格隆汇9月5日丨麦格米特(002851.SZ)在互动平台表示，公司MFS柔性传感器业务为公司在工业自动化 领域的技术方向布局，目前尚未批量销售，公司会积极跟进未来行业的发展动向，不断优化调整业务布 局与战略，致力于将成熟技术嫁接应用于新兴行业中以形成技术创新型解决方案。 ...

证券研究报告·公司点评报告·其他电源设备Ⅱ 麦格米特（002851） 2025 年中报点评：短期业绩承压，加大投入 决战 AI 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 6,754 | 8,172 | 9,683 | 13,002 | 16,366 | | 同比（%） | 23.30 | 21.00 | 18.48 | 34.28 | 25.87 | | 归母净利润（百万元） | 629.32 | 436.12 | 393.15 | 937.96 | 1,644.13 | | 同比（%） | 33.13 | (30.70) | (9.85) | 138.58 | 75.29 | | EPS-最新摊薄（元/股） | 1.15 | 0.80 | 0.72 | 1.71 | 3.00 | | P/E（现价&最新摊薄） | 63.86 | 92.15 | 102.23 | 42.85 | 24.44 | [Tabl ...

Accessible version We now expect Megmeet's AI server power supply business to contribute RMB0.3bn/ 4.0bn/11.6bn revenue in 2025/26/27E, corresponding to 3%/26%/48% of its total revenue. Factoring in 2Q25 results, we adjust its 2025/26/27E earnings by -32%/+14%/ +46% on weaker-than-expected earnings in 2Q25 but with stronger earnings growth prospect in 2026-27E. We lift our PO to RMB105 (was RMB60), based on SOTP method, with 33x 2026E P/E for its legacy business (was 30x average 2025/26E P/E) and 75x 2026E ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300491 | 通合科技 | 33.96 | -6.96% | 19.81万 | 6.97亿 | | 002364 | 中恒电气 | 22.90 | -6.64% | 50.16万 | 11.86亿 | | 002851 | 麦格米特 | 73.38 | -6.37% | 45.51万 | 34.74亿 | | 301590 | 优优绿能 | 170.42 | -5.69% | 1.88万 | 3.25亿 | | 002335 | 科华数据 | 50.00 | -5.55% | 38.86万 | 20.01亿 | | 300593 | 新富能 | 17.27 | -5.42% | 36.74万 | 6.50亿 | | 300153 | 科泰电源 | 35.43 | -4.63% | 25.14万 | 9.15亿 | | 300870 | 欧陆道 | 209.83 | -3.95% | 7.30万 | 15.96亿 | | 688719 | 爱科赛 ...

数据显示，南方基金旗下1只基金位居麦格米特十大流通股东。南方中证500ETF（510500）二季度新进 十大流通股东，持有股数647.48万股，占流通股的比例为1.42%。根据测算，今日浮亏损失约2570.48万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益21.5%，同类 排名1944/4222；近一年收益51.34%，同类排名1597/3789；成立以来收益130.54%。 9月4日，麦格米特跌5.07%，截至发稿，报74.40元/股，成交20.30亿元，换手率5.71%，总市值407.48亿 元。 资料显示，深圳麦格米特电气股份有限公司位于广东省深圳市南山区学府路63号高新区联合总部大厦34 层，成立日期2003年7月29日，上市日期2017年3月6日，公司主营业务涉及智能家电电控产品、工业电 源和工业自动化产品的研发、生产、销售。主营业务收入构成为：智能家电电控产品45.92%，电源产 品24.77%，新能源及轨道交通部件10.87%，工业自动化8.32%，智能装备5.09%，精密连接4.37%，其他 (补充)0.66%。 从麦格米特十大 ...

沪指9月3日下跌1.16%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为综合、通信、电力设 备，涨幅分别为1.64%、1.61%、1.44%。电力设备行业位居今日涨幅榜第三。跌幅居前的行业为国防军 工、非银金融，跌幅分别为5.83%、3.05%。 资金面上看，两市主力资金全天净流出714.26亿元，主力资金净流入的行业仅有3个，电力设备行业净 流入资金29.58亿元；纺织服饰行业净流入资金2.22亿元；综合行业净流入资金310.66万元。 主力资金净流出的行业有28个，非银金融行业主力资金净流出规模居首，全天净流出资金122.10亿元， 其次是国防军工行业，净流出资金为101.31亿元，净流出资金较多的还有电子、计算机、机械设备等行 业。 电力设备行业今日上涨1.44%，全天主力资金净流入29.58亿元，该行业所属的个股共361只，今日上涨 的有111只，涨停的有2只；下跌的有248只。以资金流向数据进行统计，该行业资金净流入的个股有144 只，其中，净流入资金超亿元的有19只，净流入资金居首的是宁德时代，今日净流入资金16.63亿元， 紧随其后的是阳光电源、卧龙电驱，净流入资金分别为11.67亿元、4 ...

格隆汇9月2日｜景旺电子、长飞光纤、济民健康、东材科技、兴森科技、江海股份、剑桥科技、星网锐 捷、麦格米特、英维克等十余只高位人气股封跌停板，天孚通信、华虹公司、长光华芯、胜蓝股份、华 光新材、广生堂、欧陆通、汇成真空、隆扬电子、锐捷网络、鼎通科技、德科立等30余股跌超10%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, and Jimin Health, have hit the daily limit down [1] - Over 30 stocks, such as Tianfu Communication and Huahong Company, have experienced declines exceeding 10% [1]

Group 1 - The core viewpoint of the article highlights a significant decline in computing hardware stocks, particularly in the CPO and liquid cooling server sectors [2] - Companies such as Invec, Megmeet, and StarNet have hit the daily limit down, indicating severe market pressure [2] - Other companies like Tianfu Communication, Taicheng Light, Ruijie Networks, Dekoli, and Oulu Tong have experienced declines exceeding 10% [2]

Group 1 - The core point of the news is that MagmiTech's stock price has dropped by 5.13%, currently trading at 85.20 CNY per share, with a total market capitalization of 46.663 billion CNY [1] - MagmiTech, established on July 29, 2003, and listed on March 6, 2017, specializes in the research, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [1] - The revenue composition of MagmiTech includes: smart home appliance control products (45.92%), power products (24.77%), new energy and rail transit components (10.87%), industrial automation (8.32%), smart equipment (5.09%), precision connections (4.37%), and others (0.66%) [1] Group 2 - From the perspective of major fund holdings, one fund under Harvest Fund has a significant position in MagmiTech, with a reduction of 1,000 shares in the second quarter, holding a total of 10,900 shares, which accounts for 2.88% of the fund's net value [2] - The Harvest CSI All-Share Home Appliance Index Fund A (018564) was established on June 1, 2023, with a latest scale of 13.2164 million CNY, and has achieved a return of 12.09% this year [2] - The fund manager, Liu Jiayin, has been in position for 9 years and 165 days, with the fund's total asset scale at 202.606 billion CNY, achieving a best return of 179.64% and a worst return of -31.37% during the tenure [3]