（文章来源：证券日报） 证券日报网讯 2月11日，影石创新在互动平台回答投资者提问时表示，公司目前经营状况一切正常，二 级市场股价波动受市场情绪、行业变化、公司情况、宏观因素等多种因素影响，公司专注于主营业务与 产品创新，夯实内在投资价值，同时持续提升经营质量，进一步增强核心竞争力，努力为股东创造长期 价值。公司始终定位为一家科技公司，在推进影像与视频领域的深耕过程中，既有长期使命的坚定，也 有对短期经营指标的理性把握，若剔除芯片定制及战略项目的投入的影响，公司2025年三季度利润指标 较去年同期实现提升。 ...

明亚价值长青A（009128）成立日期2020年4月24日，最新规模1702.92万。今年以来收益7.97%，同类 排名2483/8884；近一年收益27.49%，同类排名4020/8127；成立以来收益31.91%。 2月11日，迈信林跌0.17%，截至发稿，报46.68元/股，成交1.85亿元，换手率2.73%，总市值68.55亿 元。迈信林股价已经连续3天下跌，区间累计跌幅5.41%。 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、民用多行业精 密零部件。主营业务收入构成为：销售商品85.69%，提供服务14.31%。 从基金十大重仓股角度 数据显示，明亚基金旗下1只基金重仓迈信林。明亚价值长青A（009128）四季度持有股数1100股，占 基金净值比例为0.33%，位居第三大重仓股。根据测算，今日浮亏损失约88元。连续3天下跌期间浮亏 损失2937元。 明亚价值长青A（009128）基金经理为何明、韩俏。 截至发稿，何明累计任职时间8年8天，现任基金资产总规模6 ...

Investment Rating - The report provides an "Outperform" rating for multiple companies in the healthcare sector, including BeiGene, JD Health, WuXi Biologics, and others, indicating a positive outlook for these stocks [1]. Core Insights - The macro and industry environment is improving due to the resolution of policy uncertainties, the release of significant clinical data, and a resurgence in global M&A activity, leading to a notable increase in investor sentiment towards innovative drugs for 2026 [4][11]. - In oncology, the PD-1/VEGF dual antibody approach is transitioning from "mechanism validation" to "clinical and industrial resonance," with multiple global Phase III trials underway, expected to catalyze approvals and data releases within the year [5][17]. - The metabolic sector is seeing growth in the cash-pay market for GLP-1 drugs, driven by limited insurance coverage and high out-of-pocket costs, prompting companies to enhance accessibility through direct sales and pricing adjustments [6][25]. - In the autoimmune space, there is a growing concentration risk among major products from multinational corporations (MNCs), with new antibody platforms expected to yield significant data in 2026, potentially leading to new business development opportunities [7]. - The central nervous system (CNS) investment focus remains on advancing Aβ monoclonal antibody treatments, with key data expected to open up early intervention market opportunities [9]. Summary by Sections Oncology - The PD-1/VEGF dual antibody's clinical and industrial certainty is strengthening, with major companies conducting multiple global Phase III trials across high-value indications [17]. - The Pan-RAS precision therapy is entering a realization phase, with key Phase III data expected in 2026 for pancreatic cancer and NSCLC [22]. Metabolic - The cash-pay market for GLP-1 drugs is expanding due to limited insurance coverage, with companies like Eli Lilly and Novo Nordisk adopting different direct-to-consumer strategies to enhance accessibility [25][26]. - Small nucleic acid therapies are expected to upgrade treatment paradigms, showing competitive data in weight loss and safety profiles when combined with GLP-1 [30]. Autoimmune - MNCs are increasingly reliant on a few blockbuster products, with structural opportunities arising from new antibody platforms expected to report data in 2026 [7]. - The trend towards oral formulations in autoimmune diseases is gaining traction, offering advantages in adherence and competitive differentiation [7]. CNS - The focus in CNS remains on Aβ monoclonal antibody treatments, with advancements expected to shift treatment towards earlier intervention populations [9]. - New delivery methods, such as systemic administration of small nucleic acids, are being explored as complementary approaches [9].

责任编辑：小浪快报 截至10月31日，迈信林股东户数6170.00，较上期减少11.53%；人均流通股23569股，较上期增加 13.03%。2025年1月-9月，迈信林实现营业收入4.46亿元，同比增长48.42%；归母净利润5634.37万元， 同比增长55.17%。 分红方面，迈信林A股上市后累计派现6500.57万元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月29日，迈信林跌2.64%，成交额1.28亿元。两融数据显示，当日迈信林获融资买入额1159.71万元， 融资偿还1593.24万元，融资净买入-433.53万元。截至1月29日，迈信林融资融券余额合计5.41亿元。 融资方面，迈信林当日融资买入1159.71万元。当前融资余额5.40亿元，占流通市值的7.01%，融资余额 超过近一年50%分位水平，处于较高位。 融券方面，迈信林1月29日融券偿还0.00股，融券卖出200.00股，按当日收盘价计算，卖出金额1 ...

证券代码：688685 证券简称：迈信林 公告编号：2026-005 江苏迈信林航空科技股份有限公司关于 董事会秘书取得任职培训证明并正式履职的公告 本公司董事会及全体董事保证本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。 江苏迈信林航空科技股份有限公司（以下简称"公司"）于2026年1月9日召开第三届董事会第二十次会 议，审议通过了《关于聘任公司董事会秘书的议案》，经公司董事会提名委员会资格审核通过后，同意 聘任王成标先生为公司第三届董事会的董事会秘书，任期自本次董事会审议通过之日起至第三届董事会 任期届满之日止。鉴于聘任时，王成标先生尚未取得科创板董事会秘书任职培训证明，董事会指定薛晖 先生代行董事会秘书职责，待王成标先生取得科创板董事会秘书任职培训证明后，正式履行董事会秘书 职责。具体内容详见2026年1月10日公司在在上海证券交易所网站（www.sse.com.cn）披露的《江苏迈 信林航空科技股份有限公司关于董事及董事会秘书辞职、补选董事及聘任董事会秘书暨调整专门委员会 委员的公告》（公告编号：2026-001）。 近日，王成标先生参加了 ...

Core Insights - Shenzhen is rapidly developing a "new quality imaging" industry chain, with over 500 companies participating in the recent "Baoying Smart Sharing" conference, showcasing technological advancements and policy implementations [2][3] Industry Overview - The "new quality imaging industry" is defined as a new digital resource industry driven by next-generation imaging devices and AI technologies, integrating artistic expression, technological innovation, and cultural value [3] - Shenzhen has established a trillion-level industrial cluster in ultra-high-definition display and smart terminals, with a global market share of over 92% in panoramic cameras [4] Key Players and Market Dynamics - Leading companies such as Yingshi Innovation and DJI are at the forefront, supported by a collaborative ecosystem of small and medium enterprises, creating a robust supply chain [4] - In Bao'an District, Yingshi Innovation leads the panoramic camera market with an 85.8% global market share, while Zhouming Technology dominates the XR virtual shooting sector with a 70% share [4] Government and Policy Support - The Shenzhen government has designated specific areas for software industry concentration, enhancing the "soft and hard collaboration" advantage in Bao'an [5] - The first national special support policy for the new quality imaging industry was launched at the conference, addressing key challenges in talent and funding [5] Future Prospects - Despite challenges such as a talent gap and reliance on core components, Shenzhen is leveraging its manufacturing cluster and cultural-tech integration to strengthen its market position [6] - The "Shenzhen imaging chain" aims to evolve from a source of innovation to a leading area, focusing on platform development, resource aggregation, and transformation facilitation [6]

证券代码：688685 证券简称：迈信林 公告编号：2026-005 特此公告。 联系电话：0512-66580868 传真号码：0512-66313263 电子信箱：maixinlin@maixinlin.com 办公地址：江苏省苏州市吴中区太湖街道溪虹路1009号 江苏迈信林航空科技股份有限公司董事会 2026年1月30日 江苏迈信林航空科技股份有限公司（以下简称"公司"）于2026年1月9日召 开第三届董事会第二十次会议，审议通过了《关于聘任公司董事会秘书的议案》， 经公司董事会提名委员会资格审核通过后，同意聘任王成标先生为公司第三届董 事会的董事会秘书，任期自本次董事会审议通过之日起至第三届董事会任期届满 之日止。鉴于聘任时，王成标先生尚未取得科创板董事会秘书任职培训证明，董 事会指定薛晖先生代行董事会秘书职责，待王成标先生取得科创板董事会秘书任 职培训证明后，正式履行董事会秘书职责。具体内容详见2026年1月10日公司在 在上海证券交易所网站（www.sse.com.cn）披露的《江苏迈信林航空科技股份有 限公司关于董事及董事会秘书辞职、补选董事及聘任董事会秘书暨调整专门委员 会委员的公告》（公告编 ...

Core Viewpoint - The company emphasizes its focus on core business and product innovation to enhance intrinsic investment value and create long-term value for shareholders [1] Group 1: Market Position and Strategy - The company's stock price fluctuations are influenced by market sentiment, industry changes, company conditions, and macroeconomic factors [1] - The company has achieved significant competitive advantages in the imaging technology sector through deep accumulation and continuous innovation [1] Group 2: Future Plans - The company plans to continue deepening its efforts in the intelligent imaging field by implementing technology innovation strategies, product planning strategies, and global brand strategies [1] - The goal is to further enhance the company's sustainable operational capabilities and overall competitiveness [1]

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 ...