格隆汇2月5日丨中电港(001287.SZ)2月5日在接待机构投资者调研时表示，目前公司自研方案覆盖人工 智能、新能源、AIoT、汽车电子、工业电子、开源硬件等应用领域，依托国内外优质上游原厂研发布 局多款开发板、开源硬件和应用方案，包括AI智能计算模组、高性能高功率无线HID模块及开发板、新 一代智能语音物联网模块、无线音频模块及开发板等。公司将持续推进创新业务，一是聚焦重点应用及 通用技术自研解决方案及产品；二是打造增值服务平台，提升供应链上下游供需的产业洞察能力；三是 建设生态协同网络，扩展产业链供应链资源优势，汇聚创新资源，孵化新产品、新方案。 ...

证券代码：001287 证券简称：中电港 深圳中电港技术股份有限公司 2、公司有布局国际化的规划吗？ 国际化是公司未来发展的重要方向之一，为推进国际化战略布 局，公司目前正在布局设立新加坡子公司作为运营主体，将其作为 公司国际化业务桥头堡，进一步加强与国际国内上下游企业交流与 合作，共同构建安全、高效、共赢、可持续的产业链供应链双循环 枢纽。 3、公司主要竞争优势和发展重点是怎样的？ 授权分销作为公司的主营业务，公司整合了国际一流品牌和国 产优质资源，形成了品牌影响力强、产品类别完备、国内行业市场 深度覆盖的核心授权资源，能够满足多行业的多样化需求。经过多 年发展，公司在规模、资源、供应链服务及产业生态等方面具备行 业优势，同时紧紧把握行业发展周期，抢抓行业发展机遇，深化在 人工智能、机器人、汽车电子、先进计算、新能源、工业电子、网 络通信、低空经济等应用领域的布局，推动公司优化利润结构，提 升业绩贡献。同时，持续提升经营效率和经营质量，通过运营管理 体系精益化、供应链管理智能化，赋能企业规模扩张与可持续发展。 后续公司将立足国内和国际两个市场，以应用创新为牵引，现代供 应链综合服务为支撑，全力打造全球首选的 ...

Core Insights - Company reported a significant growth in revenue and profit for the first half of 2025, with revenue increasing by 35.64% year-on-year and net profit attributable to shareholders rising by 92.80%, both reaching historical highs [1][3] Financial Performance - In the first half of 2025, the company achieved a revenue of 33.526 billion yuan and a net profit of 1.81 billion yuan [3] - Since its listing on April 10, 2023, the company has shown steady growth, with revenue and net profit growth rates of 57.45% and 37.50% respectively in the first half of 2024 [3] - The company maintained a dual growth trend, with revenue and net profit both reaching historical highs in the first half of 2025 [3] Operational Efficiency - The annualized inventory turnover rate for the first half of 2025 was 6.84 times, an increase of 1.96 times year-on-year, while accounts receivable turnover rate was 6.00 times, up by 0.27 times [3] - The performance reflects an improvement in operational quality and an optimized profit structure, achieving both scale and efficiency growth [3] Market Positioning - The company has integrated high-quality domestic resources and international brands, establishing long-term stable partnerships with over 5,000 quality clients across various fields [2] - The global semiconductor industry is experiencing a structural recovery, and the company has capitalized on market opportunities by increasing investments in strategic markets such as artificial intelligence, computing technology, and automotive electronics [2] Product and Service Innovation - The company reported a 144% year-on-year increase in revenue from artificial intelligence-related businesses, totaling 7.702 billion yuan in the first half of 2025 [4] - Revenue from processor business reached 13.673 billion yuan, growing by 77.33%, while other products like sensors and discrete devices saw a 102.07% increase in revenue [4] - The company has launched various innovative products, including AI intelligent computing modules and high-performance wireless modules, to support diverse applications [5] Supply Chain and Logistics - The company has established a modern supply chain collaborative service platform, "Yian Warehouse," providing comprehensive services including warehousing, transportation, and distribution [6] - The total warehouse area is 72,000 square meters, with a storage capacity of 22,500 pallets and the ability to handle over 3 million boxes annually [6] Data and Analytics Capabilities - The company has developed a big data platform, "Chip Check," which provides various services including supply chain fluctuation analysis and BOM management [7] - In the first half of 2025, the platform's PC access volume increased by 74%, indicating growing engagement and collaboration with leading manufacturers [7]