Core Viewpoint - 麦捷科技的股价在近期出现波动，整体表现为小幅上涨，但短期内有所下跌，显示出市场对其未来表现的谨慎态度 [1][2] Company Performance - As of October 20, 麦捷科技 reported a revenue of 2.903 billion yuan for the first nine months of 2025, representing a year-on-year growth of 21.71% [2] - The net profit attributable to shareholders for the same period was 245 million yuan, showing a year-on-year increase of 1.53% [2] - The company has distributed a total of 444 million yuan in dividends since its A-share listing, with 292 million yuan distributed in the last three years [3] Stock Market Activity - On November 4, 麦捷科技's stock price fell by 2.02% to 12.64 yuan per share, with a trading volume of 209 million yuan and a turnover rate of 1.97% [1] - The total market capitalization of 麦捷科技 is 11.112 billion yuan [1] - The stock has seen a year-to-date increase of 2.22%, but has declined by 3.66% over the last five trading days [1] Shareholder Information - As of October 20, 麦捷科技 had 50,700 shareholders, a decrease of 13.76% from the previous period, with an average of 16,370 circulating shares per shareholder, an increase of 15.96% [2] - The fifth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6698 million shares, an increase of 627,400 shares from the previous period [3]

Core Points - The company, 麦捷科技, announced its participation in a public auction on August 26, 2025, through the Shenzhen Intermediate People's Court's online auction platform [2] - The company successfully acquired a property located in the Dax Industrial Zone, Ping Shan District, Shenzhen, at a starting price of 90,098,789.60 yuan [2] - On October 31, 2025, the company obtained the property ownership certificate after signing the auction confirmation with the court in September [2]

证券代码：300319 证券简称：麦捷科技 公告编号：2025-054 特此公告。 深圳市麦捷微电子科技股份有限公司 2025 年 10 月 31 日 深圳市麦捷微电子科技股份有限公司 关于竞拍取得厂房和土地的进展公告 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。 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 8 月 26 日通过广东省深圳市中级人民法院淘宝网司法拍卖网络平台参与了公开拍卖 活动，公司以起拍价 90,098,789.60 元竞得广东省深圳市坪山区大工业区 3＃建 筑（以下简称"交易标的"），具体内容详见公司于 2025 年 8 月 27 日披露于巨潮 资讯网的《关于竞拍取得厂房和土地的公告》（公告编号：2025-043）。 公司于 2025 年 9 月与深圳市中级人民法院签订了《拍卖成交确认书》，具体 内容详见公司于 2025 年 9 月 15 日披露于巨潮资讯网的《关于竞拍取得厂房和土 地的进展公告》（公告编号：2025-046）。 公司于 2025 年 10 月 31 日取得了《不动产权证书》，具体内容如下： | ...

Core Viewpoint - The overall business performance of the company in Q3 continues to reflect the trends observed in the semi-annual report, with revenue growth primarily driven by the display module business, but a slight decline in gross margin for the main products indicates a situation of revenue growth without profit increase [1] Group 1: Revenue and Profitability - Revenue growth is mainly attributed to the display module business [1] - The gross margin for the company's main products has experienced a slight year-on-year decline [1] - The company is facing a situation of revenue growth without corresponding profit increase [1] Group 2: Market Conditions - There are currently no signs of price increases for inductive products in the market [1] - Future price trends will depend on market supply and demand conditions [1]

Core Viewpoint - The company has not developed robotic joint module products but is collaborating with Guangming Laboratory to tackle core technologies for next-generation dexterous hand micro-drive joints [1] Group 1: Company Developments - The company is focusing on the design and processing of biomimetic dexterous hands for multiple application scenarios [1] - The company aims to leverage its technological accumulation in electronic components to achieve breakthroughs in core module technologies [1] Group 2: Market Positioning - The company intends to adapt products such as inductors for robotic joint motor control scenarios, striving to become a significant supplier in this field [1]

Core Viewpoint - The company has not developed robotic joint module products but is focusing on core technology breakthroughs for next-generation dexterous hands in collaboration with Guangming Laboratory [1] Group 1: Company Developments - The company is currently working on core technologies for micro-drive joints aimed at bionic dexterous hands [1] - The company plans to leverage its technological accumulation in electronic components to adapt products like inductors for robotic joint motor control scenarios [1] - The goal is to become a significant supplier in the field of robotic joints [1]

Core Viewpoint - The company is focusing on supplying products in the computing power server sector, primarily featuring high current and high saturation inductive products [1] Group 1 - The company is actively collaborating with leading domestic and international clients to develop products that align with the latest server architecture research [1] - The company is fully committed to meeting mass production demands [1]

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 | | | --- | --- ...