Core Viewpoint - The company, Shenzhen Zhongdian Port Technology Co., Ltd., is a major player in the electronic components distribution market, with significant partnerships and a strong growth trajectory in revenue and profit [2][8]. Company Overview - Shenzhen Zhongdian Port is the largest electronic components distributor in China, representing top global storage chip manufacturers like Micron and Yangtze Memory Technologies [2]. - The company was established on September 28, 2014, and went public on April 10, 2023, focusing on electronic components distribution, design chain services, supply chain collaboration, and industrial data services [7]. - The revenue composition includes processors (40.78%), storage (30.53%), other components (16.09%), analog devices (8.74%), and RF & wireless connections (3.85%) [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 50.598 billion yuan, representing a year-on-year growth of 33.29%, and a net profit attributable to shareholders of 258 million yuan, up 73.06% year-on-year [8]. - The company has distributed a total of 258 million yuan in dividends since its A-share listing [9]. Market Position and Trends - The company is categorized as a "中字头" stock, indicating its control by state-owned enterprises or central government agencies [3]. - As of October 20, 2025, the company had 74,100 shareholders, a decrease of 6.82% from the previous period, with an average of 5,903 circulating shares per shareholder, an increase of 7.31% [8]. Investment and Trading Activity - On November 5, the stock price of Zhongdian Port fell by 2.06%, with a trading volume of 1.1 billion yuan and a turnover rate of 9.91%, bringing the total market capitalization to 19.484 billion yuan [1]. - The stock has seen a net outflow of 113 million yuan from major investors today, with a total of 238 million yuan over the past three days, indicating a trend of reduced holdings by major investors [4][5].
中电港跌2.06%，成交额11.00亿元，近5日主力净流入-4.65亿