东莞铭普光磁股份有限公司 2025 年半年度报告全文 东莞铭普光磁股份有限公司 公司负责人杨先进、主管会计工作负责人李舒华及会计机构负责人(会计 主管人员)余清仕声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、经营目标、业绩预测等前瞻性的内容，系 公司管理层的初步预测，均不构成本公司对任何投资者的实质承诺，能否实 现取决于宏观经济、市场状况变化等多种因素，存在很大的不确定性，投资 者及相关人士均应对此保持足够的风险认识，并且应当理解计划、预测与承 诺之间的差异，敬请广大投资者注意投资风险。 2025 年半年度报告 【2025 年 8 月】 1 东莞铭普光磁股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 东莞铭普光磁股份有限公司 2025 年半年度报告全文 备查文件目录 1、载有公司负责人、主管会计工作负责人及会计机构负责人签名并盖章的财务报表。 2、报告期内在中国证 ...

Financial News - Dongguan City Science and Technology Achievement Transformation Fund has completed its first investment in Zhongke Huaxin (Dongguan) Technology Co., Ltd., marking the fund's official launch to support local technology project transformation [2] - Dongguan Bank has opened its first wholly-owned subsidiary in Hong Kong, aiming to provide diversified financial services to local SMEs and citizens, enhancing its international strategy [3] Listed Company Dynamics - Shengyi Electronics announced an investment of approximately 1.9 billion RMB to build a high-layer intelligent circuit board project, with an additional investment of about 1.75 billion RMB, focusing on high-end market demands [4] - Easytech and Haicheng Energy have signed a strategic cooperation agreement to explore the new energy storage industry, focusing on resource sharing and technological collaboration [6] - Kaipu Cloud and Hanbo Semiconductor have formed a strategic partnership to develop domestic intelligent integrated machines, aiming to enhance the domestic computing cluster construction [7] - Mingpu Optoelectronics announced the completion of a share transfer of 5.02% from its controlling shareholder, with the transfer price amounting to approximately 197.53 million RMB [8] - Zhengye Technology plans to publicly transfer 92.07% of its subsidiary Zhengye Jiukun's shares to optimize resource allocation and focus on its core business [9] - Huali Co. and its subsidiary have been sued for over 140 million RMB due to a partnership contract dispute, with ongoing legal proceedings [9]

Core Viewpoint - Mingpu Optoelectronics announced the completion of the share transfer agreement between its controlling shareholder Yang Xianjin and Shenzhen Jiayi Asset Management Co., Ltd, with the transfer registration procedures finalized and a confirmation letter issued by China Securities Depository and Clearing Corporation Limited [1] Group 1 - The share transfer was completed recently, and the new shareholder, Jiayi Xinghe No. 2, has committed not to reduce its holdings of the transferred shares for eighteen months following the completion of the transfer [1]

2024年1至12月份，铭普光磁的营业收入构成为：计算机和通信和其他电子设备制造业占比100.0%。 （文章来源：每日经济新闻） 铭普光磁（SZ 002902，收盘价：21.98元）8月15日晚间发布公告称，2024年10月13日，公司控股股东 杨先进先生与嘉亿兴和2号签署了《股份转让协议》，杨先进先生拟将其持有的公司无限售流通股1180 万股通过协议转让的方式转让给嘉亿兴和2号，占公司总股本的5.01%。根据中国证券登记结算有限责 任公司出具的《证券过户登记确认书》，上述协议转让股份已于2025年8月14日办理过户登记手续，合 计过户数量1180万股，占目前公司总股本的5.02%，股份性质为无限售流通股。 ...

证券代码：002902 证券简称：铭普光磁 公告编号：2025-066 东莞铭普光磁股份有限公司 东莞铭普光磁股份有限公司（以下简称"公司"）于近日获悉公司控股股东 杨先进先生与深圳市嘉亿资产管理有限公司（代表"嘉亿兴和 2 号私募证券投资 基金"）（以下简称"嘉亿兴和 2 号"）的协议转让事项已办理完成过户登记手 续，并取得中国证券登记结算有限责任公司出具的《证券过户登记确认书》，受 让方嘉亿兴和 2 号承诺在转让完成后的十八个月内不减持本次协议转让所受让 的公司股份。现将相关情况公告如下： 一、本次协议转让的基本情况 2024 年 10 月 13 日，公司控股股东杨先进先生与嘉亿兴和 2 号签署了《股 份转让协议》，杨先进先生拟将其持有的公司无限售流通股 11,800,000 股通过协 议转让的方式转让给嘉亿兴和 2 号，占公司总股本的 5.01%。2024 年 12 月 11 日，公司控股股东杨先进先生与嘉亿兴和 2 号签署了《股份转让补充协议》。2025 年 6 月 13 日，公司控股股东杨先进先生与嘉亿兴和 2 号签署了《股份转让协议 之补充协议二》。具体内容详见公司分别于 2024 年 10 月 ...

天眼查商业履历信息显示，东莞铭普光磁股份有限公司，成立于2008年，位于东莞市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本23547.7062万人民币，实缴资本 23547.7062万人民币。公司法定代表人为杨先进。 通过天眼查大数据分析，东莞铭普光磁股份有限公司共对外投资了20家企业，参与招投标项目327次， 知识产权方面有商标信息69条，专利信息525条，此外企业还拥有行政许可50个。 来源：金融界 资金流向方面，今日主力资金净流出1314.18万元，占比成交额3.73%。其中，超大单净流出362.89万 元、占成交额1.03%，大单净流出951.29万元、占成交额2.7%，中单净流出流出1119.14万元、占成交额 3.17%，小单净流入2433.32万元、占成交额6.9%。 铭普光磁最新一期业绩显示，截至2025一季报，公司营业总收入3.59亿元、同比减少10.77%，归属净利 润4696.75万元，同比减少106.25%，扣非净利润4824.67万元，同比减少79.25%，流动比率1.035、速动 比率0.714、资产负债率65.85%。 金融界消息 截至2025年8月1 ...

Group 1 - The A-share market is facing increased scrutiny as multiple listed companies are at risk of delisting due to suspected financial fraud or information disclosure violations, with *ST Zitian, *ST Suwu, *ST Tianmao, and *ST Gaohong being the focal points for investors [1] - On August 8, *ST Gaohong was subjected to mandatory delisting procedures by the Shenzhen Stock Exchange due to serious financial fraud and was fined 160 million yuan, while *ST Tianmao announced its intention to voluntarily withdraw its A-share listing [1] - *ST Zitian's stock price has plummeted by 87.01% this year, and it received a notice from the Shenzhen Stock Exchange regarding the potential termination of its stock listing [1] Group 2 - A total of 23 companies have been delisted from the A-share market this year, primarily due to financial-related delistings, trading-related delistings, and major illegal activities leading to mandatory or voluntary delistings [2] - Companies such as *ST Furun, *ST Dongfang, *ST Xulan, *ST Jiayu, and *ST Jiyuan have been delisted for having stock prices below par value, while others like *ST Boxin and *ST Dayao were delisted for having market capitalizations below 500 million yuan [2]

Group 1: Financial News - Dongguan has released a comprehensive implementation plan for enhancing financial services, focusing on "technology innovation + advanced manufacturing" and proposing five key projects and 21 tasks to support strategic areas and weak links in the economy [1][2] - The plan includes initiatives for technology finance, such as increasing loans against intellectual property and promoting innovative loan products [1] - The plan also emphasizes inclusive finance, aiming to enhance financial services for small and micro enterprises through various supportive policies [2] Group 2: Company Developments - Dongyangguang Pharmaceutical successfully listed on the Hong Kong Stock Exchange, marking a significant milestone in its development and expanding its capital market presence [3] - Kaipu Cloud is planning to acquire control of Shenzhen Jintaike Semiconductor Co., which specializes in storage solutions, as part of its strategy to enhance its AI capabilities [4] - Lvtong Technology announced a cross-industry acquisition of Jiangsu Damo Semiconductor, acquiring a 51% stake at a premium of 325%, aiming to explore new growth opportunities [5] - Mingpu Optoelectronics intends to purchase a 60% stake in Shenzhen ABB Electric Transportation, focusing on the electric vehicle charging market, which is expected to grow rapidly [7][8] - Mosi Health Sleep Co. is addressing a stock distribution issue due to share buybacks by proposing a capital reserve transfer to restore compliance with listing requirements [9][10]

Core Insights - The copper cable high-speed connection concept has seen a rise of 2.60%, ranking fourth among concept sectors in terms of growth [1] - Within this sector, 39 stocks increased in value, with Changfei Optical Fiber hitting the daily limit, and stocks like Changxin Bochuang, Yidong Electronics, and Xinke Materials showing significant gains of 13.44%, 10.31%, and 8.06% respectively [1][2] - Conversely, Mingpu Optoelectronics and New Asia Electronics experienced declines of 2.48% and 1.36% respectively [1][5] Market Performance - The copper cable high-speed connection sector attracted a net inflow of 1.553 billion yuan, with 32 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows [2] - Xinke Materials led the net inflow with 346 million yuan, followed by Changxin Bochuang, Taicheng Light, and Zhongtian Technology with net inflows of 284 million yuan, 189 million yuan, and 167 million yuan respectively [2][3] Fund Flow Ratios - Xinke Materials, Shenglan Co., and Baosheng Co. had the highest net inflow ratios at 23.54%, 13.01%, and 10.57% respectively [3][4] - The trading volume and turnover rates for leading stocks in the copper cable high-speed connection sector indicate strong investor interest, with Xinke Materials showing a turnover rate of 21.29% [3][4]

Core Viewpoint - Mingpu Optoelectronics is accelerating external acquisitions to seek industrial synergy, as its new business development has not yet yielded results [1][6]. Acquisition Details - Mingpu Optoelectronics plans to acquire 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan, making it a subsidiary [1]. - The target company, part of international giant ABB, reported revenues of 364 million yuan and a net loss of 83.28 million yuan in 2024, but turned profitable in Q1 2025 with revenues of 54.23 million yuan [3][4]. - The total enterprise value of the target company is set at 140 million yuan, with the 100% equity value at 197 million yuan [5]. Financial Performance - Mingpu Optoelectronics is expected to incur cumulative net losses exceeding 615 million yuan over two and a half years from 2023 to mid-2025 [2][6]. - The company reported revenues of 1.916 billion yuan and 1.633 billion yuan for 2023 and 2024, respectively, reflecting year-on-year declines of 17.52% and 14.79% [7]. - The net profit losses for 2023 and 2024 are projected at 259 million yuan and 291 million yuan, respectively [7]. Strategic Shift - The company is transitioning from a single To B business model to a dual To B + To C strategy, but the To C segment has not yet achieved scale efficiency, impacting overall performance [6][8]. - The target company has a complete product development and sales capability, providing charging solutions to over 70 countries, with a significant portion of its revenue coming from overseas markets [3][4]. Market Positioning - The company aims to leverage the acquisition to enhance operational efficiency and strengthen its competitive advantages in channel operations, customer expansion, and supply chain integration [4]. - The overseas sales revenue for Mingpu Optoelectronics was 395 million yuan in 2024, accounting for 24.21% of total revenue, despite a year-on-year decline of 31.97% [8].