Core Viewpoint - The company, China Electric Port, has not established any cooperation or business dealings with Magic Atom and Galaxy General as per the inquiry from an investor [1] Group 1 - An investor inquired about potential collaborations between China Electric Port and other companies [1] - China Electric Port confirmed that there are currently no partnerships with the mentioned companies [1]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, which rose nearly 13%, and Huapei Power, which hit the daily limit with a 10% increase [1][2] - DeepSeek released a new model called DeepSeek-OCR 2, utilizing the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meaning rather than scanning mechanically from left to right [1] - The new model outperformed traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating enhanced intelligence and causal reasoning capabilities in visual understanding [1] Group 2 - Kaipu Cloud's market capitalization reached 18.4 billion, with a year-to-date increase of 39.76% [2] - Huapei Power's market capitalization is 8.186 billion, with a year-to-date increase of 14.27% [2] - Chipong Micro's market capitalization stands at 9.257 billion, with a year-to-date increase of 15.76% [2]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]

Group 1 - The core point of the article highlights the recent decline in the stock price of China Electric Port, which fell by 5% to 25.06 CNY per share, with a trading volume of 853 million CNY and a turnover rate of 7.64%, resulting in a total market capitalization of 19.043 billion CNY [1] - China Electric Port, established on September 28, 2014, and listed on April 10, 2023, is primarily engaged in the distribution of electronic components, design chain services, supply chain collaboration services, and industrial data services [1] - The revenue composition of China Electric Port 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 - From the perspective of the top ten circulating shareholders of China Electric Port, GF Fund's ETF reduced its holdings by 45,600 shares in the third quarter, now holding 1.2871 million shares, which accounts for 0.29% of the circulating shares, resulting in an estimated floating loss of approximately 1.699 million CNY [2] - The GF CSI 1000 ETF, established on July 28, 2022, has a latest scale of 35.872 billion CNY, with a year-to-date return of 11.54% and a one-year return of 46.88% [2] - The fund manager of GF CSI 1000 ETF, Luo Guoqing, has a cumulative tenure of 10 years and 109 days, with the fund's total asset scale at 116.678 billion CNY, achieving the best return of 111.37% and the worst return of -48.08% during his tenure [2]

Core Viewpoint - China Electric Port (001287.SZ) announced a share reduction by major shareholders, indicating a strategic shift in their investment approach [1] Group 1: Shareholder Actions - Major shareholders, China Electric Kunrun Phase I (Tianjin) Equity Investment Partnership and Beijing China Electric Development Equity Investment Fund Partnership, will reduce their holdings by a total of 5,545,000 shares [1] - This reduction represents 0.7297% of the company's total share capital [1] - After the reduction, the two shareholders will collectively hold 60,788,353 shares, which accounts for 7.9995% of the total share capital [1]

证券日报网讯1月22日，中电港（001287）在互动平台回答投资者提问时表示，截至2026年1月20日，公 司在册股东人数为95171户。 ...

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 10 月 17 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：2025-055），合计持股 5%以上股东中电坤润一期（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"）作为一 致行动人持有公司 66,333,353 股（占公司总股本比例 8.7292%），计划通过集中 竞价交易方式减持公司股份数量合计不超过 7,599,000 股（占公司总股本比例 1%）。减持期间为计划减持公告披露之日起 15 个交易日后的 3 个月内进行。 证券代码：001287 证券简称：中电港 公告编号：2026-005 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 合计持股 5%以上股东中电坤润一期（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 ...

Core Viewpoint - The storage chip sector experienced a significant rally, with multiple companies reaching their daily price limits, indicating strong market interest and potential investment opportunities in this industry [1] Group 1: Company Performance - Jin Sun (300606) and Xingsen Technology (002436) hit the daily limit up, showcasing robust investor confidence [1] - Yingfang Micro (000670), Zhizheng Co. (603991), Dagang Co. (002077), and Tongfu Microelectronics (002156) also reached their daily limit up, reflecting a broader trend in the storage chip market [1] - Zhaoyi Innovation (603986) surged over 6%, achieving a new historical high, indicating strong growth potential [1] Group 2: Market Trends - The overall performance of the storage chip sector is highlighted by the significant price increases of various companies, suggesting a bullish sentiment in the market [1] - Other notable performers include Saiteng Co. (603283), Unisoc (002049), and China Electric Port (001287), which also showed substantial gains, further emphasizing the positive momentum in the industry [1]

Core Viewpoint - The company responded to an investor inquiry regarding the proportion of storage chips in its inventory, revealing that storage product revenue for the first half of 2025 was 10.236 billion yuan, accounting for 30.53% of total revenue [1]. Group 1 - The company's inventory amount as of September 30, 2025, was 9.194 billion yuan [1]. - The proportion of storage products in the inventory has not reached the disclosure standard, and no related statistics have been provided [1]. - The company expressed gratitude for the investor's interest in its operations [1].

Group 1 - The stock price of China Electric Port (001287) closed at 25.04 yuan on January 20, 2026, with an increase of 0.44% and a turnover rate of 8.3%, totaling a trading volume of 362,800 shares and a transaction amount of 907 million yuan [1][2] - On January 20, the net inflow of main funds was 8.14 million yuan, while the net inflow of speculative funds was 11.54 million yuan, and the net outflow of retail investors was 19.68 million yuan [1][2] Group 2 - China Electric Port provided a joint liability guarantee for its wholly-owned subsidiary, China Electronics Equipment International Co., Ltd., for procurement activities, with a maximum liability limit not exceeding 96.01 million yuan [1][2] - The guarantee covers the main contract claims, interest, penalties, and costs for realizing claims, with a guarantee period of two years from the termination or expiration of the agreement [1] - As of the announcement date, the total balance of guarantees provided by the company to its wholly-owned subsidiary was 1.96 billion yuan, accounting for 37.38% of the most recent audited net assets, with no overdue guarantees [1]