Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with notable performances from various companies [1] - Robotech reached a 20% limit up, while Dekoli surged over 14% [1] - Other companies such as Zhongji Xuchuang and Juguang Technology saw increases of over 13% and 10% respectively [1] Group 2 - Cambridge Technology and Changfei Optical Fiber both hit the 10% limit up [1] - New Yisheng rose over 9%, while companies like Changxin Bochuang and Shijia Photon increased by over 8% [1] - Several other firms, including Hengtong Optical, Huimiao Technology, and Mingpu Optoelectronics, saw gains of over 6% [1]

Core Viewpoint - Dongguan Mingpu Optoelectronics Co., Ltd. and its wholly-owned subsidiary Dongguan Mingtong Precision Electronics Co., Ltd. have obtained an invention patent for fully automatic inductance winding equipment, which enhances quality and efficiency while reducing costs [1] Group 1 - The patent certificate was issued by the National Intellectual Property Administration with certificate number 8184862 [1] - The invention is titled "A Fully Automatic Inductance Winding Equipment" with patent number ZL202210333271.3 [1] - The application date for the patent was March 31, 2022, and the authorization announcement date is August 22, 2025 [1] Group 2 - The invention features coordinated operation of various components, allowing for high levels of automation in the inductance winding process [1] - The technology aims to improve product quality and operational efficiency while also achieving cost savings [1]

证券代码：002902 证券简称：铭普光磁 公告编号：2025-073 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")及全资子公司东莞铭同精密 电子有限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 8184862 号 发明名称：一种全自动电感绕线设备 专利号：ZL 2022 1 0333271.3 专利类型：发明专利 专利申请日：2022 年 03 月 31 日 专利权人：东莞铭同精密电子有限公司；东莞铭普光磁股份有限公司 授权公告日：2025 年 08 月 22 日 本发明公开了一种全自动电感绕线设备，包括线材输送机构、底座输送机构、 线材理线机构、底座夹持机构、成品出料机构和线材裁剪机构；线材输送机构用 于将线材输送至线材理线机构；底座输送机构用于将电感底座输送至底座夹持机 构；线材理线机构用于将线材变形为螺旋状结构；底座夹持机构用于夹持电感底 座并配合线材理线机构将线材缠绕在电感底座上；成品出料机构用于从底 ...

Group 1 - The stock price of Mingpu Optoelectronics is reported at 23.26 yuan, down 0.42 yuan or 1.77% from the previous trading day, with a trading volume of 193,000 hands and a transaction amount of 450 million yuan [1] - Mingpu Optoelectronics primarily engages in the research, production, and sales of communication magnetic components and optical-electronic parts, with applications in communication equipment and smart terminals [1] - The company’s subsidiary, Zhuhai Renchi Optoelectronics, successfully deployed a full-fiber three-component seabed seismic monitoring system in the Sanya sea area of Hainan [1] Group 2 - Mingpu Optoelectronics has invested in Shenzhen Shenshi Meitan Green Energy Intelligent Technology Co., Ltd., which has recently been established and operates in areas including charging pile sales and solar power generation technology services [1] - Data on capital flow indicates that Mingpu Optoelectronics experienced a net outflow of 40.38 million yuan from main funds on the day, with a cumulative net outflow of 1.01 billion yuan over the past five days [2]

Core Viewpoint - Mingpu Optoelectronics has achieved a significant breakthrough in deep-sea earthquake monitoring by successfully deploying a full-fiber three-component underwater seismic monitoring system in Sanya, Hainan, marking a new phase of "high precision, wide frequency range, and long period" [1] Company Summary - Mingpu Optoelectronics' subsidiary, Zhuhai Renchi Optoelectronics Technology Co., Ltd., specializes in fiber optic sensing technology innovation [1] - The successful deployment of the monitoring system lays a solid foundation for the company's entry into the smart ocean market [1]

Group 1 - A new company named Shenzhen Shenshi Meitan Green Energy Intelligent Technology Co., Ltd. has been established, focusing on electric vehicle charging infrastructure operations and related services [1] - The legal representative of the company is Zhao Hongda, indicating a structured leadership [1] - The company's business scope includes sales of charging piles, solar power generation technology services, energy storage technology services, power generation technology services, and centralized fast charging stations [1] Group 2 - The company is wholly owned by Shenzhen Shenshi Meitan New Energy Private Equity Fund Partnership (Limited Partnership), showcasing a strong backing from private equity [1] - The private equity fund is jointly held by Shenzhen Shenshi Wanfeng Green Development (Shenzhen) Private Equity Investment Fund Partnership (Limited Partnership) and Mingpu Optoelectronics (002902), indicating a collaborative investment approach [1]

Core Viewpoint - Mingpu Guangci (stock code: 002902) reported a revenue of 806 million yuan for the first half of 2025, a year-on-year increase of 0.84%, while the net profit attributable to shareholders after deducting non-recurring gains and losses was -78 million yuan, indicating a narrowing of losses compared to the same period last year, reflecting a clear improvement in the company's operational status [1][2] Group 1: Business Performance - The company has improved its operational quality and financial health significantly compared to the same period last year, enhancing its growth resilience and laying a solid foundation for long-term value release [1] - The core business of magnetic components achieved a sales growth of 11.9% year-on-year despite market fluctuations, demonstrating effective strategies to reduce negative impacts from market volatility [2][3] Group 2: Market Environment - The AI industry's explosive growth presents significant opportunities for the magnetic components and optical communication markets, driven by both "anti-involution" policies and evolving market demands [2][4] - The global AI server market is expected to reach $158.7 billion by 2025, with China's market projected to reach $56.1 billion, accounting for 42% of the global market, indicating a robust growth trajectory [4] Group 3: Industry Trends - The government's efforts to combat "involution" competition are expected to improve market order and product pricing, which will benefit the profitability of companies in the magnetic components sector [3] - The demand for magnetic components is anticipated to rise due to their essential applications in data centers, which are critical for AI operations [4][6] Group 4: Strategic Initiatives - Mingpu Guangci has launched several new electromagnetic components and optical modules to meet diverse customer needs, including the 800G DR8 optical module and SFP GPON OLT STICK optical module [7] - The company has made a strategic acquisition of 60% of ABB Electric Transportation, enhancing its capabilities in the electric vehicle charging sector and leveraging ABB's established market presence [8][9] Group 5: Future Outlook - The company aims to solidify its leading position in the electromagnetic components and optical communication sectors, with expectations for growth driven by advancements in AI and related technologies [7][12] - Mingpu Guangci's diversification strategy includes expanding into the consumer market with its cycling products, marking a significant shift from its traditional B2B focus [10][12]

Core Viewpoint - Mingpu Optoelectronics (002902) reported an increase in revenue and a reduction in losses for the first half of 2025, indicating a slight improvement in financial performance despite ongoing challenges [1] Financial Performance Summary - Total operating revenue reached 806 million yuan, a year-on-year increase of 0.84% [1] - Net profit attributable to shareholders was -73.04 million yuan, showing a year-on-year improvement of 7.78% [1] - In Q2 2025, operating revenue was 447 million yuan, up 12.6% year-on-year, while net profit attributable to shareholders was -26.07 million yuan, an increase of 53.79% year-on-year [1] Key Financial Metrics - Gross margin was 12.25%, a decrease of 4.5% year-on-year [1] - Net margin was -9.62%, an improvement of 7.26% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 125 million yuan, accounting for 15.48% of revenue, an increase of 5.39% year-on-year [1] - Earnings per share were -0.31 yuan, an increase of 11.43% year-on-year [1] - Operating cash flow per share was -0.16 yuan, a significant improvement of 54.52% year-on-year [1] Cash Flow and Debt Analysis - Cash and cash equivalents increased by 10.21% to 344 million yuan [1] - Accounts receivable decreased by 2.75% to 545 million yuan [1] - Interest-bearing debt rose by 9.76% to 785 million yuan [1] - The net cash flow from operating activities increased by 54.52%, attributed to a reduction in cash paid for goods and services [3] - The net cash flow from investing activities surged by 102.59%, due to an increase in cash received related to investment activities [3] - The net cash flow from financing activities decreased by 80.17%, due to a reduction in cash received from investment [3] Historical Performance Insights - The company's historical return on invested capital (ROIC) has been generally low, with a median ROIC of 5.61% since its listing [3] - The worst year for ROIC was 2024, with a value of -18.18%, indicating poor investment returns [3] - The company has reported losses in three out of its seven annual reports since going public, suggesting a fragile business model [3] Financial Health Indicators - The ratio of cash and cash equivalents to current liabilities is only 36.07%, indicating potential liquidity concerns [4] - The average operating cash flow over the past three years has been negative, raising concerns about the company's ability to meet its obligations [4] - The interest-bearing debt ratio has reached 27.34%, highlighting the company's reliance on debt financing [4]

证券日报网讯 8月19日晚间，铭普光磁发布公告称，公司近日取得一项发明专利证书，发明名称为"一 种外置滤波单纤双向硅光BOX器件"。 （文章来源：证券日报） ...

Core Viewpoint - Dongguan Mingpu Optoelectronics Co., Ltd. has successfully completed the registration and filing procedures for changes in its registered capital, reflecting a strategic adjustment in its financial structure [1] Group 1: Company Registration Changes - The company held the fifth board meeting on April 30, 2025, and the annual shareholders' meeting on May 27, 2025, where it approved the proposal to change the registered capital and amend the Articles of Association [1] - The registered capital before the change was RMB 235,474,762, and the registered capital after the change is RMB 235,500,962, indicating an increase of RMB 26,200 [1] - Other registration details in the business license remain unchanged following the capital adjustment [1]