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].

Core Viewpoint - 麦捷科技 reported a revenue of 2.9 billion yuan for the first three quarters, reflecting 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 excluding non-recurring gains and losses decreased to 180 million yuan, representing a year-on-year decline of 16.68% [1] Financial Performance - Total revenue for the first three quarters reached 2.9 billion yuan, up 21.71% compared to the previous year [1] - Net profit attributable to shareholders was 245 million yuan, an increase of 1.53% year-on-year [1] - Net profit after excluding non-recurring items was 180 million yuan, down 16.68% year-on-year [1]

Financial Performance - Revenue for Q3 2025 reached ¥1,106,838,005.55, an increase of 18.75% compared to the same period last year[3] - Net profit attributable to shareholders was ¥95,777,320.62, a slight decrease of 1.11% year-on-year[3] - Net profit after deducting non-recurring gains and losses was ¥85,455,032.51, down 3.31% from the previous year[3] - Total operating revenue for the current period reached ¥2,902,572,169.97, an increase of 21.7% compared to ¥2,384,875,545.98 in the previous period[18] - Net profit for the current period was ¥246,838,838.16, slightly up from ¥245,328,839.74 in the previous period, reflecting a growth of 0.6%[19] - The company reported a total comprehensive income of ¥246,294,506.14, slightly higher than ¥245,303,590.27 in the previous period[20] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥7,297,427,635.58, reflecting a growth of 7.40% from the end of the previous year[3] - The company's current assets reached CNY 3,698,285,081.64, up from CNY 3,192,911,850.95, indicating a growth of approximately 15.8%[15] - Accounts receivable increased significantly to CNY 1,466,480,429.88 from CNY 1,060,784,431.16, reflecting a rise of about 38.2%[15] - Inventory levels rose to CNY 634,259,562.50, compared to CNY 473,252,479.47, marking an increase of approximately 34%[16] - The company's total liabilities were CNY 3,698,285,081.64, with short-term borrowings decreasing to CNY 202,559,637.34 from CNY 269,920,984.10[15] - Total liabilities reached ¥2,528,766,788.27, compared to ¥2,193,579,474.84 in the previous period, reflecting an increase of 15.3%[18] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 58,771[8] - The top shareholder, Shenzhen Yuan Zhi Fu Hai Electronic Information Investment Enterprise, holds 13.31% of the shares[8] - The total number of restricted shares at the end of the period was 49,394,874, with 2,140,680 shares released from restriction during the period[12] Cash Flow - Cash flow from operating activities for the year-to-date was ¥314,636,957.05, an increase of 46.10%[3] - Cash inflow from operating activities totaled ¥2,814,746,976.01, a significant rise from ¥2,213,200,493.27 in the prior period, representing a growth of 27.1%[21] - Cash flow from operating activities increased to $314,636,957.05 from $215,351,621.46, representing a growth of 46.1% year-over-year[22] - Total cash outflow from operating activities was $2,500,110,018.96, up from $1,997,848,871.81, indicating a rise of 25.2%[22] - Cash inflow from investment activities totaled $2,366,887,612.33, compared to $1,521,961,654.17, marking an increase of 55.7%[22] - Net cash flow from investment activities was -$56,429,759.94, an improvement from -$447,032,267.56 year-over-year[22] - Cash inflow from financing activities decreased to $223,017,842.48 from $291,959,137.10, a decline of 23.5%[22] - Net cash flow from financing activities was -$252,007,582.40, compared to a positive $92,927,251.82 in the previous year[22] - The ending cash and cash equivalents balance was $318,678,183.40, down from $356,817,603.99[22] - The company reported a total cash outflow of $475,025,424.88 from financing activities, significantly higher than $199,031,885.28 in the prior period[22] Management and Strategy - The company appointed Mr. Zeng Xingyu as the new Chief Financial Officer, effective immediately following the board meeting on October 16, 2025[13] - The company plans to continue expanding its market presence and developing new technologies, as indicated by the ongoing investments in fixed assets and intangible assets[15] Accounting and Auditing - The company did not undergo an audit for the third quarter financial report[23] - The new accounting standards will be first implemented starting in 2025[23]

Core Insights - The component sector experienced a significant increase of 5.03% on October 21, with Zhongfu Circuit leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Zhongfu Circuit (300814) closed at 57.00, with a rise of 16.02% and a trading volume of 248,100 shares, amounting to a transaction value of 1.362 billion [1] - Weier Gao (301251) saw a closing price of 67.29, increasing by 15.05% with a trading volume of 169,800 shares, totaling 1.09 billion [1] - Gaohua Technology (688539) closed at 38.35, up 13.83% with a trading volume of 109,000 shares, resulting in a transaction value of 0.402 billion [1] - Dongshan Precision (002384) closed at 68.33, increasing by 8.12% with a trading volume of 1,029,400 shares, totaling 6.818 billion [1] - Shengyi Technology (600183) closed at 59.02, up 7.86% with a trading volume of 501,900 shares, amounting to 2.881 billion [1] - Pengding Holdings (002938) closed at 51.96, increasing by 7.78% with a trading volume of 421,400 shares, totaling 2.14 billion [1] - Nanya New Materials (688519) closed at 70.15, up 6.53% with a trading volume of 58,400 shares, resulting in a transaction value of 0.4 billion [1] - Shengyi Electronics (688183) closed at 75.87, increasing by 6.48% with a trading volume of 191,900 shares, totaling 1.427 billion [1] - Victory Technology (300476) closed at 281.15, up 6.41% with a trading volume of 654,700 shares, amounting to 17.884 billion [1] - Maijie Technology (300319) closed at 12.16, increasing by 6.20% with a trading volume of 389,300 shares, totaling 0.466 billion [1] Fund Flow Analysis - The component sector saw a net inflow of 4.396 billion from main funds, while retail funds experienced a net outflow of 2.268 billion [3] - Speculative funds recorded a net outflow of 2.128 billion [3]