证券代码：300319 证券简称：麦捷科技 公告编号：2025-030 关于控股股东减持公司股份的预披露公告 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。 特别提示： 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"），持 有公司股份 125,689,180 股（占公司总股本比例 14.30%），计划在本公告披露 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%）。 一、远致富海电子信息的基本情况 1、减持主体名称：深圳远致富海电子信息投资企业（有限合伙） 2、持有公司股份情况：远致富海电子信息持有公司股份的总数量为 125,689,180 股（全部为无限售条件流通股），占公司总股本的比例为 14.30%。 深圳市麦捷微电子科技股份有限公司 6、减持期间：本公告披露之日起 15 个交易日后的 3 个月内 ...

一、担保情况概述 深圳市麦捷微电子科技股份有限公司 关于为全资子公司申请综合授信提供担保的进展公告 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。 证券代码：300319 证券简称：麦捷科技 公告编号：2025-029 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第六届董事会第二十二次会议、2025 年 4 月 18 日召开 2024 年度股东大 会，审议通过了《关于 2025 年度为子公司申请银行综合授信提供担保的议案》。 为支持公司全资子公司星源电子科技（深圳）有限公司（以下简称"星源电子"） 的发展，解决星源电子向银行申请综合授信额度担保的问题，同意公司为星源电 子向银行申请 10 亿元的综合授信额度提供担保,担保总额合计不超过 10 亿元人 民币，具体内容详见公司于 2025 年 3 月 28 日披露于巨潮资讯网的《关于 2025 年度为子公司申请银行综合授信提供担保的公告》（公告编号：2025-015）。 二、担保进展情况 近日，公司与杭州银行股份有限公司深圳分行（以下简称"杭州银行深圳分 行"）签署了《 ...

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。 深圳市麦捷微电子科技股份有限公司（以下简称"公司"），2024 年年度权 益分派方案已获 2025 年 4 月 18 日召开的 2024 年度股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配方案的情况 证券代码：300319 证券简称：麦捷科技 公告编号：2025-028 深圳市麦捷微电子科技股份有限公司 关于2024年度利润分配实施的公告 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 1 个月（含 1 个月）以内，每 10 股补缴税款 0.229383 元；持股 1 个月以上至 1 年（含 1 年）的，每 10 股补缴税款 0.114692 元；持股超过 1 年的，不需补缴税 款。】 1、公司于 2025 年 4 月 18 日召开 2024 年度股东大会，审议通过了《2024 年 度利润分配方案》，同意以公司 2024 年 12 月 31 日总股本 869,179,472 股为基 数，向全体股东每 10 股派发现金 1.16 元（含税），合计派发现金股利 100 ...

Core Viewpoint - The company held a successful online performance briefing for the fiscal year 2024 and the first quarter of 2025, with a 100% response rate to investor questions, indicating strong investor engagement and transparency [1]. Group 1: Financial Performance and Management - The company's overall asset-liability ratio is at a healthy level, with both the headquarters and subsidiaries maintaining lower-than-industry average debt levels [2]. - The company has developed a market value management plan and is actively working on it, responding to shareholder requests and stock price trends [2][3]. - The company reported that its first-quarter performance was impacted by various factors, including price competition in the consumer electronics market, leading to a decline in gross margins [8][29]. Group 2: Business Operations and Market Position - The company is focusing on core product development in response to customer demands and market trends, particularly in the areas of AI, automotive electronics, and new technologies [4][9]. - The company has successfully maintained stable supply relationships with major clients, including those in the server and mobile phone industries [8][11]. - The company is optimistic about the growth potential in the automotive electronics and AI sectors, which are expected to drive demand for magnetic components [9][48]. Group 3: Future Outlook and Strategic Initiatives - The company plans to continue increasing R&D investments, particularly in high-performance and high-value-added products, to enhance competitiveness [7][10]. - The company aims to maintain a strong focus on key markets such as cloud data centers, automotive electronics, and renewable energy storage [9][48]. - The company is exploring new business opportunities in emerging fields like robotics and health care, which are anticipated to contribute to future growth [9][10].

Group 1: Company Performance and Market Outlook - The company is in the cultivation and expansion stage for AI glasses, with stable but low shipment numbers [2] - The collaboration with NVIDIA is in the R&D introduction phase, with some materials already supplied [3] - The company expects stable growth in magnetic components driven by hot industries like automotive electronics, AI servers, and photovoltaic energy storage [3] - The RF filter industry faces intense competition, impacting overall performance [4] - The company maintains confidence in its growth potential, focusing on key markets like servers and AI [4] Group 2: Financial Metrics and Revenue Sources - The proportion of inductance revenue to overall revenue and profit margins will be disclosed in annual and quarterly reports [3] - The company’s RF business is currently in a loss phase, primarily due to fierce market competition and weak demand [4] - The company’s automotive electronics business is profitable but still small in scale, indicating significant growth potential [12] - The first quarter saw a decline in gross margin due to price competition and changes in shipment structure [8] Group 3: Strategic Focus and Future Growth Areas - Future growth points include demand from major consumer electronics clients and the smart automotive sector [5] - The company will continue to focus on core customers in consumer and automotive electronics while expanding into new fields like AI and robotics [8] - The company is enhancing R&D capabilities and talent acquisition to maintain competitiveness in the electronic components industry [5] - The company has paused R&D on BAW filters due to competitive pressures and will adjust investment strategies accordingly [11] Group 4: Investor Relations and Market Perception - The company acknowledges the need for improved investor communication and plans to organize more investor engagement activities [10] - The stock price fluctuations are attributed to market volatility, and the company emphasizes the importance of risk management for investors [13] - The company is committed to maintaining a healthy asset-liability ratio, with ongoing investments driving asset growth [14]

本次业绩说明会将采用网络远程的方式举行，投资者可登陆全景网"投资者 关系互动平台"（http://ir.p5w.net）参与本次业绩说明会。 证券代码：300319 证券简称：麦捷科技 公告编号：2025-027 深圳市麦捷微电子科技股份有限公司 关于举办2024年度和2025年第一季度网上业绩说明会的公告 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。 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）已于 2025 年 3 月 28 日披露了《2024 年年度报告》及其摘要，并于 2025 年 4 月 25 日披露了 《2025 年第一季度报告》，为了便于广大投资者进一步全面、深入地了解公司财 务状况、生产经营情况和未来发展战略，加强公司与投资者之间的沟通互动，公 司将于 2025 年 5 月 27 日（星期二）下午 15:00-17:00 在全景网举办 2024 年度 和 2025 年第一季度网上业绩说明会。 出席本次业绩说明会的人员有：董事兼总经理张美蓉女士，董事兼财务总监、 董事会秘书居济民先生，独立董事黄森女士，保荐代表人刘洋先生。 为充分尊重投 ...

证券代码：300319 证券简称：麦捷科技 公告编号：2025-026 深圳市麦捷微电子科技股份有限公司 关于为全资子公司申请综合授信提供担保的进展公告 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。 成立日期：2004 年 5 月 11 日 一、担保情况概述 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第六届董事会第二十二次会议、2025 年 4 月 18 日召开 2024 年度股东大 会，审议通过了《关于 2025 年度为子公司申请银行综合授信提供担保的议案》。 为支持公司全资子公司星源电子科技（深圳）有限公司（以下简称"星源电子"） 的发展，解决星源电子向银行申请综合授信额度担保的问题，同意公司为星源电 子向银行申请 10 亿元的综合授信额度提供担保,担保总额合计不超过 10 亿元人 民币，具体内容详见公司于 2025 年 3 月 28 日披露于巨潮资讯网的《关于 2025 年度为子公司申请银行综合授信提供担保的公告》（公告编号：2025-015）。 二、担保进展情况 近日，公司与上海银行股份有限公司深圳分行 ...

Core Insights - The filter industry is increasingly vital in the RF front-end market, especially driven by 4G and 5G technologies, impacting communication signal purity and device performance [1][17] - The global filter market is experiencing steady growth, with a compound annual growth rate (CAGR) of 8.04% from 2018 to 2022, and is projected to reach $9.204 billion by 2025 [1][17] - The demand for filters is expected to surge with the proliferation of 5G smartphones and the commercialization of 6G frequency bands [1][17] Industry Overview - RF front-end components include power amplifiers, low-noise amplifiers, RF switches, filters, duplexers, and antenna tuners, with filters being the largest segment [3] - Filters are essential for eliminating unwanted noise and ensuring effective signal processing [3][15] Industry Development History - The filter industry in China has evolved through four stages, from reliance on imported technology in the 1980s to significant domestic advancements in the 2020s, particularly in the context of 5G commercialization [7] - Domestic companies have made breakthroughs in SAW and BAW filters, although high-end technology still relies on imports [7][19] Industry Chain - The filter industry has a complete supply chain, including raw material supply (copper, aluminum), manufacturing processes, and diverse applications in communication, automotive, and consumer electronics [9] - The demand for filters is growing due to advancements in 5G, IoT, and AI technologies [9] Key Companies - Major players in the filter market include international giants like Broadcom, Qorvo, and Murata, alongside domestic firms such as Wuhan Fangu and Dafu Technology, which are gaining market share through innovation [19][20] - Wuhan Fangu reported a revenue of 252 million yuan in 2024, a 37.7% increase year-on-year [22] - Dafu Technology's revenue from RF products reached 1.161 billion yuan in 2024 [24] Industry Trends - Continuous technological upgrades are expected, with a focus on higher frequencies, lower losses, and smaller sizes, driven by new materials like GaN and LTCC [26] - The application scope of filters is expanding beyond traditional uses to include automotive, industrial automation, and emerging fields like low-orbit satellite communication [27] - The acceleration of domestic substitution is a key driver for future industry growth, with expectations for Chinese companies to increase their global market share significantly by 2030 [29]

Core Viewpoint - The inductor filter industry is experiencing unprecedented growth opportunities due to rapid advancements in power electronics technology and increasing demand in sectors such as smart grids, renewable energy, and high-end manufacturing. The Chinese government has implemented various supportive policies to promote technological innovation and industrial upgrades, which will further drive market growth. The market size of China's inductor filter industry reached $6.847 billion in 2021 and is expected to grow to $15.925 billion by 2030 [1][14]. Industry Overview - Inductor filters are electronic components that use inductive elements to remove noise and waveform distortion in circuits. They typically consist of capacitors and inductors, allowing for various filtering processes to enhance circuit stability and signal quality. Common types include low-pass, high-pass, band-pass, band-stop, resonant, multi-stage, active filters, and RLC filters [3][6]. Industry Development History - The development of the inductor filter industry dates back to the early 20th century with the rise of radio technology. Initially, traditional winding methods were used, but advancements led to surface-mounted inductors on printed circuit boards (PCBs). The 1970s saw rapid growth due to semiconductor technology advancements, leading to increased demand for filtering performance. The 21st century has brought new materials and processes, resulting in enhanced performance and a trend towards miniaturization, integration, and intelligence in the industry [6]. Industry Chain - The inductor filter industry chain consists of upstream raw materials and key components, including magnetic materials, metals, and plastics. The midstream involves the manufacturing of inductor filters, while the downstream encompasses end-use industries such as electronics, communications, medical, aerospace, and automotive [8]. Market Demand - The demand for inductor filters is significantly increasing in the telecommunications sector, where they are used in antenna reception systems to filter out noise and interference, thereby improving signal quality. The Chinese telecommunications industry is projected to generate a cumulative revenue of 1.74 trillion yuan in 2024, a 3.2% increase from the previous year, further driving the demand for inductor filters [10]. - The Chinese electric vehicle market is experiencing explosive growth, leading to a substantial increase in demand for inductor filters. These filters are essential for electric motor control systems, battery management systems, and charging systems. In Q1 2025, the production and sales of new energy vehicles in China reached 3.182 million and 3.075 million units, respectively, representing year-on-year growth of 50.4% and 47.1% [12]. Competitive Landscape - The inductor filter industry in China is highly competitive, featuring both international brands and local enterprises. Major international players like Amphenol, TDK, and Murata dominate the high-end market due to their strong R&D capabilities and global market presence. Domestic companies have made significant progress in technology innovation and product quality, with key players including Shenzhen Sunlord Electronics, Shenzhen Jingquan Electronics, and Wuhan Fangu Electronics [16][17]. Industry Trends 1. **Miniaturization and Integration**: The industry is moving towards smaller, lighter, and more integrated inductor filters to meet the demands of compact electronic devices and lower power consumption [21]. 2. **Intelligent and Automated Control**: The integration of AI technology will enable inductor filters to automatically adjust operational parameters based on real-time conditions, enhancing performance and reliability [22]. 3. **Customization and Personalization**: There is a growing emphasis on developing customized inductor filters tailored to specific application environments and requirements, improving product applicability and user satisfaction [23].

深圳市麦捷微电子科技股份有限公司（以下简称"公司"）于 2024 年 11 月 26 日召开第六届董事会第十九次会议，审议通过了《关于以星源电子增资星达 电子方式投资建设越南生产基地的议案》。为满足海外客户多方面需求，顺应国 际化发展趋势，加快推进海外制造基地战略布局，公司拟通过全资子公司星源电 子科技（深圳）有限公司向其在香港设立的子公司星达电子科技有限公司（以下 简称"星达电子"）增资的方式在越南投资建设生产基地，投资金额不超过 1,000 万美元，具体内容详见公司于 2024 年 11 月 27 日披露于巨潮资讯网的《关于公 司全资子公司星源电子向境外下属企业增加投资的公告》（公告编号：2024-091）。 近日，公司已在越南完成境外生产基地的注册登记手续，并取得了注册登 记文件，现将相关事项公告如下： 公司名称（中文）：鑫智泰科技有限公司 证券代码：300319 证券简称：麦捷科技 公告编号：2025-025 深圳市麦捷微电子科技股份有限公司 关于公司在越南建设生产基地的进展公告 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。 注册资金：78,598, ...