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, ...

Core Viewpoint - The company plans to invest 10% equity in Zhongke Hongjing with a capital of 10 million yuan, aiming to enhance its strategic position in the magnetic materials sector [2]. Group 1: Investment Details - The investment agreement was approved by the company's board with a unanimous vote of 9 in favor and no opposition [2]. - Zhongke Hongjing, established on October 29, 2024, has a registered capital of 10 million yuan, which will increase to 12.82 million yuan post-investment [2]. - The new equity structure will see Ningbo Jinghe Chuangda holding 54.6%, Ningbo Jingcheng Chuangda 17.16%, Chi Qiang 6.24%, and the company holding 10% [2]. Group 2: Strategic Implications - The investment aligns with the company's long-term strategy to focus on magnetic components as a core industry [2]. - By investing in Zhongke Hongjing, the company aims to deepen collaboration in the research and development of key raw materials for magnetic components [2]. - This partnership is expected to provide the company with priority access to advanced materials, enhancing its competitiveness in producing high-performance integrated inductors and other magnetic devices [2]. Group 3: Operational Advantages - The company will leverage Zhongke Hongjing's capabilities in powder material development and mass production, which are at the forefront of domestic standards and comparable to international suppliers [3]. - This collaboration is anticipated to translate material advantages into superior product performance, stable supply chain capabilities, and significant cost benefits for downstream manufacturers [3].

证券代码：300319 证券简称：麦捷科技 公告编号：2025-024 深圳市麦捷微电子科技股份有限公司 关于公司对外投资的进展公告 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。 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 12 月 30 日召开第六届董事会第二十次会议，审议通过了《关于参与投资宁波中科宏 晶新材料科技有限公司的议案》，公司计划以自有资金人民币 1,000 万元认购宁 波中科宏晶新材料科技有限公司（以下简称"中科宏晶"）10%的股权，具体内 容详见公司于 2024 年 12 月 31 日披露于巨潮资讯网的《关于公司拟对外投资的 公告》（公告编号：2024-101）。 公司于近日与中科宏晶签署了《投资协议》，现将有关情况公告如下： 一、对外投资概述 公司为有效增强磁性元件先进原材料的研究与技术储备能力，实现高性能磁 性材料的制备与应用技术，与中科宏晶签署了《投资协议》，决定以自有资金人 民币 1,000 万元认购中科宏晶 10%的股权（以下简称"本次交易"）。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上 ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0712 | 0.0714 | -0.28 | 0.0545 | | 每股净资产（元） | 5.28 | 4.88 | 8.2 | 4.71 | | 每股公积金(元) | 3.06 | 3.01 | 1.66 | 2.99 | | 每股未分配利润(元) | 1.10 | 0.86 | 27.91 | 0.68 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 7.81 | 6.76 | 15.53 | 6.72 | | 净利润(亿元) | 0.62 | 0.62 | 0 | 0.47 | | 净资产收益率(%) | 1.36 | 1.47 | -7.48 | 1.17 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 28093.74万股，累计占流通股比： 33.86%，较上期变化： ...

证券代码：300319 证券简称：麦捷科技 公告编号：2025-022 深圳市麦捷微电子科技股份有限公司 第六届董事会第二十三次会议决议公告 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"）第六届董事会第 二十三次会议通知于 2025 年 4 月 18 日以邮件方式发出，会议于 2025 年 4 月 24 日以通讯方式召开。本次会议应出席董事 9 名，实际出席董事 9 名。会议由李承 先生主持。公司监事及高级管理人员列席了本次会议。本次会议的召集、召开及 表决程序符合《中华人民共和国公司法》等法律、法规、规范性文件以及《公司 章程》的有关规定。会议审议并通过了以下议案： 一、审议通过了《2025 年第一季度报告》 （表决结果：同意票 9 票，反对票 0 票，弃权票 0 票） 二、审议通过了《关于增加注册资本并修订<公司章程>的议案》 （表决结果：同意票 9 票，反对票 0 票，弃权票 0 票） 2024 年 1 月 18 日，公司召开第六届董事会第九次会议，审议通过了《关于 2021 年限制性股票激励计划首次 ...