Group 1: Financial Performance - The company disclosed its 2025 annual performance forecast on January 29, 2026, with specific financial data available in the official announcement [2] - As of Q3 2025, the total bank loans (long-term and short-term) amounted to 670 million CNY [4] Group 2: Revenue Composition - Revenue from magnetic components accounts for 50%-60%, while optical communication products contribute 15%-25%, and power products make up 10%-20% [2] Group 3: Future Growth and Development - The magnetic components business aims to strengthen its core competitive advantage in the communication sector, leveraging established technology and customer base while exploring emerging markets such as photovoltaics, energy storage, and AI computing [5] - The company will focus on core strengths and enhance efficiency, increasing R&D investment and optimizing global supply chain and overseas market channels [6] Group 4: Business Synergy - There is a significant business synergy among different product lines due to overlapping high-quality customer groups, allowing for mutual customer resource sharing and increased market share [7]

Group 1 - The core viewpoint of the article is that Mingpu Optoelectronics (002902.SZ) anticipates a net loss of between 220 million to 275 million yuan for the fiscal year 2025, compared to a loss of 291 million yuan in the same period last year [1] - The company expects a net profit loss of 200 million to 255 million yuan after excluding non-recurring gains and losses, which is an improvement from a loss of 300 million yuan in the previous year [1] - The company is actively adjusting its development pace in response to market changes in the magnetic component industry, focusing on high-end products and high-growth application scenarios [1] Group 2 - The company is experiencing slight fluctuations in revenue due to the transitional impact of its business structure transformation [1] - The core focus of the company is on enhancing profitability by increasing the revenue share of high-margin businesses while simultaneously improving internal operational management [1] - The company aims to release operational efficiency to lay a foundation for future business growth [1]

（文章来源：证券日报） 证券日报网讯 1月28日，铭普光磁发布公告称，公司预计2025年度归属于上市公司股东的净利润 为-27，500至-22，000万元，上年同期为-29，055.86万元。 ...

每经AI快讯，铭普光磁1月28日晚间发布公告称，公司2025年拟计提各项减值准备金额合计约3052.7万 元，预计将减少2025年度归属于母公司所有者的净利润2750.16万元，减少2025年12月31日归属于母公 司的所有者权益2750.16万元。最终计提的2025年度减值准备金额以会计师事务所审计结果为准。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王瀚黎） ...

Core Viewpoint - Mingpu Optoelectronics forecasts a net profit attributable to shareholders for 2025 to be between -220 million and -275 million yuan, indicating a slight reduction in losses compared to the previous year [1] Group 1: Financial Performance - The company expects a net profit excluding non-recurring losses for 2025 to be between -200 million and -255 million yuan, reflecting a strategic shift in response to market changes in the magnetic components industry [1] - The anticipated reduction in losses is attributed to the company's focus on high-margin business segments and operational efficiency improvements [1] Group 2: Business Strategy and Adjustments - The company is actively optimizing its business model and focusing on high-end product tracks and high-growth application scenarios, which has led to slight fluctuations in revenue [1] - A special project for fixed asset clearance was conducted to enhance production and operational efficiency, alongside a comprehensive asset impairment review [1] - The company has disposed of equity stakes in subsidiaries to optimize its strategic layout and resource allocation, resulting in significant investment losses that directly impacted the current profit level [1] Group 3: Tax and Impairment - In 2024, the company reversed approximately 22.86 million yuan of previously recognized deferred tax assets, which has decreased in the current reporting period [1]

证券代码：002902 证券简称：铭普光磁 公告编号：2026-002 东莞铭普光磁股份有限公司 关于 2025 年度拟计提减值准备的公告 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。 根据《深圳证券交易所股票上市规则》的相关规定，东莞铭普光磁股份有限 公司（以下简称"公司"）依据《企业会计准则》及公司相关会计政策的规定， 将公司本次拟计提减值准备的具体情况公告如下： 一、本次拟计提减值准备的情况概述 公司预计2025年全年计提资产和信用减值准备金额合计约为3,052.70万元， 本次计提减值准备情况未经会计师事务所审计。具体明细如下： 单位：万元 | 项目 | 本期拟计提金额 | 情况说明 | | --- | --- | --- | | 信用减值损失 | 240.77 | 对应收款项以预期信用损失为基础确认损失准 备 | | 固定资产减值损失 | 1,800.00 | 相关资产存在减值迹象，公司聘请专业评估机 构对固定资产进行减值测试，并根据企业会计 | | | | 准则相关要求计提资产减值准备 | | 存货跌价损失 | 1,000.00 | 在资产负债表 ...

东莞铭普光磁股份有限公司 证券代码：002902 证券简称：铭普光磁 公告编号：2026-001 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | -27,500 | ～ | -22,000 | -29,055.86 | | 扣除非经常性损益后 的净利润 | -25,500 | ～ | -20,000 | -30,048.20 | | 基本每股收益（元/股） | -1.17 | ～ | -0.94 | -1.27 | 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计，系公司初步测算结果，但公司已就有 关事项与年度审计会计师事务所进行了预沟通，公司与会计师事务所在业绩预告 方面不存在分歧。 三、业 ...

铭普光磁公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润为-2.75亿元至-2.2亿 元，扣除非经常性损益后的净利润为-2.55亿元至-2亿元。与上年同期相比，本报告期公司净利润预计小 幅减亏。 ...

Group 1 - The core viewpoint of the news is that Mingpu Optoelectronics has shown fluctuations in its stock performance and financial metrics, indicating potential investment opportunities and risks [1][2][3] Group 2 - On January 16, Mingpu Optoelectronics' stock rose by 0.92%, with a trading volume of 195 million yuan. The financing buy-in amount was 17.02 million yuan, while the financing repayment was 26.23 million yuan, resulting in a net financing buy of -9.20 million yuan [1] - As of January 16, the total balance of margin trading for Mingpu Optoelectronics was 284 million yuan, accounting for 5.50% of its market capitalization, which is above the 60th percentile level over the past year [1] - The company has a margin balance of 1.26 million shares and a margin balance of 276,900 yuan, which exceeds the 90th percentile level over the past year, indicating a high level of short selling [1] - As of September 30, the number of shareholders for Mingpu Optoelectronics was 48,000, a decrease of 26.59% from the previous period, while the average circulating shares per person increased by 36.23% to 3,698 shares [2] - For the period from January to September 2025, Mingpu Optoelectronics reported revenue of 1.213 billion yuan, a year-on-year decrease of 1.31%, and a net profit attributable to shareholders of -150 million yuan, a year-on-year decrease of 7.27% [2] - The company has distributed a total of 45.48 million yuan in dividends since its A-share listing, with 6.98 million yuan distributed in the last three years [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]

Core Viewpoint - Mingpu Optoelectronics (002902.SZ) has integrated its magnetic component technology into high-end applications such as renewable energy and AI servers, with strong and diversified growth in downstream demand [1] Group 1: Company Developments - The company's magnetic components are fully covering applications in the renewable energy sector, including photovoltaic inverters, energy storage converters, electric drive control systems for new energy vehicles, and supercharging piles [1] - In the AI server sector, the company's high-frequency high-power magnetic components can be applied in data center server power supplies and data transmission modules [1] Group 2: Industry Outlook - The magnetic components market is expected to maintain an annual growth rate of 6%-10% in the coming years according to industry forecasts [1]