Core Viewpoint - Shenzhen Zhongdian Port Technology Co., Ltd. will participate in the 2025 Annual Online Collective Reception Day for Investors in the Shenzhen area, aiming to enhance interaction with investors [1]. Group 1: Event Details - The event will be held online on November 20, 2025, from 14:30 to 17:00 [1]. - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1]. Group 2: Company Engagement - Senior management will communicate with investors regarding company performance, governance, development strategy, operational status, financing plans, and sustainable development [1]. - The company encourages active participation from investors during this interactive session [1].

Core Insights - The electronic components distribution sector is experiencing significant capital activity, with multiple acquisitions announced by major players in 2023, indicating a trend towards market consolidation and increased competition [1][5][6]. Industry Trends - The electronic components market includes a wide range of products such as ICs, resistors, capacitors, inductors, connectors, and diodes. Approximately 44% of electronic components are procured directly by downstream manufacturers from original manufacturers, while 56% rely on distributors [2][3]. - The global distribution landscape is dominated by major companies like Arrow, Avnet, WPG, and Winbond, with the top four distributors projected to generate revenues close to or exceeding $100 billion annually from 2022 to 2024 [3]. Market Concentration - The concentration of the electronic components distribution market is increasing, with the top four distributors expected to account for 53.91% of the total revenue of the top 50 distributors in 2024, down from 56.72% in 2023 [3]. - Chinese distributors are rapidly emerging, with companies like Zhongdian Port and Yachuang Electronics seeing significant revenue growth, driven by sectors such as computing and AI [3]. Performance Disparities - There is a performance divergence among global distributors, with regions like Greater China experiencing recovery due to AI and memory components, while North American and Japanese distributors face negative growth due to inventory destocking [4]. Diversification Strategies - The semiconductor industry has a history of mergers and acquisitions, and this trend is evident in the distribution sector as well. Companies like Arrow and Winbond have made strategic acquisitions to enhance their market position [5][6]. - Distributors are expanding their services beyond traditional distribution to include semiconductor design, PCBA manufacturing, and technical support, adapting to market changes [6][8]. Digital Transformation - The rise of digitalization and e-commerce is reshaping the distribution landscape, with semiconductor manufacturers increasing direct sales and optimizing distribution channels. This shift requires distributors to enhance their supply chain management and technical support capabilities [8]. Future Outlook - The rapid development of the domestic electronic industry presents vast market opportunities for distributors, particularly with the rise of technologies like 5G, AI, and IoT. Distributors are encouraged to strengthen collaborations with suppliers and customers to expand their market share [9]. - Chinese distributors are expected to innovate continuously to adapt to market changes, focusing on enhancing service capabilities and exploring international markets through acquisitions [9].

Group 1 - The company, China Electric Port, reported that as of November 10, 2025, the number of registered shareholders is 103,943 [2]

Core Insights - The number of shareholders for the company decreased to 103,943 as of November 10, representing a decline of 10,415 shareholders or 9.11% compared to the previous period [2] Share Price Performance - The closing price of the company was 24.15 yuan, down 2.03%, with a cumulative decline of 9.55% since the concentration of shares began [2] - The stock experienced 5 days of increases and 6 days of decreases during this period [2] Financing and Margin Data - As of November 14, the total margin balance for the stock was 645 million yuan, with a financing balance of 644 million yuan [2] - The financing balance increased by 14.36 million yuan, reflecting a growth of 2.28% since the concentration of shares began [2] Financial Performance - For the first three quarters, the company reported total revenue of 50.598 billion yuan, marking a year-on-year increase of 33.29% [2] - The net profit for the same period was 258 million yuan, showing a year-on-year growth of 73.06% [2] - The basic earnings per share were 0.3390 yuan, with a weighted average return on equity of 4.85% [2]

证券代码：001287 证券简称：中电港 公告编号：2025-071 深圳中电港技术股份有限公司 董事会 2025 年 11 月 17 日 1 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。 为进一步加强与投资者的互动交流，深圳中电港技术股份有限公司（以下简 称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公 司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投 资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时公 司部分高级管理人员将在线就公司业绩、公司治理、发展战略、经营状况、融资 计划和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 深圳中电港技术股份有限公司 关于参加2025年度深圳辖区上市公司投资者 网上集体接待日活动的公告 ...

Core Viewpoint - China Electric Port's stock price has experienced fluctuations, with a year-to-date increase of 19.57% but a recent decline of 7.86% over the past five trading days [1] Group 1: Company Overview - China Electric Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023. The company is based in Shenzhen, Guangdong Province [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services. The revenue composition is as follows: processors 40.78%, memory 30.53%, others 16.09%, analog devices 8.74%, and RF and wireless connections 3.85% [2] - As of October 31, 2023, the number of shareholders is 114,400, an increase of 54.34% from the previous period, with an average of 3,824 circulating shares per person, a decrease of 35.21% [2] Group 2: Financial Performance - For the period from January to September 2025, China Electric Port achieved a revenue of 50.598 billion yuan, representing a year-on-year growth of 33.29%. The net profit attributable to shareholders was 258 million yuan, a year-on-year increase of 73.06% [2] - Since its A-share listing, the company has distributed a total of 258 million yuan in dividends [2] Group 3: Stock Performance and Trading Activity - On November 17, the stock price fell by 2.03%, trading at 24.15 yuan per share, with a total transaction volume of 402 million yuan and a turnover rate of 3.76%. The total market capitalization is 18.352 billion yuan [1] - The net outflow of main funds was 43.0416 million yuan, with large orders showing a buy of 57.4514 million yuan (14.30% of total) and a sell of 92.0081 million yuan (22.90% of total) [1] - The stock has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on October 28, where it recorded a net buy of 837.921 million yuan [1]

Economic Information - The price of upstream storage chips has surged, leading several smartphone manufacturers, including Xiaomi, OPPO, and vivo, to suspend their storage chip purchases for the current quarter. Many manufacturers have inventory levels below two months, with some DRAM inventories dropping to less than three weeks. They are hesitant to accept price quotes from original manufacturers (Micron, Samsung, SK Hynix) that approach a 50% increase. The demand for storage chips has surged due to the AI model wave, with data centers willing to pay higher prices for procurement, often exceeding prices offered to smartphone manufacturers by over 30% for the same products [2][8]. - The Ningbo Shipping Exchange reported that the Ningbo Export Container Freight Index (NCFI) closed at 999.7 points, down 5.1% from the previous week. Among 21 shipping routes, 6 saw an increase in freight index, while 14 experienced a decline, and 1 remained stable. In major ports along the "Maritime Silk Road," 5 ports saw an increase in freight index, while 11 ports saw a decrease [2][8]. Company Alerts - China Fortune Land Development has seen a cumulative increase of 256% over 14 trading days, significantly higher than the industry and Shanghai Composite Index, and is now under suspension for verification [4]. - Contemporary Amperex Technology Co., Ltd. (CATL) has its third-largest shareholder, Huang Shilin, planning to transfer 1% of shares, valued at approximately 18.4 billion yuan [4]. - Other companies, including Baida Group, Chahua Co., and Yifeng Pharmacy, have announced plans for share reductions by various stakeholders, with reductions ranging from 0.0176% to 3% [4][8]. Overseas Alerts - The U.S. stock market saw mixed results last Friday, with the Dow Jones down 0.65%, S&P 500 down 0.05%, and Nasdaq up 0.13%. Notable tech stocks had varied performances, with Oracle rising over 2% and Netflix dropping over 3% [5]. - The Chinese Ministry of Foreign Affairs issued a travel advisory, warning citizens to avoid traveling to Japan due to deteriorating safety conditions and recent incidents involving Chinese nationals [5].

Group 1 - The company held its first extraordinary general meeting of shareholders in 2025 on November 14, 2025, with a combination of on-site and online voting [2][3] - A total of 495 shareholders and their proxies attended the meeting, representing 441,969,651 shares with voting rights, which is 58.1615% of the total voting shares [3] - The meeting approved several proposals, including increasing the guarantee limit for a wholly-owned subsidiary and abolishing the supervisory board [8][9] Group 2 - The proposal to increase the guarantee limit for the wholly-owned subsidiary received 99.8262% approval, with 441,201,451 votes in favor [8] - The proposal to abolish the supervisory board was approved with 99.0429% support, totaling 437,739,452 votes [9] - The company also revised several governance documents, with all revisions receiving over 99% approval [11][14][16][18][20][22] Group 3 - The company announced that a major shareholder, the National Integrated Circuit Industry Investment Fund, reduced its shareholding from 56,040,400 shares (7.3747% of total shares) to 45,591,900 shares (5.9997% of total shares) [29][30] - The reduction was executed through centralized bidding and reached a threshold of 1% [30]

证券代码：001287 证券简称：中电港 公告编号：2025-070 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 9 月 10 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：2025-052），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 56,040,400 股（占本公司总股本比例 7.3747%），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 10 月 20 日，国家集成电路基金减持公司股份触及 1%整数倍 ...

格隆汇11月14日丨中电港(001287.SZ)公布，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10月31日至2025年11月13日通过集中 竞价方式合计减持公司股份7,428,800股，占公司当前总股本的0.9776%。本次权益变动后，国家集成电 路基金持有公司股份45,591,900股，占公司总股本的5.9997%，权益变动触及1%的整数倍。 ...