Investment Agreements - Longpan Technology plans to invest 2 billion yuan to establish a high-performance lithium battery cathode material project [2] - Yanjing Co. intends to acquire control of high-frequency carrier board manufacturer Yongqiang Technology, with stock suspension [2] - Zhongjian Technology has approved a project for the collaborative development of intelligent robots [2] - Mengwang Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe for the R&D and production of heavy-lift drones [3] - Jiu Ding New Materials plans to invest 246 million yuan to build a large-scale wind turbine blade production line [4] - Jincai Hulin intends to acquire 51% of Wuxi Sanli for 63.43 million yuan [5] - Changyuan Power plans to invest in a 100MW wind farm project in Hubei Province with a total investment of 562 million yuan [7] - Shengyang Co. plans to acquire 51% of Shenzhen Daren High-Tech for 74.47 million yuan [8] Shareholding Changes - *ST Zhongzhuang announced a change in actual control to Long Jisheng due to the execution of a restructuring plan [9] - Hunan Baiyin's major shareholder reduced its stake to below 5% [10] Stock Buybacks - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan [11] - Dongcheng Pharmaceutical intends to repurchase shares for 100 million to 200 million yuan [12] - Ningde Times has repurchased a total of 15.99 million A-shares for 4.386 billion yuan [13] Business Operations and Performance - Bailong Oriental expects a net profit increase of 46.34% to 70.73% in 2025 [13] - Longjian Co. anticipates a net profit of 405 million yuan in 2025, a decrease of 2.05% [13] - BYD reported cumulative sales of 4.602 million new energy vehicles in 2025, a 7.73% increase year-on-year [14] Financing and Capital Increases - Zhenhua Co. plans to issue convertible bonds to raise no more than 878 million yuan for projects [15] - Huashu Holdings intends to raise up to 600 million yuan through a private placement to Hongtai Group [15] Other Developments - Xinxing Chemical has resumed production of biomass cellulose filament products after equipment upgrades [24] - Guoguang Electric announced the resumption of the general manager's duties after the lifting of restrictions [25]

中矿资源：年产3万吨高纯锂盐技改项目点火试运行 1月4日晚，中矿资源(002738)发布公告称，下属全资公司中矿资源（江西）锂业有限公司投资建设的年产3万吨高纯锂盐技改项目已完成建设并取得试生产 备案，于2026年1月2日点火投料试生产运营。项目总投资额为1.21亿元，将进一步提高锂回收率，有效降低锂盐生产成本，主产品为电池级碳酸锂、电池级 氢氧化锂，副产品为元明粉。技改项目投产后，公司将合计拥有年产7.1万吨电池级锂盐产能。 邵阳液压：购买重庆新承航锐科技股份有限公司100%股份获得深交所受理 1月4日晚，邵阳液压(301079)发布公告称，公司拟通过发行股份及支付现金的方式购买重庆新承航锐科技股份有限公司100%股份并募集配套资金。2025年12 月31日，公司收到深圳证券交易所出具的《关于受理邵阳维克液压股份有限公司发行股份购买资产并募集配套资金申请文件的通知》。深交所根据相关规定 对申请文件进行了核对，认为申请文件齐备，决定予以受理。 兴齐眼药：硫酸阿托品滴眼液药品补充申请获批 长源电力：拟投资建设松滋八宝风电项目 总投资5.72亿元 1月4日晚，长源电力(000966)发布公告称，公司拟在湖北省松滋 ...

新京报贝壳财经讯 1月4日，麦格米特公告称，公司收到中国证监会出具的《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》，同意公司向特定对象发行股票的注册申请。批复自 同意注册之日起12个月内有效。公司将按照相关法律法规、中国证监会批复文件的要求以及公司股东会 的授权，在规定期限内办理本次向特定对象发行股票相关事宜，并及时履行信息披露义务。 ...

麦格米特公告称，公司收到中国证监会出具的《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》，同意公司向特定对象发行股票的注册申请。批复自同意注册之日起12个月内有 效。公司将按照相关法律法规、中国证监会批复文件的要求以及公司股东会的授权，在规定期限内办理 本次向特定对象发行股票相关事宜，并及时履行信息披露义务。 ...

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 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） 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 ...

深圳麦格米特电气股份有限公司 证券代码：002851 证券简称：麦格米特 公告编号：2026-001 关于向特定对象发行股票申请获得中国证监会 同意注册批复的公告 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"）于近日收到中国证券 监督管理委员会（以下简称"中国证监会"）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）， 批复具体内容如下： 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方案 实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告深圳证券交易所并按有关规定处理。 公司董事会将按照相关法律法规、中国证监会批复文件的要求以及公司股东 会的授权，在规定期限内办理本次向特定对象发行股票相关事宜，并及时履行信 息披露义务。敬请广大投资者理性投资，注意投资风险。 本次向特定对象发行股票的发行人和保荐人的联系方式如 ...

南财智讯1月4日电，麦格米特公告，公司于近日收到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），批复内容包 括：同意公司向特定对象发行股票的注册申请；公司本次发行应严格按照报送深圳证券交易所的申报文 件和发行方案实施；本批复自同意注册之日起12个月内有效；自同意注册之日起至本次发行结束前，公 司如发生重大事项，应及时报告深圳证券交易所并按有关规定处理。公司董事会将按照相关法律法规、 中国证监会批复文件的要求以及公司股东会的授权，在规定期限内办理本次向特定对象发行股票相关事 宜，并及时履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 ...

公 司 研 究 / 公 司 深 度 上 市 公 司 | 市场数据： | 2025 年 12 月 26 日 | | --- | --- | | 收盘价（元） | 87.97 | | 一年内最高/最低（元） | 95.79/40.15 | | 市净率 | 7.7 | | 股息率%（分红/股价） | 0.06 | | 流通 A 股市值（百万元） | 40,279 | | 上证指数/深证成指 | 3,963.68/13,603.89 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 11.39 | | 资产负债率% | 51.30 | | 总股本/流通 A 股（百万） | 550/458 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： -50% 0% 50% 100% 12/26 01/26 02/26 03/26 04/26 05/26 06/26 07/26 08/26 09/26 10/26 11/26 12/26 麦格米特 沪深300指数 (收益率) 相关研究 ...

Market Overview - The other power equipment sector experienced a decline of 0.57% compared to the previous trading day, with Haibosi leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Xinfeng Energy (300593) with a closing price of 31.15, up 3.83%, and a trading volume of 622,600 shares, totaling 1.893 billion yuan [1] - ST Yishite (300376) closed at 6.45, up 3.20%, with a trading volume of 346,900 shares, totaling 224 million yuan [1] - Oulu Tong (300870) closed at 232.90, up 2.68%, with a trading volume of 166,400 shares, totaling 1.540 billion yuan [1] - Decliners included: - Haidao Feitan (688411) closed at 259.79, down 5.03%, with a trading volume of 31,500 shares, totaling 818 million yuan [2] - Xizi Clean Energy (002534) closed at 17.23, down 3.20%, with a trading volume of 140,600 shares, totaling 245 million yuan [2] - ST Huaxi (002630) closed at 2.58, down 3.01%, with a trading volume of 251,200 shares, totaling 65.3 million yuan [2] Capital Flow - The other power equipment sector saw a net outflow of 800.3 million yuan from institutional investors, while retail investors experienced a net inflow of 490 million yuan [2] - The capital flow for specific stocks showed: - Oulu Tong (300870) had a net inflow of 13.5 million yuan from institutional investors, but a net outflow of 139 million yuan from retail investors [3] - Xinfeng Energy (300593) had a net inflow of 54.67 million yuan from institutional investors, with a net outflow of 112 million yuan from retail investors [3] - Keda (002518) had a net inflow of 23.04 million yuan from institutional investors, but a net outflow of 26.74 million yuan from retail investors [3]

Investment Rating - The industry investment rating is "Outperform the Market - A" [1] Core Insights - The artificial intelligence (AI) industrialization wave is approaching, leading to a rapid increase in demand for Artificial Intelligence Data Centers (AIDC) [4][11] - Power distribution equipment is a crucial component of AIDC and is expected to benefit significantly from the high demand in AIDC [36] - Major companies involved in the AIDC sector are highlighted, indicating potential investment opportunities [3] Summary by Sections Section 1: AI Industrialization and AIDC Demand Growth - AI is at a critical turning point for commercial deployment, driving a rapid increase in demand for intelligent computing power [4][11] - AIDC serves as the physical carrier for intelligent computing power, benefiting from the AI industrialization wave [12] - AIDC is evolving towards high energy consumption and high density, necessitating continuous upgrades in power distribution equipment [30][35] Section 2: Power Distribution Equipment in AIDC - Power distribution equipment is a vital part of AIDC, accounting for approximately 13% of initial investment costs [42] - AIDC's power supply architecture typically employs redundancy designs to ensure high reliability [43][44] - Diesel generator sets are the most common backup power solution for AIDC [56][60] - The transition from UPS to high-voltage direct current (HVDC) systems is anticipated, with HVDC becoming the mainstream architecture in the future [68][86] - The market for server power supplies is projected to exceed 100 billion, with supercapacitors and battery backup units (BBU) being key growth areas [113]