Core Viewpoint - Meixin Technology's stock performance shows a slight increase, with notable financing activities indicating a low financing balance relative to market capitalization and a high short-selling position [1][2]. Financing Summary - On October 15, Meixin Technology had a financing buy-in of 4.27 million yuan and a financing repayment of 5.29 million yuan, resulting in a net financing buy of -1.02 million yuan [1]. - The total financing balance as of October 15 is 54.10 million yuan, accounting for 4.88% of the circulating market value, which is below the 20th percentile level over the past year, indicating a low position [1]. - The short-selling data shows no shares were sold or repaid on October 15, with a short-selling balance of 0.00 yuan, which is above the 90th percentile level over the past year, indicating a high position [1]. Company Performance - As of September 30, the number of shareholders for Meixin Technology is 7,452, a decrease of 3.93% from the previous period, while the average circulating shares per person increased by 4.09% to 2,528 shares [2]. - For the first half of 2025, Meixin Technology reported a revenue of 205 million yuan, a year-on-year increase of 2.98%, while the net profit attributable to the parent company was 10.51 million yuan, a decrease of 7.64% year-on-year [2]. Dividend and Shareholding - Since its A-share listing, Meixin Technology has distributed a total of 48.69 million yuan in dividends [3]. - As of June 30, 2025, the fourth largest circulating shareholder is CITIC Prudential Multi-Strategy Mixed Fund (LOF) A, holding 486,900 shares as a new shareholder [3].

来源：新浪证券-红岸工作室 9月11日，广东美信科技股份有限公司接待了中金公司、长城财富等3家机构的特定对象调研。公司董事 会秘书王丽娟女士向投资者介绍了公司基本情况、最新业务进展及未来发展方向，并就公司相关情况展 开详细交流。以下为本次调研的详细内容。 调研基本信息 项目投资者活动关系类别特定对象调研时间2025年9月11日地点广东省深圳市南山区深圳湾创新科技中 心2栋A座1902室参与单位名称中金公司、长城财富上市公司接待人员姓名董事会秘书王丽娟 1. 2025年上半年业绩承压因素：2025年上半年，美信科技呈现"营收微增、利润承压"态势。营业收 入2.05亿元，同比增长2.98% ；归母净利润1,050.81万元，同比下降7.64%；扣非归母净利润995.10 万元，同比下降3.45%。业绩承压核心原因有二：功率类磁性元器件业务面临下游客户降价压力 与小批量多样化定制需求，盈利空间收窄；上半年公司计提减值准备。不过，信号类磁性元器件 业务表现亮眼，营收1.48亿元，同比增长8.71%，高附加值机种占比提升，带动整体营收。 2. 信号类磁性元器件竞争优势：其竞争优势源于"技术积累 + 产品覆盖 + 客户粘 ...