深圳中电港技术股份有限公司 信息披露管理办法 第一章 总则 第一条 为规范深圳中电港技术股份有限公司（以下简称"公司"）及相关信 息披露义务人的信息披露行为，加强信息披露事务管理，保护投资者合法权益， 根据《中华人民共和国公司法》、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司信息披露管理办法》、《深圳证券交易所股票上市规则》 （以下简称"《上市规则》"）等有关法律、法规及《深圳中电港技术股份有限公 司章程》的规定，特制定本办法。 第二条 本办法所称应披露的信息是指所有可能对公司股票及其衍生品种交 易价格产生较大影响的信息或事项（以下简称"重大事项"或者"重大信息"）。 第三条 公司应按照《上市规则》等有关法律、法规和规范性文件的要求， 在规定时间内通过规定的媒体，以规定的方式向社会公众公布应披露的信息，并 按照有关规定将信息披露文件抄送中国证监会派出机构及深圳证券交易所。 第四条 董事长对公司信息披露事务管理承担首要责任，董事会秘书负责组 织和协调公司信息披露事务，办理公司信息对外公布等相关事宜。 第五条 公司下属控股子公司应遵守本办法的各项规定。 第二章 信息披露的基本原则和一般要求 第 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥17,072,678,656.36, representing a year-on-year increase of 28.92%[5] - Net profit attributable to shareholders was ¥76,694,015.21, a significant increase of 95.65% compared to the same period last year[5] - The basic earnings per share rose to ¥0.1009, reflecting a 95.54% increase year-on-year[5] - The company’s total revenue for the first nine months of 2025 was ¥50,598,184,324.76, up 33.29% from ¥37,960,276,665.92 in the same period of 2024[11] - Net profit for the current period was ¥257.57 million, representing a 73.1% increase from ¥148.84 million in the previous period[21] Assets and Liabilities - Total assets at the end of Q3 2025 amounted to ¥29,387,930,254.31, marking a 10.90% increase from the end of the previous year[5] - Total assets increased to ¥29.39 billion, up from ¥26.50 billion, reflecting a growth of 10.8%[18] - Total liabilities rose to ¥24.01 billion, an increase of 12.9% from ¥21.26 billion in the previous period[18] - Non-current liabilities totaled ¥517.46 million, a significant increase from ¥24.41 million in the previous period[18] - The company reported a total equity of ¥5.38 billion, slightly up from ¥5.24 billion, indicating a growth of 2.6%[18] Cash Flow - The company reported a net cash flow from operating activities of -¥5,134,072,590.75, a decline of 214.25% compared to the same period last year[11] - Operating cash flow for the current period was -5,134,072,590.75 CNY, compared to -1,633,745,537.07 CNY in the previous period, indicating a significant decline[23] - Cash inflow from operating activities totaled 48,485,437,089.06 CNY, up from 35,917,207,880.75 CNY year-over-year[23] - Cash outflow from operating activities increased to 53,619,509,679.81 CNY from 37,550,953,417.82 CNY, reflecting higher operational costs[23] - The ending cash and cash equivalents balance was 2,266,706,395.72 CNY, down from 1,209,339,352.01 CNY in the previous period[24] Shareholder Information - Total number of common shareholders at the end of the reporting period is 71,150[13] - The largest shareholder, China Electric International Information Service Co., holds 31.34% of shares, totaling 238,180,452 shares[13] - The second-largest shareholder, National Integrated Circuit Industry Investment Fund, holds 7.37% of shares, totaling 56,040,400 shares[14] - The company has no preferred shareholders or significant changes in the top 10 shareholders due to margin trading[15] - The company has not disclosed any other significant matters related to shareholder relationships or actions[15] Operational Costs and Expenses - Total operating costs amounted to ¥49.99 billion, up 32.4% from ¥37.72 billion in the prior period[20] - Research and development expenses were ¥64.99 million, an increase of 18% from ¥55.01 million in the previous period[20] - The company’s cash outflow for purchasing goods and services rose to 53,058,177,239.03 CNY from 37,021,688,937.54 CNY, reflecting increased operational expenses[23] - The company’s cash flow from other operating activities increased to 162,812,884.72 CNY from 57,032,745.06 CNY, indicating enhanced operational efficiency[23] Investment Income - The company’s investment income decreased by 59.35% to ¥9,519,284.81, mainly due to reduced gains from forward foreign exchange contracts[11] - The company recorded an investment income of ¥9.52 million, down from ¥23.42 million in the previous period, indicating a decline of 59.3%[21] - The company reported a cash inflow of 1,699,000,000.00 CNY from investment recoveries, up from 1,100,669,338.88 CNY year-over-year[24]

Core Viewpoint - Zhongdian Port's stock price has increased by 18.8% over the past four days, reaching 27.68 CNY per share, with a market capitalization of 21.034 billion CNY [1] Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023 [1] - The company is located in Nanshan District, Shenzhen, Guangdong Province, and its main business includes electronic component distribution, design chain services, supply chain collaboration services, and industrial data services [1] - Revenue composition: Processors 40.78%, Memory 30.53%, Others 16.09%, Analog Devices 8.74%, RF and Wireless Connections 3.85% [1] Shareholder Information - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Zhongdian Port, having increased its holdings by 1.095 million shares in Q2, totaling 2.7955 million shares, which is 0.64% of the circulating shares [2] - The ETF has gained approximately 1.4816 million CNY in floating profit today and 12.2442 million CNY during the four-day increase [2] Fund Manager Performance - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 358 days [3] - The fund's total asset size is 122.76 billion CNY, with the best return during Cui's tenure being 170.06% and the worst being -15.93% [3]

Computing - Chuangwei Data reports strong market demand for cloud computing services, with high server rental rates [1] Semiconductor - Tengjing Technology indicates a robust order backlog in the semiconductor equipment sector [1] - Zhongdian Port states that the revenue contribution from the agency of Nexperia semiconductor product line is relatively small [1] - Tianzhun Technology mentions that Suzhou Xihang Semiconductor's inline inspection equipment can be used for quality control in memory chip manufacturing [1] - Glinda has begun mass production of photoresist for semiconductors, supplying leading companies [1] Quantum Technology - Tefa Information currently has no involvement in the quantum technology sector [1] Robotics - Hengfeng Tools has provided tool trial services to over ten humanoid robot component manufacturers [1] Solid-State Batteries - Funeng Technology is steadily constructing its pilot line for solid-state batteries [1] Commercial Aerospace - Zhongji Renjian has not yet initiated any commercial aerospace business [1] Other - Shenling Environment's products are serving a compact fusion energy experimental device project [1] - Shanda Electric Power currently has no business related to controllable nuclear fusion [1] - Sanyuan Bio's intelligent biomass energy project has been terminated due to approval delays [1]

Core Viewpoint - The stock of China Electric Port increased by 2.61% today, with a turnover rate of 32.52% and a trading volume of 3.989 billion yuan, indicating significant market activity and interest in the stock [2]. Trading Activity - The stock was featured on the daily trading list due to its turnover rate reaching 32.52%, with institutional investors net selling 12.5012 million yuan and the Shenzhen Stock Connect net selling 79.4537 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 790 million yuan, with a net buying amount of 75.4722 million yuan [2]. - Among the trading departments, four institutional special seats were involved, with a total buying amount of 215 million yuan and a selling amount of 227 million yuan, resulting in a net sell of 12.5012 million yuan [2]. Fund Flow - The stock experienced a net outflow of 219 million yuan in principal funds today, with large orders contributing to a net outflow of 32.9523 million yuan and big orders contributing to a net outflow of 187 million yuan [3]. - Over the past five days, the stock saw a net inflow of 259 million yuan in principal funds [3]. - As of October 27, the margin trading balance for the stock was 586 million yuan, with a financing balance of 585 million yuan and a securities lending balance of 1.4632 million yuan [3]. Recent Performance - The stock has appeared on the trading list five times in the past six months, with an average price increase of 1.92% the day after being listed and an average decline of 2.17% in the following five days [2].

格隆汇10月28日丨中电港(001287.SZ)在投资者互动平台表示，公司目前已授权代理多家国内知名半导 体品牌，未来将积极把握新的机遇，挖掘国内优质产品线的合作和拓展应用。 ...

Core Insights - The storage chip sector saw a significant increase of 3.49%, leading all concept sectors in growth as of the market close on October 27 [1] - A total of 124 stocks within the sector experienced gains, with notable performers including Dazhi Co., China Electronics Port, and Shikong Technology reaching their daily limit up [1] - The top gainers in terms of percentage increase were Jiangbolong, Jingrui Electric Materials, and Jingzhida, with respective increases of 19.82%, 16.50%, and 15.45% [1] Market Activity - The storage chip sector attracted a net inflow of 3.678 billion yuan from major funds, with 74 stocks receiving net inflows [1] - 24 stocks had net inflows exceeding 100 million yuan, with Zhaoyi Innovation leading at 0.953 billion yuan [1] - Other significant net inflows were observed in Shengyi Technology, China Electronics Port, and Jingrui Electric Materials, with inflows of 0.464 billion yuan, 0.365 billion yuan, and 0.311 billion yuan respectively [1] Fund Flow Ratios - The highest fund inflow ratios were recorded for Yingxin Development, Dazhi Co., and Shikong Technology, with net inflow rates of 58.95%, 53.21%, and 42.50% respectively [1]

Market Overview - On October 27, the A-share market experienced a volatile rise, with the Shanghai Composite Index briefly surpassing 3999 points, setting a new annual high. The total trading volume in the Shanghai and Shenzhen markets reached 2.36 trillion yuan, an increase of 365 billion yuan compared to the previous trading day [1] Sector Performance - The storage chip sector showed strong performance, with multiple stocks hitting new highs, including Demingli and Jiangbolong. The computing hardware sector also maintained its strength, with Huylv Ecological achieving four consecutive trading limits. The nuclear power sector was active, with stocks like Dongguan Tantalum and Antai Technology seeing significant gains. Conversely, the wind power sector faced collective weakness, with Haili Wind Power experiencing a sharp decline [1] Storage Sector Insights - The storage sector saw explosive growth, with companies like Zhongdian Port and Dawi Shares hitting trading limits. The storage index rose by 5.23%, reaching 3742.86 points [2][3] - Analysts from Guojin Securities highlighted the increasing demand for high-performance storage chips driven by the explosion of AI applications, suggesting a focus on the storage industry chain that is experiencing sustained growth [4] Semiconductor Equipment Developments - The semiconductor equipment sector also showed strength, with the index rising by 3.32% to 7336.75 points. The establishment of China's first EUV photoresist standard is underway, which is expected to fill a technical standard gap in the field and provide a unified testing method for performance evaluation [5][6] - The development of this standard is anticipated to benefit the entire semiconductor industry chain, including upstream material suppliers, equipment manufacturers, midstream photoresist producers, and downstream application enterprises [6]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.07亿元，其中，买入成交额为3.50亿 元，卖出成交额为2.57亿元，合计净买入9312.82万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买三、买四、卖四，合计买入 金额1.89亿元，卖出金额8521.61万元，合计净买入1.03亿元，深股通为第一大买入营业部及第二大卖出 营业部，买入金额为1.14亿元，卖出金额为5031.00万元，合计净买入6406.41万元。 中电港今日涨停，全天换手率21.21%，成交额23.49亿元，振幅10.71%。龙虎榜数据显示，机构净买入 1.03亿元，深股通净买入6406.41万元，营业部席位合计净卖出7441.29万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.74%上榜，机构专用席位净买入1.03亿元，深股通 净买入6406.41万元。 资金流向方面，今日该股主力资金净流入3.65亿元，其中，特大单净流入2.46亿元，大单资金净流入 1.18亿元。近5日主力资金净流入4.73亿元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-27 | 001287 | 中电港 | 26.46 | 12.00 | 317.52 | 有限公司福州五四 路班券量不出 | 机构专用 | | | | | | | | | 中国中金财富证券 | | | | 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | 10月27日，中电港大宗交易成交12万股，成交额317.52万元，占当日总成交额的0.14%，成交价26.46 元，较市场收盘价26.46元持平。 ...