（原标题：奥比中光-U大宗交易成交2.47万股 成交额201.13万元） 奥比中光-U9月5日大宗交易平台出现一笔成交，成交量2.47万股，成交金额201.13万元，大宗交易成交 价为81.43元。该笔交易的买方营业部为中信证券股份有限公司上海分公司，卖方营业部为中信证券华 南股份有限公司佛山分公司。 两融数据显示，该股最新融资余额为7.89亿元，近5日增加1011.31万元，增幅为1.30%。（数据宝） 9月5日奥比中光-U大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业部 | 卖方营业部 | | 股） | （万 | （元） | 价 | | | | | 元） | | （%） | | | | 2.47 | 201.13 | 81.43 | 0.00 | 中信证券股份有限公司上海分 | 中信证券华南股份有限公司佛山分 | | | | | | 公司 | 公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，奥比中光- ...

9月5日，奥比中光大宗交易成交2.47万股，成交额201.13万元，占当日总成交额的0.18%，成交价81.43 元，较市场收盘价81.43元持平。 | 025-09-05 | 奥比中元 | 688322 | 81.43 | 201.13 | 2.47 | 中信证券股份有限 | 中信证券华南股份 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 · · 证券简称 | | 蓬券代码。 | 成交价(元) 成交金额[万元] 成交量(*) 莫入营业部 | | | 公司上海分公司 | 美出营业服 有限公司佛山分公 | 是否为专场 | | ...

9月5日，指数早盘分化，创业板指拉升涨逾1%，上证科创板人工智能指数截至发稿涨0.22%，成分股 中，航天宏图、澜起科技涨超1%，奥普特、寒武纪-U、安路科技、天准科技、奥比中光-UW等跟涨。 消息面上，据央视新闻，为期4天的2025世界智能产业博览会今天将在重庆开幕，本届博览会聚焦"人工 智能+"和"智能网联新能源汽车"主题，集中发布涵盖低空经济、智能网联新能源汽车等领域的100余项 行业新标准、新产品、新技术。大会设置了智能网联新能源汽车、数字城市、智能机器人、低空经济、 智能居家5大专业板块。吸引了600余家国内外行业龙头企业参会参展，集中呈现3000余项智能产业领域 的新产品、新科技与新成果。据了解，大会同期还将举办2025亚太机器人世界杯重庆国际邀请赛等6场 高水平专业赛事，为全球智能产业从业者搭建竞技交流平台。 首创证券表示，"人工智能+"实现产业政策与科技创新共振。在国产自主可控政策支持、技术持续迭代 及下游多元化需求背景下，AI产业蓬勃发展，从云端大模型向端侧智能、具身智能持续进步。重点关 注国产AI在算力性能、能效比方面的进展和国产自主可控情况，以及端侧AI、具身智能的技术演进和 场景落地情 ...

【导读】人形机器人产业的中场答卷：谁赚钱，谁落地，谁在探索下注？ 中国基金报记者 牛思若 展会舞台上，人形机器人展出数量翻番，观众络绎不绝；资本市场上，今年以来，人形机器人概念板块持续领跑市场，成为最受瞩目的热门赛道之一。 东方财富Choice数据显示，目前A股市场有172只人形机器人概念股。截至9月4日收盘，仅12家年内股价下跌，近70家涨幅超50%，更有25家实现股价翻 倍，该板块整体呈现"普涨少跌"的强势格局。 随着半年报披露"收官"，真实的财务数据逐渐揭开这场热潮的面貌：超过六成概念股业绩改善，奥比中光、柯力传感、绿的谐波等供应商率先盈利，兑现 了产业链"第一波红利"；优必选则以2.5亿元再次刷新人形机器人全球最大合同纪录。与此同时，仍有许多"后来者"不断入局。 热闹背后，谁能真正走出盈亏迷局？半年报交出的答卷，既有掌声与增长，也有未竟的拷问。 谁在赚钱：产业链上的"稳定收割者" 2025年被称为"人形机器人量产元年"，但真正赚到钱的，往往并非台前的整机厂商，而是隐身幕后、提供关键零部件与传感器的上游企业。 东方财富Choice数据显示，A股172只人形机器人概念股中，114家归母净利润实现同比增长， ...

格隆汇9月2日丨奥比中光(688322.SH)在投资者互动平台表示，2025年8月，公司Gemini 330系列深度相 机正在推进全面兼容NVIDIA Jetson Thor，此举将加速推动公司成为全球各类机器人开发者的重要合作 伙伴。公司产品可将传感器数据直接传输至Jetson Thor，为各类型物理AI应用场景提供丰富且实时的感 知数据流，帮助下游客户充分发挥Jetson Thor先进的边缘AI算力，完成更复杂的视觉推理任务。 ...

Core Insights - The humanoid robot industry is transitioning from technology breakthroughs to commercial applications, with significant interest in business collaborations and order volumes [6] - Companies are focusing on developing humanoid robots and their core components, with expectations of substantial growth in related business by 2025 [1][2] Group 1: Company Developments - Tianzhun Technology is currently providing brain controllers for humanoid robots and has received multiple bulk orders from clients this year [7] - Efort is developing humanoid robot prototypes and optimizing their designs, with plans to release new models in 2025 [4] - Boke Co. has achieved a transition from small batch orders to bulk orders in the humanoid robot sector, expecting over 100% year-on-year growth in related business by the first half of 2025 [6] Group 2: Industry Trends - The humanoid robot market is anticipated to see significant commercial activity by 2025, with a focus on specific application scenarios [2] - Companies like Ruishun Technology are building technical reserves in AI and motion control, although they have not yet engaged directly in humanoid robot business [3] - The industry is characterized by a strong manufacturing base and diverse application scenarios in China, which are conducive to the development of humanoid robots [3] Group 3: Technological Innovations - Boke Co. is concentrating on motion control solutions for both bipedal and wheeled humanoid robots, with core products including frameless torque motors and hollow actuators [2] - Tianzhun Technology integrates NVIDIA tools and models to create comprehensive solutions for humanoid robots, enhancing their competitive edge [7] - Companies are exploring various visual perception technologies, such as depth cameras and LiDAR, to enhance humanoid robot capabilities [7]

Core Insights - The performance of companies listed on the Sci-Tech Innovation Board (STAR Market) in the first half of the year shows positive signals, with over 60% of the 589 companies reporting profits [1] - High-growth sectors such as artificial intelligence and innovative pharmaceuticals are demonstrating strong growth momentum [1] Group 1: Company Performance - Cambricon Technologies achieved significant growth, with revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround from losses [1] - BeiGene reported revenue of 17.518 billion yuan, a 46.03% increase year-on-year, and a net profit of 450 million yuan, also turning from losses to profits [1] - Orbbec achieved revenue of 435 million yuan, a 104.14% increase year-on-year, and a net profit of 60.19 million yuan, marking its first half-year profit [2] - Henan Shijia Photon Technology reported revenue of 993 million yuan, a 121.12% increase year-on-year, and a net profit of 217 million yuan, a significant increase of 1712.00% [2] - Shaanxi Yuanjie Semiconductor Technology saw revenue growth of 70.57% year-on-year, with net profit increasing by 330.31% and non-recurring net profit up by 379.16% [2] Group 2: Market Trends - The rapid development of many STAR Market companies is attributed to breakthroughs in core technologies and large-scale applications, which are gradually demonstrating profitability [3] - The focus on "hard technology" and the institutional design of the STAR Market have contributed to the emergence of numerous technology leaders [3]

Core Viewpoint - The robotics industry is experiencing rapid growth, with companies like Orbbec achieving significant performance improvements, including their first half-year profit after years of losses [1][2]. Financial Performance - In the first half of 2025, Orbbec reported revenue of 435 million yuan, a year-on-year increase of 104.14%, and a net profit of 60.19 million yuan, an increase of 113.56 million yuan compared to the same period last year [2][3]. - The company had previously reported losses for several consecutive years, with total revenues from 2021 to 2024 being 162 million yuan, 183 million yuan, 165 million yuan, and 213 million yuan, respectively [2]. - The significant turnaround in performance is attributed to a booming market and increased demand for robotics, particularly in the 3D vision sector [3][4]. Cost Management - Orbbec has reduced various costs over the past three years, including a 14.02% decrease in R&D expenses in the first half of 2025 [5][6]. - Despite the reduction in R&D spending, the company has managed to achieve substantial revenue growth, indicating effective cost management strategies [6][7]. Business Segments - The consumer application equipment segment has seen remarkable growth, becoming the largest revenue contributor, with a 60.55% share in the first half of 2025 [8][9]. - The 3D vision sensor segment's revenue share has decreased, indicating a shift in the company's focus towards consumer applications [9]. Industry Trends - The robotics industry is poised for rapid growth, with increasing applications in various sectors and supportive government policies driving demand [11]. - The company's collaboration with Ant Group for payment solutions highlights the integration of robotics and AI technologies in enhancing user experiences [10][11].

Core Views - The report outlines the ongoing supervision work conducted by China International Capital Corporation for Aobo Zhongguang Technology Group, emphasizing the establishment and execution of a robust supervision system and work plan [1][3][5]. Supervision Work Status - The sponsor has established a sound supervision system and executed a corresponding work plan for ongoing supervision [1]. - A sponsorship agreement was signed between the sponsor and Aobo Zhongguang, clarifying the rights and obligations during the supervision period [1][2]. - Regular communication, site inspections, and due diligence are employed to monitor the company's operations [3][5]. Compliance and Governance - The company is required to adhere to the business rules and commitments set forth by the Shanghai Stock Exchange [4][6]. - The sponsor has ensured that Aobo Zhongguang has established effective corporate governance and internal control systems [4][5]. - The company has been monitored for compliance with information disclosure regulations, ensuring that no misleading statements or omissions occur [6][9]. Financial Performance - For the first half of 2025, the company reported a revenue of RMB 435.47 million, a 104.14% increase compared to the same period in 2024 [14]. - The net profit attributable to shareholders was RMB 60.19 million, showing a significant recovery from a loss of RMB 53.37 million in the previous year [14]. - The total assets as of June 30, 2025, were RMB 332.71 million, with total liabilities decreasing by 14.53% to RMB 38.86 million [14]. Core Competitiveness - The company has developed a comprehensive 3D visual perception technology system, showcasing its capabilities in optical design, chip development, and algorithm optimization [15][21]. - Aobo Zhongguang has a strong talent pool, with a significant number of team members holding advanced degrees and extensive experience in the field [17]. - The company has established a complete industrial chain, collaborating with leading clients and suppliers to enhance its market position [18][19]. Research and Development - The total R&D expenditure for the first half of 2025 was RMB 91.18 million, representing a decrease of 14.02% compared to the previous year [22]. - The R&D investment accounted for 20.94% of the company's revenue, indicating a strategic focus on innovation despite a reduction in absolute spending [22]. - The company continues to advance its 3D visual perception technology, aiming to meet the growing market demands [23]. Use of Raised Funds - As of June 30, 2025, the company reported a remaining balance of RMB 3.05 million from its fundraising activities, with funds allocated appropriately according to regulatory requirements [24][25].

中国国际金融股份有限公司 关于奥比中光科技集团股份有限公司 2025 年半年度持续督导跟踪报告 三、重大风险事项 （一）应用场景的发展或商业化不及预期风险 公司 3D 视觉感知技术产品的应用场景主要包括 AIoT 领域的各类型机器人和三 维扫描等场景、生物识别领域的线下刷脸支付和医保核验等场景，上述部分细分应 用场景还处于发展初期或大规模产业化前的阶段，内外部的影响因素较多，增长存 在不确定性。除此之外，3D 视觉感知技术的产品应用和技术布局需要公司持续投入 大量的人力、物力，开展前瞻性基础技术研发、产业化技术研发等工作。上述应用 领域能否如期商业化、商业化规模是否能达到足够市场容量及公司的技术产品是否 能够匹配规模商业化需求等方面，均具备一定的不确定性，如果不能保持稳定增长， 将会对公司"高强度研发投入—应用场景收入增长—反哺研发投入"的良性循环商 业模式发展带来不利影响。 （二）核心竞争力风险 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 和《上海证券交易所上市公司自律监管指引第 11 号——持续督导（2025 年 3 月修 订）》等相关规定，中国国际金融股份有限公司（以下简称 ...