Core Viewpoint - 麦捷科技 is a leading electronic component manufacturer in China, with a complete industrial chain and advanced production technology, focusing on the development, design, production, and sales of electronic components and LCM display modules [1] Group 1: Business Performance - In Q3 2025, 麦捷科技 achieved a revenue of 2.903 billion yuan, ranking 8th among 18 companies in the industry, with the industry leader 三环集团 generating 6.508 billion yuan [2] - The main business revenue composition includes electronic components at 900.1 million yuan (50.20%) and LCM display modules at 872 million yuan (48.56%) [2] - The net profit for the same period was 247 million yuan, placing the company 5th in the industry, while the top performer 三环集团 reported a net profit of 1.958 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, 麦捷科技's asset-liability ratio was 34.65%, higher than the previous year's 31.70% and above the industry average of 31.50% [3] - The gross profit margin for Q3 2025 was 16.59%, down from 20.82% year-on-year and below the industry average of 27.75% [3] Group 3: Management and Shareholder Information - The chairman, 李承, has a rich background and has been with the company since 2001, while the general manager, 张美蓉, has seen a salary increase to 2.0535 million yuan in 2024 from 1.4786 million yuan in 2023 [4] - As of September 30, 2025, the number of A-share shareholders increased by 20.96% to 58,800, with an average holding of 14,100 circulating A-shares, a decrease of 17.25% [5] Group 4: Market Outlook - 东方证券 noted that 麦捷科技's Q2 revenue and net profit showed sequential improvement, indicating a trend of accelerating business growth [6] - The company is focusing on key markets such as servers and artificial intelligence, with significant progress in its inductor product lines and expanding automotive business [6] - The company is expected to achieve earnings per share of 0.40, 0.48, and 0.58 yuan for 2025 to 2027, with a target price of 17.28 yuan based on a 36x PE valuation for 2026 [6]

Core Insights - The company, Maijie Technology (300319), reported that as of October 20, the number of its shareholders reached 50,684 [1] Company Information - Maijie Technology has a total of 50,684 shareholders as of the specified date [1]

证券代码：300319 证券简称：麦捷科技 公告编号：2025-053 关于披露简式权益变动报告书的提示性公告 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。 特别提示： 本次权益变动不会导致公司控股股东、实际控制人发生变化。 公司于 2025 年 9 月 11 日披露了《关于公司持股 5%以上股东减持公司股份 的预披露公告》（公告编号：2025-045），公司持股 5%以上股东、董事兼总经 理张美蓉女士计划在该公告披露之日起 15 个交易日后的 3 个月内以集中竞价方 式减持公司股份不超过 8,790,958 股（占公司总股本比例 1%）。 公司于近日收到张美蓉女士出具的《简式权益变动报告书》，张美蓉女士作 为本次权益变动的信息披露义务人，在 2025 年 10 月 24 日，通过集中竞价交易 方式减持公司股份 51,100 股，占公司总股本 0.01%，持股比例降至 5.00%。 本次权益变动前后，信息披露义务人张美蓉女士持有公司股份的变化情况如 下： | 股东名称 | 股份性质 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- ...

深圳市麦捷微电子科技股份有限公司 简式权益变动报告书 上市公司名称：深圳市麦捷微电子科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：麦捷科技 股票代码：300319 信息披露义务人：张美蓉 住所：深圳市南山区****** 通讯地址：深圳市坪山区龙田街道竹坑社区坪山科技路麦捷科技智慧园 股权变动性质：股份数量减少 简式权益变动报告书签署日期：2025 年 10 月 24 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券公司信息披露内容与格式准则第 15 号— —权益变动报告书》及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券 的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关规定，本 报告书已全面披露了信息披露义务人在深圳市麦捷微电子科技股份有限公司拥有 权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的持股信 ...

Core Points - Shenzhen's local stocks surged following the announcement of a new merger and acquisition action plan, with over ten local stocks hitting the daily limit up, including Jian Ke Yuan and Shen Sai Ge [1] - The Shenzhen Securities Regulatory Bureau reported that there have been 257 merger and acquisition cases in the Shenzhen area this year, totaling approximately 61.57 billion yuan [1] - The newly released action plan aims to enhance the quality and quantity of mergers and acquisitions, targeting over 200 projects and a total transaction amount exceeding 100 billion yuan by the end of 2027 [2] Summary by Sections Mergers and Acquisitions Activity - The action plan outlines ten key tasks to improve resource allocation through mergers and acquisitions, supporting the injection of quality assets into Shenzhen-listed companies [1][2] - Since the release of the "Six Merger Guidelines," there have been 215 merger and acquisition proposals from Shenzhen-listed companies, with 160 disclosing transaction amounts exceeding 45 billion yuan [2] Financing and Support Mechanisms - The plan encourages companies to utilize various financing methods, including cash, shares, and convertible bonds, to facilitate mergers and acquisitions [2] - Financial institutions are encouraged to provide credit support through merger loans and syndicate loans [2] Strategic Focus - The action plan emphasizes the development of strategic emerging industries, directing capital towards sectors like artificial intelligence and biopharmaceuticals [2] - There is potential for traditional local companies with low debt and low market value to become targets for mergers and acquisitions, particularly from high-tech firms [3]

Core Insights - The company, 麦捷科技, reported a total revenue of 2.903 billion yuan for the first three quarters of 2025, marking an increase of 518 million yuan year-on-year, representing a growth of 21.71% [1] - The net profit attributable to shareholders reached 245 million yuan, an increase of 3.7 million yuan compared to the same period last year, reflecting a year-on-year growth of 1.53% [1] Financial Performance - The net cash inflow from operating activities was 315 million yuan, an increase of 99.29 million yuan year-on-year, showing a growth of 46.10% [3] - The latest debt-to-asset ratio stands at 34.65%, indicating a stable overall financial structure [3] Profitability and Efficiency - The latest gross profit margin for the third quarter is 16.59%, up by 0.81 percentage points from the previous quarter [4] - The return on equity (ROE) is 5.20%, maintaining a stable level [4] - The diluted earnings per share remained roughly flat year-on-year, with a slight increase of 0.54%, achieving three consecutive years of positive growth [4] - The total asset turnover ratio is 0.41 times, reflecting an 8.19% year-on-year improvement [4] - The inventory turnover ratio is 4.37 times, up by 0.08 times year-on-year, indicating five consecutive years of growth [4] Shareholder Structure and Future Outlook - The current number of shareholders is 58,800, with the top ten shareholders holding a total of 313 million shares, accounting for 35.60% of the total share capital [4] - The company aims to continue focusing on its core business, optimizing product structure, and enhancing profitability and market competitiveness [4] - Industry experts believe that 麦捷科技's steady revenue and profit growth demonstrate its robust operational capabilities in the electronic components manufacturing sector, with potential for further profit enhancement through new product introductions and customer structure optimization [4]

Core Insights - 麦捷科技's stock declined by 1.64% on October 22, with a trading volume of 277 million yuan, indicating a negative market sentiment towards the company [1] - The company reported a net financing outflow of 3.86 million yuan on the same day, with a total financing and securities balance of 594 million yuan [1] - For the first nine months of 2025, 麦捷科技 achieved a revenue of 2.903 billion yuan, representing a year-on-year growth of 21.71%, while the net profit attributable to shareholders was 245 million yuan, up 1.53% year-on-year [2] Financing and Securities - On October 22, 麦捷科技 had a financing buy-in of 25.86 million yuan, with a current financing balance of 592 million yuan, accounting for 5.71% of its market capitalization [1] - The company’s securities lending showed a repayment of 9,100 shares and a sell-off of 55,100 shares, with a total sell-off value of approximately 659,000 yuan [1] - The securities lending balance stood at 2.107 million yuan, exceeding the 70th percentile of the past year, indicating a high level of short-selling activity [1] Shareholder Structure - As of September 30, 麦捷科技 had 58,800 shareholders, an increase of 20.96% from the previous period, while the average circulating shares per person decreased by 17.25% to 14,117 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 627,400 shares to 10.6698 million shares [3] - South China CSI 1000 ETF and Huaxia CSI 1000 ETF saw a decrease in their holdings, with reductions of 56,800 shares and 9,500 shares, respectively [3] Dividend Distribution - 麦捷科技 has distributed a total of 444 million yuan in dividends since its A-share listing, with 292 million yuan distributed over the past three years [3]

Core Insights - The company reported a revenue of 1,106,838,005.55 yuan for the third quarter of 2025, representing a year-on-year growth of 18.75% [2] - The net profit attributable to shareholders of the listed company was 95,777,320.62 yuan, showing a year-on-year decline of 1.11% [2] Financial Performance - Revenue for Q3 2025: 1,106,838,005.55 yuan, up 18.75% year-on-year [2] - Net profit for Q3 2025: 95,777,320.62 yuan, down 1.11% year-on-year [2]

Core Insights - The company reported a revenue of 2.903 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 21.71% [1] - The net profit attributable to shareholders was 245 million yuan, showing a year-on-year increase of 1.53% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 180 million yuan, which reflects a year-on-year decrease of 16.68% [1] - The basic earnings per share stood at 0.2792 yuan [1]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance and growth potential [1]. Financial Performance - Revenue for the first three quarters of 2025 reached approximately 2.903 billion yuan, representing a year-on-year increase of 21.71% [1]. - The net profit attributable to shareholders was about 245 million yuan, showing a year-on-year increase of 1.53% [1]. - Basic earnings per share were 0.2792 yuan, reflecting a year-on-year increase of 0.54% [1]. Market Position - As of the report, the company's market capitalization stood at 10.5 billion yuan [1].