证券代码：688448 证券简称：磁谷科技 公告编号：2025-036 南京磁谷科技股份有限公司 关于持股 5%以上股东及其一致行动人权益变动触 及 1%刻度暨减持股份结果公告 持股 5%以上股东南京宝利丰创业投资合伙企业(有限合伙)及其一致行动人 董继勇保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，南京磁谷科技股份有限公司（以下简称"公司"） 股东南京宝利丰创业投资合伙企业（有限合伙）（以下简称"宝利丰"） 持 有公司股份 8,092,500 股，占公司总股本的 11.29%，上述股份来源于公司 首次公开发行前取得的股份，其中 1,232,500 股已于 2023 年 9 月 21 日起 上市流通，6,860,000 股已于 2024 年 3 月 21 日起上市流通。宝利丰一致 行动人公司董事、总经理董继勇先生持有公司股份 2,430,000 股，占公司 总股本的 3.39%，其中 2,400,000 股来源于公司首次公开发行前取得的股 份，已于 20 ...

Group 1 - On September 5, Mag Valley Technology executed a block trade of 948,800 shares, with a transaction value of 37.1742 million yuan, accounting for 19.42% of the total trading volume for that day [1] - The transaction price was 39.18 yuan, representing a discount of 14.92% compared to the market closing price of 46.05 yuan [1] Group 2 - The block trade involved multiple brokerage firms, including Huafu Securities, Ping An Securities, and Guotai Junan Securities, indicating a diverse participation in the transaction [2] - The total transaction amount for the block trade was broken down into various segments, with the largest single transaction amounting to 1,499.81 million yuan [2]

Summary of Key Points Core Viewpoint - The recent trading activity of Magu Technology indicates a significant decline in stock performance, with notable net outflows and a decrease in financing balance over the past week [2]. Trading Activity - On September 4, Magu Technology recorded three block trades totaling 234,200 shares, amounting to 9.176 million yuan, with a transaction price of 39.18 yuan, reflecting a discount of 12.78% compared to the closing price [2]. - In the last three months, the stock has seen a total of seven block trades with a cumulative transaction value of 19.189 million yuan [2]. Stock Performance - The closing price of Magu Technology on the same day was 44.92 yuan, down 5.77%, with a daily turnover rate of 7.77% and a total trading volume of 172 million yuan [2]. - Over the past five days, the stock has experienced a cumulative decline of 27.55%, with a total net outflow of 124 million yuan [2]. Margin Financing - The latest margin financing balance for Magu Technology stands at 207 million yuan, which has decreased by 37.598 million yuan over the past five days, representing a decline of 15.39% [2].

两融数据显示，该股最新融资余额为2.15亿元，近5日减少5512.27万元，降幅为20.43%。（数据宝） 9月3日磁谷科技大宗交易一览 | 成交量 （万 | 成交金额 （万元） | 成交价 格 | 相对当日收盘折 溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | | （元） | | | | | 7.10 | 298.20 | 42.00 | -11.89 | 广发证券股份有限公司上海 | 兴业证券股份有限 | | | | | | 南泉北路证券营业部 | 公司南京分公司 | | 5.00 | 210.00 | 42.00 | -11.89 | 国泰海通证券股份有限公司 | 兴业证券股份有限 | | | | | | 总部 | 公司南京分公司 | | 4.80 | 201.60 | 42.00 | -11.89 | 华泰证券股份有限公司广州 | 兴业证券股份有限 | | | | | | 云城东路证券营业部 | 公司南京分公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 磁谷科技9 ...

9月3日，磁谷科技大宗交易成交16.9万股，成交额709.8万元，占当日总成交额的4.78%，成交价42元， 较市场收盘价47.67元折价11.89%。 | 交易日期 | 豆醇圆移 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 奥运营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-03 | 圆谷科技 | 683448 | 42 | 298.2 | 7.1 | 广发适劳脸份有限 公司上海南泉北路 还要营业部 | 兴业证券股份有限 公司南京分公司 | Na | | 2025-09-03 | 磁谷科技 | 688448 | 42 | 210 | 5 | 国泰海通证券股份 有限公司总部 | 兴业证券股份有限 公司局京分公司 | KA | | 2025-09-03 | 磁谷科技 | 688448 | 42 | 201.6 | 4.8 | 华泰证券股份有限 公司广州云城东路 证券需求能 | 兴业证券股份有限 公司南京分公司 | KO | ...

Core Insights - Maglev Technology experienced a stock decline of 1.25% on September 1, with a trading volume of 242 million yuan [1] - The company reported a financing buy-in of 17.32 million yuan and a financing repayment of 31.58 million yuan on the same day, resulting in a net financing outflow of 14.26 million yuan [1] - As of September 1, the total margin balance for Maglev Technology was 225 million yuan, accounting for 9.11% of its market capitalization, indicating a high level of financing [1] Financial Performance - For the first half of 2025, Maglev Technology achieved a revenue of 152 million yuan, reflecting a year-on-year growth of 1.17% [2] - The net profit attributable to shareholders was 4.48 million yuan, showing a significant decline of 46.10% compared to the previous period [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Maglev Technology increased by 33.81% to 5,565, while the average circulating shares per person decreased by 25.27% to 8,620 shares [2] - The company has distributed a total of 53.52 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, Jin Xin Stable Strategy Mixed A increased its holdings by 2.20 million shares, while Nuo An Multi-Strategy Mixed A entered the list as a new shareholder [3]

Core Viewpoint - The report outlines the continuous supervision and tracking of Nanjing Maglev Technology Co., Ltd. by the sponsor, Industrial Securities, during its initial public offering and listing on the Sci-Tech Innovation Board, emphasizing compliance with relevant regulations and the company's operational status [1][2][3]. Continuous Supervision Work Content - The sponsor has established and effectively executed a continuous supervision work plan, including signing relevant agreements with the company and reporting to the Shanghai Stock Exchange [1][2]. - Regular communication, site inspections, and due diligence are conducted to understand the operational status of Maglev Technology [1][2]. - No violations or significant issues were reported during the supervision period [3]. Financial Performance - For the first half of 2025, the company reported operating income of 151.64 million yuan, a slight increase of 1.17% compared to the same period in 2024 [10]. - The net profit attributable to shareholders was approximately 4.48 million yuan, showing a decrease from 8.32 million yuan in the previous year [10]. - The company’s total assets at the end of the reporting period were approximately 1.38 billion yuan, a decrease of 3.61% from the previous year [10]. Research and Development - The company has invested in R&D, with a total R&D expenditure of approximately 20.86 million yuan in the first half of 2025, a decrease of 11.26% compared to the previous year [11][12]. - As of June 30, 2025, the company holds 373 authorized intellectual property rights, including 98 invention patents [12][17]. Market Position and Competitive Advantage - The company focuses on the development of maglev fluid machinery and has established a comprehensive product system, including maglev centrifugal blowers and compressors, which are widely used in various industries [12][13]. - The maglev centrifugal blower is reported to save approximately 30% energy compared to traditional blowers, enhancing its market competitiveness [13][14]. - The company has built a strong brand presence in the domestic high-end maglev fluid equipment market, supported by a robust sales and service network [15][16]. Industry Risks - The company faces risks related to the adoption of its products, as the maglev centrifugal blower is relatively new in the market and competes with traditional blowers [9][10]. - The operational performance of the company is subject to fluctuations due to the seasonal nature of its business, particularly in the municipal wastewater treatment sector [7][8]. Compliance and Governance - The company has adhered to relevant regulations regarding the management and use of raised funds, with no significant compliance issues reported [17].

兴业证券股份有限公司 关于南京磁谷科技股份有限公司 2025 年上半年度持续督导跟踪报告 兴业证券股份有限公司(以下简称"兴业证券"或"保荐机构")作为南京 磁谷科技股份有限公司(以下简称"磁谷科技"或"公司")首次公开发行股票 并在科创板上市持续督导阶段的保荐机构,根据《证券发行上市保荐业务管理办 法》(以下简称"《保荐办法》")《上海证券交易所科创板股票上市规则》（以 下简称"《上市规则》"）和《科创板上市公司持续监管办法(试行)》等有关 法律法规和规范性文件的确定,兴业证券出具本持续督导跟踪报告。 果与研发进度未达预期,则会给公司的生产经营造成不利影响。 2、技术产业化失败的风险 基于五大核心技术,并依靠逐年增多的研发投入,公司自 2020年开始陆续 推出磁悬浮空气压缩机、磁悬浮制冷压缩机、磁悬浮真空泵等新产品。新产品与 公司现有产品依靠的核心技术相同,但新产品存在产品性能无法达到预期效果的 风险。同时,因新产品与磁悬浮离心式鼓风机相同,均具有较高的技术含量,因 此其售价较高,从而导致市场推广存在一定不确定性,公司可能面临研发成果不 能实现产业化转化的风险。 序号 工作内容 持续督导情况 建立健全并有效 ...

Group 1 - The core point of the news is that Magu Technology (688448) experienced a significant decline in its stock price, closing at 52.20 yuan, down 15.81% on August 29, with a trading volume of 4.88 billion yuan and a turnover rate of 18.46% [2][3] - The stock was listed on the daily trading alert due to its closing price drop exceeding 15% [2] - The top five trading departments accounted for a total transaction amount of 2.34 billion yuan, with a net sell of 69.99 million yuan, indicating a bearish sentiment among investors [2][3] Group 2 - The main capital outflow for the stock was 33.70 million yuan throughout the day [3] - The top buying departments included UBS Securities and an institutional special seat, with the latter buying 19.18 million yuan [3] - The leading selling department was Huatai Securities, which sold 51.35 million yuan worth of shares [3]

Market Overview - The general equipment sector experienced a decline of 0.31% on August 29, with Mag Valley Technology leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Performers - Rongyi Precision (873223) saw a significant increase of 29.95%, closing at 21.78 with a trading volume of 245,800 shares and a turnover of 496 million [1] - Tongfei Co., Ltd. (300990) rose by 9.51%, closing at 82.13 with a trading volume of 153,400 shares and a turnover of 1.306 billion [1] - Dongmu Co., Ltd. (600114) increased by 9.26%, closing at 30.81 with a trading volume of 591,500 shares and a turnover of 1.780 billion [1] Underperformers - Mag Valley Technology (688448) experienced a significant drop of 15.81%, closing at 52.20 with a trading volume of 88,500 shares and a turnover of 488 million [2] - Chuanrun Co., Ltd. (002272) fell by 9.99%, closing at 17.48 with a trading volume of 1,091,300 shares and a turnover of 196 million [2] - Dayuanquan V (603757) decreased by 8.70%, closing at 54.56 with a trading volume of 253,900 shares and a turnover of 1.424 billion [2] Capital Flow - The general equipment sector saw a net outflow of 1.958 billion from institutional investors, while retail investors had a net inflow of 2.027 billion [2][3] - The top stocks with significant net inflows from retail investors included Dongmu Co., Ltd. (600114) with a net inflow of 1.80 billion [3] - Conversely, major outflows from institutional investors were noted in stocks like Longyin Co., Ltd. (600592) with a net outflow of 1.30 billion [3]