Group 1 - The company, Maijie Technology, announced on September 4 that the recently auctioned land and factory will primarily be used for expanding production capacity of automotive inductors and LTCC RF devices [2] - The location of the new facility is advantageous for the company to achieve its long-term strategic plan of creating a high-tech intelligent industrial park [2]

（文章来源：证券日报） 证券日报网讯麦捷科技9月4日在互动平台回答投资者提问时表示，公司截至8月29日的股东户数为48701 户。 ...

Core Insights - The main point of the article is that 麦捷科技 (Maijie Technology) experienced revenue growth in the first half of the year primarily due to its display module business, but faced a decline in overall profit margins due to a drop in average product prices, indicating a situation of revenue increase without profit growth [2] Group 1 - The company reported that its revenue growth in the first half was mainly driven by the display module business [2] - A decline in average product prices led to a decrease in overall profit margins, resulting in a situation where revenue increased but profits did not [2] - For the second half of the year, the company plans to continue tracking opportunities from major customer orders and focus on product delivery and quality service to enhance the revenue and profit levels of its core products [2]

Core Viewpoint - The company, 麦捷科技, is expanding its production capacity for automotive inductors and LTCC RF devices by acquiring a property in Shenzhen, which aligns with its long-term strategic plan to develop a high-tech intelligent industrial park [2] Financial Performance - In the first half of the year, the company reported total revenue of 1.796 billion yuan, representing a year-on-year increase of 23.61% [2] - The net profit attributable to the parent company was 149 million yuan, showing a year-on-year growth of 3.3% [2] Acquisition Details - On August 26, the company participated in a public auction through the Shenzhen Intermediate People's Court, successfully acquiring a building in the Shenzhen Pingshan District for a starting price of 90.099 million yuan [2] - The total payment for the acquired building was made entirely from the company's own funds, and a deposit of 18 million yuan was paid to participate in the auction [2]

Core Viewpoint - The company, 麦捷科技 (300319.SZ), has stated that it can provide product services for clients in the fields of high computing power and servers [1] Group 1 - The company is positioned to serve clients in high computing power and server sectors [1]

Core Viewpoint - The company, 麦捷科技 (300319.SZ), is expanding its production capacity for automotive inductors and LTCC RF devices through the recent acquisition of land and factory space, aligning with its long-term strategic goal of developing a high-tech intelligent industrial park [1]. Group 1 - The newly acquired land and factory are expected to primarily support the production capacity expansion for automotive inductors and LTCC RF devices [1]. - The location of the new facilities is advantageous for the company's strategic planning [1]. - The expansion is part of the company's long-term strategy to create a high-tech intelligent industrial park [1].

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 17.28 CNY based on a 36x PE valuation for 2026 [3][6]. Core Views - The company is focusing on capacity expansion and is actively engaging in automotive electronics and server markets, with a strong emphasis on high-end inductors and customized products [11][12]. - The company has shown significant revenue growth, with a projected increase in earnings per share from 0.40 CNY in 2025 to 0.58 CNY in 2027, reflecting a positive market outlook [3][12]. - The company is expanding its production capacity both domestically and internationally, with new production lines expected to enhance its competitive position in the AI and new energy sectors [11][12]. Financial Summary - The company's revenue is projected to grow from 3,017 million CNY in 2023 to 4,974 million CNY in 2027, with a compound annual growth rate (CAGR) of approximately 15.5% [5]. - The net profit attributable to the parent company is expected to increase from 270 million CNY in 2023 to 513 million CNY in 2027, indicating a robust growth trajectory [5]. - The gross margin is forecasted to stabilize around 20% by 2027, with net profit margins improving from 8.9% in 2023 to 10.3% in 2027 [5].

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7][26]. Core Insights - The humanoid robot concept index increased by 0.75% from August 24 to August 29, 2025, underperforming the CSI 300 index by 1.97 percentage points. Year-to-date, the humanoid robot index has risen by 69.78%, outperforming the CSI 300 index by 52.07 percentage points [2][11]. - The report highlights significant policy support for the humanoid robot sector, including the establishment of innovation centers and funding initiatives aimed at fostering research and development in this field [3][21]. - Technological advancements are evident, with companies like UBTECH deploying NVIDIA's latest Jetson AGX Thor technology in their humanoid robots, enhancing their capabilities [19][22]. - The report emphasizes the growing investment activity in the sector, with several companies securing substantial funding to accelerate their development and production of humanoid robots [23][24]. Summary by Sections Weekly Market Review - The humanoid robot index saw a weekly increase of 0.75%, while the A-share humanoid robot stocks showed significant volatility, with Haon Electric experiencing the highest weekly gain of 58.28% and Haichang New Materials the largest drop of 14.90% [2][17]. Weekly Hotspots Review Policy Developments - The establishment of a 3 million yuan fund to support research in humanoid robotics, with individual project funding ranging from 300,000 to 500,000 yuan, was announced [3][19]. - The Ministry of Industry and Information Technology published a list of 32 pilot projects for intelligent elderly care service robots [3][20]. Product and Technology Iteration - UBTECH's Walker S2 robot is the first humanoid robot to feature autonomous battery swapping capabilities, utilizing NVIDIA's latest technology [19][22]. - The production capacity of Ningbo Puzhi Future Robot is set to expand to 2,000 units next year, following the initial rollout of 200 units [19][22]. Investment and Financing - Significant funding rounds were reported, including a billion-level angel round for Ruoyu Technology and nearly 500 million yuan for Meikaman, aimed at advancing their humanoid robotics technologies [23][24]. Key Company Announcements - Companies like Micron Technology and Hechuan Technology are actively engaging in the humanoid robotics sector, with partnerships and product developments aimed at enhancing their market positions [24][25].

Core Insights - The establishment of the "Micro-Drive Joint and Bionic Dexterous Hand Joint Laboratory" is a collaboration between the Guangming Laboratory and Shenzhen Micron Technology Co., Ltd, aiming to integrate AI technology with industry advantages to drive innovation [2] Group 1: Laboratory Collaboration - The joint laboratory will leverage Guangming Laboratory's AI technology and Micron Technology's industry strengths to achieve breakthroughs in key technologies and incubate high-potential enterprises in embodied intelligence [2] - The laboratory is supported by the Agile Epoch team from Guangming Laboratory, which specializes in dexterous drive mechanisms and human-compliant interaction, showcasing a strong combination of software and hardware capabilities [2] Group 2: Strategic Goals - The laboratory aims to create a demonstration of deep integration between technological innovation and industrial innovation, focusing on the application of AI "root technologies" to drive technological breakthroughs [2] - Micron Technology's management emphasized the importance of combining their experience in electronic components with Guangming Laboratory's AI advantages to enhance their strategic layout in embodied intelligence [2]

（责任编辑：华青剑） 麦捷科技表示，公司实际控制人特发集团作为远致富海电子信息的一致行动人，未参与本次减持。 本次权益变动后，公司控股股东、实际控制人均未发生变化。 麦捷科技2023年4月12日的收盘价为10.15元，远致富海电子信息减持4,000,000股，据计算，减持金 额为40600000元。 麦捷科技2025年8月1日至2025年8月26日的加权均价为12.505元，远致富海电子信息减持4,271,500 股，据计算，减持金额为53415107.5元。 中国经济网北京8月28日讯 麦捷科技(300319.SZ)昨晚发布关于控股股东及其一致行动人权益变动后 拥有权益比例触及1%整数倍的提示性公告。公司于近日收到控股股东远致富海电子信息出具的《关于 减持麦捷科技股份达到1%的告知函》，获悉远致富海电子信息于2023年4月12日通过大宗交易方式减持 公司股份4,000,000股，占公司总股本的0.46%；自2025年8月1日至2025年8月26日期间，通过集中竞价 交易方式减持公司股份4,271,500股，占公司总股本的0.49%。远致富海电子信息共减持公司股份 8,271,500股，占公司总股本的0.94 ...