2026 年 01 月 27 日 Cowork 获得永久记忆，AI 协作迎来范式革新 推荐(维持) 投资要点 分析师：任春阳 S1050521110006 rency@cfsc.com.cn 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算机(申万) | 11.5 | 4.9 | 33.2 | | 沪深 300 | 1.0 | -0.2 | 23.3 | 市场表现 ▌AI 应用：Gemini 周访问量环比+3.43%，Cowork 获 得永久记忆 -20 -10 0 10 20 30 40 (%) 计算机 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《计算机行业周报：DeepSeek 开 源含 Engram 模块，千问助理重塑人 机交互》2026-01-19 2 、 《 计 算 机 行 业 周 报 ： 英 伟 达 Rubin 架构重塑算力未来，MiroMind 发布 MiroThinker1.5》2026-01-13 3 、 《 计 算 机 行 业 周 报 ： 小 红 书 Video-Thinker 打 破 工 具 依 赖 ...

Core Viewpoint - The company, Maixinlin, has signed a strategic framework agreement with Shifang Starlink to explore collaboration opportunities leveraging both parties' resources and technological advantages [1] Group 1 - The collaboration aims to provide specialized services such as data cleaning, anonymization, analysis, modeling, and AI algorithm optimization based on the company's computing power cluster and related technologies [1] - Currently, there have been no specific business transactions between the company and the partner [1] - The company commits to timely information disclosure in accordance with legal and regulatory requirements if any collaboration progresses to a level that meets disclosure standards [1]

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 ...

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 ...

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]

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。 ...

Core Viewpoint - The company aims to expand its product offerings beyond "sports users" to create smart recording tools that cover a wider range of daily life scenarios, thereby broadening its user base and content ecosystem [2] Group 1: Product Strategy - The company integrates "sustained product definition capability and forward-looking design philosophy" across all product lines [2] - Each core product attempts to redefine the possibilities of imaging devices in a non-traditional manner [2] Group 2: Mission and Market Expansion - The company's mission is to help people better record and share their lives, focusing on user value creation in the recording and sharing domain [2] - The company is promoting a "pan-population" market expansion strategy to facilitate the diversification and breaking of user demographics [2]

Core Viewpoint - The company emphasizes the importance of R&D investment and business diversification in response to rapid technological iterations and intensified competition in the industry [2] Group 1: R&D and Strategic Focus - The company is committed to achieving self-control in key areas as a long-term goal through increased R&D investment and market expansion [2] - Current R&D projects include next-generation action cameras, integrated panoramic cameras, wearable camera accessories, and portable Vlog cameras [2] - The company is in a strategic investment phase, focusing on enhancing its industry position through technological innovation and market development [2] Group 2: Market and Brand Development - The company is proactively increasing its R&D and brand investment to support upstream supply chain enhancements [2] - Progress in core technology R&D has been made, contributing to operational stability and sustainability [2]

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]

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 ...