002881 美格智能
未开盘 09-16 09:30:00
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美格智能（002881）24.35万股限售股将于9月14日解禁，占总股本0.08%
证券之星 · 09-14 08:02
美格智能（002881）24.35万股限售股将于9月14日解禁，占总股本0.08%
【机构调研记录】摩根士丹利基金调研嘉友国际、美格智能等3只个股（附名单）
证券之星 · 09-10
【机构调研记录】摩根士丹利基金调研嘉友国际、美格智能等3只个股（附名单）
【机构调研记录】国泰基金调研田中精机、美格智能等4只个股（附名单）
证券之星 · 09-10
【机构调研记录】国泰基金调研田中精机、美格智能等4只个股（附名单）
美格智能：24.35万股限售股9月14日解禁，占总股本0.08%
南方财经网 · 09-09
美格智能：24.35万股限售股9月14日解禁，占总股本0.08%
美格智能(002881.SZ)拟参与投资苏州璞华宸光创业投资合伙企业
智通财经 · 09-08
美格智能(002881.SZ)拟参与投资苏州璞华宸光创业投资合伙企业
【国盛通信】美格智能：切入光通信打开第二增长曲线
吉时通信 · 09-08
【国盛通信】美格智能：切入光通信打开第二增长曲线
研报掘金丨国盛证券：维持美格智能“买入”评级，切入光通信打开第二增长曲线
格隆汇 · 09-08
研报掘金丨国盛证券：维持美格智能“买入”评级，切入光通信打开第二增长曲线
【百强透视】准备“站在光里”！美格智能（03268.HK）H股大涨22%
财华社 · 09-07
【百强透视】准备“站在光里”！美格智能（03268.HK）H股大涨22%
美格智能拟出资7000万元参设合资公司 布局AI数据中心光通信业务
新浪港股 · 09-07
美格智能拟出资7000万元参设合资公司 布局AI数据中心光通信业务
跨界拓新！美格智能7000万元设光芯合资公司 强势切入AI光通信赛道
每日经济新闻 · 09-04
跨界拓新！美格智能7000万元设光芯合资公司 强势切入AI光通信赛道
美格智能(002881.SZ)拟与星沅光电等设立合资公司 推动业务向光通信领域拓展
智通财经 · 09-04
美格智能(002881.SZ)拟与星沅光电等设立合资公司 推动业务向光通信领域拓展
美格智能：拟与光芯片公司星沅光电等共同设立合资公司 开展光器件、光引擎等业务
格隆汇 · 09-04
美格智能：拟与光芯片公司星沅光电等共同设立合资公司 开展光器件、光引擎等业务
美格智能（002881）披露A股注册资本因员工行权增加218,100股，9月4日股价下跌2.37%
证券之星 · 09-04
美格智能（002881）披露A股注册资本因员工行权增加218,100股，9月4日股价下跌2.37%
美格智能涨10.00%，国金证券一日前给出“买入”评级
证券之星 · 08-31
美格智能涨10.00%，国金证券一日前给出“买入”评级
港股异动 | 美格智能(03268)涨超5% 公司海外收入首次接近50% 持续加强AI引擎平台和工具链能力建设
智通财经 · 08-31
港股异动 | 美格智能(03268)涨超5% 公司海外收入首次接近50% 持续加强AI引擎平台和工具链能力建设
美格智能（002881）2026年中报简析：营收净利润同比双双增长，盈利能力上升
证券之星 · 08-29
美格智能（002881）2026年中报简析：营收净利润同比双双增长，盈利能力上升
股市必读：美格智能新发布《第四届董事会第二十二次会议决议公告》
证券之星 · 08-28
股市必读：美格智能新发布《第四届董事会第二十二次会议决议公告》
美格智能（002881）披露2026年半年度报告全文及摘要，8月27日股价上涨0.88%
证券之星 · 08-27
美格智能（002881）披露2026年半年度报告全文及摘要，8月27日股价上涨0.88%
美格智能：拟使用不超过3.00亿元部分闲置募集资金暂时补充流动资金
南方财经网 · 08-27
美格智能：拟使用不超过3.00亿元部分闲置募集资金暂时补充流动资金
美格智能：上半年归母净利润1.06亿元，同比上升25.9%
财中社 · 08-27
美格智能：上半年归母净利润1.06亿元，同比上升25.9%
公司概况
公司名称：
美格智能技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2017-06-22
主营业务：
美格智能技术股份有限公司的主营业务是以高算力模组、智能模组、数传模组为核心的算力及通信模组和端侧AI、物理AI、泛物联网、智能网联车、无线宽带等行业解决方案业务。公司的主要产品是AI模组、智能模组、高算力模组、数传模组、行业解决方案产品及相关技术开发服务。
发行价格：
8.96
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调研纪要：2026年上半年，公司实现营业收入20.25亿元，同比增长7.32%，归母净利润1.06亿元，同比增长25.85%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091000005980.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603871","03268","002881","BK0214","BK0067","BK0237","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666555988","title":"【机构调研记录】国泰基金调研田中精机、美格智能等4只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2666555988","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666555988?lang=zh_cn&edition=full","pubTime":"2026-09-10 08:06","pubTimestamp":1788998772,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及9月9日披露的机构调研信息，国泰基金近期对4家上市公司进行了调研，相关名单如下：1）田中精机 调研纪要：2026年半年度，公司实现营业收入1.39亿元，比上年同期增长51.23%。2）美格智能 调研纪要：2026年上半年，公司实现营业收入20.25亿元，同比增长7.32%，归母净利润1.06亿元，同比增长25.85%。4）剑桥科技 调研纪要：公司展出了800G、1.6T OSFP、ELSFP外置光源及NPO样机。800G均价约350美元，价格年降幅度预计有限。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091000005961.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","BK0214","002881","BK0067","03268","300461","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666065586","title":"美格智能：24.35万股限售股9月14日解禁，占总股本0.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666065586","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666065586?lang=zh_cn&edition=full","pubTime":"2026-09-09 16:53","pubTimestamp":1788943980,"startTime":"0","endTime":"0","summary":"南财智讯9月9日电，美格智能公告，公司2024年度股票期权与限制性股票激励计划预留授予限制性股票第一个解除限售期符合解除限售条件的激励对象共92人，本次可解除限售的限制性股票数量为24.35万股，上市流通日期为9月14日。本次解除限售股份来源为预留授予的限制性股票，对应获授总量为48.70万股，本次解除限售比例为50%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609093869373387.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609093869373387.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["03268","BK1149","BK0067","BK0214","002881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665325731","title":"美格智能(002881.SZ)拟参与投资苏州璞华宸光创业投资合伙企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2665325731","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665325731?lang=zh_cn&edition=full","pubTime":"2026-09-08 16:56","pubTimestamp":1788857775,"startTime":"0","endTime":"0","summary":"智通财经APP讯，美格智能 发布公告，基于公司战略发展需要，为借助专业机构资源优势，深化公司在产业链上下游领域的投资布局，公司全资子公司深圳市美格智投创业投资有限公司作为有限合伙人之一，于近日与普通合伙人上海天集芯企业管理合伙企业及其他27家有限合伙人签署了《苏州璞华宸光创业投资合伙企业合伙协议》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493336.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0214","BK1149","002881","BK0067","03268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665949320","title":"【国盛通信】美格智能：切入光通信打开第二增长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2665949320","media":"吉时通信","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665949320?lang=zh_cn&edition=full","pubTime":"2026-09-08 13:28","pubTimestamp":1788845280,"startTime":"0","endTime":"0","summary":"正文事件：公司公告拟与兆格创业、星沅光电共同设立美格光芯，注册资本1亿元，其中美格智能出资7000万元、持股70%，纳入公司合并报表范围。本次成立美格光芯进一步将业务边界由端侧拓展至数据中心光通信，有望培育新的增长极。风险提示：市场竞争加剧；AI发展不及预期；海外业务发展不及预期本文节选自国盛证券研究所已于2026年09月08日发布的报告《国盛通信|美格智能切入光通信打开第二增长曲线》，具体内容请详见相关报告。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNTAwOTA2MQ==&mid=2650017196&idx=1&sn=3706827a68c077f117f3f8a17e754005&chksm=824ea497b56d542cb01b06610027119e8484356dd8b552d76d6a121e0dc0ecd25352c3f17a3f&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK0214","BK0067","BK1149","002881","03268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665440823","title":"研报掘金丨国盛证券：维持美格智能“买入”评级，切入光通信打开第二增长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2665440823","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665440823?lang=zh_cn&edition=full","pubTime":"2026-09-08 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19:31","pubTimestamp":1788780660,"startTime":"0","endTime":"0","summary":"9月7日，港股AI硬件板块情绪火热，美格智能H股持续走高，收盘涨幅达22.35%，报23.1港元，市值69.83亿港元。美格智能A股亦表现强劲，当日开盘即封涨停。其中，美格智能出资7000万元，持股70%；兆格创业出资2000万元，星沅光电出资1000万元。值得注意的是，美格智能基本面不俗，公司上半年总营收20.25亿元，同比增长7.32%；归母净利润1.06亿元，同比增长25.85%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-09-07/doc-iniqzhfq9519293.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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发布公告，公司拟与兆格创业投资(深圳)合伙企业、苏州星沅光电科技有限公司共同出资，设立美格光芯(上海)技术有限公司。美格光芯拟注册资本为1亿元，其中公司拟认缴7000万元，持股比例为70%，星沅光电拟认缴1000万元，持股比例为10%。美格光芯设立后，将成为公司控股子公司，纳入公司合并报表范围。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492310.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LUMA","BK0067","002881","SIXG","LYTE","FOTO","03268","BK1149","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664392113","title":"美格智能：拟与光芯片公司星沅光电等共同设立合资公司 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17:38","pubTimestamp":1788514738,"startTime":"0","endTime":"0","summary":"截至2026年9月4日收盘，美格智能报收于41.93元，较前一交易日下跌2.37%，最新总市值为126.75亿元。近日，美格智能披露《截至2026年8月31日止月份之股份发行人的证券变动月报表》。公告显示，截至2026年8月31日，公司A股法定注册资本由261,821,200股增加至262,039,300股，增加218,100股，系因员工行使股票期权所致。H股法定注册资本无变动。确认H股公众持股量符合联交所规定要求。本次行权共获得资金人民币4,551,747元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090400031175.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["03268","83130","83188","BK0067","BK1147","02827","BK0214","02846","002881","BK1149","82846","07233","03188","159982","399300","03130"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663075903","title":"美格智能涨10.00%，国金证券一日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2663075903","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663075903?lang=zh_cn&edition=full","pubTime":"2026-08-31 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