关于超短期融资券和中期票据获准注册的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳中电港技术股份有限公司（以下简称"公司"）分别于2025年4月27日、 2025年5月20日召开第二届董事会第六次会议和2024年度股东大会，审议通过了 《关于拟注册发行超短期融资券和中期票据的议案》，同意公司向中国银行间市 场交易商协会（以下简称"交易商协会"）申请注册发行不超过人民币40亿元（含） 超短期融资券和中期票据，其中，超短期融资券注册总额不超过人民币20亿元（含）， 中期票据注册总额不超过人民币20亿元（含）。具体内容详见公司于2025年4月29 日及2025年5月21日在《证券日报》《证券时报》《中国证券报》《上海证券报》 和巨潮资讯网（www.cninfo.com.cn)披露的相关公告。 证券代码：001287 证券简称：中电港 公告编号：2025-068 深圳中电港技术股份有限公司 知书落款之日起2年内有效，由招商银行股份有限公司、兴业银行股份有限公司、 上海浦东发展银行股份有限公司、交通银行股份有限公司和中国银行股份有限公 司联席主承销。 三、公 ...

Core Insights - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder [1] Group 1: Investment Holdings - The "National Big Fund" has significant holdings in companies such as Northern Huachuang, Hushi Silicon Industry, and Tuojing Technology, among others [1] - The fund's investments are primarily in the semiconductor and integrated circuit sectors, reflecting a strategic focus on these industries [1] Group 2: Company Performance - Northern Huachuang reported a Q3 revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [3] - Hushi Silicon Industry achieved a Q3 revenue of 944 million yuan, a 3.79% increase, but reported a net loss of 265 million yuan [4] - Tuojing Technology saw a significant Q3 revenue increase of 124.15% to 2.27 billion yuan, with a net profit of 462 million yuan, up 225.07% [5]

Market Performance - The National Big Fund holding concept declined by 2.96%, ranking among the top declines in concept sectors as of the market close on October 31 [1] - Within this sector, notable declines were seen in companies such as Yandong Micro, Shenzhen South Circuit, and Jiangbolong, while six stocks experienced price increases, with Aisen Co., Robot, and Jingjiawei leading with gains of 4.14%, 0.88%, and 0.44% respectively [1] Capital Flow - The National Big Fund holding concept experienced a net outflow of 8.299 billion yuan, with 41 stocks seeing net outflows, and 21 stocks having outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was SMIC, with a net outflow of 1.470 billion yuan, followed by Zhongwei Company, Tuojing Technology, and Huahong Company with net outflows of 646 million yuan, 638 million yuan, and 612 million yuan respectively [2] Top Decliners - The top decliners in the National Big Fund holding concept included: - SMIC: -3.40% with a turnover rate of 3.46% and a net outflow of 1.470 billion yuan [3] - Zhongwei Company: -6.89% with a turnover rate of 3.04% and a net outflow of 646 million yuan [3] - Tuojing Technology: -6.66% with a turnover rate of 4.72% and a net outflow of 638 million yuan [3] Top Gainers - The stocks with the highest net inflows included: - Aisen Co.: 4.14% increase with a net inflow of 589.075 million yuan [4] - Jingjiawei: 0.44% increase with a net inflow of 437.647 million yuan [4] - Saiwei Electronics: -0.53% with a net inflow of 23.2725 million yuan [4]

Core Insights - The company has experienced an increase in accounts receivable and inventory, primarily due to a significant rise in operating revenue [2] - The increase in credit impairment losses is attributed to a higher provision for bad debts, but the company has established a robust business process and internal control system for order acceptance to sales collection, resulting in a good collection status [2] - The rise in asset impairment losses is mainly due to an increase in provisions for inventory write-downs, influenced by market price fluctuations [2]

Market Overview - As of October 30, the Shanghai Composite Index closed at 3986.90 points, down 29.43 points, a decrease of 0.73% [1] - The Shenzhen Component Index closed at 13532.13 points, down 159.26 points, a decrease of 1.16% [1] - The ChiNext Index closed at 3263.02 points, down 61.25 points, a decrease of 1.84% [1] Stock Performance - A total of 74 A-shares had a turnover rate exceeding 20%, with stocks like Marco Polo and Pingtan Development exceeding 50% turnover rate, indicating significant trading activity [1] - Marco Polo (stock code: 001386) closed at 28.50 yuan with a turnover rate of 59.18% and an increase of 5.48% [2] - Pingtan Development (stock code: 000592) closed at 6.44 yuan with a turnover rate of 51.22% and an increase of 6.62% [2] - Other notable stocks with high turnover rates include Tai Kai Ying (50.46% turnover, -9.74% change) and C Yi Cai-U (49.36% turnover, +12.15% change) [2] Additional Notable Stocks - Chao Ying Electronics (stock code: 603175) had a turnover rate of 48.39% and a decrease of 5.76% [2] - Hai Ke Xin Yuan (stock code: 301292) closed at 30.80 yuan with a turnover rate of 47.58% and an increase of 11.15% [2] - C Bi Bei Te-U (stock code: 688759) had a turnover rate of 47.32% and an increase of 9.29% [2] Summary of Turnover Rates - The data indicates a trend of high trading activity in certain stocks, with several companies experiencing significant changes in their stock prices alongside high turnover rates [1][2][3]

Group 1 - The core viewpoint of the news highlights the strong performance of China Electric Port, with a significant increase in financing activities and a notable rise in stock price on October 29, 2023 [1] - On October 29, China Electric Port's stock rose by 1.95%, with a trading volume of 3 billion yuan [1] - The financing data indicates that on the same day, the company had a net financing purchase of 126 million yuan, with a total financing balance of 654 million yuan, which is 5.39% of its market capitalization [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] - For the period from January to September 2025, the company reported a revenue of 50.6 billion yuan, representing a year-on-year growth of 33.29%, and a net profit of 258 million yuan, up 73.06% year-on-year [2] - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3] Group 3 - As of September 30, 2025, the top ten circulating shareholders of China Electric Port include Hong Kong Central Clearing Limited, which increased its holdings by 4.85 million shares [3] - The Southern CSI 1000 ETF and Huaxia CSI 1000 ETF both saw a decrease in their holdings, with reductions of 12,000 shares and 4,800 shares respectively [3]

Core Points - The company has ensured that the content of the information disclosure is true, accurate, and complete, with no false records, misleading statements, or significant omissions [1][50][63] Group 1: Financial Reporting - The board and management have guaranteed the authenticity and completeness of the quarterly report, assuming individual and joint legal responsibilities [2] - The third-quarter financial report has not been audited [3][7] - The company does not require retrospective adjustments or restatements of previous accounting data [3] Group 2: Board Meeting Resolutions - The second board meeting on October 29, 2025, was held in compliance with relevant laws and regulations, with all nine directors present [9] - The board approved the third-quarter report, confirming that it reflects the company's actual operating conditions without any false records or significant omissions [10][52] - The board unanimously agreed to cancel the supervisory board and amend the company’s articles of association, delegating the supervisory functions to the audit committee [13][54][63] Group 3: Governance and Compliance - The board has agreed to revise various governance documents to enhance compliance with the latest legal requirements and improve operational standards [16][29] - The board has proposed to increase the expected daily related party transaction limits for 2025 based on actual operational needs [36][57] - The board has approved the write-off of bad debts, ensuring compliance with accounting standards and reflecting the company's financial status accurately [39][59] Group 4: Shareholder Engagement - A temporary shareholders' meeting is scheduled for November 14, 2025, to review matters requiring shareholder approval [46]

Core Insights - The company reported a revenue of 50.598 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 33.29% [1] - The net profit attributable to shareholders of the listed company reached 258 million yuan, showing a year-on-year increase of 73.06% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 244 million yuan, reflecting a year-on-year growth of 74.96% [1]

Group 1 - The company, China Electric Port (SZ 001287), reported a revenue of approximately 50.598 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 33.29% [1] - The net profit attributable to shareholders of the listed company was approximately 258 million yuan, showing a year-on-year increase of 73.06% [1] - The basic earnings per share reached 0.339 yuan, which is a year-on-year increase of 73.05% [1]

Core Insights - The company reported a total operating revenue of 50.598 billion yuan for the first three quarters, representing a year-on-year increase of 33.29% [1] - The net profit attributable to shareholders of the listed company reached 2.58 billion yuan, marking a year-on-year growth of 73.06% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.4 billion yuan, reflecting a year-on-year increase of 74.96% [1]