值得注意的是，这一成绩是在多重外部压力下取得的。自产品发布以来，市场上充斥着"销量不佳"的声音。刘靖康将此视为"触碰行业既有格局的必然反应"，并在 内部信中直言"受到的攻击越猛烈，越能说明我们方向的正确性"。 刘靖康表示， 影翎Antigravity A1 上市前半年，影石影翎多家核心供应商突遭"排他"压力：光学镜头模组7家、结构件8家、屏幕3家、电池2家、芯片电子元器件8 家、其它5家。"这已不是我们第一次面对此类攻击，"刘靖康坦言，"在极限时间内迅速切换二供，重新构建了更自主可控的供应链体系，守住了产品的生命线。" 刘靖康在信中重申了影石布局全景无人机的战略逻辑："全景无人机之于传统无人机，如同汽车之于马车。"他指出，全景无人机是最符合人类直觉的消费级无人 机：通过全景镜头和手柄的体感操控，手指即方向，目光即焦点，无需复杂运镜；配合VR眼镜，就能像鸟在天空飞翔一样，去感受整个空间。 日前 影石创新 正式 发售无人机 "影翎 Antigravity A1 " ， 引发市场和业界高度关注，也遭遇了密集的舆论争议。 "刚刚过去的周末，相信大家都看到了排山倒海的围绕影翎的负面文章与讨论，很多评论区也几乎呈现一边倒 ...

Core Viewpoint - The recent launch of the panoramic drone "Yingling A1" by Ying Shi Innovation has faced significant public scrutiny, with rumors of low sales figures circulating, prompting the founder to address these concerns directly in an open letter [3][12]. Group 1: Sales Performance - The founder, Liu Jingkang, stated that the Yingling A1 achieved sales of 30 million yuan within 48 hours of its launch in China [12][14]. - The product is currently listed as the top-selling drone on Tmall, priced at 6,799 yuan, outperforming competitors like the DJI Neo 2 and DJI Mini 1-inch aerial camera [16]. Group 2: Public Perception and Communication - There has been mixed feedback from the public, with some acknowledging the company's focus on product quality while criticizing its communication style, particularly the frequent comparisons to DJI [5][14]. - Concerns have been raised regarding the pricing strategy, with some comments suggesting that the high price point may hinder the product's market viability [5][14]. Group 3: Company Strategy and Future Outlook - Liu emphasized the company's commitment to continuous investment in the panoramic drone sector and plans for technological iterations to gradually reduce costs [6][14]. - The company has successfully switched to a second supplier in a short timeframe, showcasing its agility in supply chain management [6][14].

Core Viewpoint - The founder of Yingstone Innovation, Liu Jingkang, denies rumors regarding poor sales of the Yingling drone and highlights strong initial sales performance of the Antigravity A1 model, which achieved over 30 million yuan in sales within 48 hours of its launch in China [1] Group 1 - The Antigravity A1 model was officially launched on December 4 [1] - The sales figure of over 30 million yuan within 48 hours indicates strong market demand [1] - The Antigravity brand is a collaboration between Yingstone Innovation and third parties [1] Group 2 - The Antigravity A1 will also be available in multiple overseas markets soon [1]

Core Viewpoint - The AIE (Global Intelligent Machinery and Electronic Products Expo) showcases the rapid development and innovation of companies in the Greater Bay Area, highlighting their confidence in leading the global market with new technologies and products [1][4]. Group 1: Product Launches - The Yingling A1, the world's first panoramic drone, was launched at an altitude of 1500 meters, priced from 6499 yuan after national subsidies [1]. - The AIE event featured the global debut of several products, including GAC Aion's i60 smart connected vehicle and Vivo's new generation 5G/6G terminal [1][2]. - The Dolphin 3 water rescue robot from Zhuhai Yunzhou Intelligent Technology was also showcased, attracting interest from international buyers [2]. Group 2: Industry Trends - The AIE aims to facilitate international orders and showcase the rise of technology companies in the Greater Bay Area, driven by market demand and a robust industrial ecosystem [3][4]. - The event attracted over 70,000 international and domestic buyers, emphasizing the importance of the intelligent machinery and electronics industry as a competitive field globally [5]. Group 3: Economic Impact - The Greater Bay Area is becoming a hub for smart manufacturing, producing 40% of the world's smartphones and 70% of consumer drones, with significant contributions from Guangdong's industrial clusters [5][7]. - Guangdong's R&D expenditure reached approximately 510 billion yuan last year, surpassing that of major manufacturing countries like Japan and Germany [7]. Group 4: Future Goals - AIE aims to establish itself as a leading international electronics exhibition, comparable to CES in the USA and IFA in Germany, enhancing China's influence in global industry standards [7].

证券代码：688685 证券简称：迈信林 公告编号：2025-062 江苏迈信林航空科技股份有限公司 2025年第三次临时股东会决议公告 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：2025 年 12 月 4 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 （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 | 95 | | --- | --- | | 普通股股东人数 | 95 | | 2、出席会议的股东所持有的表决权数量 | 54,962,282 | | 普通股股东所持有表决权数量 | 54,962,282 | | 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 | 39.3768 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 39.3768 | （四） ...

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 2025 年第三次临时股东会的 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 2025 年第三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 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 2025 年第三次临时股东会（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 尽责和诚实信用原则，进行了充分的核查验证，保 ...

Investment Activity - From May and June of last year, Qiming Venture Partners has increased its investment efforts, investing nearly $500 million from June of last year to June or July of this year [2] - The firm has already achieved 7 IPOs this year, with the most notable being the successful listing of Ying Shi Innovation [2] Fundraising Efforts - Qiming Venture Partners has simultaneously initiated fundraising for new funds in both USD and RMB, indicating strong interest from limited partners (LPs) in China's innovation [2] - There is a growing interest from investors in other regions towards the Chinese market, contributing to a generally smooth fundraising process [2]

Group 1 - The core announcement is that Yingstone Innovation has scheduled the launch of its Yingling panoramic drone for December 4 at 19:30, with the product available for purchase at 20:00 [2] - The company has already provided pre-order links through platforms such as JD.com, Tmall, and offline specialty stores [2] - Specific details regarding pricing and product specifications have not yet been disclosed, and stakeholders are encouraged to monitor the company's updates for the latest information [2]

格隆汇12月1日丨迈信林(688685.SH)在投资者互动平台表示，公司生产经营活动一切正常，核心业务有 序开展，经营管理团队稳定，公司基本面未发生任何重大不利变化。光子算数主要产品为光直连GPU超 节点系统，基于自研光芯片，面向特定领域的定制化需求，通过光电集成技术适配多家国产GPU芯片， 实现GPU卡间高速直连。据了解光子算数和国内部分GPU芯片生产厂家都有过适配性测试，关于光子算 数的具体合作客户信息，因涉及商业秘密及合作双方保密约定，为保护相关方合法权益，公司暂无法提 供更多细节披露。 ...

Core Viewpoint - Jiangsu Maxinlin Aviation Technology Co., Ltd. is responding to an inquiry from the Shanghai Stock Exchange regarding its joint investment with related parties and plans to increase capital in a controlled enterprise, Photon Computing [9][10]. Group 1: Investment Details - The company plans to invest between 201 million and 311 million yuan in the joint venture, holding a 99.5% stake through the partnership with Bai Bing, who holds 0.5% [9][10]. - The investment is positioned as a financial investment aimed at enhancing operational capital and expanding market share for Photon Computing [10][11]. Group 2: Financial Implications - The funding for this investment will primarily come from the company's own funds and bank loans, which may increase the company's liabilities and financial expenses [7][42]. - The company has set up mechanisms such as performance commitments and buyback clauses to mitigate risks associated with the investment [45]. Group 3: Market and Competitive Landscape - The industry is experiencing intensified competition, particularly in the field of supernodes, which are critical for computing power and technological competitiveness [3][21]. - Photon Computing is positioned to benefit from the growing demand for intelligent computing centers, but faces risks from potential policy changes and market dynamics [2][20]. Group 4: Operational Synergies - The investment is expected to create synergies between the company's existing aviation component business and Photon Computing's operations, enhancing overall competitiveness in the computing market [37][39]. - The company aims to leverage Photon Computing's technology in optical interconnects to improve its own computing service offerings [38][44]. Group 5: Risk Management - The company has outlined various risks associated with the investment, including market competition, product innovation, and talent retention, which could impact Photon Computing's performance [3][4][5]. - A thorough due diligence process is in place to ensure compliance and mitigate potential risks during the investment phase [18][29].