 2025, with 60.63% of companies showing profit increases [35]. - Weir Shares reported a 14.68% year-over-year revenue increase in Q1, with a net profit increase of 55.25% [38]. - Zhaoyi Innovation's Q1 revenue was 1.909 billion yuan, a year-over-year increase of 17.32% [40].

Group 1: Company Developments - Zhao Feng Co., Ltd. (300695.SZ) has not yet engaged in robotics-related business [1] - All Build Co., Ltd. (603030.SH) is currently not involved in robotics-related business [1] - Ri Ying Electronics (603286.SH) currently has no revenue from unmanned robot-related business [1] Group 2: Project Investments - Ri Jiu Optoelectronics (003015.SZ) plans to purchase vacuum magnetron sputtering equipment not exceeding 200 million yuan [1] - Chang Chuan Technology (300604.SZ) intends to establish a joint venture focused on the localization of high-end packaging and testing equipment [1] - Zhejiang University Network New (600797.SH) plans to invest in an equity investment fund, focusing on building an AI and embodied intelligence industry chain [1] Group 3: Contract Awards - Beijing Kerui (002350.SZ) has pre-awarded projects totaling approximately 119 million yuan [1] - Shengshi Technology (002990.SH) intends to bid for the information system engineering project for the third phase expansion of Guangzhou Baiyun International Airport [1] - Jinguang Electric (688517.SH) has won a bid for a State Grid project worth 66.6956 million yuan [1] Group 4: Share Transfers - Haixing Electric (603556.SH) plans to transfer 5% of its shares to Zhou Junhe [1] - *ST Huarong (600421.SH) intends to acquire 34% equity of its subsidiary Zhejiang Zhuangchen [1] Group 5: Share Buybacks - Yinlun Co., Ltd. (002126.SZ) plans to repurchase shares worth 50 million to 100 million yuan [1] - Dongfang Securities (600958.SH) intends to repurchase shares worth 250 million to 500 million yuan [1] Group 6: Shareholding Changes - Tengda Technology (001379.SZ) plans to reduce its holdings by no more than 1.80% [1] - Zhongdian Port (001287.SZ) plans to reduce holdings by a total of no more than 3% [1] - Guangbo Co., Ltd. (002103.SZ) board member Ren Hangzhong plans to reduce holdings by no more than 1.97% [1] - Laimu Co., Ltd. (603633.SH) chairman and general manager Zhu Xinai plans to reduce holdings by no more than 2.31% [1] - Yunda Co., Ltd. (002120.SZ) controlling shareholder plans to increase holdings by 100 million to 200 million yuan [1] - Laobaixing (603883.SH) controlling shareholder plans to reduce holdings by no more than 3% [1] - Huamao Technology (603306.SH) controlling shareholder plans to increase holdings by 100 million to 200 million yuan [1] - Linglong Tire (601966.SH) Linglong Group plans to increase holdings by 200 million to 300 million yuan [1] Group 7: Other Developments - Huina Technology (300609.SZ) is planning a change in company control and will be suspended from trading starting May 7 [2] - Zhongli Co., Ltd. (603194.SH) has signed a strategic cooperation framework agreement with Continental [2] - Haoen Automotive Electronics (301488.SH) has received a designated order for AK2 radar systems, panoramic camera systems, and driving record systems from a leading new energy vehicle brand [2]

Group 1: Legal and Regulatory Developments - A U.S. federal judge ruled that Apple violated a previous court order, requiring the company to open its App Store to allow external payment methods, which could change the iOS payment landscape [2] - Apple has appealed the ruling, but developers within the iOS ecosystem can start directing consumers to third-party payment channels for at least two months before the appeal outcome [2] Group 2: Technology and Product Updates - Google launched the upgraded Gemini 2.5 Pro AI model, enhancing capabilities in coding and interactive web application development, available through Gemini API and Google’s Vertex AI [3] - Apple AI is expected to debut in the iOS 18.6 system in China, supported by Alibaba and Baidu, with Baidu's Wenxin Yiyan model as the core engine [3] - OpenAI announced a shift back to a Public Benefit Corporation model, maintaining nonprofit control over its operations, amidst criticism and legal challenges [3] Group 3: Market Strategies and Competition - Apple is changing its iPhone marketing strategy to release lower-end models in the first half of the year and high-end models in the second half, aiming to address competition in markets like China [4] - Tesla reported that over 95% of the parts for its Model 3 and refreshed Model Y are sourced from China, highlighting its reliance on local suppliers [4] Group 4: Corporate Actions and Partnerships - WeRide and Uber announced an expansion of their strategic partnership to deploy Robotaxi services in 15 new international cities over the next five years [6] - Pony.ai and Uber also reached a strategic partnership to integrate Pony.ai's Robotaxi services into the Uber platform, starting in the Middle East [7] Group 5: Industry Trends and Innovations - The global DRAM market saw a 42.5% year-on-year growth in Q1 2025, with SK Hynix overtaking Samsung to become the market leader with a 36.7% share [9] - Guoxin Technology successfully tested its quantum-resistant chip, AHC001, which is designed for high-security applications in finance, communication, and IoT [9]