泓德量化精选混合（006336）成立日期2019年9月6日，最新规模1.3亿。今年以来收益24.5%，同类排名 3476/8174；近一年收益58.49%，同类排名2213/7981；成立以来收益74.04%。 泓德量化精选混合（006336）基金经理为张天洋。 截至发稿，张天洋累计任职时间3年229天，现任基金资产总规模1.47亿元，任职期间最佳基金回报 38.19%， 任职期间最差基金回报-38.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月12日，迈信林涨5.05%，截至发稿，报61.40元/股，成交3.32亿元，换手率3.84%，总市值89.29亿 元。 资料显示，江苏迈信林航空科技股份有限公司位于江苏省苏州市吴中区太湖街道溪虹路1009号，成立日 期2010年3月15日，上市日期2021年5月13日，公司主营业务涉及航空航天零部件及工装、民用多行业精 密零部件。主营业务收入构成为：销售商品85.69%，提供服务14.31%。 从基金十大重仓股角度 ...

证券日报网讯 9月11日晚间，迈信林发布公告称，公司于近日获悉持股5%以上股东白冰先生、持股5% 以上股东徐迎辉先生将所持有的公司部分股份办理了质押登记手续。白冰先生本次质押股数850，000 股；徐迎辉先生本次质押股数450，000股。 （文章来源：证券日报） ...

证券代码：688685 证券简称：迈信林 公告编号：2025-038 本次质押登记完成后，股东白冰先生累计质押公司股份 7,250,000 股， 占其持股总数的 99.71%，占公司总股本的 4.99%；股东徐迎辉先生累计质押公司 股份 7,000,000 股，占其持股总数的 96.27%，占公司总股本的 4.81%。 公司于近日获悉持股 5%以上股东白冰先生、持股 5%以上股东徐迎辉先生将 所持有的公司部分股份办理了质押登记手续，具体事项如下： | | 是否 | | | | | | | 占其 | 占公司 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 为控 | 质押股数 | 是否 | 是否 | 质押起 | | | 所持 | 总股本 | 质押用 | | | | | 为限 | 补充 | | 质押到期日 | 质权人 | 股份 | | | | 称 | 股股 | （股） | | | 始日 | | | | 比例 | 途 | | | | | 售股 | 质押 | | | | 比例 | | | | | 东 | | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688685 | 迈信林 | 58.45 | 12.40% | 7.98万 | 4.54 Z | | 300395 | 菲利华 | 90.59 | 8.86% | 41.50万 | 37.90亿 | | 688237 | 超卓航科 | 51.00 | 3.91% | 2.21万 | 1.10亿 | | 002625 | 光启技术 | 47.24 | 3.21% | 38.94万 | 18.24亿 | | 002023 | 海特高新 | 12.30 | 3.19% | 34.30万 | 4.15 亿 | | 688510 | 航亚科技 | 24.75 | 3.17% | 7.48万 | 1.83亿 | | 300777 | 中简科技 | 35.70 | 3.03% | 12.48万 | 4.44 亿 | | 688122 | 西部超导 | 60.58 | 2.92% | 12.17万 | 7.27亿 | | 688708 | 佳驰科技 | 73.46 ...

Core Viewpoint - The company, Maixinlin, announced that it will hold a semi-annual performance briefing for 2025 on September 18, 2025, from 14:00 to 15:00 [2] Summary by Categories - **Company Announcement** - Maixinlin plans to conduct a semi-annual performance briefing for the year 2025 [2]

江苏迈信林航空科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 江苏迈信林航空科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度的经营成果和财务状况，公司计划于 2025 年 09 月 18 日（星期四）14:00-15:00 举行 2025 年半年度业绩 说明会，就投资者关心的问题进行交流。 证券代码：688685 证券简称：迈信林 公告编号：2025-037 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 会议召开时间：2025 年 09 月 18 日（星期四）14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址： 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 11 日（星期四）至 09 月 ...

Group 1 - The military equipment sector experienced significant declines, with companies such as Great Wall Military Industry, Maxinlin, and Zhongke Haixun dropping over 6% [1] - Other companies like Inner Mongolia First Machinery, Construction Industry, and Zhongtian Rocket also faced downturns [1]

Group 1 - The company achieved a revenue of 287 million yuan in the first half of 2025, representing a year-on-year growth of 54.51%, with a net profit attributable to shareholders of 41 million yuan, up 42.76% year-on-year [1] - The significant growth in performance is primarily driven by the remarkable increase in computing power-related services and sales, which generated 153 million yuan, accounting for 53.36% of total revenue, compared to only 16 million yuan in the same period last year [1] - The aerospace components and tooling business saw a decrease in revenue proportion, while the civil multi-industry precision components business maintained stable growth, particularly through breakthroughs in collaboration with Siemens Energy [1] Group 2 - The company's overall gross margin improved to 56.98% in the first half of 2025, mainly due to the increased proportion of high-margin computing power services [2] - Operating cash flow significantly improved, with a net inflow of 175 million yuan, a year-on-year increase of 305.37%, attributed to accelerated sales collections [2] - The company emphasized that good cash recovery and optimized order structure have strengthened its financial safety cushion [2] Group 3 - The company continues to deepen its core competitiveness in a "high precision, high efficiency, low loss" manufacturing system, with all 12 core technologies, including blue light scanning and digital twin, entering mass application [2] - A new drone division has been established to enter the low-altitude economy sector, having completed trial production of several civil drone components [2] - The establishment of a wholly-owned subsidiary, Ruihang Assets, aims to lay the groundwork for asset management and future industrial investments [2] Group 4 - The company's performance aligns with market expectations, maintaining previous profit forecasts for 2025-2027, with net profits projected at 135 million, 194 million, and 235 million yuan, corresponding to PE ratios of 71, 49, and 41 times respectively [3]

Group 1 - The core point of the news is that Jiangsu Maxinlin Aviation Technology Co., Ltd. experienced a decline in stock price by 5.05%, with the current share price at 61.11 CNY and a total market capitalization of 8.887 billion CNY [1] - The company, established on March 15, 2010, specializes in aerospace components and precision parts for various civil industries, with 85.69% of its revenue coming from product sales and 14.31% from services [1] - The trading volume for the stock was 299 million CNY, with a turnover rate of 3.30% [1] Group 2 - From the perspective of fund holdings, Hongde Fund has a significant position in Maxinlin, with its Hongde Quantitative Selected Mixed Fund holding 21,800 shares, accounting for 0.94% of the fund's net value [2] - The fund has reported a floating loss of approximately 70,800 CNY today [2] - The fund manager, Zhang Tianyang, has been in position for 3 years and 215 days, with the fund's total asset size at 147 million CNY and a best return of 43.73% during his tenure [2]

Core Insights - The company reported a revenue of 3.671 billion yuan for the first half of 2025, representing a year-on-year growth of 51.17% [1] - The total profit for the period was 540 million yuan, showing a year-on-year decline of 6.46% [1] - The net profit attributable to shareholders was 520 million yuan, with a slight increase of 0.25% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 492 million yuan, reflecting a year-on-year growth of 0.06% [1] - Research and development expenses reached 562 million yuan, marking a significant increase of 100.35% compared to the same period last year [1]