Company Overview - Shenzhen Magmeter Electric Co., Ltd. was established on September 9, 2010, based on Shenzhen Magmeter Electric Technology Co., Ltd. [1] - The company is registered in Nanshan District, Shenzhen, with a registered capital of RMB 545.625 million and a total share capital of 545.625 million shares, each with a par value of RMB 1 [1]. - The company completed its initial public offering of 44.5 million shares in February 2017, increasing its total share capital to 177.725 million shares [1]. Share Capital Changes - In September 2017, the company implemented a restricted stock incentive plan, increasing its share capital by 2.941 million shares, bringing the total to 180.666 million shares [2]. - In September 2018, the company issued 41.972884 million shares, raising the total share capital to 312.972104 million shares [3]. - By November 2022, the company had completed a series of capital adjustments, resulting in a total share capital of 497.571674 million shares by the end of 2023 [4]. Corporate Structure - The company has established a governance structure that includes a shareholders' meeting, board of directors, supervisory board, and management team, along with several specialized committees [5]. - The main business scope includes research, development, design, production, and sales of electrical and electronic products, as well as providing necessary engineering services and technical consulting [5]. Financial Reporting - The financial statements are prepared based on the going concern assumption and comply with the relevant accounting standards and regulations [6][7]. - The company has established specific accounting policies and estimates for revenue recognition, financial instrument impairment, fixed asset depreciation, and other financial matters [7]. Accounting Policies - The company follows the enterprise accounting standards for the preparation of financial statements, ensuring that they reflect the true financial position and performance [7]. - The accounting period is from January 1 to December 31, and the company uses RMB as its functional currency for domestic operations [7]. Financial Instruments - Financial instruments are classified into categories based on the company's business model and cash flow characteristics, including those measured at amortized cost and those measured at fair value [20][23]. - The company recognizes financial assets and liabilities at fair value upon initial recognition, with subsequent measurement based on their classification [20][24].

Core Viewpoint - Shenzhen Megmeet Electric Co., Ltd. plans to issue shares to specific investors in 2025, with the underwriting by Guojin Securities, ensuring compliance with relevant laws and regulations [1][10]. Group 1: Issuance Details - The issuance will be a private placement of shares, targeting up to 35 specific investors, including the controlling shareholder, Tong Yongsheng [16][17]. - The maximum number of shares to be issued is 163,694,084, not exceeding 30% of the total share capital before the issuance [19]. - The issuance price will be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [16][11]. Group 2: Use of Proceeds - The funds raised will be allocated to projects closely related to the company's main business, including the expansion of the global R&D center, construction of an intelligent power and control R&D testing center, and the expansion of production bases [12][13][21]. - The total planned investment for these projects is approximately 280 million yuan, with a significant portion allocated to capital expenditures [22]. Group 3: Compliance and Internal Review - Guojin Securities has conducted necessary due diligence and internal reviews, confirming that the application documents meet legal requirements and do not contain false statements or omissions [6][10]. - The internal review process involved multiple departments to ensure the accuracy and completeness of the application materials [5][6]. Group 4: Risk Management - The company operates in a technology-intensive industry, which requires continuous adaptation to technological advancements and market conditions to maintain its competitive edge [23][24]. - The company has implemented measures to retain core technical personnel and ensure stable management, which are critical for its future development [25].

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 （申报稿） 保荐人（主承销商） （注册地址：成都市青羊区东城根上街 95 号） 二〇二五年七月 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。 ...

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） 二〇二五年七月 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 | | | --- | --- | | 目录 2 | | | 释 义 4 | | | 第一节 | 发行人基本情况 5 | | 一、发行人基本信息 5 | | | 二、主营业务 5 | | | 三、主要经营和财务数据及财务指标 6 | | | 四、发行人存在的主要风险 6 | | | 第二节 | 本次发行的基本情况 14 | | 一、发行股票的种类和面值 14 | | | 二、发行方式及发行时间 14 | | | 三、定价基准日、发行价格及定价原则 14 | | | 四、发行 ...

北京市嘉源律师事务所 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的 法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 麦格米特·向特定对象发行股票 嘉源·法律意见书 释义 除非本法律意见书中另有说明，下列词语之特定含义如下： | 发行人/公司/上市 公司/麦格米特 | 指 | 深圳麦格米特电气股份有限公司，一家依据中国法律成立并有 效存续的股份有限公司，其发行的股票依法在深交所（定义见 | | --- | --- | --- | | | | 后）上市交易，股票代码：002851，股票简称：麦格米特 | | 本次发行 | 指 | 发行人本次申请向特定对象发行 A 股股票之行为 | | 境内控股子公司 | 指 | 纳入发行人合并报表范围的境内下属各级全资、控股子公司 | | 境内重要控股子公 | 指 | 株洲电气、湖南电气、蓝色河谷、浙江电气、怡和卫浴、深圳 驱动、广东河米、西安电气、武汉电气、欧力德、深圳焊接、 | | 司 | | 广东田津 | | 境外控股子公司 | 指 | 纳入发行人合并报表范围的境外下属各级子公司 | | 主要境外控股子公 | 指 | 香港麦格 ...

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 7 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 | | 一、保荐机构项目人员情况 4 | | 二、发行人基本情况 4 | | 三、保荐机构及其关联方与发行人及其关联方之间的利害关系及主要业务往来情 | | 况 5 | | 四、保荐机构内部审核程序和内核意见 6 | | 五、关于有偿聘请第三方机构和个人等相关行为的核查 7 | | 第二节保荐机构承诺事项 ...

证券代码：002851 证券简称：麦格米特 公告编号：2025-068 关于 2025 年度向特定对象发行股票申请 获得深圳证券交易所受理的公告 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。 深圳麦格米特电气股份有限公司（以下简称"公司"）于 2025 年 7 月 17 日 晚间收到深圳证券交易所（以下简称"深交所"）出具的《关于受理深圳麦格米 特电气股份有限公司向特定对象发行股票申请文件的通知》（深证上审〔2025〕 138 号）。深交所对公司报送的向特定对象发行股票的申请文件进行了核对，认 为申请文件齐备，决定予以受理。 公司本次向特定对象发行股票的事宜尚需通过深交所审核，并获得中国证券 监督管理委员会（以下简称"中国证监会"）同意注册后方可实施，最终能否通 过深交所审核并获得中国证监会同意注册的决定及时间仍存在不确定性。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。 深圳麦格米特电气股份有限公司 特此公告。 深圳麦格米特电气股份有限公司 董 事 会 2025 年 7 月 18 日 1 ...

Summary of Megmeet's Conference Call Company Overview - Megmeet operates in diverse sectors including industrial power, automation products, home appliances, new energy vehicles, and rail transit, maintaining a robust revenue structure despite challenges in the new energy vehicle segment due to external factors [2][5][6] Core Business Segments - The company's business structure includes: - **Power Business**: Core technology in industrial and display power supplies - **Automation Products**: Includes servo, frequency converters, and PLCs, showing steady growth - **Home Appliances**: Important segment including bathroom and variable frequency appliance controllers - **New Energy Vehicles and Rail Transit**: Involves control systems and wiring harnesses [3] Performance in Segments - Megmeet excels in various segments, with many categories ranking in the top tier of the industry, particularly in industrial power where it holds a leading position [4] Revenue Stability - Revenue fluctuations are primarily linked to the new energy vehicle sector, particularly influenced by the development of BAIC New Energy around 2018. Excluding this segment, other business areas have shown consistent growth over the past six years [5][6] Financial Reporting Quality - The quality of Megmeet's financial reports is reflected in high operational efficiency metrics, including per capita sales and turnover rates, alongside strong growth across segments and close collaboration with benchmark customers [7] Technological Investment - The company's technological foundation is crucial for future growth, with a focus on high-quality products and significant investment in promising technologies, particularly in AI power supplies, which are expected to yield high profitability and growth potential [8] Technical Advantages - Megmeet's technical advantages stem from its management team's background, primarily from Huawei, and its commitment to supporting talented individuals and small innovative companies, enhancing its supply chain collaborations [9][10] AI Power Supply Development - In the AI power supply sector, Megmeet is the only power company in mainland China officially partnered with NVIDIA. The anticipated release of NVIDIA's new GPU series is expected to significantly boost Megmeet's revenue and profit through increased demand for power supply systems [11] Business Expansion Strategy - Megmeet leverages its positioning advantage to expand its business by developing products that meet customer needs, thereby increasing customer value and integrating AI power supplies with traditional business lines [12] Future Growth Outlook - The outlook for Megmeet's future growth is optimistic, supported by stable core business, new profit-generating ventures, and favorable geopolitical developments that may enhance its position as a key supplier for NVIDIA [13] Other Recommended Companies - In addition to Megmeet, two other companies are recommended based on their market positioning, supply chain strength, and overall quality, contributing to a core list of overseas chain recommendations [14]

资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证全指耐用消费品与服装指数十大权重分别为：格力电器（10.52%）、美的集团 （10.01%）、海尔智家（8.25%）、三花智控（5.1%）、四川长虹（3.12%）、九号公司（2.93%）、石 头科技（2.89%）、麦格米特（1.98%）、海信视像（1.6%）、雅戈尔（1.47%）。 从中证全指耐用消费品与服装指数持仓的市场板块来看，深圳证券交易所占比59.35%、上海证券交易 所占比40.65%。 从中证全指耐用消费品与服装指数持仓样本的行业来看，家用电器占比66.41%、纺织服装占比 15.20%、家居占比8.48%、休闲设备与用品占比5.21%、珠宝与奢侈品占比4.70%。 金融界7月16日消息，上证指数低开震荡，中证全指耐用消费品与服 ...

Group 1 - The core index of the CSI 500 Consumer Discretionary Index is reported at 3880.00 points, with a recent increase of 2.84% over the past month and a slight decrease of 0.47% year-to-date [1][2] - The CSI 500 Consumer Discretionary Index is composed of various sectors categorized into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [2] - The top ten weighted stocks in the CSI 500 Consumer Discretionary Index include Sichuan Changhong (6.97%), Ninebot (6.54%), Chuanfeng Power (4.85%), and others, indicating a diverse representation of companies [2] Group 2 - The market share of the CSI 500 Consumer Discretionary Index is primarily from the Shanghai Stock Exchange at 62.05%, while the Shenzhen Stock Exchange accounts for 37.95% [2] - The index's holdings are significantly concentrated in the passenger vehicles and parts sector (35.37%) and durable consumer goods (34.76%), highlighting the focus on these industries [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains reflective of market conditions [3]