关于深圳中电港技术股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为深圳中电港 技术股份有限公司（以下简称"中电港"或"公司"）首次公开发行股票并在主板上市的保 荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作 （2025 年修订）》等有关规定，对公司使用部分闲置募集资金暂时补充流动资金事宜 进行了核查，发表核查意见如下： 中国国际金融股份有限公司 单位：人民币 万元 | 序号 | 项目名称 | 项目 | 拟使用 | 累计投入募集 | 投资进度 | | --- | --- | --- | --- | --- | --- | | | | 投资总额 | 募集资金 | 资金金额 | | | 1 | 电子元器件新领域应用创新 及产品线扩充项目 | 90,640.84 | 90,640.84 | 82,351.78 | 90.86% | | 2 | 数字化转型升级项目 | 20,517.65 | 20,517.65 | 5,85 ...

为满足全资子公司中国电子器材国际有限公司（英文名：CEAC International Limited，以下简称"器材国际"）日常经营与业务发展的需要，公司拟为器材国 际向供应商采购业务提供担保，新增担保额度不超过人民币 10,000 万元，被担 保方器材国际最近一期资产负债率超过 70%。具体情况如下： 单位：人民币/万元 | 担保方 | 被担保方 | 担保方持 股比例 | 被担保方最 近一期资产 | 截至目前业 务担保余额 | 年度审议业 务担保额度 | 本次新增 担保额度 | 担保额度占上 市公司最近一 | 是否 关联 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 负债率 | | | | 期净资产比例 | 担保 | | 公司 | 器材国际 | 100% | 96.27% | 21,475.8 | 23,000 | 10,000 | 6.21% | 否 | | | | 合计 | | 21,475.8 | 33,000 | | 6.21% | - | 注：上述表格内"被担保方资产负债率"及"占公司最近一期净资产比例"以公司 ...

Core Viewpoint - China Electric Port (001287.SZ) reported significant growth in its financial performance for the first half of 2025, indicating a strong operational momentum and profitability improvement [1] Financial Performance - The company achieved a revenue of 33.526 billion yuan, representing a year-on-year increase of 35.64% [1] - The net profit attributable to shareholders reached 1.81 billion yuan, marking a year-on-year growth of 64.98% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.75 billion yuan, reflecting a year-on-year increase of 92.80% [1] - Basic earnings per share stood at 0.2380 yuan [1]

深圳中电港技术股份有限公司 2025 年半年度报告全文 深圳中电港技术股份有限公司 2025 年半年度报告 2025 年 8 月 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人刘迅、主管会计工作负责人田茂明及会计机构负责人(会计主 管人员)罗志慧声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质 性承诺，请广大投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和 应对措施"的部分，描述了公司业务发展可能面临的主要风险，敬请广大投 资者关注相关内容。 1 深圳中电港技术股份有限公司 2025 年半年度报告全文 | . | S | | --- | --- | | 4 | œ | | 第一节 | 重要提示、目录和释义 | | 2 | | --- | --- | -- ...

Group 1 - The latest stock price of China Electric Port is 22.73 yuan, up by 0.03 yuan from the previous trading day, with a trading volume of 446,400 hands and a transaction amount of 1.019 billion yuan [1] - China Electric Port operates in the trade industry, focusing on electronic component distribution and industrial internet services, with applications in the robotics sector [1] - The company has partnered with NVIDIA to develop applications based on the Jetson products, with implementations in low-speed unmanned vehicles and robotic arms [1] Group 2 - NVIDIA recently released open-source physical AI applications and a robotic vision inference model called CosmosReason, which may further promote the development of related industries [1] - On August 25, the main funds for China Electric Port experienced a net outflow of 69.8683 million yuan, with a cumulative net outflow of 123 million yuan over the past five days [1]

Group 1 - The core viewpoint of the news is that Zhongdian Port's stock has shown significant growth in recent months, with a year-to-date increase of 12.19% and a 5-day increase of 5.00% [1] - As of August 22, Zhongdian Port's stock price reached 22.66 CNY per share, with a market capitalization of 17.219 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 13.99 million CNY, with large orders contributing to 24.99% of total buying [1] Group 2 - For the period from January to March 2025, Zhongdian Port achieved a revenue of 17.470 billion CNY, reflecting a year-on-year growth of 49.01% [2] - The number of shareholders for Zhongdian Port decreased to 85,100, while the average circulating shares per person increased by 3.29% to 5,138 shares [2] - Since its A-share listing, Zhongdian Port has distributed a total of 2.58 billion CNY in dividends [2]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Zhongdian Port, indicating a significant level of financing activity and a high financing balance relative to its market value [1][2]. - On August 20, Zhongdian Port's stock price fell by 1.84%, with a trading volume of 880 million yuan. The net financing purchase on that day was 20.06 million yuan, with a total financing balance of 491 million yuan, accounting for 4.99% of its circulating market value [1]. - The financing balance is at a high level, exceeding the 90th percentile of the past year, indicating strong investor interest [1]. Group 2 - Zhongdian Port, established on September 28, 2014, and listed on April 10, 2023, specializes in electronic component distribution, design chain services, supply chain collaboration, and industrial data services [2]. - The company's revenue composition includes 42.53% from memory, 30.78% from processors, 10.41% from others, 10.16% from analog devices, and 6.13% from RF and wireless connections [2]. - For the first quarter of 2025, Zhongdian Port reported a revenue of 17.47 billion yuan, a year-on-year increase of 49.01%, and a net profit attributable to shareholders of 84.56 million yuan, up 64.99% year-on-year [2]. Group 3 - Since its A-share listing, Zhongdian Port has distributed a total of 258 million yuan in dividends [3]. - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings compared to the previous period [3].

8月20日，中电港今日收盘22.45元，下跌1.84%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到63.10倍，总市值170.60亿元。 从行业市盈率排名来看，公司所处的贸易行业行业市盈率平均50.87倍，行业中值41.36倍，中电港排名 第29位。 股东方面，截至2025年8月10日，中电港股东户数85119户，较上次减少2803户，户均持股市值35.28万 元，户均持股数量2.76万股。 深圳中电港技术股份有限公司的主营业务是电子元器件分销、设计链服务、供应链协同配套和产业数据 服务。公司的主要产品是存储器、处理器、模拟器件、射频与无线连接。 最新一期业绩显示，2025年一季报，公司实现营业收入174.70亿元，同比49.01%；净利润8455.51万 元，同比64.99%，销售毛利率2.66%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13中电港63.1071.973.21170.60亿行业平均 50.8777.603.45100.02亿行业中值41.3647.802.1781.37亿1江苏国泰10.9011.190.80123.70亿2物产环能 11.1610.301. ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of China Electric Port, indicating a strong market presence and investor interest [1][2] - On August 19, China Electric Port's stock rose by 2.33%, with a trading volume of 1.361 billion yuan, and a net financing purchase of 11.75 million yuan [1] - As of August 19, the total margin balance for China Electric Port was 471 million yuan, with a financing balance of 470 million yuan, representing 4.70% of the circulating market value, which is at a high level compared to the past year [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 [2] - The company's revenue composition includes 42.53% from memory, 30.78% from processors, 10.41% from others, 10.16% from analog devices, and 6.13% from RF and wireless connections [2] - For the period from January to March 2025, China Electric Port achieved a revenue of 17.47 billion yuan, a year-on-year increase of 49.01%, and a net profit of 84.55 million yuan, up 64.99% year-on-year [2] Group 3 - Since its A-share listing, China Electric Port has distributed a total of 258 million yuan in dividends [3] - As of March 31, 2025, the top ten circulating shareholders of China Electric Port included Hong Kong Central Clearing Limited, which held 2.4731 million shares, a decrease of 1.5765 million shares from the previous period [3] - Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with respective holdings of 1.7005 million shares and 946,500 shares, both showing a decrease compared to the previous period [3]

Core Viewpoint - Zhongdian Port's stock price increased by 3.57% on August 18, with a trading volume of 1.589 billion yuan, indicating strong market interest and activity [1] Financing Summary - On August 18, Zhongdian Port had a financing buy-in amount of 172 million yuan and a financing repayment of 143 million yuan, resulting in a net financing buy of 28.53 million yuan [1] - As of August 18, the total financing and securities lending balance for Zhongdian Port was 459 million yuan, with the financing balance accounting for 4.69% of the circulating market value, which is above the 90th percentile level over the past year [1] - The company had a securities lending repayment of 1,100 shares and a securities lending sell of 14,100 shares on the same day, with a selling amount of 315,100 yuan [1] Company Profile - Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023, focusing on electronic component distribution, design chain services, supply chain collaboration, and industrial data services [2] - The company's revenue composition includes memory (42.53%), processors (30.78%), other components (10.41%), analog devices (10.16%), and RF and wireless connections (6.13%) [2] - As of August 10, the number of shareholders was 85,100, a decrease of 3.19%, with an average of 5,138 circulating shares per person, an increase of 3.29% [2] Financial Performance - For the first quarter of 2025, Zhongdian Port achieved a revenue of 17.47 billion yuan, representing a year-on-year growth of 49.01%, and a net profit attributable to shareholders of 84.56 million yuan, up 64.99% year-on-year [2] Dividend Information - Since its A-share listing, Zhongdian Port has distributed a total of 258 million yuan in dividends [3] Institutional Holdings - As of March 31, 2025, the sixth largest circulating shareholder was Hong Kong Central Clearing Limited, holding 2.4731 million shares, a decrease of 1.5765 million shares from the previous period [3] - The seventh largest circulating shareholder was Southern CSI 1000 ETF, holding 1.7005 million shares, down by 186,000 shares [3] - The eighth largest circulating shareholder was Huaxia CSI 1000 ETF, holding 946,500 shares, a decrease of 61,900 shares [3]