（编辑 袁冠琳） 证券日报网讯 麦格米特9月16日在互动平台回答投资者提问时表示，瞻芯电子是公司供应商之一，也是 公司对外股权投资企业（非公司控股），公司已在多产品中应用第三代半导体部件，但公司主营业务暂 不涉及半导体研发的业务范围。 ...

Market Overview - On September 16, the other power equipment sector declined by 0.35%, with Magpowr leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Key stocks in the other power equipment sector showed varied performance, with Keda's stock price increasing by 7.22% to 39.37, and Magpowr's stock price decreasing by 3.97% to 83.41 [1][2] - The trading volume and turnover for Keda reached 419,700 shares and 1.627 billion yuan, respectively [1] Capital Flow - The other power equipment sector experienced a net outflow of 966.5 million yuan from institutional investors, while retail investors saw a net inflow of 464 million yuan [2][3] - Notable net inflows from retail investors were observed in stocks like Keda and Xizi Clean Energy, while significant outflows were noted in stocks like Green Energy Charging [3]

格隆汇9月16日丨麦格米特(002851.SZ)在互动平台表示，瞻芯电子是公司供应商之一，也是公司对外股 权投资企业（非公司控股），公司已在多产品中应用第三代半导体部件，但公司主营业务暂不涉及半导 体研发的业务范围。 ...

Core Viewpoint - The company, Magmi Tech (002851.SZ), is actively engaged in various sectors, providing power electronic components and system solutions across multiple industries, while continuously optimizing its business strategy to meet future industry trends [1] Group 1: Business and Product Overview - The company's main business and product categories include smart home appliance control products, power products, new energy and rail transportation components, industrial automation, intelligent equipment, and precision connections [1] - The company offers ODM/JDM services for power electronic components and systems to major domestic and international clients [1] Group 2: Industry Engagement - The company is committed to following industry development trends and adjusting its business layout and strategy accordingly [1] - The company currently has products related to digital welding power supplies that are compatible with industrial welding robots [1]

Group 1 - The company is focusing on expanding its overseas market, with South Korea and Japan being key areas for development [2] - The company has identified good market demand and customer needs for its office automation equipment power supplies, energy storage charging products, and new energy vehicle components in the South Korean and Japanese markets [2] - The company is actively working on expanding its related business in these markets [2]

Market Overview - On September 15, the other power equipment sector rose by 1.21%, with Haibo Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Key stocks in the other power equipment sector showed significant price movements: - Hailan Sichuang (688411) closed at 198.29, up 8.65% with a trading volume of 72,600 shares and a turnover of 1.496 billion [1] - Zhongheng Electric (002364) closed at 30.86, up 7.34% with a trading volume of 845,400 shares and a turnover of 2.539 billion [1] - Rongfa Nuclear Power (002366) closed at 8.08, up 5.21% with a trading volume of 2,317,900 shares and a turnover of 1.831 billion [1] - Other notable performers include ST Huaxi (002630) and Maigemi Te (002851), with increases of 4.35% and 4.25% respectively [1] Fund Flow Analysis - The other power equipment sector experienced a net outflow of 9.9061 million from institutional investors, while retail investors saw a net outflow of 14.7 million [2] - Conversely, speculative funds recorded a net inflow of 157 million [2] Individual Stock Fund Flow - Maigemi Te (002851) had a net inflow of 1.60 million from institutional investors but a net outflow of 44.4606 million from speculative funds [3] - Zhongheng Electric (002364) saw a net inflow of 15.9 million from institutional investors, with a net outflow of 1.54 billion from retail investors [3] - Rongfa Nuclear Power (002366) had a net inflow of 12.4 million from institutional investors but faced significant outflows from both speculative and retail investors [3]

9月15日，麦格米特涨5.62%，截至发稿，报88.00元/股，成交34.26亿元，换手率9.03%，总市值481.97 亿元。麦格米特股价已经连续3天上涨，区间累计涨幅16.27%。 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，国泰基金旗下1只基金重仓麦格米特。国泰中证全指家用电器ETF（159996）二季度减持 30.43万股，持有股数73.12万股，占基金净值比例为3.01%，位居第七大重仓股。根据测算，今日浮盈 赚取约342.21万元。连续3天上涨期间浮盈赚取852.59万元。 国泰中证全指家用电器ETF（159996）成立日期2020年2月27日，最新规模12.2亿。今年以来收益 1 ...

Summary of Key Points from the Conference Call Industry Overview - **Sector Focus**: The conference call primarily discusses the **AI application** and **overseas expansion** across various sectors in China, particularly in **healthcare equipment & services**, **automobiles**, and **internet and education** sectors [2][3][8]. Core Insights - **AI Adoption**: There is a significant increase in AI adoption across both new and traditional economies, with companies in sectors like automotive and online gaming targeting international markets for growth [3][8]. - **Investor Interest**: In August, the sectors that gained the most wallet share were **healthcare equipment & services**, **food & beverages**, and **semiconductors**. Conversely, **capital goods** saw the largest decline in wallet share [5][10]. - **Company Visits**: The top companies attracting investor interest included **Li Auto**, **Full Truck Alliance**, **NAURA**, and **Haidilao**, with notable performance in Q2 2025 results [3][5]. Sector-Specific Highlights - **Healthcare Equipment & Services**: This sector showed the highest wallet share gains and had a negative crowding factor, indicating strong investor interest [5][15]. - **Automotive Sector**: Companies like **Leapmotor** are planning significant sales targets for 2026, aiming for 1 million domestic and 100-150 thousand overseas sales, supported by new model launches [34][35]. - **Shipping Industry**: **COSCO Shipping** reported muted demand in a traditionally peak season, with a focus on cost control and optimizing operations through AI [31]. Additional Insights - **Game Development**: Chinese game companies are increasingly collaborating with Japanese IPs to enhance their global presence, driven by lower development costs and a lack of world-famous IP [25][26]. - **E-commerce Trends**: There is a noted acceleration in domestic ad revenue for platforms like **Kuaishou** and **Bilibili**, driven by AI improvements and new ad verticals [28]. - **Competitive Landscape in Video GenAI**: The competition among video genAI models is intensifying, with **Kuaishou** recognized as a leader in model quality and monetization strategies [29][30]. Risks and Challenges - **Macroeconomic Risks**: The industrial sector faces risks from potential economic downturns, which could impact demand for industrial goods and overall growth [36]. - **Competition**: Intense competition from both domestic and foreign enterprises poses a risk to market share for companies across various sectors [36]. Conclusion The conference call highlighted the dynamic landscape of various sectors in China, particularly the growing influence of AI and the strategic moves by companies to expand their market presence both domestically and internationally. The insights provided a comprehensive view of investor sentiment, sector performance, and the challenges ahead.

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） 二〇二五年九月 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。 ...

关于向特定对象发行股票募集说明书等申请文件 更新的提示性公告 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（以下简称"公司"）申请向特定对象发行 股票事项现处于深圳证券交易所（以下简称"深交所"）审核环节。 证券代码：002851 证券简称：麦格米特 公告编号：2025-078 深圳麦格米特电气股份有限公司 鉴于公司已于 2025 年 8 月 30 日披露了《深圳麦格米特电气股份有限公司 2025 年半年度报告》，公司会同相关中介机构对募集说明书等申请文件中涉及 的财务数据及其他相关内容进行了更新。具体内容详见公司同日在巨潮资讯网 （www.cninfo.com.cn）披露的《深圳麦格米特电气股份有限公司 2025 年度向特 定对象发行股票的募集说明书（申报稿）》等相关文件。 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 ...