股票代码：002851 股票简称：麦格米特 深圳麦格米特电气股份有限公司 Shenzhen Megmeet Electrical Co., Ltd. （住所：深圳市南山区高新区北区朗山路 13 号 清华紫光科技园 5 层 A、B、C501-503、D、E） 2025 年度向特定对象发行股票 募集说明书 （注册稿） 保荐人（主承销商） （注册地址：成都市青羊区东城根上街 95 号） 二〇二五年十二月 深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票募集说明书 声 明 本公司全体董事、监事、高级管理人员承诺本募集说明书不存在任何虚假记 载、误导性陈述或重大遗漏，并保证所披露信息的真实、准确、完整。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 募集说明书及其摘要中财务会计报告真实、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定，均不表明其 对本公司所发行证券的价值或者投资人的收益做出实质性判断或者保证。任何与 之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，本公司经营与收益的变化，由本 公司自行负责，由此变化引致的投资风险，由投资者自行负责 ...

证券代码：002851 证券简称：麦格米特 公告编号：2025-097 根据公司实际情况及相关审核要求，公司会同相关中介机构对募集说明书等 申请文件内容进行了更新和修订。具体内容详见公司同日在巨潮资讯网 （www.cninfo.com.cn）披露的相关文件。 公司本次向特定对象发行股票的事宜尚需获得中国证监会同意注册的批复 后方可实施，最终能否能获得中国证监会同意注册的批复及时间尚存在不确定性。 公司将根据该事项进展情况及时履行信息披露义务，敬请广大投资者谨慎决策， 注意投资风险。 特此公告。 深圳麦格米特电气股份有限公司 董 事 会 2025 年 12 月 2 日 深圳麦格米特电气股份有限公司 关于向特定对象发行股票提交募集说明书（注册稿） 等申请文件的提示性公告 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。 深圳麦格米特电气股份有限公司（以下简称"公司"）向特定对象发行股票 的申请已于 2025 年 11 月 26 日获得深圳证券交易所（以下简称"深交所"）上 市审核中心审核通过，具体内容详见公司于 2025 年 11 月 27 日在巨潮资讯网 （www ...

国金证券股份有限公司 关于深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票 之 发行保荐书 保荐人（主承销商） （成都市青羊区东城根上街 95 号） 2025 年 12 月 深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票之发行保荐书 声明 本保荐机构及保荐代表人根据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司证券发行注册管理办法》《证券发行上市保荐业务管理办法》等有关 法律、行政法规和中国证券监督管理委员会的规定，诚实守信，勤勉尽责，严格按 照依法制订的业务规则、行业执业规范和道德准则出具本发行保荐书，并保证所出 具文件的真实性、准确性和完整性。 3-1-1 | 声明 | 1 | | --- | --- | | 目 录 | 2 | | 释义 | 3 | | 第一节本次证券发行基本情况 | 4 | | 第二节保荐机构承诺事项 | 9 | | 第三节对本次证券发行的推荐意见 | 10 | | 五、发行人的发展前景 | 26 | 深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票之发行保荐书 释义 本发行保荐书中，除非文义另有所指，下列简称和术语具有如下含义 ...

国金证券股份有限公司 关于 深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票 之 上市保荐书 保荐人（主承销商） （成都市青羊区东城根上街 95 号） 二〇二五年十二月 深圳麦格米特电气股份有限公司 2025 年度向特定对象发行股票之上市保荐书 声明 国金证券股份有限公司及其保荐代表人已根据《中华人民共和国公司法》《中 华人民共和国证券法》等法律法规和中国证监会及深圳证券交易所的有关规定， 诚实守信，勤勉尽责，严格按照依法制订的业务规则和行业自律规范出具上市保 荐书，并保证所出具文件真实、准确、完整。 3-3-1 | 声明 ………………………………………………………………………………………………………………………………………………… 1 | | --- | | 日求…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 2 | | 释 义……………………………………………………………………………………………………………… ...

财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，深圳麦格米特电气股份有限公司，成立于2003年，位于深圳市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本54569.7847万人民币。通过天眼查大数据分 析，深圳麦格米特电气股份有限公司共对外投资了76家企业，参与招投标项目661次，财产线索方面有 商标信息439条，专利信息948条，此外企业还拥有行政许可13个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，深圳麦格米特电气股份有限公司取得一项名为"一种控制器及电动汽车"的专 利，授权公告号CN114498223B，申请日期为2022年1月。 ...

本次向特定对象发行A股股票发行对象为包括公司控股股东及实际控制人童永胜在内的不超过35名(含) 符合中国证监会规定条件之特定投资者。除童永胜以外的其他发行对象包括证券投资基金管理公司、证 券公司、信托投资公司、财务公司、保险机构投资者、合格境外机构投资者以及其他符合法律法规规定 的法人、自然人或其他机构投资者等。证券投资基金管理公司、证券公司、合格境外机构投资者、人民 币合格境外机构投资者以其管理的两只以上产品认购的，视为一个发行对象；信托投资公司作为发行对 象，仅能以自有资金认购。 公司控股股东及实际控制人童永胜拟以现金认购本次向特定对象发行的股票，认购金额最低为3,000万 元(含本数)，认购金额最高为10,000万元(含本数)，且本次向特定对象发行完成后童永胜及其一致行动 人持股比例不超过公司总股本的30%。 本次向特定对象发行的发行对象包括公司控股股东及实际控制人童永胜，属于公司关联方。根据《深圳 证券交易所股票上市规则》关于关联方及关联交易的相关规定，本次发行构成关联交易。 公告显示，麦格米特于2025年11月26日收到的深交所《关于深圳麦格米特电气股份有限公司申请向特定 对象发行股票的审核中心意见 ...

Core Viewpoint - The report highlights the increasing energy consumption and power demands of data centers, driven by advancements in technology and the growing reliance on AI, necessitating innovations in power supply architecture such as Solid State Transformers (SST) [1][2][3][6] Energy Consumption and Power Demand - According to IEA, global data center electricity demand is projected to reach 415 TWh in 2024, accounting for approximately 1.5% of total global electricity consumption [2] - The CAGR for IT energy consumption in AIDC from 2022 to 2027 is estimated at 44.8% [2] - NVIDIA's rack power is experiencing exponential growth, with each generation of GPU typically increasing thermal design power by 20%, leading to rising power requirements for individual servers [2][3] Concentrated Distribution and Cost Implications - Data centers exhibit a concentrated distribution pattern, with significant electricity demand in these areas and a rapid increase in the number of large-scale data centers [2] - Electricity costs represent over 50% of the total operational costs of data centers, making it a critical factor in their financial sustainability [2] Innovation in Power Supply Architecture - The rise in energy consumption and power demands is driving innovations in power supply architecture, particularly through the use of new power devices and medium-high frequency transformers, enabling efficient and highly integrated SST systems [3] - SiC and GaN are identified as key materials for enhancing the efficiency and power density of SST systems, with major manufacturers like STMicroelectronics and ON Semiconductor benefiting from this trend [3][5] Market Potential and Growth Projections - IEA data indicates that the global data center installed capacity is expected to increase by approximately 14 GW in 2024, with projections of reaching 32 GW by 2027, leading to a growing demand for SST systems valued at around 11.5 billion yuan by 2027 [4] - The construction of data centers, driven by AI development, is anticipated to significantly boost the demand for SST solutions [5] Investment Recommendations - Companies involved in the production of SiC and GaN power devices, such as STMicroelectronics and ON Semiconductor, are expected to benefit from the increasing adoption of these technologies [5] - Key materials for high-frequency transformers, including amorphous alloys and nanocrystalline cores, are crucial for reducing size and power consumption, with companies like TBEA and Keli Electric positioned to gain from this trend [5] - The report recommends focusing on companies like Sungrow Power Supply and others listed for potential investment opportunities in the SST market [5]

Core Viewpoint - The event "Investing in New Opportunities in China" organized by the Shenzhen Stock Exchange in Australia showcased six representative listed companies from Shenzhen, focusing on green low-carbon and high-end manufacturing sectors, attracting significant interest from Australian investment institutions [1] Group 1: Event Overview - The event took place on November 26 and featured six companies: Tianqi Lithium, Goldwind Technology, Xinwanda, Magpow, Shenghong Technology, and Luxshare Precision [1] - Nearly 70 representatives from major Australian pension funds and well-known asset management companies attended the roadshow [1] Group 2: Investor Insights - Attendees expressed that face-to-face communication with company executives provided a clearer understanding of the companies' operational status, strategic layout, technological innovation, and international competitiveness [1] - There is a positive outlook on the long-term development prospects and investment value of Shenzhen-listed companies amid a new round of technological revolution and industrial transformation [1]

Core Insights - The event organized by Shenzhen Stock Exchange in Australia aimed to showcase the investment opportunities in Chinese companies, particularly in technology innovation and high-quality economic development during the 14th Five-Year Plan period [1] Group 1: Company Participation and Focus Areas - Six representative companies from Shenzhen Stock Exchange participated in the roadshow, focusing on green low-carbon and high-end manufacturing sectors [1] - Companies like Tianqi Lithium, Goldwind Technology, and Xinwanda highlighted their technological breakthroughs and R&D efforts to attract investor interest [2] Group 2: ESG Practices and Recognition - The participating companies demonstrated improved ESG ratings, reflecting their commitment to sustainable development and attracting long-term investors [3] - Goldwind Technology and Tianqi Lithium have set clear carbon neutrality goals, while Xinwanda is advancing digital platforms for battery sustainability [3] Group 3: Alignment with Local Industry - The roadshow aligned well with Australia's focus on clean energy transition, with companies like Tianqi Lithium and Goldwind Technology directly engaging with local renewable energy initiatives [4][5] - The technological capabilities of the participating companies and their integration with local industries received high praise from investors [5]

Focus 1: Jianlong Micro-Nano (688357) - The company has terminated the planning of a major asset restructuring, which was intended to acquire at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. through cash payment for equity [1] Focus 2: Industrial Fulian - The company has adjusted the maximum repurchase price for its shares from 19.36 yuan per share to 75.00 yuan per share, reflecting confidence in its future development and market conditions [2] Focus 3: *ST Dongtong - The company received a prior notice from the Shenzhen Stock Exchange regarding the proposed termination of its stock listing [3] Focus 4: Fundraising & Restructuring - Aolaide plans to raise up to 299.71 million yuan through a simplified procedure for issuing shares to specific targets, with proceeds allocated for OLED display core material production and working capital [4] - Maigemi has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets, meeting all necessary conditions [4] - Su Yan Jingshen has also received approval for its share issuance application, pending final registration with the China Securities Regulatory Commission [4] Focus 5: Important Matters - Baiao Chemical's major shareholders are transferring a total of 10% of the company's shares to Liu Hongjun, resulting in him holding 10% of the total share capital post-transfer [5][6] - Zhejiang Pharmaceutical is planning to spin off its subsidiary for a listing on the Hong Kong Stock Exchange, which will not affect its control over the subsidiary [6] - Huafeng Aluminum is acquiring 100% of Shanghai Huafeng Puen Polyurethane Co., Ltd. for 100.06 million yuan, which will enhance its operational efficiency and market competitiveness [7] Focus 6: New Investments - Fuda Co. is establishing a wholly-owned subsidiary with an investment of 30 million yuan to enhance its forging business and related manufacturing capabilities [8] - Jianghai Co. is forming a joint venture to establish an innovation research institute with a registered capital of 50 million yuan, focusing on strategic technology research [9][10] Focus 7: Capital Market Activities - Zhongshan Bank has issued 60 billion yuan of subordinated debt with a fixed interest rate of 2.16% for a term of 10 years [17] - China Iron and Steel Group plans to increase its stake in China Iron and Steel Co. by investing between 65 million and 130 million yuan over the next six months [18]