格隆汇2月5日丨中电港(001287.SZ)2月5日在接待机构投资者调研时表示，公司拥有约130条品牌产品线 授权，国产半导体品牌包括紫光展锐、豪威科技、兆易创新、圣邦微、澜起、江波龙等；国际半导体品 牌包括英伟达、AMD、NXP、瑞萨、ADI、高通等。2025年公司在汽车电子、工业电子、影音设备、 光伏新能源等领域持续引进优质产品线，优化公司产品线组合，加强储备公司分销资源，推动分销主业 高质量发展。 ...

格隆汇2月5日丨中电港(001287.SZ)2月5日在接待机构投资者调研时表示，国际化是公司未来发展的重 要方向之一，为推进国际化战略布局，公司目前正在布局设立新加坡子公司作为运营主体，将其作为公 司国际化业务桥头堡，进一步加强与国际国内上下游企业交流与合作，共同构建安全、高效、共赢、可 持续的产业链供应链双循环枢纽。 ...

Group 1 - The company, 中电港, announced that it will hold an investor meeting on February 5, 2026, from 9:30 to 11:00 AM, where representatives will engage with investors and address their inquiries [1] - The meeting will be attended by the company's securities affairs representative, 谢日增, and investor relations officer, 邓丽婷, indicating a structured approach to investor engagement [1] Group 2 - The article highlights the issue of elderly individuals living alone in China, with millions affected, emphasizing the need for solutions to support their aging process [1] - It mentions that the concept of intended guardianship has been present in China for 14 years but still faces challenges in achieving full implementation [1]

Group 1: Company Overview and Product Lines - The company has approximately 130 authorized brand product lines, including domestic semiconductor brands such as Ziguang, Spreadtrum, and others, as well as international brands like NVIDIA, AMD, and Qualcomm [2][3]. Group 2: Internationalization Strategy - The company is establishing a subsidiary in Singapore to serve as a hub for its international operations, enhancing collaboration with upstream and downstream enterprises [4]. Group 3: Competitive Advantages and Development Focus - The company integrates top international brands and quality domestic resources, creating a strong brand influence and comprehensive product categories, which cover deep market needs across various industries [5]. - It aims to optimize profit structures and enhance performance contributions by focusing on sectors like artificial intelligence, automotive electronics, and renewable energy [5]. Group 4: Innovation and Application Development - The company has developed self-research solutions in areas such as AI, renewable energy, and automotive electronics, including various development boards and application solutions [6]. - Future innovation efforts will focus on key applications, value-added service platforms, and building a collaborative ecosystem to enhance supply chain resource advantages [6].

证券日报网讯2月4日，中电港（001287）在互动平台回答投资者提问时表示，截至2026年1月31日，公 司在册股东人数为83538户。 ...

证券日报网讯2月2日，中电港（001287）在互动平台回答投资者提问时表示，公司存货跌价准备的确认 标准和计提方法请查阅公司2025年10月30日披露的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》。公司存货计提的具体情况请参阅公司定期报告或相关公告。 ...

兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) 兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of China Electric Port, indicating a strong position in the market with significant financing activities and high levels of margin trading [1][2] - On January 30, China Electric Port's stock rose by 0.30%, with a trading volume of 1.036 billion yuan. The net financing purchase on that day was 16.67 million yuan, with a total financing and margin balance of 817 million yuan [1] - The financing balance of China Electric Port is 815 million yuan, accounting for 7.06% of its market capitalization, which is above the 90th percentile level over the past year, indicating a high level of investor interest [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. Its main revenue sources are processors (40.78%), memory (30.53%), and other components [2] - As of January 20, the number of shareholders in China Electric Port reached 95,200, an increase of 10.89% from the previous period, while the average circulating shares per person decreased by 9.82% [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% 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 September 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 7.5375 million shares, an increase of 4.8476 million shares from the previous period [3] - The Southern CSI 1000 ETF and other ETFs have seen changes in their holdings, with some decreasing their shares in China Electric Port [3]

Group 1 - The core viewpoint of the news is that China Electric Port's stock has experienced fluctuations, with a recent decline of 5.38% and a current price of 24.96 CNY per share, while the company has shown a year-to-date increase of 10.15% [1] - As of January 20, 2025, China Electric Port achieved a revenue of 50.598 billion CNY, representing a year-on-year growth of 33.29%, and a net profit attributable to shareholders of 258 million CNY, which is a 73.06% increase compared to the previous year [2] - The company has a diverse revenue composition, with processors accounting for 40.78%, memory devices for 30.53%, and other segments contributing the remaining percentages [1] Group 2 - The company has distributed a total of 258 million CNY in dividends since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3] - The stock is categorized under the electronic industry, specifically in segments such as memory devices, automotive electronics, chip concepts, smart grids, and wireless headphones [2]

Core Viewpoint - The company is leveraging AI and digital tools to enhance its business development, focusing on operational efficiency and service quality [1] Group 1: AI and Digital Tools - The company is utilizing AI and other digital tools to empower technical support and application innovation [1] - AI is being applied in lean operations, compliance risk control, and supply chain services to improve service efficiency [1] Group 2: Product Applications - The company’s authorized electronic components can be used in various AI applications, including AI PCs, AI+ security, and AI+ toys [1]