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 补充法律意见书（一）（豁免版） 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONGKONG·广州 GUANGZHOU·西安 XI'AN 致：深圳麦格米特电气股份有限公司 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 补充法律意见书（一）（豁免版） 嘉源（2025）-01-411 敬启者： 根据发行人与本所签订的《专项法律顾问协议》，本所担任发行人本次发行 的专项法律顾问，并获授权为本次发行出具律师工作报告及法律意见书。 本所已于 2025 年 7 月 3 日就发行人本次发行出具了嘉源（2025）-01-312 号《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 定对象发行股票的律师工作报告》、嘉源（2025）-01-313 号《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》（以下合称"原法律意见书"） ...

关于深圳麦格米特电气股份有限公司 申请申请向特定对象发行股票审核问询函 有关财务问题回复的专项说明 中国杭州市钱江新城新业路 8 号 UDC 时代大厦 A 座 5-8 层、12 层、23 层 www.zhcpa.cn Floors5-8,12and23,Block A,UDC Times Building,No.8 Xinye Road，Qianjiang New City,Hangzhou Tel.0571-88879999 Fax.0571-88879000 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审核问询函 有关财务问题回复的专项说明 中汇会专[2025]10598 号 深圳证券交易所： 根据贵所 2025 年 8 月 6 日出具的《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问询函》（审核函〔2025〕120028 号） （以下简 称"问询函"）的要求，我们作为深圳麦格米特电气股份有限公司（以下简称"公 司""麦格米特"或"发行人"） 申请向特定对象发行股票的申报会计师，对 问询函有关财务问题进行了认真分析，并补充实施了核查程序。现就问询函有关 财务问题回复如下： 如 ...

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） 二〇二五年八月 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 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 目录 | 声明 … | | --- | | 日求 … | | 释 义… | | 第一节 发行人基本情况……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 5 | | 一、发行人基本信息 | | 二、主营业务 . | | 三、主 ...

Core Insights - The other power equipment sector experienced a decline of 1.18% on August 26, with Youyou Green Energy leading the drop [1][2] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance Summary - Notable gainers in the other power equipment sector included: - Zhongheng Electric (002364) with a closing price of 25.80, up 10.02% [1] - Koweier (688551) at 43.21, up 5.06% [1] - Maigemit (002851) at 78.21, up 3.99% [1] - Major decliners included: - Youyou Green Energy (301590) at 174.12, down 7.31% [2] - Oulu Tong (300870) at 249.88, down 5.35% [2] - Keda (002518) at 34.00, down 4.49% [2] Capital Flow Analysis - The other power equipment sector saw a net outflow of 312 million yuan from institutional investors, while retail investors had a net inflow of 632 million yuan [2][3] - Specific stock capital flows included: - Maigemit (002851) with a net inflow of 568 million yuan from institutional investors [3] - Zhongheng Electric (002364) with a net inflow of 491 million yuan from institutional investors [3] - Koweier (688551) with a net inflow of 178 million yuan from institutional investors [3]

Group 1 - The company has received over 3000 sets of Power Shelf orders for the first batch of NVIDIA NVL72 servers for 2024 [1] - The company has not disclosed any information regarding future orders from NVIDIA [1] - All official information from the company will be published through designated media outlets, including Securities Times, Securities Daily, and Giant Tide Information Network [1] Group 2 - The company advises investors to rely on official announcements and investor relations activities rather than market rumors [1]

Market Performance - The other power equipment sector increased by 3.32% on August 25, with Tonghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Top Gainers - Tonghe Technology (300491) closed at 29.41, up 14.39% with a trading volume of 361,500 shares and a transaction value of 1.023 billion [1] - Youyou Green Energy (301590) closed at 187.85, up 12.02% with a trading volume of 25,900 shares and a transaction value of 475 million [1] - Maigemit (002851) closed at 75.21, up 9.08% with a trading volume of 558,700 shares and a transaction value of 4.079 billion [1] Other Notable Performers - Shanghai Electric (601727) closed at 9.23, up 6.83% with a trading volume of 7.7265 million shares and a transaction value of 6.922 billion [1] - Zhongheng Electric (002364) closed at 23.45, up 5.11% with a trading volume of 741,700 shares and a transaction value of 1.733 billion [1] Market Capital Flow - The other power equipment sector saw a net inflow of 452 million from main funds, while retail funds experienced a net outflow of 41.91 million [2] - The main funds' net inflow and retail funds' net outflow indicate a mixed sentiment among investors [2] Individual Stock Fund Flow - Shanghai Electric (601727) had a main fund net inflow of 402 million, but retail funds saw a net outflow of 25.1 million [3] - Maigemit (002851) experienced a main fund net inflow of 83.34 million, while retail funds had a net outflow of 1.07 billion [3] - Tonghe Technology (300491) had a main fund net inflow of 56 million, with retail funds seeing a net inflow of 10.29 million [3]

沪指8月20日上涨1.04%，申万所属行业中，今日上涨的有30个，涨幅居前的行业为美容护理、石油石 化，涨幅分别为2.42%、2.36%。电力设备行业今日上涨0.46%。跌幅居前的行业为医药生物，跌幅分别 为0.07%。 资金面上看，两市主力资金全天净流出302.29亿元，今日有10个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.32%，全天净流入资金55.22亿元，其次是食品饮料行业，日涨幅 为1.39%，净流入资金为24.94亿元。 主力资金净流出的行业有21个，计算机行业主力资金净流出规模居首，全天净流出资金96.75亿元，其 次是医药生物行业，净流出资金为80.96亿元，净流出资金较多的还有电力设备、机械设备、家用电器 等行业。 电力设备行业今日上涨0.46%，全天主力资金净流出43.63亿元，该行业所属的个股共361只，今日上涨 的有241只，涨停的有6只；下跌的有108只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有145只，其中，净流入资金超亿元的有6只，净流入资金居首的是联泓新科，今日净流入资金 2.02亿元，紧随其后的是科泰电源（维权）、凯中精密 ...

Group 1 - Zhongheng Electric and Kangsong shares hit the daily limit down [1] - Ruikeda shares fell over 10% [1] - Oulutong shares also dropped over 10% [1] - Xinyi Technology, Shenghong Technology, Feiling Kesi, Magmet, and Tianfu Communication all experienced declines of over 6% [1]

Group 1 - The stock price of Magmeter closed at 74.77 yuan on August 19, down by 3.75 yuan from the previous trading day [1] - The stock opened at 78.48 yuan, reached a high of 80.66 yuan, and a low of 74.27 yuan during the day, with a trading volume of 573,390 hands and a total transaction amount of 4.386 billion yuan, reflecting a volatility of 8.14% [1] - On August 19, Magmeter experienced a rapid decline, with a drop of over 2% within 5 minutes, and by 9:36 AM, the stock was priced at 78.52 yuan with a transaction volume of 641 million yuan [1] Group 2 - The company is part of the power equipment industry and is headquartered in Shenzhen, Guangdong, being a constituent of the Shenzhen Component Index [1] - Magmeter primarily engages in the research, development, production, and sales of power electronics and related control products [1] - On the same day, the net outflow of main funds from Magmeter was 524.1966 million yuan, accounting for 1.54% of its circulating market value, with a cumulative net outflow of 414.5753 million yuan over the past five trading days, representing 1.22% of its circulating market value [1]

Market Overview - The Shanghai Composite Index rose by 0.85% on August 18, with 29 out of the 31 sectors experiencing gains, led by the communication and comprehensive sectors, which increased by 4.46% and 3.43% respectively [1] - The power equipment sector saw a rise of 1.32%, while the real estate and oil & petrochemical sectors faced declines of 0.46% and 0.10% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 16.057 billion yuan, with 8 sectors seeing net inflows. The electronics sector led with a net inflow of 5.040 billion yuan and a daily increase of 2.48%, followed by the communication sector with a net inflow of 4.904 billion yuan [1] - The non-bank financial sector had the largest net outflow, totaling 7.087 billion yuan, followed by the power equipment sector with a net outflow of 5.090 billion yuan. Other sectors with significant outflows included pharmaceuticals, basic chemicals, and real estate [1] Power Equipment Sector Performance - In the power equipment sector, 288 out of 361 stocks rose, with 9 hitting the daily limit. The sector had a net inflow of funds into 144 stocks, with 8 stocks receiving over 100 million yuan in net inflows. The top stock for net inflow was KOTAI Power, with 352 million yuan, followed by Kehua Data and Megmeet, with inflows of 287 million yuan and 223 million yuan respectively [2] - The sector also saw 13 stocks with net outflows exceeding 100 million yuan, with the largest outflows from Wolong Electric Drive, Shanghai Electric, and Electric Wind Power, amounting to 1.913 billion yuan, 1.011 billion yuan, and 246 million yuan respectively [2][3] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - KOTAI Power: +20.01%, turnover rate 18.25%, net inflow 352.48 million yuan - Kehua Data: +7.71%, turnover rate 13.66%, net inflow 286.67 million yuan - Megmeet: +9.04%, turnover rate 13.07%, net inflow 222.95 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Wolong Electric Drive: +7.97%, turnover rate 22.34%, net outflow -1.913 billion yuan - Shanghai Electric: -1.03%, turnover rate 4.74%, net outflow -1.011 billion yuan - Electric Wind Power: -5.37%, turnover rate 6.23%, net outflow -246 million yuan [3]