Group 1: Business Integration and Strategy - The company has completed the acquisition of 60% equity in Shenzhen ABB and plans to integrate operations focusing on cost efficiency, technology development, and market channel collaboration [2][3] - Cost efficiency will be achieved by supplying magnetic components directly to the acquired company, reducing procurement and logistics costs [2] - The company aims to leverage Shenzhen ABB's global channel network, covering over 70 countries, to accelerate international market entry and reduce certification time [2][3] Group 2: Product Development and Market Position - The company's chip network transformers have been recognized as a national "manufacturing single champion" product, showcasing its expertise in this niche [4] - The transformers are essential for data transmission and are used in various network communication devices, with a focus on high integration, low loss, and automated production [4] - The company has developed a complete power magnetic solution for AI servers and data centers, enhancing energy efficiency for major global clients [5] Group 3: Competitive Advantages and Market Expansion - The company adopts a global cost-leading strategy for its optical modules and has expanded its business model to include ODM/JDM partnerships, avoiding direct competition with downstream manufacturers [6] - Multiple production bases have been established in Dongguan, Henan, Jiangxi, Wuhan, and Vietnam, enhancing production flexibility and supply chain resilience [8] - Sales branches have been set up in the USA, Singapore, and Malaysia to effectively cover core markets in North America and Southeast Asia [8]

Core Viewpoint - Mingpu Optoelectronics has successfully completed the acquisition of 60% equity in Shenzhen ABB Electric Transportation Technology Co., Ltd, marking a significant step in expanding its business operations [2] Group 1: Acquisition Details - The acquisition process began in August 2025, with Mingpu Optoelectronics approving the purchase of 60% equity for approximately 118 million yuan [2] - The formal signing of the equity sale and purchase agreement, along with the shareholder agreement, occurred on the same day as the approval [2] - Shenzhen ABB Electric Transportation completed the necessary business registration changes in November 2025, receiving a new business license from the Shenzhen Market Supervision Administration [2] Group 2: Financial Impact - Following the completion of the transaction, Shenzhen ABB Electric Transportation will be fully consolidated into the financial statements of Mingpu Optoelectronics [2] - The acquisition allows Mingpu Optoelectronics to gain controlling interest in Shenzhen ABB Electric Transportation, enhancing its market position [2]

证券代码：002902 证券简称：铭普光磁 公告编号：2025-091 东莞铭普光磁股份有限公司 关于购买深圳 ABB 电动交通科技有限公司部分股权完成 交割的进展公告 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。 一、交易概述 东莞铭普光磁股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召开 第五届董事会第十一次会议，审议通过了《关于购买深圳 ABB 电动交通科技有限 公司部分股权的议案》，同意公司拟以约 1.18 亿元购买深圳 ABB 电动交通科技 有限公司 60%股权。本次股权购买完成后，公司将持有标的公司 60%股权，并纳 入公司合并报表范围内。2025 年 8 月 1 日，公司与卖方签署了《股权出售和购 买协议》和《股东协议》。具体内容详见公司于 2025 年 8 月 4 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于购买深圳 ABB 电动交通科技有限公司部分 股权的公告》（公告编号:2025-065)。 公司于 2025 年 11 月 8 日在巨潮资讯网（www.cninfo.com.cn）披露了《关 于购买深 ...

企查查APP显示，近日，抚州宇轩新型元器件有限公司成立，法定代表人为李作华，注册资本为2000万 元，经营范围包含：电力电子元器件制造，电力电子元器件销售，电子元器件批发，电子专用材料研发 等。企查查股权穿透显示，该公司由深圳市宇轩电子有限公司全资持股，后者由李作华、铭普光磁等共 同持股。 ...

Company Overview - Mingpu Optoelectronics, established on June 25, 2008, and listed on September 29, 2017, is located in Dongguan, Guangdong Province. The company specializes in the research, production, and sales of optoelectronic communication components [1][2]. Financial Performance - For the period from January to September 2025, Mingpu Optoelectronics reported a revenue of 1.213 billion yuan, a year-on-year decrease of 1.31%. The net profit attributable to shareholders was -150 million yuan, reflecting a year-on-year decline of 7.27% [2]. - As of September 30, 2025, the company had a total of 48,000 shareholders, a decrease of 26.59% from the previous period. The average number of circulating shares per shareholder increased by 36.23% to 3,698 shares [2]. Stock Performance - On November 14, the stock price of Mingpu Optoelectronics increased by 2.13%, reaching 21.62 yuan per share, with a trading volume of 70.4786 million yuan and a turnover rate of 1.86%. The total market capitalization stood at 5.081 billion yuan [1]. - Year-to-date, the stock price has decreased by 7.53%. Over the last five trading days, it has increased by 0.14%, while over the last 20 days, it has risen by 2.71%. However, it has decreased by 1.37% over the last 60 days [1]. Shareholder Information - Since its A-share listing, Mingpu Optoelectronics has distributed a total of 45.4802 million yuan in dividends. In the last three years, the cumulative dividend payout was 6.9802 million yuan [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 2.0473 million shares as a new shareholder [3]. Business Segments - The company's main business revenue composition includes magnetic components (58.20%), optical communication products (19.16%), power adapters (12.23%), communication power supply system equipment (7.55%), and others (2.84%) [1].

本发明公开了一种车载冷压一体成型电感及其制备方法，涉及车载电感技术领域。该方法包括步骤：将 金属合金粉和改性磷化液混合搅拌，经过磷化和干燥后，得到钝化粉；将钝化粉与包覆液在溶剂中搅拌 形成浆料，将所述浆料进行喷雾造粒；将造粒粉进行冷压压制成型，得到一体成型电感。本发明从造粒 粉包覆均匀的角度出发，采用喷雾干燥造粒的方式替代传统的搅拌包覆-挤压造粒的方式，不仅缩短了 工艺流程也可以得到均匀包覆粉料，且造粒粉粒度分布可控，流动性大大提升。 格隆汇11月12日丨铭普光磁(002902.SZ)公布,公司于近日取得一项中华人民共和国国家知识产权局颁发 的发明专利证书,发明名称：一种车载冷压一体成型电感及其制备方法，专利号：ZL 2025 1 0156065.3。 ...

证券代码：002902 证券简称：铭普光磁 公告编号：2025-090 专利类型：发明专利 专利申请日：2025 年 02 月 12 日 专利权人：东莞铭普光磁股份有限公司 东莞铭普光磁股份有限公司 关于取得发明专利证书的公告 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。 东莞铭普光磁股份有限公司(以下简称"公司")于近日取得一项中华人民共 和国国家知识产权局颁发的发明专利证书,具体情况如下： 证书号：第 8465543 号 发明名称：一种车载冷压一体成型电感及其制备方法 专利号：ZL 2025 1 0156065.3 授权公告日：2025 年 11 月 11 日 本发明公开了一种车载冷压一体成型电感及其制备方法，涉及车载电感技术 领域。该方法包括步骤：将金属合金粉和改性磷化液混合搅拌，经过磷化和干燥 后，得到钝化粉；将钝化粉与包覆液在溶剂中搅拌形成浆料，将所述浆料进行喷 雾造粒；将造粒粉进行冷压压制成型，得到一体成型电感。本发明从造粒粉包覆 均匀的角度出发，采用喷雾干燥造粒的方式替代传统的搅拌包覆-挤压造粒的方 式，不仅缩短了工艺流程也可以得到均匀包覆粉料 ...

每经头条（nbdtoutiao）——谁在替王家卫写《繁花》？揭秘影视剧本层层转包"枪手链" （记者 张明双） 2025年1至6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%。 截至发稿，铭普光磁市值为50亿元。 每经AI快讯，铭普光磁（SZ 002902，收盘价：21.39元）发布公告称，2025年11月11日15:00-17:00，铭 普光磁接受东莞市私募基金业协会等投资者调研，公司副总经理、董事会秘书王妮娜，证券事务代表李 兰参与接待，并回答了投资者提出的问题。 ...

Core Viewpoint - The optical communication module market is entering a new high prosperity period driven by the growth of cloud computing traffic and the AI wave initiated by ChatGPT, which catalyzes the construction of computing power infrastructure [1] Industry Summary - The traditional optical communication module market is experiencing significant growth due to increased demand from cloud computing and AI technologies [1] - The rapid iteration of products is a notable characteristic in the optical communication field, with the time taken for product upgrades decreasing significantly: 5 years from 10G to 40G, 4 years from 40G to 100G, and only 3 years from 100G to 400G [1] - New product prices are declining year by year, making cost leadership a critical success factor in the industry [1] Company Summary - Mingpu Optoelectronics (铭普光磁) is positioned to take advantage of a "window period" for a potential leapfrog in the market due to the rapid technological advancements and market dynamics [1]

Company Overview - Mingpu Optoelectronics is a high-tech enterprise established in 2008, focusing on R&D, production, sales, and service of magnetic components, optical communication products, and various power supply products [2][3] - The company has established a leading position in the communication field and is expanding into new energy sectors, enhancing its growth potential [3] Product Categories - Optical communication products include optical modules, which consist of optical transmitter devices (TOSA), optical receiver devices (ROSA), and other components for optical-electrical conversion [3] - Magnetic components are primarily electronic transformers and inductors, essential for energy conversion and storage in electronic circuits [3][4] Development Strategies - Focus on technological innovation and market understanding to identify growth opportunities in high-demand sectors [4] - Custom product development to meet specific client needs, enhancing collaboration and success rates [4] - Domestic alternatives to imported products, aiming to break foreign monopolies through technological advancements [4] Power Supply Division - The Energy Division was established in 2011, featuring advanced automated production lines for power supply modules, covering a range from 1 to 75 kW [4] - The Power Supply Division, formed in 2015, provides green power products including communication power modules and smart chargers [4] Market Trends - The demand for data communication optical modules is driven by cloud computing and AI advancements, leading to a new growth phase in the industry [4] - Rapid product iteration is a characteristic of the data communication sector, with significant price reductions and cost leadership becoming critical success factors [4]