来源：新浪基金∞工作室 2月25日，中电港涨2.02%，截至发稿，报24.78元/股，成交4.91亿元，换手率4.57%，总市值188.30亿 元。中电港股价已经连续4天上涨，区间累计涨幅6.72%。 资料显示，深圳中电港技术股份有限公司位于广东省深圳市南山区桃源街道留仙大道3333号塘朗城西区 A座23-25层,深圳市前海深港合作区南山街道自贸西街151号招商局前海经贸中心一期A座20层，成立日 期2014年9月28日，上市日期2023年4月10日，公司主营业务涉及电子元器件分销业务、设计链服务、供 应链协同配套服务和产业数据服务。主营业务收入构成为：处理器40.78%，存储器30.53%，其他 16.09%，模拟器件8.74%，射频与无线连接3.85%。 从中电港十大流通股东角度 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益9.26%，同类 排名1426/5570；近一年收益30.14%，同类排名1888/4305；成立以来收益24.96%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年112天，现任基金 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of China Electric Port, indicating a decline in stock price and significant financing activities on February 10 [1] - On February 10, China Electric Port's stock fell by 1.09%, with a trading volume of 267 million yuan. The net financing buy was -4.08 million yuan, with a total financing balance of 748 million yuan, which is 7.27% of the circulating market value [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year, indicating strong investor interest despite the stock price decline [1] Group 2 - China Electric Port, established on September 28, 2014, specializes in electronic component distribution, design chain services, supply chain collaboration, and industrial data services. The revenue composition includes processors (40.78%), memory (30.53%), and other categories [2] - As of January 31, the number of shareholders decreased by 12.22% to 83,500, while the average circulating shares per person increased by 13.93% to 5,235 shares [2] - For the period from January to September 2025, China Electric Port reported a revenue of 50.598 billion yuan, a year-on-year increase of 33.29%, and a net profit attributable to shareholders of 258 million yuan, up 73.06% [2] Group 3 - Since its A-share listing, China Electric Port has distributed a total of 258 million yuan in dividends [3] - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited increased its holdings by 4.8476 million shares to 7.5375 million shares, while several ETFs saw a decrease in their holdings [3]

Group 1 - The core point of the article highlights the performance and business profile of Shenzhen Zhongdian Port Technology Co., Ltd., which saw a 5% increase in stock price, reaching 23.93 CNY per share, with a trading volume of 330 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 18.184 billion CNY [1] - The company, established on September 28, 2014, and listed on April 10, 2023, specializes in electronic component distribution, design chain services, supply chain collaboration services, and industrial data services [1] - The revenue composition of the company 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, Huaxia Fund's Huaxia CSI 1000 ETF (159845) reduced its holdings by 4,800 shares in the third quarter, now holding 1.652 million shares, which accounts for 0.38% of the circulating shares [2] - The estimated floating profit from this transaction is approximately 1.8833 million CNY [2] - The Huaxia CSI 1000 ETF, established on March 18, 2021, has a current scale of 49.908 billion CNY, with a year-to-date return of 5.97%, ranking 1539 out of 5579 in its category, and a one-year return of 34.84%, ranking 1807 out of 4289 [2]

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 ...

Group 1 - The company Jiangbolong (301308.SZ) anticipates that the daily related transactions for sales of storage products with Shenzhen Zhongdian Port Technology Co., Ltd. will not exceed 250 million yuan in 2026 [1] - From January to September 2025, the actual sales amount to Zhongdian Port was 234.2181 million yuan, which is below the annual expected limit of 350 million yuan for that year [1]

（文章来源：证券日报） 证券日报网讯 12月26日，中电港发布公告称，公司第二届董事会第九次会议审议通过《关于将南京亿 安仓供应链服务有限公司100%股权划转至深圳中电港技术股份有限公司的议案》等多项议案。 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Zhongdian Port Technology Co., Ltd., which has a closing price of 22.89 yuan and a rolling PE ratio of 50.30, marking a new low in 13 days with a total market value of 17.394 billion yuan [1] - The company operates in the electronic components distribution sector, providing services such as design chain services, supply chain collaboration, and industrial data services, with key products including data centers, artificial intelligence, automotive electronics, wireless communication, and smartphones [1] - Zhongdian Port has been recognized as one of the "Top Ten Chinese Brand Distributors" for 23 consecutive years and ranks seventh globally in the electronic components distribution industry in 2024 [1] Group 2 - As of November 30, 2025, Zhongdian Port has 93,041 shareholders, a decrease of 2,441 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The latest financial results for the third quarter of 2025 show that the company achieved a revenue of 50.598 billion yuan, a year-on-year increase of 33.29%, and a net profit of 258 million yuan, reflecting a year-on-year increase of 73.06%, with a gross profit margin of 2.88% [1] - In terms of industry comparison, Zhongdian Port's PE ratio of 50.30 is above the industry average of 48.21 and the industry median of 52.88, ranking 22nd among its peers [2]

Core Insights - Zhongdian Port's stock price increased by 1.73% on November 28, with a trading volume of 398 million yuan [1] - The company reported a net financing outflow of 9.78 million yuan on the same day, with a total financing balance of 545 million yuan, representing 5.58% of its market capitalization [1] Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and went public on April 10, 2023 [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services [2] - Revenue composition: Processors 40.78%, Memory 30.53%, Others 16.09%, Analog Devices 8.74%, RF and Wireless Connectivity 3.85% [2] Financial Performance - For the period from January to September 2025, Zhongdian Port achieved a revenue of 50.598 billion yuan, a year-on-year increase of 33.29% [2] - The net profit attributable to shareholders was 258 million yuan, reflecting a year-on-year growth of 73.06% [2] - Cumulative cash dividends since the A-share listing amount to 258 million yuan [3] Shareholder Structure - As of September 30, 2025, the number of shareholders was 95,500, a decrease of 8.14% from the previous period [3] - The average circulating shares per person increased by 8.86% to 4,580 shares [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with changes in their holdings noted [3]

Core Insights - Zhongdian Port's stock price decreased by 1.28% on November 20, with a trading volume of 498 million yuan [1] - The company reported a financing buy-in of 58.06 million yuan and a net financing buy of 1.94 million yuan on the same day [1] Financing Overview - As of November 20, the total financing and securities lending balance for Zhongdian Port was 608 million yuan, with a financing balance of 607 million yuan, accounting for 5.99% of the circulating market value [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Securities Lending Overview - On November 20, Zhongdian Port repaid 15,900 shares in securities lending, with no shares sold [1] - The remaining securities lending volume was 45,800 shares, with a balance of 1.06 million yuan, also above the 50th percentile of the past year [1] Company Profile - Shenzhen Zhongdian Port Technology Co., Ltd. was established on September 28, 2014, and listed on April 10, 2023 [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services [2] - Revenue composition includes processors (40.78%), memory (30.53%), others (16.09%), analog devices (8.74%), and RF and wireless connections (3.85%) [2] Financial Performance - For the period from January to September 2025, Zhongdian Port achieved a revenue of 50.598 billion yuan, representing a year-on-year growth of 33.29% [2] - The net profit attributable to the parent company was 258 million yuan, with a year-on-year increase of 73.06% [2] Shareholder Information - As of November 10, the number of shareholders for Zhongdian Port was 103,900, a decrease of 9.11% from the previous period [3] - The average circulating shares per person increased by 10.02% to 4,208 shares [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with changes in their holdings noted [3]