Core Viewpoint - Mingpu Optoelectronics (002902) has a diverse product portfolio that includes magnetic components, optical communication products, various power supply products, and new energy systems, indicating a strong presence in multiple high-growth sectors [1] Group 1: Product Offerings - The company's main products consist of magnetic components, optical communication products, various power supply products, and new energy systems [1] - Additional product categories include outdoor ecological products, showcasing the company's commitment to sustainability and innovation [1] Group 2: Application Areas - The primary application areas for the company's products encompass information communication, photovoltaic energy storage, consumer electronics, new energy vehicles, charging piles, computing data centers, smart parks, and the Internet of Things (IoT) [1]

Core Viewpoint - Mingpu Optoelectronics is currently in a small-batch delivery phase for its optical module business, which is affecting overall gross margin due to high fixed cost allocation [2] Group 1: Business Performance - The company is implementing a temporary pricing strategy with discounts to quickly pass customer validation and seize market opportunities, which has impacted short-term profitability [2] - The company aims to continue capacity release and market expansion efforts to improve business profitability in the future [2]

Core Viewpoint - Mingpu Optoelectronics plans to enhance its C-end business strategy by optimizing marketing, improving product development, and strengthening internal management [2] Group 1: Marketing Strategy - The company aims to optimize its marketing strategy by enhancing precision in resource allocation to maximize marketing effectiveness [2] - It will further streamline and systematize marketing management to lay the groundwork for targeted marketing efforts [2] Group 2: Product Development and Channel Expansion - The focus will be on improving the R&D and positioning capabilities of C-end products to establish market recognition and competitive advantages [2] - The company plans to build both online and offline sales channels to increase market penetration [2] Group 3: Internal Management - Mingpu Optoelectronics intends to enhance its internal control systems, improve operational efficiency, and optimize human resource allocation to boost overall organizational competitiveness [2]

Group 1 - The company acknowledges that its stock price is influenced by multiple factors including macroeconomic conditions, industry cycles, and market sentiment [2] - The company maintains strategic determination and focuses on continuous innovation and operational optimization to enhance profitability and operational efficiency [2]

Group 1 - The company Mingpu Optoelectronics has certain technological reserves in the field of solid-state transformers and has already made small-scale deliveries, primarily applied in the 10KV power systems on the distribution side of data centers [2] - The company plans to continue research and development driven by both technology and market, fully seizing industry opportunities [2]

Core Viewpoint - Mingpu Optoelectronics (002902) is actively developing ODM customized solutions for 800G optical modules, but the current business scale is limited, resulting in a lack of significant profitability [1] Group 1: Product Development - The company has initiated ODM customization development for LPO (Linear Pluggable Optical Module) solutions in collaboration with clients and has begun small-scale shipments [1] - The company is also jointly developing 800G NPO (Near-Package Optics) with external customers, which is still in the research and development phase and has not yet achieved mass production [1] Group 2: Financial Performance - Due to the limited scale of current operations, the 800G optical module products have not yet formed a significant profit capability [1] - Future progress on the 800G NPO project remains uncertain, indicating potential challenges ahead [1]

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with significant drops in several companies [1] - Jingwang Electronics saw a decrease of 4%, while Ruijie Networks, Changxin Bochuang, Hengdongguang, Zhongji Xuchuang, and Xinyi Sheng all fell by over 3% [1] Group 2 - The market capitalization of Jingwang Electronics is 72.8 billion, with a year-to-date increase of 1.15% [2] - Ruijie Networks has a market capitalization of 65.3 billion, with a year-to-date decline of 7.49% [2] - Changxin Bochuang's market capitalization stands at 38.5 billion, with a year-to-date decrease of 7.11% [2] - Zhongji Xuchuang has a market capitalization of 640.1 billion, with a year-to-date decline of 5.57% [2] - Xinyi Sheng's market capitalization is 395.1 billion, with a year-to-date decrease of 7.76% [2]

国泰海通证券股份有限公司 针对本次持续督导培训，国泰海通编制了培训材料。公司实际控制人、董事、 高级管理人员及部分相关人员参加了本次培训。 二、本次持续督导培训的主要内容 本次培训主要内容为募集资金核查要点及案例分析，主要内容包括募集资金 日常使用要求、募集资金用于现金管理要求、募集资金用于暂时补流要求以及相 关建议等。 关于东莞铭普光磁股份有限公司 2025 年度持续督导培训情况的工作报告 根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》，国泰 海通证券股份有限公司（以下简称"国泰海通"、"保荐人"）作为东莞铭普光磁股 份有限公司（以下简称"铭普光磁"、"公司"）持续督导的保荐人，于 2025 年 12 月 30 日对公司实际控制人、董事、高级管理人员及相关负责人员等进行了持续督 导培训。 现将本次培训的相关情况报告如下： 一、本次持续督导培训的基本情况 三、本次持续督导培训的结论 保荐代表人： 陈李彬 袁 碧 国泰海通证券股份有限公司 2026 年 1 月 7 日 2 国泰海通认为：通过本次培训，铭普光磁相关人员增强了对于募集资金管理 有关政策的理解以及对于上市公司在募集资金管理事项中的 ...

Core Viewpoint - Mingpu Optoelectronics experienced a stock price increase of 2.20% on December 26, reaching 23.71 CNY per share, with a total market capitalization of 5.572 billion CNY [1] Financial Performance - For the period from January to September 2025, Mingpu Optoelectronics reported a revenue of 1.213 billion CNY, reflecting a year-on-year decrease of 1.31% [2] - The company recorded a net profit attributable to shareholders of -150 million CNY, which is a year-on-year decline of 7.27% [2] Stock and Shareholder Information - As of September 30, 2025, the number of shareholders for Mingpu Optoelectronics was 48,000, a decrease of 26.59% from the previous period [2] - The average number of circulating shares per shareholder increased by 36.23% to 3,698 shares [2] - The company has distributed a total of 45.4802 million CNY in dividends since its A-share listing, with 6.9802 million CNY distributed over the past three years [3] Market Activity - On December 26, the company saw a net inflow of 1.0036 million CNY from major funds, with significant buying and selling activity recorded [1] - The stock has shown a year-to-date increase of 1.41%, with a 6.42% rise over the last five trading days and a 7.82% increase over the last 20 days, while it has decreased by 5.42% over the last 60 days [1] Business Overview - Mingpu Optoelectronics, established on June 25, 2008, and listed on September 29, 2017, specializes in the research, production, and sales of optoelectronic communication components [1] - The company's 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] - The company operates within the communication equipment sector, focusing on data center (IDC), chip concepts, 5G, high-speed connectors, and optical communication [1]

证券代码：002902 证券简称：铭普光磁 公告编号：2025-093 东莞铭普光磁股份有限公司 关于提供担保的进展公告 特别提示： 公司对外担保预计总额超过最近一期经审计净资产 100%，其中包含对资产 负债率超过 70%的子公司提供担保预计，上述担保主要用于子公司融资、授信或 业务发展需要，风险相对可控，敬请投资者注意相关风险。 一、担保情况概述 东莞铭普光磁股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召开 的第五届董事会第八次会议、第五届监事会第八次会议及 2025 年 5 月 27 日召开 的 2024 年度股东会，审议通过了《关于 2025 年度公司及子公司担保额度预计的 议案》，根据公司日常经营和业务发展资金需要，为保证子公司的业务顺利开展， 同意 2025 年度公司对合并报表范围内子公司担保总额度为主债权本金不超过 10 亿元和相关利息等费用，子公司之间互相担保总额度为主债权本金不超过 8,000 万元和相关利息等费用。该等担保额度包含截至公告作出之日，公司为相关子公 司已提供并尚未解除的担保金额。本次担保的业务范围包括但不限于向金融机构 申请授信、贷款、融资租赁等业务，担 ...