Core Viewpoint - 麦捷科技的股价在近期有所波动，尽管整体表现较为平稳，公司的营业收入和净利润在2025年上半年实现了同比增长，显示出一定的增长潜力 [1][2] Company Overview - 麦捷科技成立于2001年3月14日，上市于2012年5月23日，主要从事电子元器件及LCM显示模组的研发、设计、生产和销售 [1] - 公司的主营业务收入构成包括电子元器件50.20%，LCM液晶显示模组48.56%，其他1.24% [1] Financial Performance - 截至2025年1月-6月，麦捷科技实现营业收入17.96亿元，同比增长23.61%；归母净利润为1.49亿元，同比增长3.30% [2] - 今年以来，麦捷科技股价下跌5.46%，近5个交易日下跌1.85%，近20日下跌4.34%，而近60日上涨5.89% [1] Shareholder Information - 截至9月30日，麦捷科技股东户数为5.38万，较上期增加10.69%；人均流通股为15413股，较上期减少9.66% [2] - 截至2025年6月30日，香港中央结算有限公司为第五大流通股东，持股1004.23万股，较上期增加572.05万股 [3] Dividend Information - 麦捷科技A股上市后累计派现4.44亿元，近三年累计派现2.92亿元 [3] Market Activity - 截至10月21日，麦捷科技的股价为11.69元/股，成交7692.56万元，换手率为0.80%，总市值为102.77亿元 [1] - 资金流向方面，主力资金净流入11.56万元，大单买入1850.25万元，占比24.05% [1] Industry Classification - 麦捷科技所属申万行业为电子-元件-被动元件，涉及的概念板块包括5.5G概念、虚拟现实、小米概念、5G和消费电子等 [1]

麦捷科技（300319.SZ）10月20日在投资者互动平台表示，公司和该客户整体处于研发导入阶段，部分 料号有少量供货，公司将持续提升对该客户的资源投入，推动更多的产品导入量产。 每经AI快讯，有投资者在投资者互动平台提问：贵公司向英伟达供货量如何？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company is actively developing its subsidiary Anke Yuan's magnetic materials business, which is showing positive growth and synergy with its main operations [2]. Group 1: Business Development - Anke Yuan's magnetic components business is progressing well, with some internal supply of materials achieved, leading to reduced production cycles and costs [2]. - The overall competitiveness of the company's magnetic components has improved due to these developments [2]. Group 2: Market Conditions - The company's overseas business is minimally affected by tariffs due to a low proportion of direct trade participation [2]. - The market demand for the company's products remains strong, supported by industries such as 5G and AI [2]. Group 3: Product Focus - The company primarily focuses on electronic components and display modules, supplying to manufacturers in mobile phones, consumer electronics, new energy vehicles, and servers [2]. - There are currently no direct consumer-facing end products offered by the company [2].

Core Viewpoint - The company, Maijie Technology (300319), announced that its third-quarter report is expected to be disclosed on October 23, 2025, and advised investors to check the actual public data at that time [1] Summary by Categories - **Company Announcement** - Maijie Technology will release its third-quarter report on October 23, 2025 [1]

Core Viewpoint - The company, Maijie Technology, is actively expanding its downstream resources in the field of metal soft magnetic materials, targeting various sectors including energy storage, automotive electronics, consumer energy storage, and communication power supplies [1] Group 1 - The customer base primarily includes leading domestic manufacturers, with small batch supply already achieved [1] - The company plans to deepen collaboration with Anke Yuan to enhance customer partnerships [1]

Core Viewpoint - The company, Maijie Technology, has acknowledged its involvement in the charging pile sector, indicating that its current revenue from this area is limited but plans to increase resource investment to drive more product contributions [1] Group 1 - The company has a portion of its business revenue coming from the charging pile sector [1] - The overall scale of the company's operations in this sector is currently limited [1] - The company aims to enhance resource allocation towards this sector to boost revenue contributions from more products [1]

证券日报网讯麦捷科技（300319）10月17日在互动平台回答投资者提问时表示，公司一体成型电感产品 在材料、工艺、设备等方面均有着完整的技术能力，能够满足国内市场的应用需求，目前出货份额位居 大陆头部，具体的市占率情况请参考相关行研分析数据。 ...

Core Viewpoint - The company has successfully advanced the collaboration between Anke Yuan, its headquarters, and Jinzhichuan in the magnetic device business, leading to internal supply of certain materials and improved product competitiveness [1] Group 1 - The collaboration among Anke Yuan, headquarters, and Jinzhichuan is progressing normally [1] - Internal supply of certain material numbers has been achieved, effectively shortening production cycles [1] - Cost reduction has been realized, enhancing the overall competitiveness of the company's magnetic device products [1]

Core Viewpoint - The company has not yet determined a new research and development path for its BAW project, and future updates will be provided through official announcements [2] Summary by Categories - **Company Updates** - The company responded to investor inquiries on October 17, indicating that the BAW project is still in the process of determining its new R&D direction [2] - Future progress regarding the BAW project will be communicated through company announcements [2]

Core Points - The company announced that Ju Jiming has submitted his resignation as Chief Financial Officer due to work reallocation, but he will continue to serve as a director and board secretary [1] Group 1 - The board of Shenzhen Micron Technology Co., Ltd. received a written resignation application from Ju Jiming, who is a director and CFO [1] - Ju Jiming's resignation is attributed to adjustments in work responsibilities [1] - After resigning from the CFO position, Ju Jiming will retain his roles as a director and board secretary [1] Group 2 - Related news includes other companies such as Pudong Jinqiao and Yongshuntai, which also experienced changes in their CFO positions [2]