麦格米特近日发布的公告显示，截至1月26日，葛卫东关联人葛贵莲从该公司前十大股东名单中消失，结合过往公告看，葛贵莲在今年1月至少减持76万 股。 从麦格米特股价表现看，2024年初股价（前复权价）最低不到18元，近期股价则一度超过140元，区间最高涨幅超六倍。从该公司定期报告看，葛卫东关 联人李萍和葛贵莲分别于2025年二季度和三季度在该公司前十大股东名单中现身，浮盈丰厚。 "葛卫东"减持 2月5日，麦格米特发布了向特定对象发行股票之上市公告书，公司最新前十大股东情况浮出水面。截至1月26日，葛卫东关联人王萍持有麦格米特1148.92 万股，和去年底相比持股数量不变。但是葛卫东另一位关联人葛贵莲则退出前十大股东之列。 记者梳理发现，截至2025年底，葛贵莲持有麦格米特606.76万股。截至2026年1月26日，麦格米特第十大股东南方中证500ETF持股数量为529.98万股，这 意味着，开年以来，葛贵莲至少减持麦格米特76万股。 | 序号 | 股东名称或姓名 | 股份数量(股) | 持股比例(%) | 持有有限售条件的股份数量(股) | | --- | --- | --- | --- | --- | | 1 ...

截至2026年2月4日收盘，麦格米特(002851)报收于122.49元，下跌0.82%，换手率2.85%，成交量13.03万 手，成交额15.93亿元。 当日关注点 交易信息汇总 资金流向 2月4日主力资金净流出8680.02万元；游资资金净流出2198.8万元；散户资金净流入1.09亿元。 经证监会同意注册，公司向特定对象发行人民币普通股31,325,851股，每股发行价格85.01元，发行后总 股本增至581,478,492股。除控股股东童永胜持股由97,483,231股增至98,659,563股外，其他现任董事和高 级管理人员未参与认购，持股数量不变，持股比例因总股本增加而被动稀释。童永胜持股比例由 17.72%降至16.97%，其他董事及高管持股比例亦有小幅下降。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：2月4日主力资金净流出8680.02万元，散户资金净流入1.09亿元。 来自公司公告汇总：麦格米特向特定对象发行股票31,325,851股，发行价格85.01元/股，募集资金 总额26.63亿元， ...

深圳麦格米特电气股份有限公司 关于董事和高级管理人员持股情况变动的报告 特此公告。 1/2 （本页无正文，为《深圳麦格米特电气股份有限公司关于董事和高级管理人员持 股情况变动的报告》之签章页） 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 经中国证券监督管理委员会出具的《关于同意深圳麦格米特电气股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕3032 号）同意注册， 深圳麦格米特电气股份有限公司（以下简称"公司"）本次向特定对象发行（以下 简称"本次发行"）人民币普通股 31,325,851 股，每股面值人民币 1.00 元，每股 发行价格为人民币 85.01 元/股。本次发行完成后，公司总股本增加至 581,478,492 股。 除公司控股股东、实际控制人童永胜外，公司现任董事和高级管理人员均未 参与本次发行。除公司控股股东、实际控制人童永胜外，本次发行前后，公司董 事和高级管理人员持股数量没有发生变化，持股比例因总股本增加而被动稀释， 具体变动情况如下： | 姓名 | 职务 | 本次发行前 | | 本次发行后 | | | --- | - ...

股票简称：麦格米特 股票代码：002851 深圳麦格米特电气股份有限公司 向特定对象发行股票 之 上市公告书 保荐人（主承销商） （成都市青羊区东城根上街 95 号） 2026 年 2 月 深圳麦格米特电气股份有限公司向特定对象发行股票 上市公告书 发行人全体董事、审计委员会委员、高级管理人员声明 本公司全体董事、审计委员会委员、高级管理人员承诺本上市公告书不存在 虚假记载、误导性陈述或重大遗漏并对其真实性、准确性、完整性承担相应的法 律责任。 公司全体董事签字： 童永胜 张志 王雪芬 沈华玉 楚攀 毛栋材 公司全体审计委员会委员签字： 沈华玉 楚攀 王雪芬 除董事以外的高级管理人员签字： 王涛 沈楚春 深圳麦格米特电气股份有限公司 年 月 日 1 深圳麦格米特电气股份有限公司向特定对象发行股票 上市公告书 特别提示 一、发行股票数量及价格 1、发行股票数量：31,325,851 股 2、发行股票价格：85.01 元/股 3、募集资金总额：2,663,010,593.51 元 4、募集资金净额：2,629,352,509.50 元 二、新增股票上市安排 1、股票上市数量：31,325,851 股 2、股票上市 ...

证券代码：002851 证券简称：麦格米特 公告编号：2026-017 深圳麦格米特电气股份有限公司 董 事 会 2026 年 2 月 5 日 深圳麦格米特电气股份有限公司 1 关于向特定对象发行股票上市公告书披露的提示性公告 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向特定对象发行股票之上市公告书》等相 关文件已于同日在巨潮资讯网（www.cninfo.com.cn）上披露，敬请广大投资者查 阅。 特此公告。 ...

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） 2026 年 2 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 … | | --- | | 日求 | | 释 义… | | 第一节 发行人基本情况… | | 一、发行人基本信息. | | 二、主营业务 . | | 三、主要经营和财务数据及财务指标 . | | 四、发行人存在的主要风险 | | 第二节 本次发行的基本情况 | | 一、发行股票的种类和面值 . | | 二、发行方式及发行时间 . | | 三、定价基准日、发行价格及定价原则… | | 四、发行数量 | | 五、发行对象和认购方式…………………………………………………………… ...

Core Viewpoint - The performance of the storage battery ETF Guangfa (159305) shows a slight decline, indicating market volatility in the energy storage sector [1] Group 1: ETF Performance - As of the midday close on February 4, the storage battery ETF Guangfa (159305) decreased by 0.63%, priced at 1.883 yuan, with a trading volume of 6.08 million yuan [1] - The performance benchmark for the storage battery ETF Guangfa is the return rate of the National Securities New Energy Battery Index during the same period [1] - Since its establishment on September 18, 2024, the fund has achieved a return of 89.55%, with a one-month return of 2.46% [1] Group 2: Major Holdings - Key stocks in the storage battery ETF include: - Contemporary Amperex Technology Co., Ltd. (宁德时代) increased by 1.58% - Sungrow Power Supply Co., Ltd. (阳光电源) decreased by 0.27% - EVE Energy Co., Ltd. (亿纬锂能) decreased by 1.24% - Inovance Technology Co., Ltd. (英维克) decreased by 3.55% - Guoxuan High-Tech Co., Ltd. (国轩高科) decreased by 1.82% - Magpower Technology Co., Ltd. (麦格米特) decreased by 1.40% - Sunwoda Electronic Co., Ltd. (欣旺达) decreased by 0.73% - Deyi Co., Ltd. (德业股份) increased by 0.35% - Keda Technology Co., Ltd. (科达利) increased by 0.01% - Jinpan Technology Co., Ltd. (金盘科技) increased by 2.42% [1]

Core Viewpoint - The company Magpowr (002851.SZ) is undergoing a significant transformation towards AI power business, attracting market attention due to its recent private placement aimed at raising 2.663 billion yuan, despite facing a substantial decline in its operating performance [2][7]. Group 1: Financial Performance - For the fiscal year 2025, Magpowr expects a net profit attributable to shareholders of 1.20 billion to 1.50 billion yuan, representing a year-on-year decline of approximately 70% [3][4]. - The company anticipates a non-recurring net profit of 20 million to 30 million yuan for 2025, which would be a decline of 91.81% to 94.54% compared to the previous year [3]. - In the first three quarters of 2025, Magpowr reported a revenue of 6.791 billion yuan, down 15.05% year-on-year, and a net profit of 213 million yuan, down 48.29% year-on-year [4]. Group 2: Investment and Growth Strategy - The funds raised from the private placement will be allocated to the expansion of global R&D centers, construction of smart power and control testing centers, and projects in Changsha, Zhuzhou, and Thailand [2][7]. - Magpowr's strategic focus is on rapidly scaling its operations and enhancing brand and technological innovation, which has led to increased cost pressures and a decline in profit margins [5]. Group 3: Market Reaction and Stock Performance - Despite the decline in operating performance, Magpowr's stock price has surged over 300% since October 2024, reaching a peak of 140.39 yuan per share in January 2026 [6][10]. - The company's entry into the AI server power sector and its validation within the Nvidia ecosystem have been key drivers for the stock price increase [7][9]. Group 4: Key Investor Insights - Notably, private equity mogul Ge Weidong invested 2.4 billion yuan in the recent private placement, indicating strong confidence in Magpowr's future prospects [2][8]. - Ge Weidong's involvement has been significant, as he has been increasing his stake in the company over time, although he did not secure shares in this latest round [8].

Core Viewpoint - The stock price of Magmi Tech (002851.SZ) has surged over 360% since October 2024, while its net profit is expected to decline by at least 65% in 2025, highlighting a significant divergence between stock performance and financial results [2][6]. Group 1: Financial Performance - For the fiscal year 2025, Magmi Tech anticipates a net profit of between 120 million to 150 million yuan, representing a year-on-year decline of 65.61% to 72.48%. The non-GAAP net profit is projected to drop to between 20 million to 30 million yuan, a decrease of 91.81% to 94.54% [3]. - In Q4 2025, the company expects to report a net loss, with projected losses of at least 62 million yuan and 66 million yuan for net profit and non-GAAP net profit, respectively [3]. - The decline in profitability is attributed to a decrease in gross margin due to rising costs in various product lines and increased R&D and management expenses [3][4]. Group 2: Business Challenges - Magmi Tech's traditional business segments, including home appliance controls and power supplies, are under pressure, particularly the smart appliance control sector, which has been affected by reduced demand and cost pressures [4]. - The company has significantly increased its investment in AI power solutions, leading to higher operational and R&D costs, which are eroding profit margins [5]. - The expansion of overseas operations and increased management costs have further impacted profitability, alongside foreign exchange losses due to currency fluctuations [5]. Group 3: Market Expectations and Valuation - The market has high expectations for Magmi Tech's transition to the AI server power sector, with stock performance reflecting optimism about future growth [6][8]. - Analysts, including Goldman Sachs, view Magmi Tech as a potential competitor in the AI server power market, but caution that the company faces challenges in scaling production and achieving profitability [7]. - Current stock valuations suggest that the market is pricing in a future market share of 7% within 12 months, which exceeds analysts' long-term projections [7].

Core Viewpoint - The article highlights the significant divergence between the stock price and net profit of Magmi Tech (002851.SZ), which has seen its stock price increase over 360% since October 2024, while its net profit is expected to decline by at least 65% in 2025, raising concerns about the sustainability of its AI power supply transformation [3][9][11]. Financial Performance - Magmi Tech forecasts a net profit of 120 million to 150 million yuan for 2025, representing a year-on-year decline of 65.61% to 72.48%. The non-recurring net profit is expected to drop to 20 million to 30 million yuan, with a decline of 91.81% to 94.54% [5]. - In Q4 2025, the company anticipates a net profit loss, with previous quarters showing net profits of 212 million yuan and 96 million yuan, respectively. The projected losses for Q4 are at least 62 million yuan for net profit and 66 million yuan for non-recurring net profit [6]. Business Challenges - The decline in overall performance is attributed to two main factors: a decrease in gross margin due to increased cost pressures in various product lines and rising R&D and management expenses that have eroded profit margins [6][7]. - Traditional business segments, including home appliance control and power supply, are under pressure, particularly the smart home appliance control business, which has been affected by reduced air conditioning demand and weakened domestic subsidy effects [6][7]. AI Power Supply Transformation - Magmi Tech is intensifying its focus on AI power supply solutions, planning new infrastructure projects and expanding its global R&D capabilities, which have led to increased R&D and management costs [7][9]. - The company is seen as entering the Nvidia ecosystem, which is a critical validation of its R&D capabilities, and there are expectations for non-linear growth in performance as the AI power supply business scales up [10]. Market Expectations and Valuation - Despite weak financial performance, the stock price has surged due to high market expectations for Magmi Tech's transition to the AI power supply sector. The stock has risen 360.27% since October 2024 and 43.03% this year, significantly outperforming major stock indices [9][10]. - Analysts suggest that the current stock price reflects an implied market share of 7% within the next 12 months, which exceeds forecasts of 3% by 2028 and 5% by 2030, indicating that the stock may be overvalued based on future growth expectations [10]. Conclusion - Magmi Tech is at a critical juncture where the market is betting on its AI power supply transformation while the company faces substantial challenges in delivering on these expectations. The divergence between stock performance and financial results raises questions about the company's ability to convert R&D investments into profitable growth [11].