8月26日晚间，中国本土电子元器件分销商龙头——中电港（001287）（001287.SZ）披露2025年半年度 报告：营业收入同比增长35.64%，扣非归母净利润同比增长92.80%，实现了收入和利润的双增长，并 均创历史新高。 经营质量稳步提升，收入利润创历史新高 中电港整合了国产优质资源和国际一流品牌，拥有产品类别完备、国内行业市场深度覆盖的核心授权资 源，已布局全球知名半导体品牌授权代理产品线约130条。凭借优质的授权分销资质及全面的产品线布 局，与超5000家多领域的优质客户建立了长期稳定的合作关系。 2025年上半年，全球半导体行业发展呈结构性复苏态势，中电港抢抓市场发展机遇，围绕人工智能、计 算技术、汽车电子等战略市场加大投入，推动了处理器以及周边芯片等电子元器件出货量的提升，表现 出强劲的增长动力及盈利能力。同时，近年来中电港多措并举，对内加强精细化管控，持续推动高质量 发展。 从业绩规模来看，2025年上半年实现营业收入335.26亿元，实现归母净利润1.81亿元。自2023年4月10日 上市以来，中电港经营呈现稳健增长态势：2024年上半年，收入与归母净利润同比增幅分别达到 57.45%和 ...

Group 1: Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. is the leading domestic distributor of electronic components, focusing on component distribution, design chain services, supply chain collaboration, and industrial data services [2][3]. - The company operates an automated three-dimensional warehouse of approximately 50,000 m² in Humen, with additional hubs in Hong Kong, Central China, South China, and East China, forming a comprehensive three-tier warehouse layout [3]. Group 2: Application Innovation - The "Firefly Workshop" is the company's application innovation platform, emphasizing technical services and innovation in key industries such as artificial intelligence, new energy, AIoT, automotive electronics, industrial electronics, and open-source hardware [3]. - The company provides technical support, reference designs, and solutions to drive growth in its distribution business and innovation in the upstream and downstream of the industry chain [3]. Group 3: Market Trends - According to SIA data, the global semiconductor market is projected to reach $626.9 billion in 2024, with a year-on-year growth of 19%. Growth rates are expected to be 38.9% in the Americas, 17.5% in Asia-Pacific, 1.4% in Japan, and a decline of 6.7% in Europe [3]. - WSTS forecasts an 11% growth in the global semiconductor market in 2025, reaching $697.1 billion, driven by structural high growth in domestic semiconductor demand, particularly in emerging fields such as AI computing power, robotics, and AIoT [3].