证券日报网讯 10月14日晚间，麦格米特发布公告称，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，也无逾期担保、涉及诉讼的担保 及因担保被判决败诉而应承担的损失。 （编辑 任世碧） ...

麦格米特于2025年10月15日发布公告，为提高募集资金使用效率，在保证项目资金需求前提下，公司继 续使用部分闲置募集资金进行现金管理，2019年可转换公司债券闲置募集资金现金管理额度不超过1亿 元，2022年发行的可转换公司债券闲置募集资金现金管理额度不超过3亿元，期限均不超过12个月且额 度在2024年年度股东大会决议有效期内可滚动使用。 2019年可转债闲置募集资金现金管理情况 经证监会核准，麦格米特2019年向社会公开发行面值总额65,500万元可转换公司债券。前次使用闲置募 集资金进行现金管理，公司在2025年7月7日投入2000万元购买浦发银行理财产品，已于到期日2025年10 月9日全部赎回，共赎回本金2000万元，实际获得投资理财收益97,111.11元 。2025年8月9日至2025年10 月14日期间，公司再次使用2000万元闲置募集资金购买浦发银行理财产品，截至公告日已全部到期赎 回，共赎回本金2000万元，实际获得投资理财收益32,222.22元 。具体情况如下： | 序号 | 受托方 | 产品名称 | 金额(万元) | 起始日 | 到期日 | 产品类型 | 预期年化收益率 | 资金来 ...

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：杭州乾景科技有限公司; 证券代码：002851 证券简称：麦格米特 公告编号：2025-080 深圳麦格米特电气股份有限公司 关于公司为子公司提供担保的进展公告 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 4.1 亿元，占公司最近一期经审计净资产的 6.59%，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 2025 年年度股东大会召开 之日期间，公司计划为下属子公司提供总 ...

证券代码：002851 证券简称：麦格米特 公告编号：2025-079 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. ...

10月14日，麦格米特跌1.73%，截至发稿，报69.26元/股，成交14.94亿元，换手率4.60%，总市值379.33 亿元。麦格米特股价已经连续5天下跌，区间累计跌幅12.06%。 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%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓麦格米特。银河核心优势混合A（011629）二季度减持5000股， 持有股数13.28万股，占基金净值比例为7.48%，位居第三大重仓股。根据测算，今日浮亏损失约16.2万 元。连续5天下跌期间浮亏损失126.16万元。 银河核心优势混合A（011629）成立日期2022年7月22日，最新规模8840.21万。今年以来收益25.69%， 同类 ...

Investment Rating - The report provides a strong buy recommendation for several companies in the HVDC and power equipment sector, including Kehua Data, Kstar, Sungrow, and others [3][8]. Core Insights - The report highlights the transition from traditional UPS systems to HVDC as a key trend for powering large data centers, driven by increasing ICT equipment power density and the limitations of existing UPS technology [1][9]. - It emphasizes the opportunity for Chinese companies to participate in the HVDC supply chain, particularly as overseas firms seek collaboration and outsourcing due to the rapid evolution of technology [1][43]. Industry Overview - The industry consists of 303 listed companies with a total market capitalization of 7,321.6 billion [4]. - The absolute performance of the power equipment and new energy sector has shown significant growth, with a 12-month increase of 45.3% [6]. Key Companies and Financial Metrics - Kehua Data (002335.SZ): Market Cap 35.6 billion, 2025 EPS 1.18, PE 58.3, Investment Rating: Strong Buy [3]. - Kstar (002518.SZ): Market Cap 24.4 billion, 2025 EPS 0.99, PE 42.2, Investment Rating: Strong Buy [3]. - Sungrow (300274.SZ): Market Cap 303.8 billion, 2025 EPS 6.59, PE 22.2, Investment Rating: Strong Buy [3]. - Other notable companies include Megmeet, Shenghong, and Hewei Electric, all receiving strong buy ratings [3][8]. HVDC Technology Adoption - The report discusses the shift towards HVDC systems as a more efficient alternative to UPS, particularly for large-scale data centers, highlighting the advantages of reduced energy conversion losses and lower copper usage [31][34]. - It notes that the efficiency of HVDC systems can be 2-3% higher than traditional UPS systems, with significant reductions in copper requirements [31][34]. Opportunities for Chinese Companies - The report identifies potential opportunities for Chinese firms to engage in OEM and direct supply for HVDC systems, as established overseas companies look to leverage local expertise and manufacturing capabilities [1][54]. - Companies like Kehua Data, Megmeet, and Kstar are positioned to benefit from this trend due to their existing technological capabilities and market presence [55][56]. Related Companies - The report highlights several companies involved in HVDC technology and related components, including: - Kehua Data: Leading in HVDC solutions for various data center applications [55]. - Megmeet: Established in server power supply and expanding into HVDC [56]. - Kstar: Strong background in power electronics and renewable energy solutions [57]. - Sungrow: Notable for its global leadership in power electronics and potential in HVDC [58]. - Hewei Electric: Focused on high-power electronics and emerging HVDC applications [61].

Core Viewpoint - The company, Magmi Tech (002851), focuses on power electronics and related control technologies, specializing in the conversion and automation control of electrical energy [1] Group 1: Company Overview - Magmi Tech is an electrical automation company based on power electronics and related control technologies [1] - The company emphasizes the conversion of four types of electrical energy forms (AC/DC) and the adjustment of parameters such as voltage and frequency, which are core technological platforms [1] - There are relevant technological layouts and matching products for multiple industry application scenarios [1]

证券日报网讯麦格米特（002851）10月10日在互动平台回答投资者提问时表示，公司为电力电子制造型 企业，国内外均有完善的产能布局，公司泰国自建产能也正在逐步投入生产。为提升产能利用率，推动 精益生产，提高设备利用率和生产效率，公司当前的产能建设与布局采用了柔性化产线设计，公司多种 品类的产品制造需求皆可适配，可根据市场需求变化灵活调整生产节奏和批量。 ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company's four core businesses, including smart home appliance control, industrial power, industrial automation and intelligent equipment, and new energy and rail transit, have all achieved varying degrees of growth. The industrial automation business reported sales revenue of 389 million yuan in the first half of 2025, a year-on-year increase of 27.90%. The new energy and rail transit business generated sales revenue of 508 million yuan, a year-on-year increase of 150.94%, accounting for 10.87% of total revenue [1][5] - The company is leveraging its core technology platform based on power electronics and control technology to achieve cross-business synergy and support rapid expansion into emerging fields such as AI server power supplies, 5G communication power supplies, and thermal management for new energy vehicles [1] Financial Performance Summary - The company is projected to achieve net profits attributable to shareholders of 520 million yuan, 912 million yuan, and 1.311 billion yuan for the years 2025, 2026, and 2027, respectively, representing year-on-year growth rates of 19.2%, 75.4%, and 43.7%. Corresponding EPS is expected to be 0.95 yuan, 1.67 yuan, and 2.39 yuan for the same years [3][9] - Revenue is expected to grow from 6.754 billion yuan in 2023 to 16.577 billion yuan in 2027, with growth rates of 23.3%, 21.0%, 25.1%, 30.3%, and 24.4% for the years 2023 to 2027 [3][9] Market Opportunity - The global AI server power supply market is projected to grow from 2.846 billion USD in 2024 to 60.810 billion USD by 2031, with a compound annual growth rate (CAGR) of 45.00% from 2025 to 2031. The company's products are well-positioned to capture this growth, having already received small batch orders for AI server power supplies as of August 29 [2][3]

Market Overview - The other power equipment sector experienced a decline of 3.14% on September 26, with Zhongheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Youyou Green Energy: closed at 227.00, up 5.33% with a trading volume of 23,800 and a turnover of 547 million [1] - Jinshi Technology: closed at 17.44, up 3.26% with a trading volume of 269,600 and a turnover of 473 million [1] - Major decliners included: - Zhongheng Electric: closed at 29.57, down 9.98% with a trading volume of 770,200 and a turnover of 234.3 million [2] - Maigemit: closed at 75.04, down 7.85% with a trading volume of 343,700 and a turnover of 2.644 billion [2] Capital Flow - The other power equipment sector saw a net outflow of 3.467 billion from institutional investors, while retail investors contributed a net inflow of 2.211 billion [2][3] - Specific stock capital flows included: - Shengjing Co.: net inflow from institutional investors of 49.42 million, with a retail net outflow of 54.94 million [3] - China Power: net inflow from institutional investors of 28.63 million, with a retail net outflow of 7.31 million [3]