公司基本面 经济观察网 根据公开信息，进馨科技（NAMI.US）股价近期表现疲软，其下跌可能受到公司基本面、 市场情绪及板块环境等多方面因素影响。 股票近期走势 截至2026年2月12日美股收盘，进馨科技报0.52美元，单日下跌10.34%。年初至今（2026年1月2日至2月 12日）累计下跌31.94%，区间振幅达36.91%。近一周（2月6日至2月12日）股价呈现波动走势，日均成 交额约1.8万美元，市场交投相对清淡。 公司2024年中报显示，收入为1.979亿元，同比增长16.51%，但净利润从3765万元回落至3355万元，提 示费用与合同结构仍需优化。此外，公司市盈率（TTM）为负值，反映其盈利能力承压。 市场环境 近期美股科技板块整体调整，纳斯达克指数近五日涨幅仅0.25%，互联网信息服务板块同期下跌 1.51%，可能对个股情绪形成压制。 ...

以上内容基于公开资料整理，不构成投资建议。 经济观察网 进馨科技（NAMI.OQ）近7天股价呈现波动走势。2月6日收盘报0.60美元，单日上涨 7.14%。随后股价震荡调整，2月9日最低触及0.55美元，2月11日收盘报0.58美元，较2月5日收盘价 （0.56美元）累计上涨3.57%，区间振幅达8.93%。成交方面，日均成交额约1.8万美元，显示市场交投 相对清淡。 ...

Core Insights - The introduction of NAMI INSIGHT One marks a significant advancement for Namibox, positioning the company at the intersection of AI, smart wearables, and education, indicating a new phase of growth in the EdTech sector [1][5] Group 1: Product Differentiation - NAMI INSIGHT One stands out in a CES landscape dominated by general-purpose AR and consumer wearables through its vertical strategy, integrating a proprietary education-specific AI model with lightweight AR hardware [2] - The device targets structured learning scenarios rather than entertainment or generic productivity, reflecting a broader industry shift towards verticalised AI hardware [2] Group 2: Market Positioning - The launch signifies Namibox's transition from a digital content provider to a "content + hardware" platform, embedding AI learning capabilities into a wearable form factor [3] - This strategy creates new entry points for user acquisition, engagement, and monetisation, with hardware serving as the front-end and AI-driven content forming the foundation for recurring revenue streams [3] Group 3: Industry Trends - Industry data indicates strong momentum in personalised learning hardware as a high-growth segment within EdTech, with Namibox benefiting from years of curriculum-aligned content development and a large existing user base [4] - The CES debut of NAMI INSIGHT One is seen as a milestone in Namibox's global strategy, positioning the company as an early mover in the emerging AI learning wearables category [5]

Core Insights - The article highlights the emergence of the "AI Smart Learning Glasses" by NanoBox, a brand under the Chinese education technology company Jinxin Technology Holdings Group, as a standout product at CES 2026, marking a significant innovation in the education technology sector [1][7]. Company Overview - NanoBox's smart learning glasses integrate an education-specific AI model with lightweight AR technology, creating a comprehensive learning ecosystem that spans from classrooms to outdoor environments [1][3]. - The glasses are designed to enhance learning efficiency and focus, addressing core pain points in education [3]. Product Features - The glasses feature a self-trained AI model that facilitates a complete learning loop, including data perception, real-time processing, and personalized feedback [3]. - Key functionalities include real-time lecture note-taking, multi-language translation, and an intelligent vocabulary review system based on forgetting algorithms, which optimizes study time [3]. - The product employs a bone conduction hearing mode tailored for learning, ensuring safety while providing an immersive auditory experience [3]. Market Analysis - The global education technology market is transitioning from software services to the integration of smart hardware, with a projected compound annual growth rate of over 30% for AI-driven personalized learning hardware by 2028, according to Goldman Sachs [5]. - NanoBox's business model focuses on hardware sales and subsequent content and data value-added services, indicating diverse revenue potential [5]. Strategic Positioning - The successful debut at CES represents a strategic move for NanoBox to combine China's digital education experience with AI hardware innovation, aiming to serve global learners and establish a leading position in the emerging smart learning wearable market [7].

Core Insights - Jinxin Technology Holding Company has launched AI-powered smart learning glasses, NAMI INSIGHT One, marking a new category of AI-native wearable learning devices [1][2] - The global EdTech sector is projected to exceed $404 billion by 2025, indicating significant growth potential for educational technology [1] - NAMI INSIGHT One integrates AI, content, and real-world usage scenarios, positioning itself as a dedicated learning terminal [1][2] Product Features - NAMI INSIGHT One includes four core features: Classroom Mode for real-time structured notes, Smart Vocabulary Mode with an anti-forgetting algorithm, Listening Mode using bone conduction technology, and Translation Mode for real-time multilingual support [3][4] - The device is designed to enhance learning experiences in various settings, including classrooms and daily commutes, by providing hands-free access to educational content [4] Market Strategy - The launch signifies a shift from a pure digital-content model to a "content + hardware" strategy, aiming to diversify revenue streams and strengthen user engagement [5] - The proprietary hardware is expected to increase learning frequency and content consumption, creating additional monetization opportunities through subscriptions and services [5] - The product supports cross-border learning scenarios, reinforcing the company's vision of borderless education [5] Company Overview - Jinxin Technology is headquartered in Shanghai and focuses on providing digital content and interactive communication services, particularly for primary and middle school students [6][7] - The company collaborates with leading textbook publishers and educational platforms to deliver AI-generated digital content [7]

Group 1 - The core point of the article highlights the significant stock price increases of several Chinese concept stocks, with notable gains in their respective closing prices [1] Group 2 - Company STEC (三合智能) saw a closing price increase of 59.38%, reaching 1.5300, with a trading volume of 31.08 million [1] - Company HIHO (骇维金属加工) experienced a 50.60% rise in its stock price, closing at 1.2500, with a trading volume of 261 million [1] - Company POM (石榴云医) had a closing price increase of 30.95%, reaching 0.3499, with a trading volume of 3.24 million [1] - Company NAMI (进馨科技) saw a 22.53% increase in its stock price, closing at 0.8098, with a trading volume of 112,000 [1] - Company XHG (XChange TEC) experienced a 22.10% rise, closing at 1.1200, with a trading volume of 103,100 [1]

Core Viewpoint - Jinxin Technology (NAMI) has shown a significant stock price increase of 5.24% on December 17, reaching $0.774 per share, with a total market capitalization of $52.88 million [1] Financial Performance - As of June 30, 2025, Jinxin Technology reported total revenue of 209 million RMB, reflecting a year-on-year growth of 5.33% [1] - The company experienced a net loss attributable to shareholders of 21.29 million RMB, which represents a substantial decrease of 179.98% compared to the previous year [1] Company Background - Jinxin Technology was established in August 2015 under the Cayman Islands Company Law as an exempted limited liability company [1] - The company primarily provides digital textbook subscription services in the People's Republic of China through its consolidated subsidiaries and variable interest entities (VIEs) [1] - The company focuses on K-9 students in China, leveraging its expertise in delivering digital and integrated educational content, with plans to expand its services to other age groups [1]

Group 1 - The core viewpoint of the article highlights the recent performance of NAMI Technology, which saw a stock price increase of 4.98% on December 17, reaching $0.772 per share with a total market capitalization of $52.75 million [1] - As of June 30, 2025, NAMI Technology reported total revenue of 209 million RMB, reflecting a year-on-year growth of 5.33% [1] - The company experienced a significant decline in net profit attributable to shareholders, reporting a loss of 21.29 million RMB, which represents a year-on-year decrease of 179.98% [1] Group 2 - NAMI Technology was established in August 2015 under the Cayman Islands company law as an exempted limited liability company [1] - The company primarily provides digital textbook subscription services in the People's Republic of China through its consolidated subsidiaries and variable interest entities (VIEs) [1] - NAMI Technology focuses on K-9 students in China, leveraging its expertise in delivering digital and integrated educational content, with plans to expand its services to other age groups [1]

Core Insights - The core viewpoint of the articles is that NAMI's subsidiary, NanoBox, is launching the world's first AI-driven vertical scene intelligent learning glasses in collaboration with MicroLight Technology, set for global limited pre-sale on December 31, 2025, targeting the mainstream price range of global AI hardware [1][2] Group 1: Product Features - The product leverages deep integration of AI large models and focuses on vertical scene applications, distinguishing itself from general entertainment wearable devices [1] - It features an education-specific AI algorithm engine that enhances the entire learning process, including real-time structured note generation and an anti-forgetting algorithm to maximize the value of fragmented time [1] - Additional functionalities include Mini AR display and real-time multilingual translation, creating a comprehensive learning ecosystem [1] Group 2: Market Position and Strategy - In the context of accelerating global AI commercialization, NanoBox is addressing the educational vertical scene, filling a market gap with validated demand potential and technological barriers [2] - The pre-sale marks the implementation of the company's "AI + education hardware" strategy, which is expected to significantly boost revenue and solidify its leading position in the smart education sector [2] - This initiative is anticipated to provide ongoing growth momentum for NAMI and inject new vitality into the AI application sector in the US stock market [2]

At the core of the device is a dedicated largelanguage model that assists users throughout the learning process. In lecture settings, its "Classroom Mode" generates structured notes in real time, allowing students to shift from passive note-taking to active classroom engagement. A memoryconsolidation algorithm identifies optimal intervals for review, aiming to maximize the value of fragmented study time. Additional features include a mini AR display for contextual information and realtime multilingual inter ...