Core Viewpoint - Meixin Technology's performance in the first half of 2025 showed revenue growth but profit pressure, with a focus on R&D investment and capacity expansion strategies [2][3][5]. Group 1: Financial Performance - In the first half of 2025, Meixin Technology reported revenue of 205 million yuan, a year-on-year increase of 2.98% [2] - The net profit attributable to shareholders was 10.51 million yuan, a decrease of 7.64% year-on-year, while the net profit after deducting non-recurring gains and losses was 9.95 million yuan, down 3.45% year-on-year [2] - The power magnetic components business faced pricing pressure and diverse customization demands, impacting profitability, while the signal magnetic components business performed well with revenue of 148 million yuan, up 8.71% year-on-year [2] Group 2: R&D Investment and Achievements - R&D investment for the reporting period was 12.50 million yuan, an increase of 1.5% year-on-year [3] - The company upgraded its production lines to automation, achieving significant breakthroughs in high-end products for 5G and data centers [3] Group 3: Gross Margin Situation - In the first half of 2025, the gross margin for signal magnetic components was 28.22%, while for power magnetic components it was 6.94% [4] - The overall gross margin improved due to a higher proportion of mid-to-high-end products in the signal magnetic components business [4] Group 4: Capacity Layout Planning - The new domestic factory is nearing completion with a project progress of 99%, set to release capacity soon [5] - The company is accelerating its overseas layout with a factory in Thailand, aiming to expand into the Southeast Asian market [5] Group 5: Customization and Quick Delivery Capability - Meixin Technology has established a rapid response mechanism through a technical service network and FAE teams, enhancing customer collaboration [6] - The company's "customization + quick delivery" capability has significantly improved the conversion rate of technical achievements compared to industry averages [6] Group 6: Cash Flow from Operating Activities - In the first half of 2025, the net cash flow from operating activities was 28.86 million yuan, maintaining a good level to support business expansion, R&D investment, and capacity construction [7]

| 核心产品良率得到提升，在 服务器、车载以太 5G 通信、AI | | --- | | 网等领域取得重大突破。 | | 年上半年毛利率和情况如何，与去年同期 3、美信科技 2025 | | 相比有何变化？ | | 【回复】2025 年上半年信号类磁性元器件毛利率为 28.22%; | | 功率类磁性元器件毛利率为 6.94%。半年度毛利率主要是信 | | 号类磁性元器件业务中高端机种占比提升带动了毛利率整体 | | 水平上升。 | | 4、美信科技在产能布局上有什么规划，目前进展如何？ | | 【回复】公司首次公开发行股票的募集资金主要投向新厂区 | | 建设，截至报告期末，项目进度达 99%，即将进入产能释放 | | 期。同时，海外布局方面，泰国海外工厂正在加速筹备，彰 | | 显了拓展东南亚市场、贴近海外客户的战略意图。随着国内 | | 新厂区产能释放和泰国生产基地逐步落地，将为公司业务发 | | 展提供有力支撑。 | | 5、美信科技在市场竞争中，"定制化+快交付"能力是如何 | | 体现的，对公司业绩有什么影响？ | | 【回复】公司通过在多地布局技术服务网络，配备 FAE（现 | | 场应用工程师 ...

人民财讯9月1日电，企查查APP显示，近日，广东省唯智机器人制造有限公司成立，注册资本5000万 元，经营范围包含：工业机器人制造；软件开发；电子专用设备制造；电子专用设备销售等。企查查股 权穿透显示，该公司由美信科技（301577）全资持股。 ...

Group 1 - The core viewpoint of the article highlights the active development of computing power infrastructure and the relevant products from the company that can be applied in computing servers [2][3] - The company, Meixin Technology (301577.SZ), stated that its power magnetic components and certain high-end network transformer products are applicable in computing servers [2]

证券代码：301577 证券简称：美信科技 公告编号：2025-048 公司董事会薪酬与考核委员会核查了本次拟首次授予激励对象的名单、人员 身份证件信息、与公司（含控股子公司，下同）签订的劳动合同或聘用协议、拟 激励对象在公司担任的职务等内容。 二、董事会薪酬与考核委员会核查意见 根据《管理办法》《监管指南第 1 号》《公司章程》《激励计划（草案）》 的有关规定，针对本次拟首次授予激励对象名单及职务的公示情况，结合董事会 薪酬与考核委员会的审核结果，董事会薪酬与考核委员会发表审核意见如下： 和国公司法》等法律、法规和其他规范性文件及《公司章程》规定的任职资格。 （1）最近 12 个月内被证券交易所认定为不适当人选； 广东美信科技股份有限公司 董事会薪酬与考核委员会关于2025年限制性股票激励计划首 次授予激励对象名单的公示情况说明及核查意见 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。 广东美信科技股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日召开 第四届董事会第一次会议和第四届董事会薪酬与考核委员会第一次会议，审议通 过了《关于公司<2 ...

Core Viewpoint - Guangdong Meixin Technology Co., Ltd. reported a revenue of 205 million yuan for the first half of 2025, reflecting a year-on-year growth of 2.98% [1] Group 1: Financial Performance - The company's signal magnetic components business, a key performance driver, achieved a revenue of 148 million yuan, growing by 8.71% year-on-year, driven by advancements in high-end sectors such as 5G communication, AI servers, and automotive Ethernet [1] - Total assets reached 1.088 billion yuan by the end of June, marking a 1.89% increase from the previous year [1] - The net cash flow from operating activities was 28.8554 million yuan [1] Group 2: Business Challenges and Responses - The power magnetic components business faced short-term pressure due to price reductions from downstream customers and customized demand [1] - The company has initiated rapid response measures, including optimizing cost control systems, improving product yield, and enhancing inventory management to adapt to small-batch customization needs in industrial power and new energy automotive sectors [1] Group 3: Research and Development - Research and development investment amounted to 12.5014 million yuan, reflecting a 1.5% year-on-year increase, focusing on "high value-added products + intelligent manufacturing" [2] - The company has established a rapid response mechanism close to customers and set up a technical service network with FAE teams to engage in customer design processes early [2] - A rapid sample line has been built to quickly complete the entire process from material selection to sample delivery based on customer specifications, with a technology conversion rate significantly higher than the industry average [2] Group 4: Capital Utilization - The efficiency of funds raised from the initial public offering has been significant, with major investments directed towards the construction of a new factory in Dongguan, which is nearing completion at 99% progress for both phases [1]

Core Viewpoint - Meixin Technology (301577) reported a revenue increase of 2.98% to 205 million yuan in the first half of 2025, driven by an 8.71% growth in signal magnetic components despite market pressures in downstream industries [1] Group 1: Business Performance - The signal magnetic components business, a key revenue driver, achieved 148 million yuan in revenue, growing 8.71% year-on-year, benefiting from advancements in high-end sectors such as 5G communication and AI servers [1] - The company’s high-end products, including 2.5G, 5G, and 10G network transformers, gained market share, contributing to an increase in gross margin that outperformed the industry average [1] - The power magnetic components segment faced short-term pressure due to customer price reductions and customization demands, but the company is implementing cost control and inventory management measures to adapt to small-batch customization needs [1] Group 2: R&D and Production - Meixin Technology emphasized its "R&D-driven" approach, with R&D investment reaching 12.5 million yuan, a 1.5% increase, focusing on high-value products and smart manufacturing [2] - The company has upgraded its production lines to automation, transitioning from labor-intensive methods to automated manufacturing for network transformers and achieving fully automated production for chip inductors [2] - A rapid response mechanism has been established to enhance customer engagement, including a technical service network and a quick sample line to meet customer specifications efficiently [2] Group 3: Financial Health and Expansion - As of June, the company’s total assets reached 1.088 billion yuan, a 1.89% increase from the previous year, with a net cash flow from operating activities of 28.86 million yuan [3] - The efficiency of funds raised from the initial public offering is notable, with significant investments in the new factory in Dongguan, which is nearing completion [3] - The company is preparing to accelerate its overseas expansion with a factory in Thailand, aiming to strengthen its presence in Southeast Asia and enhance its global supply capabilities in the context of the "5G + AI + New Energy Vehicles" industry trends [3]

证券代码：301577 证券简称：美信科技 公告编号：2025-048 广东美信科技股份有限公司 公司于 2025 年 8 月 16 日在中国证监会指定的创业板信息披露网站 （http://www.cninfo.com.cn）上发布了《激励计划（草案）》及其摘要、《2025 年限制性股票激励计划首次授予激励对象名单》及《2025 年限制性股票激励计 划实施考核管理办法》等公告，并于 2025 年 8 月 16 日在公司公告栏通过张贴方 式对本次拟首次授予激励对象姓名及职务予以公示，公示时间为 2025 年 8 月 16 日至 2025 年 8 月 25 日，公示期不少于 10 天。在公示期限内，凡对公示的激励 对象或对其信息有异议者，可及时向公司董事会薪酬与考核委员会反映。 截至 2025 年 8 月 25 日公示期满，董事会薪酬与考核委员会未接到任何对公 1 司本次激励计划拟首次授予激励对象提出的异议。 2、关于公司董事会薪酬与考核委员会对拟首次授予激励对象的核查方式 董事会薪酬与考核委员会关于2025年限制性股票激励计划首 次授予激励对象名单的公示情况说明及核查意见 本公司及董事会全体成员保证信息披露的内 ...

Core Viewpoint - The company reported a slight revenue increase in the first half of 2025, driven by strong performance in signal products despite challenges in power magnetic components [1][2]. Group 1: Financial Performance - The company achieved a revenue of 205 million yuan, representing a year-on-year growth of 2.98% [1]. - Net profit attributable to shareholders was 10.51 million yuan [1]. - Revenue from signal magnetic components reached 148 million yuan, accounting for 72.05% of total revenue, with an 8.71% growth [1]. Group 2: Product Performance - Signal products, including network transformers and BMS transformers, continued to perform well in the 5G communication and automotive Ethernet sectors, maintaining a high gross margin [1][2]. - Revenue from power magnetic components decreased by 7.99% to 54.15 million yuan due to increased customization demands and pricing pressures from clients [1]. Group 3: Research and Development - The company focused on production automation and improving yield rates, with R&D expenses reaching an industry-leading level [2]. - The R&D team expanded to 18% of total employees, an increase of 3 percentage points from the end of 2024 [2]. - New patents were granted for Ethernet interface modules and electronic devices, with core product yield rates improving by 2.3 percentage points [2]. Group 4: Market Outlook - The global magnetic components market is projected to reach 28.6 billion USD by 2025, with significant growth in the electric vehicle and AI infrastructure sectors exceeding 20% [2]. - The company is adjusting its production capacity, positioning its Shenzhen subsidiary as a research center for automotive products and focusing its Shanghai branch on communication device customer service [2]. Group 5: Strategic Initiatives - The company aims to strengthen its position in signal products while accelerating breakthroughs in power products for emerging applications, such as the 800V high-voltage platform [3]. - Management anticipates a performance trend of lower results in the first half of the year followed by improvement in the second half, supported by seasonal demand and favorable new energy policies [3].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301577 证券简称：美信科技 公告编号：2025-044 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。 一、重要提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 二、公司基本情况 1、公司简介 ■ 2、主要会计数 ...