证券代码：001287 证券简称：中电港 公告编号：2025-039 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 后，中电坤润基金与中电发展基金合计持有公司股份 68,367,353 股，占公司总股 本的 8.9969%，权益变动触及 1%的整数倍。现将具体情况公告如下： 二、权益变动触及 1%整数倍的情况说明 | 1．基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露义务人1 | 中电坤润一期（天津）股权投资合伙企业（有限合伙） | | | | | | 天津自贸试验区(东疆综合保税区)澳洲路 | | | 号查验库 6262 | | 住所 | 办公区 202 室（天津东疆商务秘书服务有限公司自贸区 | | | | | | 分公司 ...

New Stock Issuance - The new stock issued by Hanguo Group is priced at 15.43 RMB per share[1] - The subscription period for the tender offer of ST Kelly is from July 17, 2025, to August 15, 2025[1] Abnormal Fluctuations - Several stocks, including ST Zitian and Guangshengtang, have reported severe abnormal fluctuations[2] - The announcement links for stocks experiencing abnormal fluctuations are provided for investor reference[2] Market Updates - A total of 30 stocks have been listed for trading updates, with various announcements made between July 15 and July 21, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1]

Core Viewpoint - The company, China Electric Port, serves as a crucial distributor in the electronic information industry, connecting upstream manufacturers with downstream electronic product manufacturers, ensuring supply chain stability. The company has diversified its operations beyond authorized distribution into three main business segments: design chain services, supply chain collaborative services, and industrial data services. The growth in 2024 is expected to be driven by demand for storage and processors, particularly in consumer terminals and AI servers, with a notable increase in accounts receivable in Q1 2025 due to heightened demand in these areas [1][2][3][4][5][6]. Group 1 - The company acts as a key "link" in the electronic information industry, connecting component manufacturers with downstream manufacturers, ensuring supply chain stability through efficient allocation of resources [2]. - The company has three additional business segments: design chain services, supply chain collaborative services, and industrial data services, which are strategic extensions of its core distribution business [3]. - Design chain services focus on hardware design support and technical solution development, while supply chain collaborative services provide comprehensive logistics and customs solutions [3]. Group 2 - The anticipated growth in 2024 is primarily driven by storage and processor sales, with significant demand from consumer terminals and AI servers [4]. - The increase in accounts receivable in Q1 2025 is attributed to the company capitalizing on demand opportunities in the AI server sector, leading to increased revenue and inventory turnover [5]. - Major clients of the company are concentrated in sectors such as consumer electronics, artificial intelligence, industrial electronics, network communication, and automotive electronics [6].

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

Market Overview - On July 17, the net inflow of main funds in the Shanghai and Shenzhen markets reached 6.986 billion yuan, with the ChiNext board seeing a net inflow of 1.964 billion yuan and the CSI 300 index stocks experiencing a net inflow of 5.083 billion yuan [1] Industry Performance - Among the 25 industries tracked, defense, communication, and electronics sectors led the gains, each rising over 2%, while pharmaceuticals, steel, comprehensive, computer, and retail sectors saw increases of over 1% [1] - In total, 13 industries received net inflows of main funds, with the computer industry leading at 4.092 billion yuan, followed by electronics and communication sectors with net inflows of 2.513 billion yuan and 1.860 billion yuan, respectively [1] Individual Stock Highlights - Changshan Beiming, an AI concept stock, saw a significant net inflow of 2.010 billion yuan, marking a new high since November 4, 2024, and its stock price increased by 10.02% [2] - Runhe Software, a leader in the Hongmeng concept, experienced a net inflow of 0.932 billion yuan, also a new high since October 30, 2024, with a price increase of 9.68% [3] - Other notable stocks with significant net inflows include Tuowei Information (0.773 billion yuan), ZTE Corporation (0.760 billion yuan), and Construction Industry (0.689 billion yuan) [4][5] Fund Outflows - The environmental protection industry faced the largest net outflow, totaling 0.640 billion yuan, while light manufacturing, automotive, pharmaceuticals, and home appliances also saw significant outflows exceeding 0.400 billion yuan [1] - In the chip sector, Dianzhi Port had the highest net outflow at 0.510 billion yuan, with its stock price declining by 1.21% [6][7] Tail-End Market Activity - At the end of the trading day, the net inflow of main funds reached 1.364 billion yuan, with the ChiNext board contributing 0.379 billion yuan and the CSI 300 index stocks contributing 0.839 billion yuan [8] - Notable stocks with significant tail-end inflows included Dongfang Fortune (1.505 billion yuan) and Northern Rare Earth (1.067 billion yuan) [9] Summary of Key Stocks - The top stocks by net inflow on July 17 included: - Changshan Beiming: 2.010 billion yuan, +10.02% - Runhe Software: 0.932 billion yuan, +9.68% - Tuowei Information: 0.773 billion yuan, +5.32% - ZTE Corporation: 0.760 billion yuan, +3.88% - Construction Industry: 0.689 billion yuan, +10.01% [5][11]

Group 1: Company Overview and Business Model - The company acts as a crucial link in the electronic information industry, connecting upstream component manufacturers with downstream electronic product manufacturers, ensuring a stable supply chain [2] - Besides authorized distribution, the company has three major business segments: design chain services, supply chain collaborative services, and industrial data services, which are strategic extensions of its core distribution business [2][3] Group 2: Business Services - Design chain services focus on hardware design support and technical solution development, providing reference designs and product solutions to support distribution growth and innovation [3] - Supply chain collaborative services offer comprehensive solutions for warehousing, logistics, and customs clearance, ensuring seamless integration of storage, transportation, and distribution [3] - Industrial data services leverage vast amounts of electronic component data to provide supply chain fluctuation analysis, BOM management, and industry trend analysis [3] Group 3: Market Performance and Growth - The company anticipates significant sales growth in 2024, primarily driven by increased demand for memory and processors, particularly in consumer electronics and AI server applications [3] - In Q1 2025, accounts receivable increased due to accelerated inventory turnover driven by heightened demand in AI server sectors, leading to revenue growth [3] Group 4: Key Clientele - Major clients are concentrated in sectors such as consumer electronics, artificial intelligence, industrial electronics, network communication, and automotive electronics [3]

Market Overview - The three major stock indices in China collectively rose, with the Shanghai Composite Index closing at 3516.83 points, up 0.37% [1] - The Shenzhen Component Index closed at 10873.62 points, up 1.43% [1] - The ChiNext Index closed at 2269.33 points, up 1.76% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion yuan, an increase of 97.3 billion yuan compared to the previous trading day [1] Sector Performance - The electronic components sector led the gains, with companies like Mankun Technology hitting the daily limit of 20% increase, and Shengyi Electronics rising over 13% [4] - The CPO concept showed strong performance throughout the day, while the military equipment sector was also active, with companies like Zongheng Co. and Chenxi Aviation seeing significant increases [5][6] - Conversely, the precious metals sector experienced declines, with Shandong Gold dropping over 2% [7] Capital Flow - Main capital flows showed a net inflow into sectors such as electronics, computers, and communications, while there was a net outflow from public utilities, real estate, and coal sectors [8] - Specific stocks like Changshan Beiming and Runhe Software saw net inflows of 2 billion yuan and 925 million yuan, respectively [9] - On the outflow side, companies like China Electric Power and Sunshine Power faced sell-offs of 444 million yuan and 397 million yuan, respectively [10] Institutional Insights - Dongfang Securities noted that overseas liquidity remains volatile, with a short-term rebound in the US dollar, leading to limited domestic opportunities in July [12] - CITIC Securities highlighted that mid-year performance reports could drive market sentiment towards technology sectors [13] - Galaxy Securities mentioned that the large financial sector is entering a phase of rotation and adjustment [14]

Group 1: Market Overview - The computer sector saw a net inflow of over 48 billion yuan, leading the market in capital inflow [1][2] - Other sectors with significant net inflows include electronics (34.01 billion yuan) and national defense (33.24 billion yuan) [2] - The sectors experiencing net outflows include the new energy sector (-12.61 billion yuan), securities (-11.49 billion yuan), and semiconductors (-11.28 billion yuan) [3] Group 2: Top Stocks by Net Inflow - The top stock by net inflow is Changshan Beiming, with a net inflow of 19.61 billion yuan, representing a 33.64% increase [4] - Other notable stocks with significant net inflows include Runhe Software (9.27 billion yuan, 14.41%) and Jianghuai Automobile (7.93 billion yuan, 13.27%) [4] - The list also includes Tuowei Information and AVIC Shenyang Aircraft Company, with net inflows of 7.82 billion yuan (12.28%) and 6.90 billion yuan (15.91%), respectively [4] Group 3: Top Stocks by Net Outflow - The stock with the highest net outflow is Zhongdian Port, with a net outflow of 4.30 billion yuan, reflecting a -14.79% decrease [5] - Other stocks with significant net outflows include ST Huatong (-3.63 billion yuan, -13.34%) and Sunshine Power (-3.60 billion yuan, -11.15%) [5] - Additional stocks experiencing notable outflows include CK New, Dongfang Caifu, and Dazhi Technology, with outflows of -3.03 billion yuan, -2.59 billion yuan, and -2.48 billion yuan, respectively [5]

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]

1、公司未发现前期披露的信息存在需要更正、补充之处。 证券代码：001287 证券简称：中电港 公告编号：2025-038 深圳中电港技术股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 深圳中电港技术股份有限公司（以下简称"公司"）股票于 2025 年 7 月 14 日、7 月 15 日及 7 月 16 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定，属于股票交易异常波动的 情况。 二、公司关注并核实相关情况 针对公司股票交易异常波动，公司对有关情况进行核查，并发函征询了控股 股东及实际控制人，现就有关情况说明如下： 2、公司郑重提醒广大投资者：《证券日报》《证券时报》《中国证券报》 《上海证券报》与巨潮资讯网（www.cninfo.com.cn）为公司选定的信息披露媒 体，公司所有信息均以在上述媒体披露的信息为准，请广大投资者理性投资，注 意风险。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 ...