截至7月15日收盘，英伟达概念上涨2.02%，位居概念板块涨幅第5，板块内，45股上涨，中电港涨停， 胜宏科技、一品红、天孚通信等涨幅居前，分别上涨13.65%、13.19%、11.97%。跌幅居前的有鸿博股 份、掌趣科技、晶丰明源等，分别下跌3.96%、1.91%、1.52%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中国AI 50 | 3.91 | 低辐射玻璃(Low-E) | -3.55 | | ERP概念 | 3.35 | 硅能源 | -2.85 | | 共封装光学(CPO) | 2.39 | POE胶膜 | -2.39 | | F5G概念 | 2.25 | 农村电商 | -2.37 | | 英伟达概念 | 2.02 | 煤炭概念 | -2.36 | | 华为盘古 | 1.92 | 赛马概念 | -2.24 | | 液冷服务器 | 1.90 | 超超临界发电 | -2.22 | | 同花顺果指数 | 1.85 | 光热发电 | -2.21 | | AI PC | 1.72 | 有机硅概念 | ...

7月15日盘后数据显示，中电港因日涨幅偏离值达到7%登上龙虎榜。买卖双方前五席位合计金额达1.32 亿元和1.14亿元，呈现多空激烈博弈态势。 本文源自：金融界 买入金额最大的前五名中，深股通专用席位以4340.34万元位列榜首，该席位近三个月上榜421次，个股 上榜后3天上涨概率约43%。麦高证券成都丽都路营业部以2598.34万元紧随其后，该席位历史操作数据 显示，其近三个月23次上榜个股后3天上涨概率达65%。东莞证券四川分公司、开源证券西安西大街营 业部分别以2244.73万元和2107.65万元位列第三、第四位，前者近三个月24次上榜个股后3天上涨概率 46%，后者148次上榜个股后3天上涨概率47%。 作者：A股君 值得关注的是，深股通专用席位同时出现在买卖双方，其卖出金额达3820.84万元。中信证券浙江分公 司以3413.77万元占据卖一位置，该席位近三个月154次上榜个股后3天上涨概率不足三成。长江证券荆 州北京西路营业部以1523.50万元位列卖三，该席位近三个月首次上榜即实现100%成功率。海通证券宁 波解放北路营业部则以1424.89万元卖出金额排名第四，同样保持上榜后3天100%上涨 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhongdian Port, with a closing price of 20.26 yuan, up 9.99%, and a rolling PE ratio of 56.95, marking a new low in 63 days [1] - The total market capitalization of Zhongdian Port is 15.396 billion yuan, with an industry average PE ratio of 46.90 and a median of 37.45, placing the company at the 28th position in the trade industry [1][2] - As of the first quarter of 2025, eight institutions hold shares in Zhongdian Port, with a total holding of 22,747.92 million shares valued at 4.145 billion yuan [1] Group 2 - Zhongdian Port's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services, with key products being memory, processors, analog devices, and RF/wireless connections [1] - The latest performance report for the first quarter of 2025 shows that the company achieved operating revenue of 17.470 billion yuan, a year-on-year increase of 49.01%, and a net profit of 84.555 million yuan, up 64.99%, with a gross profit margin of 2.66% [1]

Core Viewpoint - The A-share market shows a mixed performance with the Shanghai Composite Index at 3503.55 points, slightly down by 0.46%, while the total trading volume reached 802.366 billion yuan, indicating active market participation [1]. Group 1: Market Performance - The Shanghai Composite Index is currently above the annual line, reflecting a stable market condition despite a minor decline [1]. - A total of 9 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - Zhongdian Port (证券代: 001287) leads with a price increase of 9.99% and a deviation rate of 7.78% from the annual line, with the latest price at 20.26 yuan [1]. - Xinmai Medical (证券代: 688016) and Qianjiang Motorcycle (证券代: 000913) also show positive performance with deviation rates of 2.62% and 1.86%, respectively [1]. - Other stocks like Xueda Education (证券代: 000526) and Ziguang Guofeng (证券代: 000938) have lower deviation rates of 1.17% and 0.71%, indicating they have just crossed the annual line [1].

证券代码：001287 证券简称：中电港 公告编号：2025-036 深圳中电港技术股份有限公司 关于持股5%以上股东减持股份实施情况的公告 股东中国国有资本风险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。 深圳中电港技术股份有限公司（以下简称"公司"）于 2025 年 3 月 22 日在巨潮 资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的预披露公 告》（公告编号：2025-004），公司持股 5%以上股东中国国有资本风险投资基金股份 有限公司（以下简称"国风投基金"）计划自预披露公告披露之日起 15 个交易日后 三个月内，通过集中竞价交易方式或大宗交易方式减持本公司股份数量合计不超过 22,797,002 股（占本公司总股本比例 3%）。 公司于近日收到国风投基金出具的《关于股份减持计划实施完毕的告知函》，截 至目前，国风投基金通过集中竞价和大宗交易方式累计减持公司股份 17,946,596 股， 本次减持计划已实施完成。现具体减持情况公告如下： ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates significant profit growth in the first half of 2025, with net profit attributable to shareholders expected to increase by 55.06% to 73.30% Key Financial Performance Indicators | Item | Jan 1 - Jun 30, 2025 (Estimated) | Prior Period | Year-over-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: RMB 170 Million - RMB 190 Million | Profit: RMB 109.6375 Million | Growth: 55.06% - 73.30% | | **Net Profit After Non-Recurring Items** | Profit: RMB 165 Million - RMB 185 Million | Profit: RMB 90.5994 Million | Growth: 82.12% - 104.20% | | **Basic Earnings Per Share** | Profit: RMB 0.2237/share - RMB 0.2501/share | Profit: RMB 0.1443/share | - | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company clarifies that the financial data in this performance forecast is unaudited and represents preliminary results - The financial data in this performance forecast has not been audited by a certified public accountant[5](index=5&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance growth is primarily driven by the structural recovery of the global semiconductor industry and increased demand for electronic components due to AI development - The global semiconductor industry is experiencing a structural recovery, with emerging technologies, particularly artificial intelligence, serving as key drivers[6](index=6&type=chunk)[7](index=7&type=chunk) - Rapid iteration of artificial intelligence technology has spurred demand growth in related application areas, boosting shipments of processors and peripheral memory chips and other electronic components[7](index=7&type=chunk) - The company actively increased investment in artificial intelligence and related application areas, achieving dual growth in operating revenue and profit[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company advises investors that this performance forecast is a preliminary estimate, with final data to be disclosed in the 2025 semi-annual report, urging caution regarding investment risks - The data in this performance forecast is a preliminary estimate by the company's finance department, and the specific financial data will be subject to the company's 2025 semi-annual report[8](index=8&type=chunk) - Investors are kindly advised to make cautious decisions and be aware of investment risks[8](index=8&type=chunk)

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's 32.2 million shares have been transferred, accounting for 7.30% of the total share capital, reducing his holding from 17.26% to 16.75, with no change in company control [1] - Aikang Co., Ltd. (300889.SZ): Shareholders Zhang Fengbin and Feng Renrong reduced their holdings by a total of 1.76 million shares, accounting for 1.06% of the total share capital, completing the reduction plan [1] - Allianz Ruishi (301042.SZ): Director Shen Lei reduced his holdings by 98,700 shares, accounting for 0.14% of the total share capital, with the reduction plan period ending [1] Group 2 - Baotong Technology (300031.SZ): Controlling shareholder Bao Zhifang and director Tang Yu plan to reduce their holdings by up to 8.3749 million shares and 1.526988 million shares, accounting for no more than 2% and 0.36% of the total share capital, respectively [2] - Biyiwei (688045.SH): Shareholders Fang Guang Erqi and Yuan Chengjun plan to reduce their holdings by up to 139,680 shares and 69,840 shares, accounting for no more than 2% and 1% of the total share capital, respectively [2] - Chahua Co., Ltd. (603615.SH): Shareholder Shenzhen Hanjinliang reduced 2.397 million shares, accounting for 0.99% of the total share capital, completing the reduction plan [2] Group 3 - Dacai Co., Ltd. (605287.SH): Shareholder Qingdao Dikuang Chanquan Development Co., Ltd. reduced 3.64 million shares, accounting for 2.60% of the total share capital, completing the reduction plan [3] - Dize Pharmaceutical (688192.SH): Vice President Zhang Shiying reduced 161,550 shares, accounting for 0.0035% of the total share capital, completing the reduction plan [3] - Fuhan Micro (300613.SZ): Controlling shareholder's concerted action party plans to reduce up to 6.90208 million shares, accounting for 3% of the total share capital [3] Group 4 - Guanghuan Xinwang (300383.SZ): Directors and vice presidents plan to reduce a total of up to 720,476 shares, accounting for no more than 0.04% of the total share capital [4] - Hanyu Group (300403.SZ): Director and Vice President Wu Geming plans to reduce up to 1 million shares, accounting for 0.1658% of the total share capital [4] - Haosen Intelligent (688529.SH): Shareholders plan to reduce a total of up to 3 million shares, accounting for 1.7838% of the total share capital [4] Group 5 - Huilong New Materials (301057.SZ): Controlling shareholder's concerted action party plans to reduce up to 3.482902 million shares, accounting for 3% of the total share capital excluding repurchased shares [5] - Huitong Co., Ltd. (688219.SH): Shareholder Tong'an Fund reduced 4.667815 million shares, accounting for 0.93% of the total share capital, completing the reduction plan [5] Group 6 - Jiangsu Shentong (002438.SZ): Shareholder Huzhou Fenglin Huoshan Equity Investment Partnership reduced a total of 14.205 million shares, accounting for 2.798808% of the total share capital, completing the reduction plan [6] - Jiangtian Chemical (300927.SZ): Shareholder Jiangshan Co., Ltd. reduced 1.3265 million shares, accounting for 0.92% of the total share capital [6] - Jin Sanjiang (301059.SZ): Shareholder Guangzhou Saina reduced 104,900 shares, accounting for 0.05% of the total share capital, completing the reduction plan [6] Group 7 - Jingxue Energy (301010.SZ): Controlling shareholder's concerted action party reduced 1.08 million shares, accounting for 1% of the total share capital, completing the reduction plan [7] - Jiuwu High-Tech (300631.SZ): Vice President Wang Xiaohu and Cheng Junjun plan to reduce up to 18,900 shares and 5,000 shares, accounting for no more than 0.1511% and 0.04% of the total share capital, respectively [7] - Kanghui Pharmaceutical (603139.SH): Shareholder Shanghai Sailoxian plans to reduce up to 2.9964 million shares, accounting for 3% of the total share capital [7] Group 8 - Meino Biological (301156.SZ): Shareholder's concerted action party reduced 1.297029 million shares, accounting for 0.92% of the total share capital, completing the reduction plan [8] - Minfa Aluminum Industry (002578.SZ): Shareholder Huang Tianhuo reduced 6.6702 million shares, accounting for 0.71% of the total share capital, reducing his holding to 4.9963% [8] - Nuo Puxin (002215.SZ): Directors and senior management plan to reduce a total of up to 1.8607 million shares, accounting for no more than 0.185% of the total share capital [8] Group 9 - Entropy Technology (301330.SZ): Shareholders reduced a total of 4,693,864 shares, accounting for 1.9556% of the total share capital, completing the reduction plan [9] - Shengbang Co., Ltd. (301233.SZ): Supervisor Hu Jilin plans to reduce up to 5,650 shares, accounting for 0.0111% of the total share capital [9] - Shudao Equipment (300540.SZ): Senior management did not reduce their shares, and the reduction plan period has ended [9] Group 10 - Tongyu Communications (002792.SZ): Controlling shareholder and actual controller Shi Guiqing plans to reduce up to 15,653,487 shares, accounting for 2.9963% of the total share capital [10] Group 11 - Wuzhou Xinchun (603667.SH): Senior management plans to reduce a total of up to 22,500 shares, accounting for no more than 0.0061%, 0.0067%, and 0.0037% of the total share capital [11] - New Sharp Co., Ltd. (688257.SH): Senior management plans to reduce up to 750,000 shares, accounting for no more than 0.2971% of the total share capital [11] - New Hope (000876.SZ): Senior management reduced 225,000 shares, accounting for 0.005% of the total share capital, completing the reduction plan [11] Group 12 - Youke De (688158.SH): Shareholder Zhongyi Capital reduced 882,766 shares, accounting for 0.19% of the total share capital, completing the reduction plan [12] - Changqing Technology (001324.SZ): Shareholders reduced a total of 4,165,050 shares, accounting for 3.00% of the total share capital, completing the reduction plan [12] - Changxin Bochuang (300548.SZ): Shareholders plan to reduce up to 8.6 million shares, accounting for 2.95% of the total share capital [12] Group 13 - Zhongfu Industrial (600595.SH): Shareholder Henan Yicheng Chuangtou plans to reduce up to 40 million shares, accounting for 1% of the total share capital [13] - Zhuhai Ming Technology (300232.SZ): Controlling shareholder Lin Mingfeng plans to reduce up to 21,722,009 shares, accounting for 1.99% of the total share capital [13] - Zhuoyi Information (688258.SH): Employee shareholding platform plans to reduce up to 2,271,445 shares, accounting for no more than 1.88% of the total share capital [13]

Group 1 - The major shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd., has completed its share reduction plan, selling a total of 22,796,941 shares, which accounts for 3% of the company's total share capital [1][2] - The shares were sold through centralized bidding and block trading, with an average selling price of 17.9634 yuan per share [1] - After the reduction, the National Integrated Circuit Fund holds 56,040,400 shares, representing 7.3747% of the total share capital [1] Group 2 - The share reduction will not lead to a change in the company's control and will not significantly impact the company's equity structure, governance structure, or ongoing operations [2]

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。 深圳中电港技术股份有限公司（以下简称"公司"）于 2025 年 3 月 22 日在巨潮 资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的预披露公 告》（公告编号：2025-004），公司持股 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"）计划自预披露公告披露之日起 15 个交 易日后三个月内，通过集中竞价交易方式或大宗交易方式减持本公司股份数量合计 不超过 22,797,002 股（占本公司总股本比例 3%）。 公司于近日收到国家集成电路基金出具的《关于股份减持计划实施完毕的告知 函》，截至目前，国家集成电路基金通过集中竞价和大宗交易方式累计减持公司股份 22,796,941 股，本次减持计划已实施完成。现具体减持情况公告如下： 一、股东减持情况 证券代码：001287 证券简称：中电港 公告编号：2025-035 深圳中电港技术股份有限公司 关于持 ...

Core Viewpoint - The announcement details the reduction of shares held by a major shareholder, China National Capital Venture Investment Fund Co., Ltd., from over 5% to below 5%, which does not trigger a mandatory tender offer and will not change the company's controlling shareholder or actual controller [1][2][3] Group 1: Shareholder Information - The major shareholder, China National Capital Venture Investment Fund, held 45,583,429 shares, representing 5.99861% of the total share capital before the reduction [1][2] - After the reduction, the fund holds 37,994,929 shares, which is 4.99999% of the total share capital, thus no longer being a major shareholder [1][2][3] Group 2: Reduction Details - The reduction of shares is part of a previously disclosed plan and does not violate any commitments made by the shareholder [2][3] - The fund's share reduction plan was initially announced on March 22, 2025, with a maximum reduction of 22,797,002 shares over a three-month period [2][3]