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迈信林:公司与十方星链签署战略框架协议,探索相关领域合作机遇
Zheng Quan Ri Bao Wang· 2026-01-27 13:44
证券日报网讯1月27日,迈信林在互动平台回答投资者提问时表示,公司与十方星链签署战略框架协 议,旨在依托双方资源与技术优势,探索相关领域合作机遇,未来迈信林会依据自身算力集群和相关技 术,为其提供数据清洗、脱敏、分析、建模及AI算法优化等专业化处理服务。截至目前,公司与该合 作方暂未产生具体业务往来,后续若有达到信息披露标准的合作进展,公司将严格按照法律法规及监管 要求及时履行信息披露义务。 ...
迈信林(688685) - 江苏迈信林航空科技股份有限公司2026年第一次临时股东会决议公告
2026-01-27 10:00
本公司董事会及全体董事保证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: 本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东会召开的时间:2026 年 1 月 27 日 (二) 股东会召开的地点:苏州市吴中区太湖街道溪虹路 1009 号 2 楼会议室 证券代码:688685 证券简称:迈信林 公告编号:2026-004 江苏迈信林航空科技股份有限公司 2026年第一次临时股东会决议公告 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 56 | | --- | --- | | 普通股股东人数 | 56 | | 2、出席会议的股东所持有的表决权数量 | 54,016,187 | | 普通股股东所持有表决权数量 | 54,016,187 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例(%) | 36.7828 | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 36.7828 | (四) 表决方式是否 ...
迈信林(688685) - 上海市锦天城律师事务所关于江苏迈信林航空科技股份有限公司2026年第一次临时股东会的法律意见书
2026-01-27 09:46
上海市锦天城律师事务所 关于 江苏迈信林航空科技股份有限公司 2026 年第一次临时股东会的 法律意见书 地址:上海市浦东新区银城中路 501 号上海中心大厦 11、12 楼 电话:021-20511000 传真:021-20511999 邮编:200120 上海市锦天城律师事务所 关于江苏迈信林航空科技股份有限公司 2026 年第一次临时股东会的法律意见书 致:江苏迈信林航空科技股份有限公司 2.《关于选举董事的议案》 根据《中华人民共和国证券法》(以下简称"《证券法》")和《中华人 民共和国公司法》(以下简称"《公司法》")等法律、法规和有关规范性文件 的要求,上海市锦天城律师事务所(以下简称"本所")接受江苏迈信林航空科 技股份有限公司(以下简称"迈信林"或"公司")的委托,指派本所律师参加 迈信林 2026 年第一次临时股东会(以下简称"本次股东会"),并出具本法律 意见书。 为出具本法律意见书,本所及经办律师依据《证券法》《律师事务所从事证 券法律业务管理办法》和《律师事务所证券法律业务执业规则》等规定及本法律 意见书出具日以前已经发生或者存在的事实,严格履行了法定职责,遵循了勤勉 尽责和诚实信用原 ...
影石或推双摄版Pocket 手持云台相机大战打响!
Group 1 - The dual-camera handheld gimbal camera is speculated to be DJI's unreleased Pocket 4, which may include a telephoto lens based on the Pocket 3 [1] - Liu Jingkang, the founder of Ying Shi, suggested on Weibo that the camera might not be from DJI [1] - The dual-camera handheld gimbal camera is confirmed to be from Ying Shi Innovation, as reported by sources [3] Group 2 - Liu Jingkang previously shared a video on January 8, 2026, featuring a handheld gimbal camera similar to DJI's Osmo Pocket, but with two cameras and smart tracking capabilities [3] - Competing brands such as Vivo, OPPO, and Honor are rumored to be launching similar handheld gimbal camera products, indicating an impending market competition [3]
影石创新:公司目前经营状况一切正常
Zheng Quan Ri Bao Wang· 2026-01-26 14:13
证券日报网讯 1月26日,影石创新在互动平台回答投资者提问时表示,公司严格按照法律法规的相关规 定履行信息披露义务,不存在应披露而未披露的重大信息。公司目前经营状况一切正常,二级市场股价 的短期波动受市场情绪、行业变化、公司情况、宏观因素等多方面因素的影响,公司聚焦自身业务的长 期发展,凭借在影像技术领域的深厚积累和持续创新,已经在市场上取得了显著的竞争优势。 ...
影石创新:目前公司正在推动“泛人群化”的市场拓展路径
Zheng Quan Ri Bao· 2026-01-26 13:45
(文章来源:证券日报) 证券日报网1月26日讯 ,影石创新在接受调研者提问时表示,公司产品并非局限于"运动用户",而是致 力于构建覆盖更多日常生活场景的智能记录工具,拓展更广泛的用户基础与内容生态。公司将"持续的 产品定义能力与前瞻性的设计理念"特质贯穿于所有产品线之中,在每一个核心产品的背后,公司都尝 试以超越传统的方式去重新理解影像设备的可能性,争取将相机推向更广阔的用户圈层。公司以帮助人 们更好地记录和分享生活为使命,专注于记录和分享领域的用户价值创造。目前公司正在推动"泛人群 化"的市场拓展路径,助力实现用户群体的泛化与破圈。 ...
影石创新:目前在研项目包括新一代运动相机等
Zheng Quan Ri Bao· 2026-01-26 13:44
(文章来源:证券日报) 证券日报网1月26日讯 ,影石创新在接受调研者提问时表示,在当前行业技术迭代提速、赛道竞争加剧 的背景下,公司高度重视研发投入和业务多元化布局,以逐步实现关键环节的自主可控为长期方向,通 过主动前置性加大研发投入,强化市场拓展与品牌投入,使得上游配套投入同步加大,现部分核心技术 研发取得一定进展,对增强运营的稳定性和可持续性形成了一定支撑。公司正处于战略投入期,通过加 大市场拓展和技术创新力度来巩固行业地位。目前在研项目包括新一代运动相机、新一代一体化全景相 机、可穿戴饰品相机、手持便携式Vlog相机等。 ...
家电行业双周报(26/1/12-26/1/23):AI+智能硬件快速落地,国货加速出海抢占全球份额-20260125
Hua Yuan Zheng Quan· 2026-01-25 11:47
Investment Rating - The investment rating for the home appliance industry is "Positive" (maintained) [1] Core Insights - The report emphasizes the rapid implementation of AI and smart hardware, highlighting the transition of domestic brands from followers to leaders in the global market. Companies like YingShi Innovation, Anker Innovation, and XGIMI are identified as key players [4][8] - AI technology is reshaping product definitions in the home appliance and smart hardware sectors, enhancing product performance and user experience while accelerating global expansion [8] Summary by Sections AI + Smart Hardware - The report focuses on the "redefining products" direction of AI + smart hardware, with domestic brands making significant strides in global markets. Companies such as YingShi Innovation, Anker Innovation, and XGIMI are highlighted as representatives of this trend [4][8] AI + Photography - YingShi's "YingLing" panoramic drone launched in December 2025 achieved over 30,000 units shipped in its first month, confirming its potential as a blockbuster product. AI technology is expected to lower creative barriers and optimize effects, driving growth in the smart imaging sector [9] AI + Office and Audio - Anker's collaboration with Feishu to launch the AI recording device aims to penetrate the business market by leveraging Feishu's enterprise customer resources. Additionally, Anker's Soundcore Sleep A30 headphones utilize AI to generate personalized sleep soundscapes, enhancing their practical performance [12] AI + Security and Energy Storage - Anker's Eufy Security system has achieved multi-dimensional recognition capabilities for humans, pets, and vehicles, enhancing home security management efficiency. The SOLIX V1 Smart EV Charger optimizes energy efficiency through AI-driven scheduling and gesture recognition [17] AI + Glasses - The report notes a surge in AI glasses products from companies like XGIMI and TCL, with a focus on lightweight and practical designs. The market is in a penetration acceleration phase, with diverse product definitions emerging [19] Market Performance - The home appliance sector saw a 2.0% increase in January 2026, outperforming the CSI 300 index by 0.4%. Sub-sectors such as black appliances and kitchen appliances showed notable monthly gains of 13.4% and 5.4%, respectively [21][22] Key Data Tracking - As of January 23, 2026, the Chinese yuan appreciated by 149 basis points against the US dollar, continuing its upward trend. The LME copper spot price was $12,921 per ton, reflecting a week-on-week decrease of 0.6% but remaining at a high level [24][28]
迈信林(688685) - 江苏迈信林航空科技股份有限公司2026年第一次临时股东会会议资料
2026-01-20 09:15
江苏迈信林航空科技股份有限公司 2026 年第一次临时股东会会议资料 证券代码:688685 证券简称:迈信林 江苏迈信林航空科技股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 1 月 1 | | | 江苏迈信林航空科技股份有限公司 2026 年第一次临时股东会会议资料 2026 年第一次临时股东会会议须知 为维护全体股东的合法权益,保障股东在本次股东会期间依法行使权利,确保 股东会的正常秩序和议事效率,根据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司股东会规则》《江苏迈信林航空科技股份有限公司章程》以及《江 苏迈信林航空科技股份有限公司股东会议事规则》等有关规定,江苏迈信林航空科 技股份有限公司(以下简称"公司")特制定本会议须知: 一、 为保证本次大会的严肃性和正常秩序,除出席会议的股东、董事、高级 管理人员、公司聘任律师及中介机构外,公司有权依法拒绝其他人员入场。 二、 为确认出席大会的股东或其代理人或其他出席者的出席资格,会议工作 人员将对出席会议者的身份进行必要的核对工作,请被核对者给予配合。 三、 请出席大会的股东或其代理人或其他出席者在会议召开前 30 分钟到 ...
计算机行业周报DeepSeek开源含Engram模块,千问助理重塑人机交互
Huaxin Securities· 2026-01-20 00:30
Investment Rating - The report maintains a "Buy" rating for the following companies: Weike Technology (301196.SZ), Nengke Technology (603859.SH), Hehe Information (688615.SH), and Maixinlin (688685.SH) [6][50]. Core Insights - The AI application landscape is evolving, with the launch of the new "Task Assistant" feature in the Qianwen app, which integrates over 400 services from Alibaba's ecosystem, marking a significant shift from information processing to task execution [3][27]. - DeepSeek has released an open-source Engram module that enhances memory retrieval and reasoning efficiency in large models, addressing traditional architecture challenges [2][20]. - SkildAI has completed a $1.4 billion Series C funding round, indicating strong market interest in general AI models for robotics, with a valuation exceeding $14 billion [36][38]. Summary by Sections Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations like Tencent Cloud's A100-40G priced at 28.64 CNY/hour and Alibaba Cloud's A100-40G at 31.58 CNY/hour [17][19]. - DeepSeek's Engram module introduces a "lookup-computation separation" mechanism, significantly improving model efficiency in memory retrieval and reasoning tasks [2][20]. AI Application Dynamics - QuillBot's weekly traffic increased by 13.20%, indicating growing user engagement in AI tools [25][26]. - The Qianwen app's upgrade allows users to complete complex tasks such as ordering food and booking travel through natural language commands, showcasing the practical application of AI in daily life [3][28]. AI Financing Trends - SkildAI's recent funding round attracted major investors, including SoftBank and NVIDIA, highlighting the increasing capital flow into AI robotics [36][39]. - The company's innovative "hardware-agnostic" architecture aims to address the scarcity of training data in robotics, positioning it as a leader in the emerging market for general AI models [38][39]. Investment Recommendations - The report suggests focusing on companies like Maixinlin (688685.SH), Weike Technology (301196.SZ), Hehe Information (688615.SH), and Nengke Technology (603859.SH) for their growth potential in AI applications and computing power [48][50].