证券代码：002851 证券简称：麦格米特 公告编号：2026-004 深圳麦格米特电气股份有限公司 关于公司为孙公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、被担保人：公司孙公司 ALTATRONIC INTERNATIONAL CO.，LTD.； 2、截至本公告日，本年度公司对资产负债率超过 70%的子公司提供担保的 余额为 11.6 亿元，占公司最近一期经审计净资产的 19.29%，提请投资者关注担 保风险； 3、公司全部担保事项仅为对合并报表范围内子公司提供的担保，公司及下 属子公司无对合并报表外单位提供担保的事项。 一、担保进展情况 深圳麦格米特电气股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第五届董事会第十七次会议及第五届监事会第十六次会议、于 2025 年 5 月 20 日召开了 2024 年年度股东大会，审议通过了《关于公司 2025 年度为全资 及控股子公司提供担保额度预计的议案》，根据公司全资及控股子公司的生产经 营资金需求，于 2024 年年度股东大会通过之日起，至 20 ...

证券代码：002851 证券简称：麦格米特 公告编号：2026-003 深圳麦格米特电气股份有限公司 关于继续使用部分闲置募集资金进行现金管理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、使用 2019 年公开发行可转换公司债券部分闲置募集资金进行现金管理 情况 深圳麦格米特电气股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日分别召开了第五届董事会第十七次会议、第五届监事会第十六次会议，并于 2025 年 5 月 20 日召开了 2024 年年度股东大会，会议审议通过了《关于使用暂 时闲置的募集资金进行现金管理的议案》，为提高募集资金使用效率，降低公司 财务成本，促进公司经营业务发展，在遵循股东利益最大化的原则并保证募集资 金投资项目建设资金需求的前提下，同意公司使用额度不超过 1 亿元 2019 年可 转换公司债券暂时闲置募集资金进行现金管理，期限不超过 12 个月且上述资金 额度在 2024 年年度股东大会决议有效期内可滚动使用。具体内容详见公司 2025 年 4 月 29 日公布在巨潮资讯网（www.cninfo.com. ...

麦格米特公告称，近日公司对孙公司泰国麦格米特向工行深圳喜年支行申请1亿元综合授信额度提供连 带责任担保，本次担保后，2025年度对其累计担保1亿元，在2024年年度股东大会通过的担保范围内。 泰国麦格米特资产负债率72.36%，2025年1 - 9月营收9020.74万元、净亏损604.48万元。本次担保完成 后，公司及下属子公司对外担保剩余可用额度20.4亿元，占2024年度经审计归属于上市公司股东净资产 的33.92%。 ...

Core Insights - The Ministry of Industry and Information Technology, along with four other departments, has issued the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)" to promote the development and application of green microgrids in the industrial sector, aiming to enhance the use of green electricity and reduce carbon emissions in key industrial areas [1] Group 1: Industry Overview - In the past six months, 40 listed companies have disclosed their involvement in microgrid-related businesses through investor Q&A platforms or research activities, primarily in the power equipment sector with 19 companies [1] - Other sectors involved include machinery equipment, construction decoration, and telecommunications, with 4, 3, and 3 companies respectively [1] Group 2: Company Performance and Predictions - Among the concept stocks, 20 have received institutional ratings, with 10 stocks attracting significant attention from institutions, having ratings from five or more agencies [1] - According to consensus forecasts, 8 out of the 10 stocks are expected to achieve year-on-year growth in net profit attributable to shareholders by 2025, with Teruide (300001) projected to have the highest net profit growth rate of 30.4%, and Dongfang Electronics (000682) expected to increase by over 20% [1] Group 3: Stock Performance Data - The table lists various companies along with their stock performance on January 9, including: - Guodian Nari (600406) with a 0.55% increase and a projected net profit growth of 9.73% [2] - Weisheng Information (688100) with a 1.32% decrease and a projected growth of 14.97% [2] - Sifang Co. (601126) showing a 5.08% increase with a 17.98% growth forecast [2] - Teruide (300001) with a slight increase of 0.19% and a projected growth of 30.4% [2] - Dongfang Electronics (000682) with a 0.48% increase and a forecasted growth of 23.78% [2]

Group 1 - The core viewpoint of the news is that the microgrid sector is expected to experience steady growth due to favorable policies and increasing investments in green energy applications within industrial settings [2][4]. - The Ministry of Industry and Information Technology, along with four other departments, has released the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)," which aims to promote the integration of renewable energy sources in industrial processes [2]. - The guidelines emphasize five basic principles, including efficient multi-energy utilization, high local consumption of renewable energy, and enhanced interaction with the power grid [2]. Group 2 - The global microgrid market is projected to reach approximately $22.9 billion in 2024, with a compound annual growth rate (CAGR) of about 19.2% from 2025 to 2034 [4]. - In China, the investment in power grid construction is on the rise, with a reported investment of 560.4 billion yuan from January to November 2025, marking a year-on-year increase of 5.9% [4]. - Recent data indicates that 40 listed companies have disclosed their involvement in microgrid-related businesses, primarily in the power equipment sector [5]. Group 3 - In the stock market, several microgrid-related stocks have shown positive performance, with notable increases in share prices for companies like Huizhong Technology and Sifang Co., with gains of 8.14% and 5.08%, respectively [6]. - Among the listed companies, 20 have received institutional ratings, with 10 stocks attracting significant attention from multiple rating agencies [6]. - Companies such as Teruid and Dongfang Electronics are expected to see substantial growth in net profits by 2025, with Teruid projected to achieve a growth rate of 30.4% [6][7].

Core Viewpoint - The stock of Magpower has shown significant growth in recent trading sessions, with a year-to-date increase of 10.46% and a notable rise of 34.14% over the past 60 days, indicating strong market performance and investor interest [1]. Group 1: Company Overview - Magpower Electric Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 29, 2003, with its IPO on March 6, 2017 [1]. - The company's main business includes the research, development, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [1]. - The revenue composition of the company is as follows: smart home appliance control products 45.92%, power supply 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: Financial Performance - For the period from January to September 2025, Magpower achieved an operating income of 6.791 billion yuan, representing a year-on-year growth of 15.05%, while the net profit attributable to shareholders decreased by 48.29% to 213 million yuan [2]. - Since its A-share listing, the company has distributed a total of 468 million yuan in dividends, with 161 million yuan distributed over the past three years [3]. Group 3: Shareholder and Market Activity - As of December 31, the number of shareholders for Magpower was 66,000, a decrease of 5.71% from the previous period, with an average of 6,937 circulating shares per person, an increase of 6.06% [2]. - The stock experienced a net outflow of 2.9342 million yuan in principal funds, with significant buying and selling activity from large orders [1].

Market Overview - The other power equipment sector increased by 3.0% on January 7, with Yingjie Electric leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Yingjie Electric (300820) closed at 54.02, up 9.07% with a trading volume of 112,800 shares and a transaction value of 590 million [1] - Maigemit (002851) closed at 99.58, up 7.92% with a trading volume of 305,300 shares and a transaction value of 2.991 billion [1] - New Power (300593) closed at 32.89, up 5.89% with a trading volume of 641,500 shares and a transaction value of 2.038 billion [1] - Other notable stocks include Zhongheng Electric (002364) up 5.82%, Kehua Data (002335) up 5.17%, and Oulu Tong (300870) up 4.84% [1] Capital Flow - The other power equipment sector saw a net inflow of 1.157 billion in main funds, while retail investors experienced a net outflow of 972 million [2] - The main funds showed significant inflows in stocks like Kehua Data (002335) with 264 million, Maigemit (002851) with 243 million, and Shanghai Electric (601727) with 209 million [3] - Conversely, retail investors showed outflows in stocks such as Kehua Data (002335) with 224 million and Maigemit (002851) with 102 million [3]

格隆汇1月7日丨麦格米特(002851.SZ)在互动平台表示，公司是电气自动化领域硬件和软件研发、生 产、销售与服务的一站式解决方案提供商，为国内外各行业大客户提供电力电子部件与系统ODM/JDM 服务，公司不涉及航空航天相关业务。 ...

格隆汇1月7日丨麦格米特(002851.SZ)在互动平台表示，公司暂无脑机接口相关业务。 ...

Group 1 - The core viewpoint of the news is that 麦格米特 (Magnum Electric) has shown significant trading activity and financial performance indicators, with a notable increase in financing and a mixed performance in revenue and profit [1][2][3] Group 2 - On January 6, 麦格米特's stock rose by 1.36%, with a trading volume of 2.087 billion yuan. The financing buy-in amount was 294 million yuan, while the financing repayment was 285 million yuan, resulting in a net financing buy of 9.269 million yuan [1] - As of January 6, the total balance of margin trading for 麦格米特 was 3.337 billion yuan, with the financing balance accounting for 6.57% of the circulating market value, indicating a high level compared to the past year [1] - In terms of securities lending, 麦格米特 repaid 32,200 shares and sold 5,600 shares on January 6, with a selling amount of 516,700 yuan. The remaining securities lending volume was 224,800 shares, with a balance of 20.742 million yuan, also indicating a high level compared to the past year [1] - As of December 10, 麦格米特 had 70,000 shareholders, a decrease of 14.63%, while the average circulating shares per person increased by 17.14% to 6,540 shares [2] - For the period from January to September 2025, 麦格米特 achieved an operating income of 6.791 billion yuan, a year-on-year increase of 15.05%, but the net profit attributable to shareholders decreased by 48.29% to 213 million yuan [2] - Since its A-share listing, 麦格米特 has distributed a total of 468 million yuan in dividends, with 161 million yuan distributed in the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of 麦格米特 included Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both reducing their holdings compared to the previous period [3]