迈信林：第一季度净利润同比增长408% 主要系新增算力服务业务收入和收益 智通财经4月25日电，迈信林(688685.SH)发布2025年第一季度报告，实现营业收入1.88亿元，同比增长 168.82%；归属于上市公司股东的净利润为4049.58万元，同比增长407.62%。公司主要系同比新增算力 服务业务收入和收益，导致营业收入和净利润大幅增长。同时，公司总资产为29.63亿元，同比增长 36.29%，主要系购入算力服务器设备。 ...

迈信林公告，2024年营业收入为4.77亿元，同比增长62.35%；归属于上市公司股东的净利润4554.29万 元，同比增长198.73%；基本每股收益0.31元／股，同比增长210%。公司拟向全体股东每10股派发现金 红利1.57元(含税)，合计拟派发现金红利2283.2万元(含税)，占本年度归属于上市公司股东净利润的比例 50.13%。 ...

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 4.975 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 773 million yuan [1] - A total of 252 stocks saw net inflows, while 330 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 275 stocks rose while 299 stocks fell [1] - Among the stocks with significant net inflows, Lanke Technology led with a net inflow of 114 million yuan, followed by TuoJing Technology and DaMeng Data with net inflows of 65.78 million yuan and 47.04 million yuan respectively [1] Continuous Fund Flow - There are 48 stocks that have seen continuous net inflows for more than three trading days, with MaiXinLin leading at 13 consecutive days of inflow [1] - Conversely, 137 stocks have experienced continuous net outflows, with ZhuoYue New Energy and AiKe GuangDian both seeing 11 consecutive days of outflow [1] Top Stocks by Net Inflow - The top stocks by net inflow include: - Lanke Technology: 113.92 million yuan, 9.72% inflow rate, 1.35% increase [1] - TuoJing Technology: 65.78 million yuan, 11.69% inflow rate, 4.72% increase [1] - DaMeng Data: 47.04 million yuan, 8.83% inflow rate, 7.01% increase [1] Stocks with Significant Outflows - The stocks with the highest net outflows include: - SMIC: 246 million yuan outflow, 0.76% decrease [1] - HengXuan Technology: 108 million yuan outflow [1] - Chip Origin Technology: 73.09 million yuan outflow [1]

Group 1 - The concept of computing power leasing continues to rise, leading to a surge in stock prices for related companies [1] - Tuo Wei Information has reached its daily limit increase, indicating strong market interest [1] - Other companies such as Hongbo Co., Tianyu Digital Science, and several others have also seen significant stock price increases, with some rising over 5% [1]

Investment Rating - The report maintains a "Buy" rating for the companies mentioned, indicating a positive outlook for their performance in the market [11][50]. Core Insights - The report highlights the launch of Alibaba's Qwen2.5-Omni, a new flagship multimodal model designed for comprehensive multimodal perception, capable of processing various inputs including text, images, audio, and video [4][19]. - DeepSeek-V3 has been released with significant performance improvements, becoming the strongest non-inference model, and is expected to accelerate AI applications in vertical fields [11][26]. - Anthropic has completed a $3.5 billion financing round, raising its valuation to $61.5 billion, showcasing the rapid growth and competition in the AI sector [36][37]. Summary by Sections 1. Computing Power Dynamics - Computing power rental prices remain stable, with specific pricing details provided for various configurations [18][21]. - Alibaba's Qwen2.5-Omni is positioned as a significant advancement in the AI landscape, emphasizing its capabilities in real-time interaction and multimodal processing [19][20]. 2. AI Application Dynamics - Gemini's search traffic increased by 6.85%, indicating growing interest in AI applications [25]. - The new version of DeepSeek, with 685 billion parameters, has shown remarkable performance improvements and is now open-sourced under the MIT license, enhancing its accessibility and potential for commercial applications [26][27]. 3. AI Financing Trends - Anthropic's recent funding round of $3.5 billion reflects the intense competition and rapid capital influx in the AI sector, with a total of over $4.5 billion raised in just three months [36][37]. 4. Investment Recommendations - The report suggests focusing on companies like 嘉和美康 (688246.SH), 科大讯飞 (002230.SZ), and others that are positioned to benefit from advancements in AI technology and applications [11][50].

海通证券股份有限公司 关于江苏迈信林航空科技股份有限公司 航空核心部件智能制造产业化项目延期的核查意见 海通证券股份有限公司（以下简称"海通证券"或"保荐机构"）作为江苏 迈信林航空科技股份有限公司（以下简称"迈信林"或"公司"）首次公开发行 股票并在科创板上市持续督导保荐机构，根据《证券发行上市保荐业务管理办法》、 《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》《上 海证券交易所科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《上海证券交易所科创板上市公司自律监管指引第 1 号—— 规范运作》等有关规定，对公司部分募投项目延期的事项进行了核查，具体情况 如下： 一、募集资金基本情况 公司首次公开发行股票并在科创板上市的注册申请于 2021 年 3 月 23 日经 中国证监监督管理委员会（以下简称"中国证监会"）同意注册（证监许可 [2021]895 号）《关于同意江苏迈信林航空科技股份有限公司首次公开发行股票 注册的批复》。公司获准向社会公开发行人民币普通股（A 股）股票 2,796.6667 万股，每股面值人民币 1 元，每股发行价格人民币 9.0 ...

证券代码：688685 证券简称：迈信林 公告编号：2025-007 江苏迈信林航空科技股份有限公司 关于航空核心部件智能制造产业化项目延期的公告 二、 募集资金投资项目的情况 截至 2025 年 3 月 28 日，公司首次公开发行股票募集资金投资项目及募集资 金使用情况如下： 单位：万元 | 序 | 募集资金投资项目 | 拟投入募 | 截至 2025 年 | 变更前预计 | 变更后预 | | --- | --- | --- | --- | --- | --- | | 号 | | 集资金金 | 3 月 28 日募 | 达到可使用 | 计达到可 | | | | 额 | 集资金投入 | 状态时间 | 使用状态 | | | | | 金额 | | 时间 | | 1 | 航空核心部件智能 制造产业化项目 | 12,000.00 | 12,469.67 | 2025 年 3 月 | 2025年12月 | | 2 | 国防装备研发中心 项目 | 3,000.00 | 3,060.09 | - | - | | 3 | 补充流动资金 | 5,014.34 | 5,014.34 | - | - | | | 合计 | 20,014 ...

证券代码：688685 证券简称：迈信林 公告编号：2025-006 江苏迈信林航空科技股份有限公司 股东减持股份计划时间届满暨减持结果公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 减持计划实施前，苏州至辉中安创业投资合伙企业（有限合伙）（以下简称 "至辉中安"）持有江苏迈信林航空科技股份有限公司（以下简称"公司"或"迈 信林"）1,907,975 股，占公司总股本的 1.3120%。至辉中安持有的股份来源为公 司首发前股份数为 1,467,673 股，通过公司 2023 年年度派送红股获得的股份数 为 440,302 股，上述股东持有的公司首发前股份已于 2022 年 5 月 13 日解除限售 并上市流通。 减持计划的实施结果情况 公司于 2024 年 11 月 20 日披露了《江苏迈信林航空科技股份有限公司股东 减持股份计划公告》（公告编号：2024-058），因自身经营需要，至辉中安拟减持 1,907,975 股。通过集中竞价交易方式减持的，在任意连续 60 日 ...

证券代码：688685 证券简称：迈信林 公告编号：2025-005 江苏迈信林航空科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，伊犁苏新投资基金合伙企业（有限合伙）（以下简称"伊 犁苏新"）持有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"）4,859,934 股，占公司总股本的 3.3418%；其一致行动人南京道丰投资管 理中心（普通合伙）（以下简称"道丰投资"）持有公司 78,400 股，占公司总 股本的 0.0539%，二者合计持有公司 4,938,334 股，占公司总股本的 3.3957%。 其中伊犁苏新持有的股份来源为公司首发前股份数为 3,738,411 股，通过公司 2023 年年度派送红股获得的股份数为 1,121,523 股，道丰投资持有的股份来源 为公司首发前股份数为 60,308 股，通过公司 2023 年年度派送红股获得的股份数 为 18,092 股，上述股东持有的公司首发前 ...

Financial Performance - The company achieved total operating revenue of RMB 476.86 million, a year-on-year increase of 62.38%[4] - Net profit attributable to the parent company reached RMB 45.28 million, reflecting a growth of 197.01% compared to the previous year[4] - The basic earnings per share increased to RMB 0.31, up 210.00% from RMB 0.10 in the same period last year[4] - Operating profit surged to RMB 68.49 million, marking a 319.09% increase year-on-year due to improved operational efficiency[10] - The company’s weighted average return on equity rose to 6.36%, an increase of 4.18 percentage points from the previous year[4] Assets and Equity - Total assets at the end of the reporting period amounted to RMB 2.19 billion, a significant increase of 151.90% from the beginning of the period[5] - The company’s equity attributable to the parent company was RMB 747.87 million, showing an 8.07% increase from the previous period[5] Strategic Initiatives - The company adjusted its marketing strategy and increased investment in new product development, leading to new customer acquisition in precision components[8] - The company expanded into the computing power service industry, establishing a comprehensive service platform that contributed to revenue growth[8] Capital Management - The company implemented an annual equity distribution plan, distributing 3 shares for every 10 shares held, resulting in a capital increase to RMB 145.43 million[10]