证券代码：300131 证券简称：英唐智控 深圳市英唐智能控制股份有限公司 投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 | 分析师会议 ☐ | | --- | --- | --- | | | 媒体采访 ☐ | 业绩说明会 ☐ | | | ☐ 新闻发布会 | ☐ 路演活动 | | | ☐ 现场参观 | | | | ☐ 其他（请文字说明其他活动内容） | | | 参会单位人员及名单 | 浙商证券（刘雯蜀、郑毅）、东方财富（向心韵） | | | 时间 | 2026年3月6日 10:00-11:00 | | | 地点 | 公司会议室 | | | 接待人员姓名 | 英唐智控董事会秘书：李昊先生 | | | | 一、基本情况介绍 | | | 投资者关系活动主要 | 公司董事会秘书李昊先生介绍了英唐智控的发展历程及发展现状，英唐 | | | | 智控深耕电子元器件分销，积累了丰富的客户资源。自研芯片聚焦MEMS微振 | | | 内容介绍 | 镜与车载显示芯片，通过加大研发投入、引进高端人才实现技术突破。 | | | | 公司已在多家头部屏厂成功导入车载显示芯片业务，首款车规级 | | | | TDDI ...

格隆汇2月27日丨威雅利(00854.HK)公布截至2025年12月31日止年度全年业绩。由于集团除照明以外所 有分部于截至2025年12月31日止年度的销售额均高于上一财政年度的收益1,828.9百万港元，因此集团之 收益增加28.9%至2,358.3百万港元。 截至2025年12月31日止年度(「2025财年」)，集团录得公司拥有人应占溢利为5100万港元，而截至2024 年12月31日止九个月(「上一财政年度」)则为应占净亏损6160万港元。集团于2025财年财务表现显着改 善，主要归因于：(i)2025财年毛利率较2024年上一财政年度普遍改善，主要由于引入高毛利产品线及规 模化发展，透过新型贸易模式开拓高利润客户群，以及因2025财年卓越营运表现而获得供应商增加激励 措施；(ii)相较于2024年上一财政年度为滞销存货计提的存货拨备，2025财年录得存货拨备拨回净额； 及(iii)2025财年集团部分应收款项录得减值拨回净额所致。 ...

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 ...

2月24日，商络电子涨5.24%，截至发稿，报15.87元/股，成交5.18亿元，换手率6.77%，总市值109.03亿 元。 张永强累计任职时间3年54天，现任基金资产总规模15.58亿元，任职期间最佳基金回报55.74%， 任职 期间最差基金回报7.23%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 万家中证2000指数增强A（019920）成立日期2025年1月21日，最新规模1340.12万。今年以来收益 11.23%，同类排名690/5580；近一年收益54.83%，同类排名613/4297；成立以来收益55.74%。 万家中证2000指数增强A（019920）基金经理为乔亮、张永强。 截至发稿，乔亮累计任职时间6年190天，现任基金资产总规模64.04亿元，任职期间最佳基金回报 156.56%， 任职期间最差基金回报1.09%。 资料显示，南京商络电子股份有限公司位于江苏省南京市雨花区玉盘西街4 ...

高管变动 经济观察网 深圳华强（000062）实业股份有限公司（000062）发布2025年度业绩预告及董事长变更公 告。 此外，2026年2月3日公司公告董事长变更，胡新安因个人原因辞任，选举张泽宏为新任董事长。公司提 示2025年年度报告将后续披露，具体财务数据以正式报告为准。 业绩经营情况 公司于2026年1月30日发布了2025年度业绩预告，预计归属于上市公司股东的净利润为4.26亿元至4.90亿 元，同比增长100%至130%，主要因业务拓展、华强科创广场项目出租率提升及成本优化等因素推动。 ...

Core Viewpoint - Chahua Co., Ltd. (603615) is expected to turn a profit in 2025, driven by the restructuring of its daily plastic products business and the rapid growth of its electronic components distribution business following the acquisition of Dama Technology [1][2]. Financial Performance - The company forecasts a net profit of approximately 6 million yuan for 2025, with a net profit of about 6.2 million yuan after excluding non-recurring gains and losses, marking a turnaround from previous losses [2]. - The improvement in profitability is attributed to cost reduction and efficiency enhancement measures, as well as the integration of the newly acquired electronic components distribution business [2]. Business Development - Following the acquisition of Shenzhen Dama Technology Co., Ltd. and its subsidiaries, the electronic components distribution business has become a significant revenue source, accounting for 36.48% of total revenue in the first three quarters of 2025 [3]. - The effectiveness of future business integration and profitability improvements will require ongoing observation [3]. Stock and Capital Performance - Recent stock performance has shown volatility, with a net inflow of 2.33 million yuan in main funds on January 30, 2026, despite a cumulative decline of 4.58% in stock price over the past 60 days [4]. - Market sentiment and changes in industry conditions may continue to impact short-term stock performance [4].

Core Viewpoint - The performance forecasts for 2025 from nine A-share listed electronic component distributors indicate that eight companies expect a year-on-year increase in net profit attributable to shareholders, with significant growth driven by the recovery of the global semiconductor market and adjustments in supply chain structures [1][22]. Group 1: Company Performance Forecasts - Shannon Xinchuan expects a net profit of 480 million to 620 million yuan, representing a year-on-year growth of 81.77% to 134.78% [2][25]. - Shenzhen Huachuang anticipates a net profit of 426 million to 490 million yuan, with a growth rate of 100% to 130% [2][27]. - Torch Electronics forecasts a net profit of 300 million to 350 million yuan, reflecting a growth of 54.23% to 79.93% [2][29]. - Shangluo Electronics predicts a net profit of 285 million to 315 million yuan, with an impressive growth of 302.55% to 344.92% [2][30]. - Liyuan Information expects a net profit of 160 million to 180 million yuan, with a growth of 62.56% to 82.88% [2][33]. - Haoshanghao forecasts a net profit of 65 million to 83 million yuan, indicating a growth of 115.64% to 175.35% [2][35]. - Runxin Technology anticipates a net profit of 55.5 million to 60 million yuan, with a growth of 50% to 65% [2][38]. - Lierda expects a net profit of 35 million to 50 million yuan, marking a significant turnaround from a loss of 108 million yuan in the previous year [2][40]. - Yintang Zhikong forecasts a net profit of 23 million to 28 million yuan, but expects a decline of 53.55% to 61.84% [2][42]. Group 2: Industry Trends and Drivers - The collective performance increase among distributors reflects changes in inventory and demand dynamics within the supply chain, as various segments from memory chips to passive components experience shifts in supply-demand relationships [1][22]. - The growth in Shannon Xinchuan's performance is attributed to the rising demand for enterprise-level storage driven by the development of artificial general intelligence (AGI) and the construction of internet data centers (IDC) [3][26]. - Shenzhen Huachuang's profit growth is supported by deepening collaborations with key product lines and customers, as well as expanding market opportunities in consumer electronics, automotive electronics, and new energy sectors [5][28]. - Torch Electronics benefits from an increase in orders in high-reliability sectors, supported by an overall improvement in industry conditions [6][29]. - Shangluo Electronics attributes its significant profit growth to a focus on AI, robotics, and automotive electronics, optimizing product structure and enhancing gross margin contributions [8][31]. - Liyuan Information's growth is driven by a recovery in the domestic chip market and increased revenue from its IoT module and system solutions business [18][41].

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]

Core Viewpoint - The company, Haoshanghao (001298), announced that as of the disclosure date, the total guarantee balance for its subsidiaries amounts to RMB 218,050.29 million, which is equivalent to 138.36% of the company's most recent audited net assets [1] Group 1 - The total guarantee balance for subsidiaries is RMB 218,050.29 million [1] - The guarantee balance is calculated based on the exchange rate of 1 USD to 6.9678 RMB as of January 30, 2026 [1] - There are no guarantees provided to entities outside the consolidated financial statements, and there are no overdue guarantees or litigation related to guarantees [1]