Core Viewpoint - China Electric Port (001287.SZ) announced that shareholders holding a total of 8.7292% of the company's shares plan to reduce their holdings by up to 7,599,000 shares, representing 1% of the total share capital [1] Summary by Relevant Sections - **Shareholder Actions** - China Electric Kunrun Phase I (Tianjin) Equity Investment Partnership and Beijing China Electric Development Equity Investment Fund Partnership plan to reduce their holdings through centralized bidding transactions [1] - The reduction period will commence 15 trading days after the announcement and will last for three months [1]

Core Viewpoint - China Electric Port (001287.SZ) announced that its shareholders, China Electric Kunrun Phase I (Tianjin) Equity Investment Partnership (Limited Partnership) and Beijing China Electric Development Equity Investment Fund Partnership (Limited Partnership), plan to reduce their holdings by up to 7,599,000 shares, representing 1% of the total share capital [1] Summary by Categories Shareholding Structure - China Electric Kunrun Fund and China Electric Development Fund collectively hold 66,333,353 shares, accounting for 8.7292% of the company's total share capital [1] Reduction Plan - The planned reduction will occur through centralized bidding transactions and will take place within three months after the announcement, starting 15 trading days from the date of disclosure [1] Shareholder Agreement - The shareholders, China Electric Kunrun Fund and China Electric Development Fund, are considered acting in concert [1]

Core Viewpoint - China Electric Port (001287) announced that its shareholders, China Electric Kunrun Phase I (Tianjin) Equity Investment Partnership and Beijing China Electric Development Equity Investment Fund Partnership, plan to reduce their holdings by up to 7.599 million shares, representing 1% of the company's total share capital [1] Summary by Relevant Sections - **Shareholder Actions** - The shareholders, holding a combined 8.7292% stake, intend to sell shares through centralized bidding [1] - The two shareholders are acting in concert [1]

Core Points - The major shareholders, China Electric Kunrun Fund and China Electric Development Fund, plan to reduce their holdings in the company by a total of up to 7.599 million shares, which represents 1% of the company's total share capital [1] - The reduction period will take place within three months after 15 trading days from the announcement date [1] - The two funds currently hold a combined total of 66.3334 million shares, accounting for 8.73% of the company's total share capital [1] - The reason for the reduction is due to the funds' own operational management needs, and the selling price will be determined based on market prices [1] - This action will not lead to a change in the company's control [1]

证券代码：001287 证券简称：中电港 公告编号：2025-055 深圳中电港技术股份有限公司 关于持股5%以上股东减持股份的预披露公告 公司股东中电坤润一期（天津）股权投资合伙企业（有限合伙）及北京中电 发展股权投资基金合伙企业（有限合伙）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。 特别提示： 合计持有公司股份 66,333,353 股（占本公司总股本比例 8.7292%）的中电坤 润一期（天津）股权投资合伙企业（有限合伙）（以下简称"中电坤润基金"） 和北京中电发展股权投资基金合伙企业（有限合伙）（以下简称"中电发展基 金"）计划通过集中竞价交易方式减持本公司股份数量合计不超过 7,599,000 股 （占本公司总股本比例 1%）。减持期间为本公告披露之日起 15 个交易日后的 3 个月内进行。 公司股东中电坤润基金与中电发展基金为一致行动人。 本公司于近日收到公司股东中电坤润基金及中电发展基金出具的《关于计划 减持深圳中电港技术股份有限公司股份的告知函》，现将有关情况公告如下： 一、股东的基本情 ...

Market Overview - The large fund concept sector experienced a decline of 0.89% on October 16, with Tai Lingwei leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the large fund concept sector included: - Baiwei Storage (688525) with a closing price of 113.55, up 8.76% and a trading volume of 403,700 shares, totaling 4.577 billion yuan [1] - Jiangbolong (301308) closed at 181.63, up 7.16% with a trading volume of 273,000 shares, totaling 4.927 billion yuan [1] - Zhongjuxin (688549) closed at 10.19, up 5.05% with a trading volume of 740,600 shares, totaling 757 million yuan [1] - Major decliners included: - Tai Lingwei (688891) closed at 51.40, down 7.04% with a trading volume of 181,300 shares [2] - Xingfa Group (600141) closed at 27.28, down 6.67% with a trading volume of 407,000 shares [2] - Zhichun Technology (603690) closed at 34.57, down 6.57% with a trading volume of 806,600 shares [2] Capital Flow - The large fund concept sector saw a net outflow of 2.121 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.392 billion yuan [2][3] - Specific stock capital flows indicated: - Baiwei Storage had a net inflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 92.83 million yuan [3] - Jiangbolong experienced a net outflow of 245 million yuan from retail investors [3] - Deep Technology (000021) had a net inflow of 134 million yuan from institutional investors [3]

Core Insights - Zhongdian Port's stock price increased by 0.52% on October 15, with a trading volume of 826 million yuan [1] - The company reported a net financing purchase of 6.81 million yuan on the same day, with a total financing and securities balance of 515 million yuan [1] Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023 [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services [2] - Revenue composition: processors 40.78%, memory 30.53%, others 16.09%, analog devices 8.74%, RF and wireless connections 3.85% [2] Financial Performance - For the first half of 2025, Zhongdian Port achieved a revenue of 33.526 billion yuan, representing a year-on-year growth of 35.64% [2] - The net profit attributable to shareholders was 181 million yuan, with a year-on-year increase of 64.98% [2] Shareholder Information - As of October 10, 2025, the number of shareholders reached 79,500, an increase of 11.76% [2] - The average circulating shares per person decreased by 10.52% to 5,500 shares [2] - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, major shareholders include Southern CSI 1000 ETF, holding 2.7955 million shares, an increase of 1.095 million shares [3] - Hong Kong Central Clearing Limited holds 2.6899 million shares, up by 216,800 shares [3] - Huaxia CSI 1000 ETF holds 1.6568 million shares, an increase of 710,300 shares [3] - GF CSI 1000 ETF is a new shareholder with 1.3327 million shares [3]

Core Insights - Zhongdian Port's stock price increased by 0.22% on October 14, with a trading volume of 1.384 billion yuan [1] - The company reported a net financing purchase of 758.55 million yuan on the same day, indicating strong investor interest [1] Financing and Margin Trading - On October 14, Zhongdian Port had a financing buy amount of 1.52 billion yuan and a financing repayment of 1.45 billion yuan, resulting in a total financing balance of 5.08 billion yuan [1] - The current financing balance of 5.07 billion yuan accounts for 5.06% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1] Short Selling Activity - On October 14, there were no shares repaid in short selling, while 4,000 shares were sold short, amounting to 91,600 yuan based on the closing price [1] - The short selling balance stands at 836,000 yuan, which is below the 50th percentile level over the past year, suggesting a relatively low level of short selling interest [1] Company Overview - Zhongdian Port, established on September 28, 2014, is located in Shenzhen, Guangdong Province, and was listed on April 10, 2023 [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services, with revenue composition as follows: processors 40.78%, memory 30.53%, others 16.09%, analog devices 8.74%, and RF and wireless connections 3.85% [2] Financial Performance - For the period from January to June 2025, Zhongdian Port achieved a revenue of 33.526 billion yuan, representing a year-on-year growth of 35.64% [2] - The net profit attributable to shareholders was 1.81 billion yuan, reflecting a year-on-year increase of 64.98% [2] Shareholder Information - As of October 10, 2025, Zhongdian Port had 79,500 shareholders, an increase of 11.76% from the previous period, with an average of 5,500 circulating shares per shareholder, down by 10.52% [2] - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Southern CSI 1000 ETF, which increased its holdings by 1.095 million shares to 2.7955 million shares [3] - Hong Kong Central Clearing Limited and Huaxia CSI 1000 ETF also increased their holdings, while Guangfa CSI 1000 ETF entered as a new shareholder with 1.3327 million shares [3]

Group 1 - The core viewpoint of the articles highlights the performance and business profile of Shenzhen Zhongdian Port Technology Co., Ltd., which saw a stock price increase of 5.21% to 24.04 CNY per share, with a total market capitalization of 18.268 billion CNY [1] - The company 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 [1] - The revenue composition of the company includes processors at 40.78%, memory at 30.53%, others at 16.09%, analog devices at 8.74%, and RF and wireless connections at 3.85% [1] Group 2 - Among the top circulating shareholders of Zhongdian Port, Huaxia Fund's Huaxia CSI 1000 ETF (159845) increased its holdings by 710,300 shares in Q2, now holding a total of 1.6568 million shares, representing 0.38% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 38.227 billion CNY and has achieved a year-to-date return of 27.53%, ranking 1977 out of 4220 in its category [2] - The fund manager, Zhao Zongting, has been in position for 8 years and 183 days, with the fund's best return during his tenure being 123.38% [2]

Core Viewpoint - The company has established a comprehensive business process and internal control system to ensure good collection status of accounts receivable, despite the increase in accounts receivable exceeding 10 billion [1]. Group 1 - The company has received inquiries from investors regarding the increasing accounts receivable, which has now surpassed 10 billion [1]. - The company reassured investors that it has a well-established process from order acceptance to sales collection, indicating a positive collection status [1].