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]

Group 1 - The stock price of China Electric Port (001287) closed at 24.93 yuan on January 19, 2026, with an increase of 1.51% and a turnover rate of 12.12% [1] - The trading volume was 530,100 shares, with a total transaction amount of 1.323 billion yuan [1] - On January 19, the net inflow of main funds was 37.7797 million yuan, while the net inflow of speculative funds was 48.0086 million yuan, and retail investors had a net outflow of 85.7883 million yuan [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 of 96.00686 million yuan [1] - 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 1.9596835 billion yuan, accounting for 37.38% of the most recent audited net assets, with no overdue guarantees [1]

Market Analysis - On January 19, the market showed mixed performance with the Shanghai Composite Index recovering to 4100 points, ending a four-day decline, while the Shenzhen Component Index rose by 0.09% and the ChiNext Index fell by 0.7%. The total trading volume in the Shanghai and Shenzhen markets was 2.71 trillion yuan, a decrease of 317.9 billion yuan from the previous trading day [1]. Investment in Power Grid - The State Grid's investment plan for the 14th Five-Year Plan period amounts to 4 trillion yuan, marking a 40% increase compared to the previous plan, indicating a new phase of rapid growth in China's power grid construction. This investment aims to enhance energy transition, build a new power system, and ensure energy security [6][10]. - The investment structure focuses on smart upgrades of distribution networks, with significant allocations for ultra-high voltage (UHV) projects, which are expected to reach 800 billion yuan, more than doubling from the previous plan [7]. - The distribution network is projected to receive 2.48 trillion yuan, accounting for 63% of total investments, driven by the need for large-scale integration of renewable energy and urban-rural network upgrades [9]. Company Insights - Dalian Electric Porcelain, a leader in high-voltage porcelain insulators, holds a market share of approximately 50% in the domestic ultra-high voltage projects. The company is expected to see significant growth in overseas markets, with a projected increase in overseas sales to 35%-40% of total revenue by 2026 [12][14]. - Zhongdian Port, a top electronic component distributor, reported a revenue of 50.6 billion yuan in the first three quarters of 2025, reflecting a 33.29% year-on-year increase. The company is focusing on AI and computing sectors, with a notable growth in its AI-related revenue [17][20]. Liquid Methane Technology - Shudao Equipment is a leader in deep cooling technology, focusing on the liquefaction and storage of gases at extreme low temperatures. The company has secured substantial orders in the field of rocket-grade liquid methane, which is becoming a preferred fuel for next-generation reusable rockets due to its clean combustion and cost-effectiveness [23][25]. - Liquid methane offers advantages such as low maintenance costs and ease of sourcing, making it a competitive alternative to traditional rocket fuels [26].

证券日报网讯1月19日，中电港（001287）发布公告称，截至本公告披露日，公司对全资子公司提供的 担保总余额195，968.35万元人民币，占公司最近一期经审计净资产37.38%。除上述担保事项外，公司 无其他对外担保情况，不存在逾期担保的情形，亦无为股东、实际控制人及其关联方提供担保的情况。 ...

证券代码：001287 证券简称：中电港 公告编号：2026-004 深圳中电港技术股份有限公司 关于为全资子公司提供担保的进展公告 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。 为满足公司全资子公司日常经营与业务发展的需要，深圳中电港技术股份有 限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第二届董事会第七次会议 及第二届监事会第六次会议，2025 年 11 月 14 日召开 2025 年第一次临时股东大 会，审议通过了《关于为全资子公司新增担保额度的议案》，同意公司新增为全 资子公司中国电子器材国际有限公司（英文名：CEAC International Limited， 以下简称"器材国际"）向供应商采购业务提供担保额度不超过人民币 10,000 万元。 本次担保额度及授权期限自公司 2025 年第一次临时股东大会审议通过之日 起至 2025 年度股东大会重新审议该事项之日止。上述担保业务发生时，授权总 经理或相关业务负责人在上述额度及期限范围内组织实施并签署相关协议。具体 内容详见公司于 2025 年 8 月 27 日在《证券日报》《 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 保荐代表人： ________________ ________________ 一、本次持续督导培训的基本情况 实施本次现场培训前，中金公司编制了培训材料，并提前要求中电港参与培训的相关人员了解培训相关 内容。 本次现场培训于2026年1月12日在公司办公地（深圳市南山区桃源街道留仙大道3333号塘朗城广场（西 区）A座）进行，对未能现场参与培训的人员采取电子邮件发送培训资料的方式进行培训。本次培训对 象包括公司控股股东、实际控制人、董事、高级管理人员及关键岗位人员等。 李邦新 王申晨 中国国际金融股份有限公司 年 月 日 中国国际金融股份有限公司 关于深圳中电港技术股份有限公司 2025年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《深圳证券交易所上市公司自律 监管指引第13号一一保荐业务》等相关法律法规的要求，对深圳中电港技术股份有限公司（以下简 称"中电港"、"公司"）的控股股东、实际控制人、董事、高级管理人员及关键岗位人员等进行了2025年 度持续督导培训，报告如下： 二、现场培训 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 深圳证券交易所： 中国国际金融股份有限公司 一、本次持续督导培训的基本情况 实施本次现场培训前，中金公司编制了培训材料，并提前要求中电港参与培训的相关人员了解培训相关 内容。 本次现场培训于2026年1月12日在公司办公地（深圳市南山区桃源街道留仙大道3333号塘朗城广场（西 区）A座）进行，对未能现场参与培训的人员采取电子邮件发送培训资料的方式进行培训。本次培训对 象包括公司控股股东、实际控制人、董事、高级管理人员及关键岗位人员等。 二、现场培训的主要内容 本次培训根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所 上市公司自律监管指引第13号——保荐业务》等规则要求，由培训人员对上市公司信息披露、股权变 动、董事及高级管理人员任职行为规范、投资者保护等要求进行培训。在现场培训过程中，与会人员就 部分问题向中金公司授课人员进行了咨询提问，授课人员对与会人员的问题做了相应解答。 三、本次持续督导培训的结论 在保荐机构本次持续督导培训的工作过程中，公司在人员、场地、组织等方面予以积极配合，保证了培 训工作的有序进行。保荐机构通过本 ...

本次培训根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等规则 要求，由培训人员对上市公司信息披露、股权变动、董事及高级管理人员任职行 为规范、投资者保护等要求进行培训。在现场培训过程中，与会人员就部分问题 向中金公司授课人员进行了咨询提问，授课人员对与会人员的问题做了相应解答。 中国国际金融股份有限公司 关于深圳中电港技术股份有限公司 2025 年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《深 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关法律法规的 要求，对深圳中电港技术股份有限公司（以下简称"中电港"、"公司"）的控股股 东、实际控制人、董事、高级管理人员及关键岗位人员等进行了 2025 年度持续 督导培训，报告如下： 一、本次持续督导培训的基本情况 实施本次现场培训前，中金公司编制了培训材料，并提前要求中电港参与培 训的相关人员了解培训相关内容。 本次现场培训于 2026 年 1 月 12 日在公司办公地（深圳市南山区桃源街道留 仙大道 ...

中国国际金融股份有限公司 关于深圳中电港技术股份有限公司 2025 年度持续督导定期现场检查报告 | 保荐人名称：中国国际金融股份有限公司 被保荐公司简称：中电港（001287） | | | | --- | --- | --- | | 保荐代表人姓名：李邦新 联系电话：010-65051166 | | | | 保荐代表人姓名：王申晨 联系电话：010-65051166 | | | | 现场检查人员姓名：王申晨、刘付匀 | | | | 现场检查对应期间：2025 年度 | | | | 年 月 日 现场检查时间：2026 1 12 | | | | 一、现场检查事项 现场检查意见 | | | | （一）公司治理 是 | 否 | 不适用 | | 现场检查手段： | | | | （1）对上市公司高级管理人员进行访谈；（2）查阅公司董事会、监事会、股东会会议文件； | | | | （3）查阅公司章程及各项公司治理制度；（4）现场察看公司主要管理场所。 | | | | 1.公司章程和公司治理制度是否完备、合规 √ | | | | 2.公司章程和三会规则是否得到有效执行 √ | | | | 3.三会会议记录是否完整，时间、地 ...

Core Viewpoint - The company has indicated that its authorized products, including embedded controllers, storage, analog, RF devices, and communication modules, can be applied in the commercial aerospace sector, but these developments do not currently have a significant impact on the company's business and performance [1] Group 1 - The company has authorized products that can be utilized in the commercial aerospace field [1] - The current developments in product applications do not constitute a major impact on the company's business and performance [1] - The company advises investors to approach market trends rationally and to be aware of investment risks [1]