证券代码：300319 证券简称：麦捷科技 公告编号：2025-048 深圳市麦捷微电子科技股份有限公司 关于控股股东减持公司股份计划实施完成的公告 公司控股股东深圳远致富海电子信息投资企业（有限合伙）保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）控股股东深圳远 致富海电子信息投资企业（有限合伙）（以下简称"远致富海电子信息"）于 2025 年 6 月 20 日披露了《关于控股股东减持公司股份的预披露公告》（公告编 号：2025-030），远致富海电子信息计划在该公告发布之日起 15 个交易日后的 3 个月内以集中竞价交易方式减持公司股份不超过 8,790,958 股（占公司总股本 比例 1%）。 1、本次减持计划符合《公司法》《证券法》《上市公司股东减持股份管理暂 行办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》《深圳证券交易所上市公司自律 监管指引第 18 号——股东及董事、高级 ...

Core Viewpoint - The company is focusing on developing core technologies for next-generation dexterous hand micro-drives and designing applications for bionic dexterous hands [1] Group 1 - The joint laboratory is currently working on overcoming core technologies for micro-drive joints [1] - The company aims to leverage its technological accumulation in electronic components to achieve breakthroughs in core module technology [1] - The goal is to adapt products for scenarios such as robotic joint motor control and to become a significant supplier in the relevant field [1]

Core Viewpoint - The company, 麦捷科技 (300319.SZ), has indicated that its optical display device products have not yet supplied to semiconductor equipment companies, and further details about its business and product situation can be found in its regular reports [1]. Group 1 - 麦捷科技 has not commenced supply of its optical display device products to semiconductor equipment companies [1]. - The company suggests that specific business and product information is available in its periodic reports [1].

Core Insights - The article provides a comprehensive overview of the inductor component industry, detailing its supply chain, key players, and recent investment trends in China [1][2][12]. Industry Overview - The inductor component industry supply chain consists of upstream materials (ferrite powder, dielectric ceramic powder, magnetic cores, conductive materials), midstream manufacturing (various types of inductors), and downstream applications in electronics, automotive, and communication sectors [1][2]. - Major upstream suppliers include Hengdian East Magnetic, Suzhou Good, and Yunnan Copper, while midstream manufacturers include domestic firms like Sunlord Electronics and MPS Technology, and international players like TDK and Murata [2]. Regional Distribution - Guangdong and Zhejiang provinces are the primary hubs for inductor component companies in China, with 6,850 and 6,390 firms respectively as of August 2025 [5]. - Representative companies in Guangdong include Fenghua Advanced Technology and Sunlord Electronics, while Zhejiang features Yuhang Electronics and Baide Electronics [7]. Key Players and Financials - Notable companies in the industry and their revenue from inductor-related businesses include: - Sunlord Electronics: Revenue of 58.52 billion, accounting for 99.23% of total business [10] - MPS Technology: Revenue of 17.53 billion, accounting for 55.64% [10] - Fenghua Advanced Technology: Revenue of 48.66 billion, accounting for 98.51% [10] - Keleke: Revenue of 38.99 billion, accounting for 83.08% [10] Investment Trends - Recent investments in the inductor sector include: - Alu Technology plans to invest 450 million in a new high-end integrated inductor project in Huizhou, expected to yield a post-tax internal rate of return of 23.34% [13]. - Fenghua Advanced Technology is expanding production capacity for integrated inductors and laminated inductors to meet market demand [12][13]. - Sunlord Electronics has completed a project in Dongguan, projected to become the largest passive component manufacturing base globally, with an expected annual output value of 4.5 billion [13].

Core Insights - The total import and export value of China's inductive components is projected to increase to $5.655 billion in 2024, representing a year-on-year growth of 3.4% [1] - The trade surplus for inductive components in 2024 is expected to be $890 million, with imports valued at $2.383 billion and exports at $3.272 billion [1] Import Overview - The import value of inductive components in China is forecasted to be $2.383 billion in 2024, showing a decline of 0.7% compared to the previous year [2] - The import quantity is expected to rebound to approximately 170.2 billion units in 2024, reflecting a year-on-year increase of 7.7% [2] - For the first seven months of 2025, the import value is estimated at $1.339 billion, with an import quantity of 97.247 billion units [2] Major Import Sources - Japan is the largest source of inductive component imports, accounting for $760 million in 2024, which is 31.9% of total imports [6] - The Philippines and Vietnam contribute 12.07% and 10.26% respectively to the import market [6] Export Overview - The export value of inductive components is projected to reach $3.272 billion in 2024, marking a year-on-year increase of 6.6% [8] - The export quantity is expected to be 97.820 billion units in 2024, with a year-on-year growth of 14.9% [8] - For the first seven months of 2025, the export value is estimated at $2.124 billion, with an export quantity of 66.644 billion units [8] Major Export Destinations - Hong Kong is the primary destination for inductive component exports, with an expected value of $1.111 billion in 2024, representing 34.05% of total exports [10] - Vietnam ranks second with an export value of $252 million, accounting for 7.70% of total exports [10]

Core Viewpoint - The company, MacJet Technology, primarily supplies integrated inductors to Apple, which are mainly used in power management units of terminal devices [1][3]. Group 1: Company Operations - MacJet Technology has strict confidentiality agreements with some clients regarding order sizes, leading to dynamic adjustments based on downstream production plans, making it inappropriate to disclose operational details [1]. - The company focuses on major clients as an electronic component supplier, ensuring stable delivery and fulfillment through prior product certification and capacity reserves to meet increasing customer demand [3]. Group 2: Industry Insights - Industry analysts note that the rapid iteration of smart terminal products is increasing the performance and reliability demands for power management and related core components [4]. - Integrated inductors are becoming essential in terminal devices like smartphones due to their high efficiency, low loss, and miniaturization advantages [4]. - MacJet Technology has been increasing its investment in the research and development of inductor products and expanding production lines, strengthening cooperation with core clients [4]. - The company plans to continue expanding its product application areas to maintain competitiveness in the high-end inductor market [4].

Core Viewpoint - The company has increased its order scale from Apple, focusing on integrated inductors for power management units in end devices, while maintaining confidentiality agreements with clients [1] Group 1 - The company primarily supplies integrated inductors to major clients, which are essential for power management in electronic devices [1] - The actual order scale with clients is subject to dynamic adjustments based on downstream production plans, and specific details are not disclosed publicly due to strict confidentiality agreements [1] - The company aims to respond to the growing customer demand by leveraging prior product certifications and capacity reserves to ensure timely delivery of related products [1]

Group 1 - The core viewpoint of the article highlights that 麦捷科技 (Mikrotech) is experiencing significant growth in its supply of high-current and high-saturation inductors to server clients, indicating a strong market position [1] - The company has seen a noticeable increase in its market share in recent years, suggesting effective business strategies and customer relationships [1] - Future growth prospects are promising as the business is expected to become a key incremental revenue source with the expansion of major clients [1]

Core Viewpoint - The company, 麦捷科技, is actively providing inductance solutions tailored to the specific needs of clients in various application scenarios, including servers, communication devices, and computing terminals, while maintaining confidentiality regarding specific cooperation details and order sizes [1] Group 1: Business Operations - The company is engaged in the development of inductance products for key components in robotics, such as servo systems, control modules, and sensors [1] - The company has initiated technical adaptations for its inductance products in the robotics sector and is currently collaborating with multiple industry-related manufacturers to conduct sample testing [1] - The company plans to continuously follow up on the testing feedback of the sample products to actively promote the realization of cooperation [1]

格隆汇9月29日丨麦捷科技(300319.SZ)在投资者互动平台表示，具体合作中，公司主要根据客户在服务 器、通信设备、算力终端等不同应用场景的需求，提供相应的电感解决方案。由于客户合作细节涉及商 业秘密，不便披露具体合作金额或订单规模等个性化信息，请予谅解！在机器人领域的产品导入进展方 面，公司已启动针对机器人伺服系统、控制模块、传感器等关键部件电感产品的技术适配，目前与多家 产业相关厂商推进产品的送样测试工作，后续公司也将持续跟进送样产品的测试反馈，积极推动合作落 地。 ...