经济观察网2026年2月13日数据显示，魅视科技（001229）股价为37.95元，当日涨幅0.42%，成交额 2185万元，换手率1.09%。近5日股价累计上涨1.44%，但2月12日出现异动，单日下跌1.79%，成交额 5589.63万元，主力资金净流出811.04万元。资金面显示，近期主力趋势不明显，筹码分散，股价接近支 撑位37.61元。 市场舆情偏中性，机构调研频率较低，暂无最新目标价或评级调整。有观点认为，公司处于AI+边缘计 算赛道，成长逻辑清晰，但翻倍可能性需依赖订单放量和政策催化。行业层面，计算机设备板块近期表 现分化，需关注算力政策落地进展。 以上内容基于公开资料整理，不构成投资建议。 2月12日异动分析指出，公司业务涉及智慧政务、在线教育、安防及人工智能领域，近期参与甘肃省数 字政府建设，完成近百个指挥中心音视频系统部署，并助力西交利物浦大学太仓校区实现教室互联互 通。此外，公司AI体感调度控制系统获发明专利，技术应用场景持续拓展。2月10日有分析指出，魅视 科技商业模式以软硬一体为核心，聚焦边缘计算赛道，但需关注行业竞争及业绩兑现能力。 机构观点 近期事件 ...

Core Viewpoint - The company emphasizes the importance of market value management as a long-term commitment, viewing market value as a comprehensive reflection of the company's worth [1] Group 1: Company Strategies - The company focuses on continuously enhancing its profitability and core competitiveness [1] - The company aims to strengthen communication and engagement with investors to build trust and understanding [1] - The company is committed to standardizing information disclosure to improve transparency [1]

证券日报网讯2月2日，魅视科技（001229）在互动平台回答投资者提问时表示，公司产品应用于央视广 播电视总台融媒体中心，以"全台信息化集成"为基础理念，通过在融合媒体平台部署分布式系统，借助 媒体单位现有的成熟网络架构进行系统组网，打通所有系统信息孤岛，实现跨媒体平台网间音视频的互 联互通，最终实现对全媒体"策、采、编、审、发、管"工作的一体化集中管理。 ...

证券日报网讯2月2日，魅视科技（001229）在互动平台回答投资者提问时表示，公司严格按照证券监管 相关规定来进行信息披露工作，若公司2025年度经营业绩达到业绩预告披露标准，公司将及时履行信息 披露义务。 ...

Core Viewpoint - The company emphasizes the importance of market value management and is focused on enhancing investment value and shareholder returns through various strategies [2] Group 1: Company Management and Performance - The company is committed to improving operational performance, investor relations management, information disclosure, cash dividends, and equity incentives [2] - The performance assessment of senior management is conducted based on labor contracts and relevant regulations [2]

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问公司属于什么行业？行业里主要的竞争对手有哪 些？公司处于行业什么地位？ 魅视科技（001229.SZ）1月14日在投资者互动平台表示，公司属于计算机、通信和其他电子设备制造 业。公司友商包括淳中科技、小鸟科技、兴图新科等。公司目前的核心业务主要围绕"视觉AI多模态应 用"和"视频显示控制"两大专业领域。在视觉AI多模态应用领域，公司的云边端-多模态平台能高效激活 传统摄像头使其具备AI分析功能，在多模态算力、算法种类、同步分析路数、识别准确度等方面有较 强的技术表现，并配备了专用的硬件平台，导入了原有分布式技术的积累，效率得到了很大的提升；在 视频显示控制领域，公司已有成熟领先的分布式解决方案，公司自主研发的ASE计算机屏幕编码技术， 实现了低带宽、低码率、低延时、高画质传输，是业内少有的同时实现以上指标的公司，因此具备较强 的竞争优势。 ...

Core Viewpoint - The company has successfully implemented AI edge computing visual multimodal applications in various scenarios, enhancing urban management and safety across different sectors [1]. Group 1: G-end Market Applications - The company has completed the first phase of a benchmark project for city-level AI applications, utilizing existing infrastructure to activate current cameras, which allows for a shift from passive management to proactive discovery at a lower cost [1]. - This project promotes an upgrade in urban governance by leveraging existing resources [1]. Group 2: B-end Market Applications - In the retail sector, the company has achieved vertical applications in chain supermarkets across multiple cities, addressing the challenges of environmental risk reliance on inspections and achieving comprehensive coverage [1]. - The system automatically identifies various on-site safety hazards, enhancing operational safety in retail environments [1]. Group 3: Highway Management Applications - The company’s solutions address traditional monitoring blind spots and challenges in supervising special vehicles on highways [1]. - The technology provides real-time alerts for accidents in enclosed spaces like highway tunnels, assisting highway management departments in maintaining safety and smooth traffic flow [1].

Core Viewpoint - The company focuses on "visual AI multimodal applications" and "video display control" as its core business areas, emphasizing "intelligent display control" and "city-level multimodal AI applications" [1] Business Focus - The company is currently not involved in the GEO field and is concentrating on its strategic planning and business layout adjustments based on market trends [1]

Group 1 - The core viewpoint of the article emphasizes that the company has prioritized enhancing its profitability and core competitiveness since its listing, adhering to a pragmatic business philosophy for sustainable development [2] - The company implemented its first round of equity incentives in 2025, aimed at motivating employees and attracting talent, which has yielded positive results [2] - The company is actively seeking suitable targets for mergers and acquisitions, as well as resource integration, to achieve strategic upgrades and capital appreciation, in pursuit of new business models and growth points [2]

Core Viewpoint - Meish Technology is focusing on providing advanced optical fiber KVMS solutions tailored for the aerospace sector, emphasizing low latency, high security, and intelligent collaboration capabilities [1] Group 1: Product Features - The optical fiber KVMS solution offers high scalability, low latency (less than 2 milliseconds), dual backup mechanisms, and high security [1] - It enables visual scheduling, seamless display splicing, KVMS seat collaboration, and optical fiber interconnectivity [1] Group 2: Application and Impact - The system can transmit critical information to command centers in real-time during rocket launches and operations, ensuring decision-makers have timely access to key data [1] - The construction of launch bases is a crucial component of commercial aerospace development, and the company is closely monitoring trends in this sector to provide advanced technological solutions [1]