Group 1: Market Overview - In Q3 2025, the number of listed private placement projects in the A-share market reached 42, an increase of 5 projects quarter-on-quarter and 22 projects year-on-year, raising a total of 773.71 billion yuan, a year-on-year increase of 256.70%[10] - The average absolute return of the 24 auction projects that were unlocked in Q3 2025 was 38.67%, with a winning rate of 87.50%, both figures being the highest since 2022[29] - The average market price discount rate for auction projects in Q3 2025 was 14.48%, reflecting a quarter-on-quarter increase of 1.25%[14] Group 2: Project Dynamics - The number of auction projects increased to 27 in Q3 2025, with a total fundraising of 420.53 billion yuan, marking a quarter-on-quarter increase of 79.68%[10] - The average number of inquiry institutions per project was 25, with an average allocation of 14 institutions, indicating heightened participation in the auction process[26] - The proportion of projects with a base price issuance dropped to a near three-year low of 7.41%[14] Group 3: Future Outlook - In Q4 2025, the expected index range for the Shanghai Composite Index on the issuance date of unlocked auction projects is between 3238.23 and 3429.76 points, indicating a strong potential for profit from unlocked projects[4] - The number of pending projects for review is currently low at 62, suggesting limited supply in a bullish market environment[4] - The average expected discount rate for auction projects is anticipated to remain around 10%[4] Group 4: Risk Factors - Risks include slower-than-expected progress in the review of private placements, fluctuations in secondary market stock prices, and changes in the market environment for private placement pricing[4]

中国经济网北京10月13日讯麦捷科技（300319）(300319.SZ)10月10日披露关于控股股东减持公司股份计划实施完成的公 告。 公司控股股东深圳远致富海电子信息投资企业(有限合伙)(以下简称"远致富海电子信息")于2025年6月20日披露了《关于 控股股东减持公司股份的预披露公告》，远致富海电子信息计划在该公告发布之日起15个交易日后的3个月内以集中竞 价交易方式减持公司股份不超过8,790,958股(占公司总股本比例1%)。 公司于近日收到远致富海电子信息出具的《关于减持公司股份进展情况的说明》，截止公告日，远致富海电子信息的减 持计划已实施完成。远致富海电子在2025年8月1日至10月9日期间，以集中竞价方式减持8,790,900股，减持均价12.82 元，减持比例1.00%，减持金额约1.13亿元。 | 股东名称 | 減持方式 | 减持期间 | 減持均价 (元/股) | 减持股数(股) | | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | 远致富海 电子信息 | 集中竞价 | 2025-08-01 至 2025-10-09 | 12. ...

Core Viewpoint - The company, 麦捷科技, has confirmed that it currently supplies some inductive products to 摩尔线程 and plans to increase its supply share as the cooperation deepens [2] Group 1 - The company has existing business relations with 摩尔线程, supplying certain inductive products [2] - Future collaboration is expected to enhance the supply share to 摩尔线程 [2]

麦捷科技公告，控股股东深圳远致富海电子信息投资企业（有限合伙）于2025年08月01日至2025年10月 09日期间，通过集中竞价减持879.09万股，减持均价12.82元/股，占公司总股本1.00%；减持后持股1.17 亿股，占13.30%。 ...

证券代码：300319 证券简称：麦捷科技 公告编号：2025-048 深圳市麦捷微电子科技股份有限公司 关于控股股东减持公司股份计划实施完成的公告 公司控股股东深圳远致富海电子信息投资企业（有限合伙）保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）控股股东深圳远 致富海电子信息投资企业（有限合伙）（以下简称"远致富海电子信息"）于 2025 年 6 月 20 日披露了《关于控股股东减持公司股份的预披露公告》（公告编 号：2025-030），远致富海电子信息计划在该公告发布之日起 15 个交易日后的 3 个月内以集中竞价交易方式减持公司股份不超过 8,790,958 股（占公司总股本 比例 1%）。 1、本次减持计划符合《公司法》《证券法》《上市公司股东减持股份管理暂 行办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》《深圳证券交易所上市公司自律 监管指引第 18 号——股东及董事、高级 ...

格隆汇10月9日丨麦捷科技(300319.SZ)在投资者互动平台表示，联合实验室当前正在攻克下一代灵巧手 的微型驱动关节核心技术，并针对仿生灵巧手进行多应用场景的设计与加工。公司将依托自身在电子元 器件领域的技术积累，聚焦核心模块技术突破，使产品适配机器人关节电机控制等场景，争取成为相关 领域的重要供应商。 ...

Core Viewpoint - The company, 麦捷科技 (300319.SZ), has indicated that its optical display device products have not yet supplied to semiconductor equipment companies, and further details about its business and product situation can be found in its regular reports [1]. Group 1 - 麦捷科技 has not commenced supply of its optical display device products to semiconductor equipment companies [1]. - The company suggests that specific business and product information is available in its periodic reports [1].

Core Insights - The article provides a comprehensive overview of the inductor component industry, detailing its supply chain, key players, and recent investment trends in China [1][2][12]. Industry Overview - The inductor component industry supply chain consists of upstream materials (ferrite powder, dielectric ceramic powder, magnetic cores, conductive materials), midstream manufacturing (various types of inductors), and downstream applications in electronics, automotive, and communication sectors [1][2]. - Major upstream suppliers include Hengdian East Magnetic, Suzhou Good, and Yunnan Copper, while midstream manufacturers include domestic firms like Sunlord Electronics and MPS Technology, and international players like TDK and Murata [2]. Regional Distribution - Guangdong and Zhejiang provinces are the primary hubs for inductor component companies in China, with 6,850 and 6,390 firms respectively as of August 2025 [5]. - Representative companies in Guangdong include Fenghua Advanced Technology and Sunlord Electronics, while Zhejiang features Yuhang Electronics and Baide Electronics [7]. Key Players and Financials - Notable companies in the industry and their revenue from inductor-related businesses include: - Sunlord Electronics: Revenue of 58.52 billion, accounting for 99.23% of total business [10] - MPS Technology: Revenue of 17.53 billion, accounting for 55.64% [10] - Fenghua Advanced Technology: Revenue of 48.66 billion, accounting for 98.51% [10] - Keleke: Revenue of 38.99 billion, accounting for 83.08% [10] Investment Trends - Recent investments in the inductor sector include: - Alu Technology plans to invest 450 million in a new high-end integrated inductor project in Huizhou, expected to yield a post-tax internal rate of return of 23.34% [13]. - Fenghua Advanced Technology is expanding production capacity for integrated inductors and laminated inductors to meet market demand [12][13]. - Sunlord Electronics has completed a project in Dongguan, projected to become the largest passive component manufacturing base globally, with an expected annual output value of 4.5 billion [13].

Core Insights - The total import and export value of China's inductive components is projected to increase to $5.655 billion in 2024, representing a year-on-year growth of 3.4% [1] - The trade surplus for inductive components in 2024 is expected to be $890 million, with imports valued at $2.383 billion and exports at $3.272 billion [1] Import Overview - The import value of inductive components in China is forecasted to be $2.383 billion in 2024, showing a decline of 0.7% compared to the previous year [2] - The import quantity is expected to rebound to approximately 170.2 billion units in 2024, reflecting a year-on-year increase of 7.7% [2] - For the first seven months of 2025, the import value is estimated at $1.339 billion, with an import quantity of 97.247 billion units [2] Major Import Sources - Japan is the largest source of inductive component imports, accounting for $760 million in 2024, which is 31.9% of total imports [6] - The Philippines and Vietnam contribute 12.07% and 10.26% respectively to the import market [6] Export Overview - The export value of inductive components is projected to reach $3.272 billion in 2024, marking a year-on-year increase of 6.6% [8] - The export quantity is expected to be 97.820 billion units in 2024, with a year-on-year growth of 14.9% [8] - For the first seven months of 2025, the export value is estimated at $2.124 billion, with an export quantity of 66.644 billion units [8] Major Export Destinations - Hong Kong is the primary destination for inductive component exports, with an expected value of $1.111 billion in 2024, representing 34.05% of total exports [10] - Vietnam ranks second with an export value of $252 million, accounting for 7.70% of total exports [10]

Core Viewpoint - The company, MacJet Technology, primarily supplies integrated inductors to Apple, which are mainly used in power management units of terminal devices [1][3]. Group 1: Company Operations - MacJet Technology has strict confidentiality agreements with some clients regarding order sizes, leading to dynamic adjustments based on downstream production plans, making it inappropriate to disclose operational details [1]. - The company focuses on major clients as an electronic component supplier, ensuring stable delivery and fulfillment through prior product certification and capacity reserves to meet increasing customer demand [3]. Group 2: Industry Insights - Industry analysts note that the rapid iteration of smart terminal products is increasing the performance and reliability demands for power management and related core components [4]. - Integrated inductors are becoming essential in terminal devices like smartphones due to their high efficiency, low loss, and miniaturization advantages [4]. - MacJet Technology has been increasing its investment in the research and development of inductor products and expanding production lines, strengthening cooperation with core clients [4]. - The company plans to continue expanding its product application areas to maintain competitiveness in the high-end inductor market [4].