迈信林成立于2010年3月15日，于2021年5月13日在上海证券交易所上市，注册地址和办公地址均为江苏省 苏州市。公司是国内航空航天零部件制造领域的企业，专注于航空航天零部件的工艺研发和加工制造，具 备较强的技术实力和全产业链优势。 偿债能力方面，2025年三季度迈信林资产负债率为69.71%，高于去年同期的62.08%，且高于行业平均的 39.42%。从盈利能力看，当期毛利率为50.39%，高于去年同期的35.37%，也高于行业平均的30.54%。 董事长张友志薪酬99.6万元，同比增加1.97万元 公司控股股东和实际控制人为张友志。董事长张友志，1984年3月出生，本科学历。他履历丰富，2010年3 月创立苏州迈信林精密电子有限公司，2017年6月至今担任公司董事长、党委书记。其薪酬从2023年的 97.63万增加至2024年的99.6万，增加了1.97万。总经理王启，1985年6月出生，本科学历。2010年3月加入 迈信林，目前担任公司副总裁兼市场总监等职。其薪酬从2023年的27.15万大幅增加至2024年的64.71万， 增加了37.56万。 A股股东户数较上期减少8.75% 截至2025年9月3 ...

从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，大成基金旗下1只基金重仓迈信林。大成动态量化配置策略混合A（003147）二季度持有股 数5300股，占基金净值比例为1.08%，位居第八大重仓股。根据测算，今日浮盈赚取约1.71万元。 大成动态量化配置策略混合A（003147）成立日期2016年9月20日，最新规模1301.32万。今年以来收益 52.07%，同类排名1076/8155；近一年收益58.16%，同类排名643/8029；成立以来收益42.82%。 10月28日，迈信林涨5.16%，截至发稿，报65.78元/股，成交1.78亿元，换手率1.90%，总市值95.66亿 元。 大成动态量化配置策略混合A（003147）基金经理为夏高。 资料显示，江苏迈信林航空科技股份有限公司位于江苏省苏州市吴中区太湖街道溪虹路1009号，成立日 期2010年3月15日，上市日期2021年5月13日，公司主营业务涉及航空航天零部件及工装、民用多行业 ...

每经AI快讯，迈信林（SH 688685，收盘价：62.83元）10月10日晚间发布公告称，公司于近日获悉持股 5%以上股东白冰先生将所持有的公司部分股份办理了解除质押。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ 截至本公告日，白冰累计质押股数为455万股，占其所持股份比例为62.57%。 2024年1至12月份，迈信林的营业收入构成为：航空航天零部件及工装占比68.02%，民用多行业精密零 部件占比17.53%，算力服务及销售业务占比13.79%，其他业务占比0.67%。 截至发稿，迈信林市值为91亿元。 （记者 曾健辉） ...

Group 1 - The core point of the article highlights the recent performance of Jiangsu Maxinlin Aerospace Technology Co., Ltd., which saw a stock price increase of 5.05%, reaching 61.40 CNY per share, with a trading volume of 332 million CNY and a turnover rate of 3.84%, resulting in a total market capitalization of 8.929 billion CNY [1] - Jiangsu Maxinlin was established on March 15, 2010, and went public on May 13, 2021. The company specializes in aerospace components and tooling, as well as precision components for various civil industries. The revenue composition is 85.69% from product sales and 14.31% from services [1] Group 2 - From the perspective of fund holdings, Hongde Fund has a significant position in Maxinlin, with its Hongde Quantitative Selected Mixed Fund (006336) holding 21,800 shares, accounting for 0.94% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 64,300 CNY [2] - The Hongde Quantitative Selected Mixed Fund was established on September 6, 2019, with a current size of 130 million CNY. Year-to-date returns are 24.5%, ranking 3,476 out of 8,174 in its category; the one-year return is 58.49%, ranking 2,213 out of 7,981; and since inception, the return is 74.04% [2] - The fund manager, Zhang Tianyang, has been in position for 3 years and 229 days, with total assets under management of 147 million CNY. The best fund return during his tenure is 38.19%, while the worst is -38.09% [2]

Group 1 - The company achieved a revenue of 287 million yuan in the first half of 2025, representing a year-on-year growth of 54.51%, with a net profit attributable to shareholders of 41 million yuan, up 42.76% year-on-year [1] - The significant growth in performance is primarily driven by the remarkable increase in computing power-related services and sales, which generated 153 million yuan, accounting for 53.36% of total revenue, compared to only 16 million yuan in the same period last year [1] - The aerospace components and tooling business saw a decrease in revenue proportion, while the civil multi-industry precision components business maintained stable growth, particularly through breakthroughs in collaboration with Siemens Energy [1] Group 2 - The company's overall gross margin improved to 56.98% in the first half of 2025, mainly due to the increased proportion of high-margin computing power services [2] - Operating cash flow significantly improved, with a net inflow of 175 million yuan, a year-on-year increase of 305.37%, attributed to accelerated sales collections [2] - The company emphasized that good cash recovery and optimized order structure have strengthened its financial safety cushion [2] Group 3 - The company continues to deepen its core competitiveness in a "high precision, high efficiency, low loss" manufacturing system, with all 12 core technologies, including blue light scanning and digital twin, entering mass application [2] - A new drone division has been established to enter the low-altitude economy sector, having completed trial production of several civil drone components [2] - The establishment of a wholly-owned subsidiary, Ruihang Assets, aims to lay the groundwork for asset management and future industrial investments [2] Group 4 - The company's performance aligns with market expectations, maintaining previous profit forecasts for 2025-2027, with net profits projected at 135 million, 194 million, and 235 million yuan, corresponding to PE ratios of 71, 49, and 41 times respectively [3]

Group 1 - The core point of the news is that Jiangsu Maxinlin Aviation Technology Co., Ltd. experienced a decline in stock price by 5.05%, with the current share price at 61.11 CNY and a total market capitalization of 8.887 billion CNY [1] - The company, established on March 15, 2010, specializes in aerospace components and precision parts for various civil industries, with 85.69% of its revenue coming from product sales and 14.31% from services [1] - The trading volume for the stock was 299 million CNY, with a turnover rate of 3.30% [1] Group 2 - From the perspective of fund holdings, Hongde Fund has a significant position in Maxinlin, with its Hongde Quantitative Selected Mixed Fund holding 21,800 shares, accounting for 0.94% of the fund's net value [2] - The fund has reported a floating loss of approximately 70,800 CNY today [2] - The fund manager, Zhang Tianyang, has been in position for 3 years and 215 days, with the fund's total asset size at 147 million CNY and a best return of 43.73% during his tenure [2]

Group 1 - The core point of the article is that Jiangsu Maxinlin Aerospace Technology Co., Ltd. announced the release and registration of part of the shares pledged by its major shareholder, Mr. Bai Bing, who holds approximately 7.27 million shares, accounting for 5% of the company's total share capital [1] - After the completion of the release and pledge registration, Mr. Bai Bing has pledged a total of 6.4 million shares, which represents 88.02% of his total holdings and 4.4% of the company's total share capital [1] Group 2 - For the fiscal year 2024, the revenue composition of Maxinlin is as follows: aerospace components and tooling account for 68.02%, precision components for civil multi-industries account for 17.53%, computing power services and sales account for 13.79%, and other businesses account for 0.67% [1]

Core Views - Jiangsu Maixinlin Aviation Technology Co., Ltd. reported significant growth in revenue and profit for the first half of 2025, driven by increased sales in computing power-related services and products [3][4][10]. Financial Performance - The company achieved operating revenue of approximately 287.40 million yuan, a 54.51% increase compared to the same period last year [3]. - Total profit reached approximately 81.67 million yuan, marking a 157.94% increase year-on-year [3]. - Net profit attributable to shareholders was approximately 36.50 million yuan, up 45.27% from the previous year [3]. - The company's total assets increased by 40.51% to approximately 3.05 billion yuan [3]. Industry Overview - The company operates in the aviation parts manufacturing sector, which is characterized by a complex supply chain involving raw materials, component manufacturing, and assembly [4][5]. - The industry is experiencing a gradual increase in market competition, particularly in the civil aviation sector, as more private enterprises enter the market [6][12]. - The aviation parts manufacturing industry is marked by high technical barriers, requiring specialized materials and advanced manufacturing processes [7][8]. Business Operations - The company focuses on the research and development of aviation parts, with capabilities in manufacturing components for aircraft bodies, engines, and onboard systems [9][22]. - The production model is primarily order-driven, with a significant portion of revenue generated in the second half of the year due to customer procurement cycles [5][15]. - The company has established a strong reputation among major clients, receiving multiple awards for quality and service excellence [10][22]. Technological Advancements - The company emphasizes high precision and efficiency in manufacturing, utilizing advanced technologies such as digital simulation and reverse engineering [18][19]. - A focus on smart manufacturing and digital management is evident, with the integration of MES systems to enhance production efficiency [12][18]. - Continuous investment in R&D has led to the development of a robust core technology system, enhancing the company's competitive edge in the market [20][21].