Economic News - The Ministry of Culture and Tourism plans to launch a three-year action plan to boost cultural and tourism consumption, with over 330 million yuan in subsidies [2] - As of the end of August, China's electric vehicle charging infrastructure reached 17.348 million, a 53.5% increase year-on-year [2] - The Federal Reserve lowered the federal funds rate target range by 25 basis points to 4.00%-4.25%, marking its first rate cut since December 2024 [2] - The 12th Beijing Xiangshan Forum opened with over 1,800 participants from more than 100 countries and organizations [2] - Japan's government initiated a national AI strategy to become the most AI-friendly country globally [2] - The 9th China (Tianjin) Nucleic Acid Drug Conference was held, with significant projects signed, focusing on nucleic acid drug development [2] - BP plans to invest over £3.6 billion (approximately $5 billion) annually in the U.S. over the next five years [2] - The People's Bank of China conducted a 487 billion yuan reverse repurchase operation, with a net injection of 195 billion yuan [2] - The People's Bank of China will issue a 600 billion yuan central bank bill with a maturity of six months [2] Key Company Information - Shanghai Construction Group reported that its gold business revenue is less than 0.5% of total revenue, with minimal impact on operations [5] - Guangji Pharmaceutical received approval for the re-registration of its chemical raw material drug Vitamin B6 [5] - CATL stated that sodium-ion batteries have lower energy density than lithium-ion batteries but offer better low-temperature performance and safety [5] - Jitu Express announced a share buyback plan for up to 10% of its B shares, citing undervaluation [5] - New China Life Insurance reported a cumulative premium income of 158.086 billion yuan from January to August 2025, a 21% year-on-year increase [5] Industry Analysis - In August, domestic airlines' capacity increased by approximately 1.7% year-on-year, with a notable improvement in passenger load factor [7] - The overall passenger load factor for listed airlines improved by 0.9 percentage points year-on-year and 3.3 percentage points month-on-month in August [7] - The international route capacity for listed airlines increased by 14.6% year-on-year, with a 2.8 percentage point month-on-month improvement in load factor [9] - The release of the "Self-Discipline Convention for Air Passenger Transport" in August is expected to help stabilize the industry and improve profitability [10] - The domestic automotive market saw a production and sales increase of 8.7% and 10.1% respectively in August, with significant growth in new energy vehicles [12] - New energy vehicle sales accounted for 52.1% of total domestic vehicle sales in August, with a year-on-year increase of 18.3% [13] - The export of new energy vehicles showed strong performance, with a 19.6% year-on-year increase in August [14] - The automotive industry is experiencing a shift towards electrification and intelligent technology, with domestic brands gaining market share [16][17]

9月18日，美格智能盘中上涨2.24%，截至10:27，报52.06元/股，成交1.95亿元，换手率2.09%，总市值 136.72亿元。 美格智能所属申万行业为：通信-通信设备-通信终端及配件。所属概念板块包括：AIAgent（智能 体）、eSIM、移动支付、卫星互联网、车联网（车路云）等。 截至6月30日，美格智能股东户数5.05万，较上期减少3.75%；人均流通股3587股，较上期增加3.89%。 2025年1月-6月，美格智能实现营业收入18.86亿元，同比增长44.50%；归母净利润8416.68万元，同比增 长151.38%。 分红方面，美格智能A股上市后累计派现1.33亿元。近三年，累计派现8562.08万元。 机构持仓方面，截止2025年6月30日，美格智能十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股263.37万股，相比上期减少25.76万股。南方中证1000ETF（512100）位居第七大流通股 东，持股121.35万股，为新进股东。博时科创板三年定开混合（506005）位居第九大流通股东，持股 71.38万股，相比上期减少6.92万股。华夏中证1000ETF（15984 ...

Group 1 - The core point of the article is that Meige Intelligent Technology Co., Ltd. announced the release of share pledges by its controlling shareholder, Wang Ping, who released 4.37 million shares, while still having 26.1 million shares pledged, which accounts for 25.48% of his total holdings [1][2] - As of the announcement date, Meige Intelligent's revenue composition for the first half of 2025 shows that 4G technology applications account for 97.46% of its revenue, while other businesses contribute 2.54% [1] - The current market capitalization of Meige Intelligent is 13.4 billion yuan [2]

美格智能技术股份有限公司 关于公司控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 美格智能技术股份有限公司（以下简称"公司"）近日接到控股股东及实际 控制人王平先生函告，获悉王平先生所持有公司的部分股份办理了解除质押手续， 具体事项如下： 一、股东股份本次解除质押的基本情况 | 股东名称 | 是否为控股股东 或第一大股东及 其一致行动人 | 本次解除质 押数量（股） | 占其所持股 份比例 | 占公司总股 本比例 | 质押起始日 | 质押解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 王平 | 是 | 1,990,000 | 1.94% | 0.76% | 2024 年 9 月 | 2025 年 9 月 | 中信证券股份有 | | | | | | | 18 日 | 16 日 | 限公司 | | 王平 | 是 | 1,380,000 | 1.35% | 0.53% | 2024 年 11 | 2025 年 9 月 | 中信证券股份有 | | | | | ...

Core Viewpoint - The announcement from Meige Intelligent Technology Co., Ltd. indicates that the controlling shareholder and actual controller, Wang Ping, has released part of his pledged shares, which may signal a positive outlook for the company's stock liquidity and shareholder confidence [1] Group 1: Share Pledge Details - On September 16, Wang Ping released three pledges totaling 1.99 million shares (1.94% of his holdings, 0.76% of total shares), 1.38 million shares (1.35%, 0.53%), and 1 million shares (0.98%, 0.38%) [1] - The pledgees for these shares were CITIC Securities and Shanghai Pudong Development Bank Shenzhen Branch [1] - Following the release of these pledges, Wang Ping holds 102 million shares, representing 38.997% of the company [1] Group 2: Current Pledge Status - After the release, the total pledged shares amount to 26.1 million, which constitutes 25.48% of Wang Ping's holdings and 9.94% of the company's total shares [1] - The released shares are not subject to any selling restrictions or freezing conditions [1]

Group 1 - The company has confirmed that its wireless communication module products are being shipped in large quantities for several mainstream products of a leading PC brand [2] - The inquiry from investors highlights the interest in the company's involvement in AI-related products [2] Group 2 - The interaction took place on an investor communication platform, indicating active engagement between the company and its investors [2] - The date of the announcement was September 15, suggesting recent developments in the company's product offerings [2]

美格智能所属申万行业为：通信-通信设备-通信终端及配件。所属概念板块包括：AIAgent（智能 体）、移动支付、eSIM、车联网（车路云）、卫星互联网等。 截至6月30日，美格智能股东户数5.05万，较上期减少3.75%；人均流通股3587股，较上期增加3.89%。 2025年1月-6月，美格智能实现营业收入18.86亿元，同比增长44.50%；归母净利润8416.68万元，同比增 长151.38%。 分红方面，美格智能A股上市后累计派现1.33亿元。近三年，累计派现8562.08万元。 9月15日，美格智能盘中上涨2.02%，截至10:44，报52.46元/股，成交2.79亿元，换手率2.97%，总市值 137.77亿元。 资金流向方面，主力资金净流出2286.40万元，特大单买入877.96万元，占比3.15%，卖出1893.75万元， 占比6.79%；大单买入6022.88万元，占比21.61%，卖出7293.49万元，占比26.17%。 美格智能今年以来股价涨75.86%，近5个交易日涨3.17%，近20日涨0.36%，近60日涨23.70%。 今年以来美格智能已经7次登上龙虎榜，最近一次登上龙虎榜为 ...

证券代码：002881 证券简称：美格智能 公告编号：2025－076 权益变动时间 2025 年 7 月 1 日—2025 年 9 月 8 日 股票简称 美格智能 股票代码 002881 变动类型 （可多选） 增加□ 减少 一致行动人 有☑ 无 是否为第一大股东或实际控制人 是 否 2．本次权益变动情况 股份种类（A 股、B 股等） 增持/减持股数（万股） 增持/减持比例（%） A 股 王平持股数量不变，持股比例由 39.120%被动稀释至 38.997% -0.123 上海兆格持股数量不变，持股比 例由 10.026%被动稀释至 9.995% -0.031 合 计 王平及上海兆格合计持股数量不 变，合计持股比例由 49.146%被动 稀释至 48.992% -0.154 本次权益变动方式（可多 选） 通过证券交易所的集中交易 □ 通过证券交易所的大宗交易 □ 其他 （被动稀释） 本次增持股份的资金来 源（可多选） 自有资金 □ 银行贷款 □ 其他金融机构借款 □ 股东投资款 □ 其他 □（请注明） 不涉及资金来源 3．本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股东名称 股份性质 本次变 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [4]. Core Views - The report highlights that the demand in downstream industries is improving, and advancements in AI hardware are progressing smoothly. DeepSeek has achieved significant cost reductions in model inference through algorithm and engineering innovations, which may lead to a shift in value distribution within the AI industry [2][6]. - The company, Meige Intelligent, is deepening its layout in smart connected vehicles and FWA solutions domestically while focusing on 5G-A modules and Redcap product lines in overseas markets, particularly targeting high-end markets in North America and Europe through customized strategies with operators [2][6]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.886 billion yuan, a year-on-year increase of 44.50%, and a net profit attributable to the parent company of 84 million yuan, up 151.38% year-on-year [4][6]. - Domestic revenue reached 1.354 billion yuan, growing by 56.50% year-on-year, driven by demand for smart connected vehicles and AI hardware. Overseas revenue was 532 million yuan, a year-on-year increase of 20.93%, accounting for 28.22% of total revenue [6]. - The gross margin for the wireless communication module and solution business was 13.46%, down from 16.83% year-on-year, primarily due to the product mix and increased sales of lower-margin products [6]. Industry Outlook - The report indicates that the AI industry is expected to benefit from the increasing deployment of AI terminals and the transition from 4G to 5G, which will enhance the value of modules. The company is well-positioned to capitalize on these trends [2][6]. - The report forecasts that the company will achieve net profits of 188 million, 275 million, and 385 million yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 38%, 47%, and 40% [6].

证券代码：002881 证券简称：美格智能 公告编号：2025-075 美格智能技术股份有限公司 关于股份回购进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 美格智能技术股份有限公司（以下简称"公司"）于2024年11月1日召开了 第四届董事会第四次会议，于2024年11月14日召开了2024年第四次临时股东大会, 审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金或专项贷 款资金，以集中竞价交易方式回购公司部分A股社会公众股，用于注销并减少公 司注册资本。本次回购金额不低于人民币3,000万元（含），且不超过人民币6,000 万元（含），回购价格不超过35.15元/股（含），具体回购股份数量以回购期满 时实际回购的股份数量为准。回购股份的实施期限自公司股东大会审议通过回购 股份方案之日起不超过12个月。具体内容详见公司分别于2024年11月5日、2024 年 11 月 15 日 、 2024 年 11 月 20 日 刊 登 在 《 证 券 时 报 》 及 巨 潮 资 讯 网 （www.cninfo.com.cn）上的《关于回购公司股份 ...