关于继续使用部分闲置募集资金进行现金管理的公告 证券代码：002851 证券简称：麦格米特 公告编号：2025-070 深圳麦格米特电气股份有限公司 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. ...

证券代码：002851 证券简称：麦格米特 公告编号：2025-069 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 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：株洲麦格米特电气有限责任公司；浙江麦格米特电气技术有 限公司；深圳麦米电气供应链管理有限公司。 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 3.5 亿元，占公司最近一期经审计净资产的 5.82%，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 ...

据悉，此次活动聚焦粤港澳大湾区企业发展新质生产力主题，邀请境外投资者通过车间展厅实地参 观、与高管座谈交流，近距离了解公司发展战略、业务模式、产品特点和创新成果，亲身感受粤港澳大 湾区创新发展动能和深市上市公司韧性活力。 近年来，深交所坚持"走出去"和"引进来"并重。一方面，累计组织百余家深市上市公司赴境外路演 推介；另一方面，组织开展"境外投资者走进深市上市公司"系列活动，通过双向对接增进相互了解与信 任，进一步增强境外投资者对中国资产"科技叙事"的认同和长期参与A股市场的信心。 由深交所主办的"境外投资者走进粤港澳大湾区上市公司"活动日前在深圳和东莞举行，来自20余家 境外主权基金、大型长线资产管理机构的近40位代表走访了立讯精密、麦格米特、中集车辆等3家深市 上市公司。 责任编辑：杨喜亭 ...

主力资金净流出的行业有23个，机械设备行业主力资金净流出规模居首，全天净流出资金63.21亿元， 其次是国防军工行业，净流出资金为60.71亿元，净流出资金较多的还有医药生物、电力设备、计算机 等行业。 沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 电力设备行业位居今日跌幅榜第二。 电力设备行业今日下跌0.74%，全天主力资金净流出48.13亿元，该行业所属的个股共359只，今日上涨 的有91只，涨停的有1只；下跌的有262只。以资金流向数据进行统计，该行业资金净流入的个股有102 只，其中，净流入资金超5000万元的有9只，净流入资金居首的是上海电气，今日净流入资金3.64亿 元，紧随其后的是雄韬股份、国电南瑞，净流入资金分别为2.22亿元、7733.63万元。电力设备行业资金 净流出个股中，资金净流出超亿元的有12只，净流出资金居前的有宁德时代、麦格米特、南都电源，净 流出资金分别为3.21亿元、3.00亿元、1.91亿元。（数据宝） 电力设备行 ...

本文源自：金融界 作者：金股通 截至8月7日午后一小时，主力资金流出前20的股票分别为：中国重工（-10.74亿元）、中际旭创（-7.83 亿元）、中国船舶（-7.49亿元）、新易盛（-7.11亿元）、长城军工（-6.45亿元）、药明康德（-6.39亿 元）、山河智能（-6.30亿元）、胜宏科技（-5.29亿元）、内蒙一机（-5.22亿元）、东方国信（-4.60亿 元）、北方稀土（-4.59亿元）、恒瑞医药（-3.88亿元）、机器人（-3.77亿元）、陕西煤业（-3.47亿 元）、沪电股份（-3.44亿元）、华工科技（-3.27亿元）、湖南天雁（-3.25亿元）、英维克（-3.09亿 元）、麦格米特（-2.97亿元）、倍加洁（-2.74亿元）。 ...

Group 1 - The latest stock price of Magmi Tech is 63.20 yuan, with a slight increase of 0.01 yuan from the previous trading day [1] - The stock opened at 63.20 yuan, reached a high of 65.15 yuan, and a low of 62.01 yuan, with a total trading volume of 307,042 hands and a transaction amount of 1.946 billion yuan [1] - Magmi Tech is part of the power equipment industry and is headquartered in Shenzhen, Guangdong, primarily engaged in the R&D, production, and sales of power electronics and related control products [1] Group 2 - On August 6, Magmi Tech experienced a rapid rebound, with the stock price reaching 64.12 yuan at 9:41 AM, showing an increase of over 2% within 5 minutes, and a transaction amount of 299 million yuan at that time [1] - In terms of capital flow, the net outflow of main funds on that day was 67.52 million yuan, accounting for 0.23% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow was 7.67 million yuan, representing 0.03% of the circulating market value [1]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002851 | 麦格米特 | 1.41亿 | 4.53% | -2643.52万 | -0.85% | -1.14亿 | -3.68% | | 002335 | 科学数据 | 1.36 Z | 11.11% | -9028.50万 | -7.35% | -4617.40万 | -3.76% | | 300593 | 新雷能 | 5492.09万 | 8.89% | -3154.46万 | -5.11% | -2337.64万 | -3.78% | | 300870 | 欧陆通 | 5098.02万 | 5.13% | -7295.12万 | -7.33% | 2197.10万 | 2.21% | | 600482 | 中国动力 | 4200.45万 | 12.66% | -1762.23万 | -5.31% | -2438.22万 | -7.35% | | 60021 ...

Investment Rating - The report maintains a "Recommended" rating for the electric power equipment sector [4][15]. Core Viewpoints - The increase in capital expenditures (CapEx) by major overseas tech companies such as Google, Meta, Microsoft, and Amazon validates the high prosperity of the AI and computing power industry, indicating a long-term growth opportunity in the computing infrastructure sector [12][13][14]. - The urgency for domestic computing power autonomy is highlighted by the recent security issues surrounding NVIDIA chips, which may accelerate the development of domestic chip manufacturers [14]. Summary by Sections Investment Insights - The report emphasizes that the power generation sector remains a logical choice for both volume and profit growth, recommending companies like Weichai Heavy Machinery, and also suggests focusing on the gradually increasing penetration of HVDC segments with companies like Kehua Data, Hewei Electric, and Tonghe Technology [4][14]. - It also highlights the benefits for server power supplies and liquid cooling segments, recommending companies such as Invec, Shenling Environment, and Oulu Tong [4][14]. Industry Dynamics - The report notes that major tech companies have collectively raised their 2025 capital expenditure plans, reflecting sustained demand for computing power driven by AI [12][13]. - It mentions that the domestic computing power industry is expected to see accelerated growth due to increased focus on data security and core technology autonomy [14]. Key Companies and Earnings Forecast - The report provides a table of key companies with their earnings per share (EPS) and price-to-earnings (PE) ratios, indicating a bullish outlook for companies like Magpower and Shenling Environment, which are rated as "Buy" [16][17].

Investment Rating - The report maintains a "Positive" investment rating for the industry [5] Core Viewpoints - The report emphasizes the ongoing "anti-involution" trend in the photovoltaic industry, which is expected to drive price increases and improve profitability across the supply chain [16][36] - The energy storage sector is experiencing sustained demand growth, with significant project developments and favorable policy support [39][44] - The lithium battery segment shows stable demand, with advancements in solid-state technology and materials innovation [39][44] - The wind power sector is benefiting from increased offshore project activity and recovery in profitability [39][44] - The power equipment sector is seeing positive developments from high-voltage projects and international demand [39][44] - New directions in AI and robotics are highlighted as emerging investment opportunities, particularly in the context of increased capital expenditure from major manufacturers [39][44] Summary by Sections Photovoltaic - The photovoltaic industry is witnessing a price increase in key materials, with polysilicon prices rising to 49-55 CNY/kg and silicon wafer prices increasing by approximately 0.1 CNY per piece [22][25] - The government is pushing for the elimination of low-price competition and the orderly exit of outdated production capacity, with mergers and acquisitions in the polysilicon sector expected to progress in Q3 [16][36] - Recommended stocks include Tongwei Co., GCL-Poly, LONGi Green Energy, and Aiko Solar [16][36] Energy Storage - In H1 2025, major energy storage projects across 21 regions reached a total capacity of 124 GWh, with significant contributions from Inner Mongolia, Shandong, and Guangdong [41][42] - The report highlights the increasing stability of the energy storage market, with a positive outlook for domestic demand and pricing [39][44] - Recommended stocks include Sungrow Power Supply and Deye Technology [39][44] Lithium Batteries - The lithium battery sector is characterized by stable demand and a focus on solid-state battery technology, with companies like CATL and other second-tier players expected to benefit [39][44] - The report notes the importance of material innovations such as lithium metal anodes and nickel-iron current collectors [39][44] - Recommended stocks include CATL, Xiamen Tungsten, and Putailai [39][44] Wind Power - The offshore wind sector is accelerating project construction, with expectations for increased profitability in the second half of the year [39][44] - Recommended stocks include Mingyang Smart Energy and Zhongji Lingnan [39][44] Power Equipment - The report indicates that high-voltage projects have been approved, with overseas demand expected to rise [39][44] - Recommended stocks include Pinggao Electric and XJ Electric [39][44] New Directions - The report highlights advancements in humanoid robotics and AI applications, with significant capital expenditure from major companies [39][44] - Recommended stocks include Sanhua Intelligent Controls and Zhejiang Rongtai [39][44]

Core Viewpoint - The company reported a decrease in the number of shareholders and mixed financial performance in the first quarter, indicating potential challenges ahead [1] Shareholder Information - As of July 31, the number of shareholders for the company was 61,000, a decrease of 6,000 from the previous period (July 20), representing a decline of 8.96% [1] Stock Performance - The company's closing price was 59.39 yuan, with a slight increase of 0.02%. Since the concentration of shares began, the stock price has risen by 1.73%, with 6 days of increases and 4 days of decreases [1] Financial Performance - In the first quarter, the company achieved a revenue of 2.316 billion yuan, reflecting a year-on-year growth of 26.51%. However, the net profit was 107 million yuan, showing a year-on-year decline of 22.57%. The basic earnings per share were 0.1977 yuan, and the weighted average return on equity was 1.77% [1]