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） | | | | 华福证券、浩期资产、长城基金、东方基金、东方阿尔法基金、太平 | | | 参与单位名称 | 资产、太平养老保险股份有限公司、天弘基金管理有限公司、信达澳 | | | | 亚基金、大成基金 | | | 时间 | 2025年11月26日 | | | 地点 | 电话会议 | | | | 英唐智控董事长：胡庆周先生 | | | | 英唐智控总经理：蒋伟东先生 英 | | | 接待人员姓名 | 唐智控董事会秘书：李昊先生 | | | | 光隆集成实控人：彭晖先生 | | | | 光隆集成总经理：陈春明先生 一、基本情况介绍 | | | 投资者关系活动主要内容 | 公司董事长胡庆周先生为投资者介绍了英唐智控的发展历程及发 | | | | 展 ...

深圳华强 20251126 摘要 深圳华强受益于海思业务的持续高增长，作为其最大代理商，海思业务 连续两年实现高双位数增长，显著推动了公司业绩，尤其是在算力需求 疲软的大环境下，这一增长表现突出。 公司积极拓展多元化业务线，包括手机、医疗、医美等核心客户端以及 算力业务，尽管目前基数较小，但这些新兴业务展现出巨大的增长潜力， 有望成为未来业绩的重要驱动力。 2025 年前三季度，深圳华强营收同比增长超过 35%，这得益于优质客 户群体带来的稳定收入和公司长期竞争力的体现，以及在电子元器件芯 片价格下行周期中，通过费用控制及高含金量业务实现了净利润的同比 增长。 深圳华强国产线占比已接近 60%，国内半导体企业迅速发展，使得国产 线逐渐摆脱毛利低的状态并开始盈利。消费电子尤其是手机占比最高， 而算力相关领域增速显著，功率器件表现尤为突出。 模拟类产品及 MCU、功率器件自 2022 年初以来经历了价格下跌，预计 2024 年价格下跌幅度将进一步减缓，目前尚未看到这些品类价格上涨 迹象，但可以判断其处于底部区间。 Q&A 深圳华强在 2025 年第三季度的净利润同比增长接近 40%，其主要原因是什 么？ 2025 ...

每经AI快讯，香农芯创（SZ 300475，收盘价：131.21元）11月25日晚间发布公告称，持有香农芯创科 技股份有限公司股份88万股（占公司总股本比例为0.189%）的董事、总经理李小红先生计划于本公告 披露之日起15个交易日之后的1个月内通过集中竞价方式减持公司股份不超过22万股(占公司总股本的 0.047%)。 持有公司股份8万股（占公司总股本比例为0.017%）的董事会秘书曾柏林先生计划于本公告披露之日起 15个交易日之后的1个月内通过集中竞价方式减持公司股份不超过2万股(占公司总股本的0.004%))。 持有公司股份12万股（占公司总股本比例为0.026%）的董事、副总经理、财务总监苏泽晶先生计划于 本公告披露之日起15个交易日之后的1个月内通过集中竞价方式减持公司股份不超过3万股(占公司总股 本的0.006%)。 截至发稿，香农芯创市值为610亿元。 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 （记者 胡玲） 2024年1至12月份，香农芯创的营业收入构成为：电子元器件分销占比97.15%， ...

■ 深圳中电港技术股份有限公司 关于公司2025年度第一期超短期融资券发行情况的公告 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。 深圳中电港技术股份有限公司（以下简称"公司"）分别于2025年4月27日、2025年5月20日召开第二届董 事会第六次会议和2024年度股东大会，审议通过了《关于拟注册发行超短期融资券和中期票据的议 案》，具体内容详见公司于2025年4月29日及2025年5月21日在《证券日报》《证券时报》《中国证券 报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn)披露的相关公告。 根据中国银行间市场交易商协会（以下简称"交易商协会"）出具的《接受注册通知书》（中市协注 [2025]SCP312号），交易商协会决定接受公司超短期融资券注册，注册金额为人民币20亿元，注册额度 自通知书落款之日起2年内有效，在注册有效期内可分期发行。具体内容详见公司于2025年11月4日在 《证券日报》《证券时报》《中国证券报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn)披露的 《深圳中电港技术股份有限公司关于超短期融资券和 ...

（文章来源：证券日报） 证券日报网讯商络电子11月24日在互动平台回答投资者提问时表示，公司专注电子元器件分销业务，暂 不涉及生产制造环节。作为长鑫、铠侠、兆易、群联、得一微等头部品牌的授权代理商，公司拥有存储 产品稳定供货能力，客户群体覆盖服务器、手机及各类消费级IoT等多个领域。 ...

Core Viewpoint - The stock of Shangluo Electronics experienced a decline of 6.77% on November 21, with a trading volume of 461 million yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On November 21, Shangluo Electronics had a financing buy-in amount of 44.30 million yuan, while the financing repayment was 75.30 million yuan, resulting in a net financing outflow of 30.99 million yuan [1]. - The total financing and securities balance for Shangluo Electronics reached 480 million yuan, accounting for 5.83% of its market capitalization, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - There were no shares sold or repaid in the securities lending market on the same day, with the securities lending balance also at zero, reflecting a lack of short-selling interest [1]. Company Performance - As of November 10, the number of shareholders for Shangluo Electronics was 47,900, a decrease of 2.31% from the previous period, while the average circulating shares per person increased by 2.36% to 10,268 shares [2]. - For the period from January to September 2025, Shangluo Electronics reported a revenue of 6.189 billion yuan, representing a year-on-year growth of 32.80%, and a net profit attributable to shareholders of 141 million yuan, which is a significant increase of 164.32% year-on-year [2]. Dividend and Shareholding Information - Since its A-share listing, Shangluo Electronics has distributed a total of 80.82 million yuan in dividends, with 29.58 million yuan distributed over the past three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 3.90 million shares, an increase of 2.47 million shares from the previous period [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]

Group 1: Financial Performance - The company's revenue for the first three quarters increased by 8.46% year-on-year, while net profit attributable to shareholders grew by 35.62% [2] - Key factors for growth include deepening cooperation with major product lines and clients, expanding market reach, and promoting both domestic and overseas product lines [3] - The "Huaqiang Science and Technology Innovation Plaza" project has maintained a high occupancy rate since its launch in 2024, contributing to steady performance [3] Group 2: Business Developments - The company is a major authorized distributor for HiSilicon, with significant revenue growth from HiSilicon products in 2024 and the first three quarters of 2025 [4] - As a "Gold Partner" of Ascend APN, the company has developed multiple applications based on Ascend chips, enhancing its role in the Ascend ecosystem [4] Group 3: Storage Business - The company is a leading distributor of electronic components, with a strong focus on storage products, achieving significant year-on-year growth in storage product shipments [5] Group 4: AI Business Initiatives - The company is actively involved in AI ecosystem development, promoting applications of Ascend AI in various sectors, including industrial inspection and autonomous mobile robots [6] - The company has completed private deployment of large models and is expanding testing capabilities, focusing on enhancing internal management and digital systems [7] - Future plans include expanding agency rights for AI-related chips and developing AI application solutions to optimize organizational efficiency [7] Group 5: Dividend Policy - The company has a long-standing commitment to returning value to investors, having consistently paid cash dividends for over a decade and implementing mid-year dividends for the past three years [7]

尊敬的投资者，您好！截至 2025 年 9 月 30 日，公司存货金额 为人民币 91.94 亿元。公司授权分销产品的价格是随行就市的价 格，市场价格变化最终会体现在采购和销售价格上。存储芯片涨价 对公司利润的具体影响，可后续关注公司对外披露的定期报告。 | 编号：2025-11 | | --- | | | □ 特定对象调研 □ 分析师会议 | | --- | --- | | | □ 媒体采访 □ 业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | √ 其他（2025 年度深圳辖区上市公司投资者网上集体接待日活动） | | 参与单位名称及人员姓名 | 线上参与 2025 年度深圳辖区上市公司投资者网上集体接待日活动 | | | 的投资者 | | 时间 | 2025 年 11 月 20 日 (周四) 下午 14:30~17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人员姓名 | 董事会秘书 刘同刚 | | | 证券事务代表 谢日增 | | | 投资者提出的部分问题及公司回复情况 公 ...

Group 1 - The company Shenzhen Huaqiang announced a cash dividend distribution plan for the third quarter of 2025, proposing a payout of 2 RMB per 10 shares (including tax) [1] - The record date for the dividend distribution is set for November 26, 2025, while the ex-dividend date is November 27, 2025 [1]