Core Viewpoint - The report outlines a reduction in shareholding by China National Capital Venture Investment Fund Co., Ltd. in Shenzhen Zhongdian Port Technology Co., Ltd., indicating a strategic decision based on the fund's operational needs [1][4]. Group 1: Shareholding Changes - The information disclosing party, China National Capital Venture Investment Fund, reduced its shareholding from 45,583,429 shares (5.99861%) to 37,994,929 shares (4.99999%) [5]. - The reduction in shares amounts to 7,588,500 shares, representing a decrease of 0.9986% in ownership [8]. Group 2: Future Plans - The fund plans to reduce its holdings by up to 22,797,002 shares (3% of total shares) within three months following the announcement, using centralized bidding or block trading methods [4]. - The fund does not rule out the possibility of increasing or further reducing its stake in the company within the next twelve months, adhering to relevant laws and regulations [4]. Group 3: Compliance and Disclosure - The report confirms that the information disclosed is accurate, complete, and free from misleading statements, with the disclosing party assuming legal responsibility for its content [2][6]. - The report has been prepared in accordance with the Securities Law and relevant regulations, ensuring compliance with disclosure requirements [1][2].

中电港 简式权益变动报告书 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 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：中国国有资本风险投资基金股份有限公司 注册地址：深圳市前海深港合作区南山街道桂湾五路128号基金小镇对冲基金中心 504 通讯地址：北京市海淀区复兴路12号恩菲科技大厦B座6层 股份变动性质：持有股份减少 签署日期：二〇二五年七月三日 中电港 简式权益变动报告书 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下 简称"《证券法》"）、《上市公司收购管理办法（2025年修正）》（以 下简称"《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（2025年修正）》（以下简称"《准则第15号 》"）及其他相关法律、法规和部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权与批准，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、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限 公司中拥有权益 ...

深圳中电港技术股份有限公司 关于持股5%以上股东股份减持至5%以下暨权益变 动触及1%整数倍的提示性公告 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： ● 本次权益变动属于深圳中电港技术股份有限公司（以下简称"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"）实施前期已披露的股份减持计划，不触及要约收购。 证券代码：001287 证券简称：中电港 公告编号：2025-034 | | | 是☑ | 否□ | | --- | --- | --- | --- | | 本次变动是否为履行已 | 中电港于2025年3月22日发布了《关于持股5%以上的股东减持股 份的预披露公告》（公告编号：2025-004）。本次减持情况与 | | | | 作出的承诺、意向、计 | 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。 | | | | 划 | 国风投基金履行了关于股份减持的承诺，不存在违反承诺的情 | ...

中电港（001287）公告，信息披露义务人中国国有资本风险投资基金股份有限公司在2025年6月5日至 2025年7月3日期间，通过深圳证券交易所集中竞价方式减持公司股份758.85万股，占公司总股本的 0.9986%。本次权益变动后，国风投基金持有公司股份3799.49万股，持股比例为5.0000%。此次减持计 划符合相关法律法规及规范性文件的要求，不涉及其他重大事项。 ...

Core Viewpoint - The company anticipates significant growth in its annual performance driven by advancements in AI servers, consumer electronics, and accelerated domestic substitution in emerging fields [2][3]. Group 1: Annual Performance Growth - The primary sources of growth are identified as AI servers, consumer electronics, and AIoT, with a focus on enhancing distribution, application innovation, and supply chain services [2]. - The storage business is projected to generate revenue of 20.685 billion yuan in 2024, reflecting a year-on-year increase of 134.32%, primarily serving consumer terminals and AI servers [3]. Group 2: Processor Product Lines - The company has long-term partnerships with well-known chip brands for its authorized processor products, including GPU, CPU, and MCU, collaborating with companies such as AMD, NXP, and NVIDIA [4]. Group 3: Inventory Management - As of the first quarter of 2025, the company's inventory stands at 7.904 billion yuan, showing a quarter-on-quarter decrease of 26.09%, attributed to seizing opportunities in the demand for new energy vehicles and AI computing [5]. Group 4: Future Product Line Strategy - The company has a rich resource of authorized upstream product lines, representing 11 of the top 20 domestic semiconductor brands and 9 of the top 20 global semiconductor brands. In 2024, it plans to introduce product lines in smart driving, passive components, and storage, while optimizing its product lines towards higher quality offerings, particularly in AI, automotive electronics, and industrial control applications [6].

Group 1: Company Performance and Growth - The company anticipates growth in 2025 primarily from emerging fields such as AI servers, consumer electronics, and AIoT, driven by technological iterations and domestic replacements [2] - In 2024, the revenue from the storage business is projected to be 20.685 billion yuan, reflecting a year-on-year increase of 134.32%, mainly applied in consumer terminals and AI servers [2][3] Group 2: Product Lines and Partnerships - The company has long-term partnerships with well-known chip brands, including AMD, NXP, and NVIDIA, covering products like GPU, CPU, and MCU [3] - In 2024, the company plans to introduce product lines in smart driving, passive components, and storage, optimizing resources towards higher quality product lines, particularly in AI, automotive electronics, and industrial control sectors [3] Group 3: Inventory Management - As of Q1 2025, the company's inventory stands at 7.904 billion yuan, a decrease of 26.09% quarter-on-quarter, attributed to accelerated inventory turnover in response to demand in the new energy vehicle and AI computing sectors [3]

Group 1: Company Value and Market Position - The company's value in the supply chain lies in acting as a crucial link between upstream semiconductor manufacturers and downstream electronic product manufacturers, ensuring a stable supply chain for electronic components [2] - The company helps upstream manufacturers promote new products and expand customer bases, addressing the challenge of covering numerous clients effectively, thus reducing marketing costs [2] - The company integrates customer needs through market personnel and application engineers, providing technical support and application solutions, which enhances value-added services [3] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of 17.47 billion yuan, a year-on-year increase of 249.01% [4] - The net profit attributable to shareholders reached 84.56 million yuan, reflecting a year-on-year growth of 64.99%, driven by demand in the new energy vehicle, AI computing, and robotics sectors [4] Group 3: Distribution Model - The company's core business is authorized distribution of electronic components, which involves signing agency agreements with IC manufacturers for direct support in supply and technology [5] - Authorized distributors can provide stable product supply to downstream clients, while non-authorized distributors operate with more flexibility but are more susceptible to market fluctuations [5] Group 4: Product Line Strategy - The company represents 11 of the top 20 domestic semiconductor brands and 9 of the top 20 global semiconductor brands, including major names like NVIDIA and AMD [6] - In 2024, the company plans to introduce product lines in smart driving, passive components, and memory sectors, optimizing resources towards higher quality product lines [6] Group 5: Currency Impact - Fluctuations in exchange rates can affect the company's profits due to the involvement of foreign currencies like HKD and USD in procurement and sales [7] - Exchange rate variations can impact revenue and costs, especially when USD-purchased components are sold in RMB [7]

金十数据6月24日讯，中电港公布，2025年6月23日，公司收到国家集成电路基金出具的《关于股东权益 变动后持股比例触及1%整数倍的告知函》，国家集成电路基金于2025年6月11日至2025年6月23日通过 集中竞价和大宗交易的方式合计减持公司股份7,499,000股，占公司当前总股本的0.9868%。本次权益变 动后，国家集成电路基金持有公司股份60,639,341股，占公司总股本的7.9799%，权益变动触及1%的整 数倍。 中电港：国家集成电路基金合计减持0.99%股份 ...

证券代码：001287 证券简称：中电港 公告编号：2025-033 深圳中电港技术股份有限公司 关于持股5%以上股东减持公司股份触及1% 整数倍的公告 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。 一、权益变动基本情况 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"）持有公司 78,837,341 股（占本公司总股本比例 10.3747%），计划自减持计划公告披露之日起 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%）。 2025 年 5 月 14 日，国家集成电路基金减持公司股份触及 5%整数倍 ...

Market Overview - The global semiconductor market size in 2024 is projected to be $626.9 billion, with a year-on-year growth of 19% [2] - The recovery trend in the semiconductor industry is expected to continue into 2025, driven by demand from emerging fields such as AI computing, robotics, and AIoT [2] Company Performance - In 2024, the revenue from the company's memory products reached ¥20.685 billion, marking a year-on-year increase of 134.32% [4] - The company has over 100 authorized product lines, representing 12 of the top 20 domestic semiconductor brands and 9 of the top 20 global semiconductor brands [5] Innovation and Services - The company focuses on application innovation and ecosystem services, enhancing capabilities in supply chain services and industrial data services [3] - The "Firefly Workshop" initiative provides technical support and application innovation solutions, targeting key industries and product lines [6] Client Base and Market Segments - Major clients are concentrated in sectors such as consumer electronics, artificial intelligence, automotive electronics, and network communication [7] - The company has accumulated over 5,000 high-quality clients across various fields, demonstrating strong risk resistance [8] Competitive Advantages - The company integrates international and domestic high-quality resources, forming a robust core authorization resource that meets diverse industry needs [8] - A three-tier warehouse system with a total storage area of 72,000 square meters supports comprehensive supply chain services, enhancing customer experience [9]