1、科创板有望迎来补涨行情。中信证券指出，随着科创板"1+6"政策、金融支持科创相关政策的持续推 进，自今年4月以来明显滞涨的科创板有望迎来补涨行情。 或由于世界机器人大会将近，叠加宇树科技发布新品，今日（8月6日）AI视觉概念股奥比中光涨近 7%，凌云光涨逾4%，奥普特涨超3%，重点布局在国产AI产业链、具备较强国产替代特点的科创人工 智能ETF华宝（589520）震荡走高，场内价格现涨1．25%，冲击日线3连阳！ 消息面上，宇树科技发布新款四足机器狗产品Unitree A2。A2最大奔跑速度5米/秒，最大攀爬高度1米。 此外，世界级展会——2025世界机器人大会将于8月8日举办。 值得关注的是，科创人工智能ETF华宝（589520）成份股奥比中光将发布机器人视觉升级新品，其3D视 觉传感器在服务机器人领域市占率达70%，覆盖宇树、智元、优必选等头部厂商。此前，奥比中光定增 21.87亿元加码机器人AI视觉研发，重点攻关空间感知算法与专用芯片，巩固技术壁垒。 市场分析人士指出，世界机器人大会将近，建议重点关注技术壁垒高、绑定深的AI龙头，把握大会窗 口期的结构性机会。 上交所数据显示，科创人工智能ETF华宝 ...

天眼查商业履历信息显示，奥比中光科技集团股份有限公司，成立于2013年，位于深圳市，是一家以从 事科技推广和应用服务业为主的企业。企业注册资本40000.1万人民币，实缴资本15678.972万人民币。 公司法定代表人为黄源浩。 金融界消息 截至2025年8月5日收盘，奥比中光UW（688322）报收于74.65元，上涨1.17%，换手率 2.65%，成交量7.74万手，成交金额5.73亿元。 资金流向方面，今日主力资金净流入4615.47万元，占比成交额8.06%。其中，超大单净流入1596.32万 元、占成交额2.79%，大单净流入3019.15万元、占成交额5.27%，中单净流出流入1382.03万元、占成交 额2.41%，小单净流出5997.50万元、占成交额10.47%。 奥比中光最新一期业绩显示，截至2025一季报，公司营业总收入1.91亿元、同比增长105.63%，归属净 利润2431.50万元，同比增长184.48%，扣非净利润344.84万元，同比增长108.38%，流动比率5.285、速 动比率4.579、资产负债率10.13%。 通过天眼查大数据分析，奥比中光科技集团股份有限公司共对外投 ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [4] Core Insights - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, showcasing over 1,500 exhibits, including more than 100 new product launches from over 200 domestic and international robot companies [6][8] - The core advantage of humanoid robots lies in their fine operation capabilities in general scenarios, which is expected to be a key focus for future commercialization [6][8] - Significant breakthroughs in mobility and dexterity have been achieved in humanoid robots, which are anticipated to play important roles in domestic services, manufacturing, and logistics [8] Summary by Sections Event Overview - The 2025 World Robot Conference will feature 50 humanoid robot manufacturers presenting the latest exhibits and industry solutions, marking the highest participation in similar events [8] Market Potential - The report highlights that in 2024, China accounted for two-thirds of global robot patent applications, indicating a strong innovation landscape [8] - The humanoid robots are expected to leverage advanced capabilities such as grasp control, dynamic vision, object recognition, force feedback, and task planning, facilitated by high-performance embodied intelligent models [8] Recommended Stocks - The report recommends the following stocks: - Fengcai Technology (688279.SH) with a closing price of 188.33 and a PE ratio of 52.90 for 2025E - Orbbec (688322.SH) with a closing price of 73.79 and a PE ratio of 368.95 for 2025E - Rockchip (603893.SH) with a closing price of 162.96 and a PE ratio of 59.69 for 2025E [9]

Group 1 - The company has received acceptance from the Shanghai Stock Exchange for its application to issue A-shares to specific investors [1][2] - The application documents submitted by the company were found to be complete and in compliance with legal requirements by the Shanghai Stock Exchange [1] - The issuance of A-shares is subject to further review by the Shanghai Stock Exchange and approval from the China Securities Regulatory Commission [2] Group 2 - The company will fulfill its information disclosure obligations based on the progress of the issuance matter [2] - There is uncertainty regarding the final approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [2]

Group 1 - The company, Orbbec Technology Group Co., Ltd., plans to issue A-shares to specific investors in 2025, pending approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [1][2] - The total number of shares to be issued will not exceed 120,329,952 shares, which is 30% of the company's total share capital before the issuance [1][2] - The issuance price will be no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [1][2] Group 2 - The company has outlined its fundraising projects, with a total investment amount of 218,665.62 million yuan, and the funds will be allocated based on project priority if the actual raised amount is less than planned [2][3] - The company emphasizes that the issuance does not constitute a major asset restructuring and will not change the control of the company [2][3] - The company has committed to maintaining a high level of research and development investment, with total R&D expenses amounting to 93,068.52 million yuan during the reporting period [3][5] Group 3 - The company operates in the 3D visual perception technology sector, with applications in areas such as biometric recognition, AIoT, and robotics [2][3] - The company faces various risks, including business operation risks, financial risks, and technology risks, which could impact its profitability and cash flow [2][3] - The company has developed a comprehensive 3D visual perception technology system, focusing on maintaining competitive advantages through continuous technological innovation [3][5]

北京市金杜律师事务所 关于 奥比中光科技集团股份有限公司 之 法律意见书 二〇二五年七月 致：奥比中光科技集团股份有限公司 北京市金杜律师事务所接受奥比中光科技集团股份有限公司委托，担任发行 人 2025 年度向特定对象发行 A 股股票的专项法律顾问。 本所根据《中华人民共和国证券法》《中华人民共和国公司法》《上市公司证 券发行注册管理办法》《律师事务所从事证券法律业务管理办法》《律师事务所证 券法律业务执业规则（试行）》《公开发行证券公司信息披露的编报规则第 12 号 —公开发行证券的法律意见书和律师工作报告》等中华人民共和国境内（以下简称 中国境内，为本法律意见书之目的，不包括中华人民共和国香港特别行政区、中华 人民共和国澳门特别行政区和中华人民共和国台湾省）现行有效的法律、行政法规、 规章及规范性文件和中国证券监督管理委员会的有关规定，按照律师行业公认的 业务标准、道德规范和勤勉尽责精神，就发行人本次发行事宜出具本法律意见书。 本所及经办律师依据上述法律、行政法规、规章及规范性文件和中国证监会的 有关规定以及本法律意见书出具之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 ...

Core Viewpoint - Orbbec Inc. plans to issue A-shares to specific investors in 2025, aiming to enhance its capital structure and support its growth in the 3D visual perception technology sector [2][15][27]. Company Overview - Orbbec Inc. specializes in the design, research, production, and sales of 3D visual perception products, including 3D visual sensors and application devices for both consumer and industrial markets [6][7]. - The company is recognized as one of the few in China to systematically develop and industrialize 3D visual perception technology, holding a comprehensive portfolio of proprietary technologies [7][8]. Financial Data - As of March 31, 2025, the total assets of the company amounted to 323,160.44 million yuan, with total liabilities of 32,727.23 million yuan, resulting in total equity of 290,433.21 million yuan [4]. - The company reported a net profit of 2,416.60 million yuan for the first quarter of 2025, marking a significant improvement compared to previous years [4][5]. Business Operations - The main business operations focus on 3D visual perception technology, with applications in various sectors such as AIoT, robotics, and industrial measurement [6][8]. - The company has established a strong customer base, serving thousands of clients globally and becoming a standard product for leading industry players [8]. Market Position - Orbbec Inc. is among the few global companies capable of mass-producing 3D visual sensors, competing with major players like Apple, Microsoft, and Intel [7][8]. - The company has developed a comprehensive technical system that includes a wide range of technology routes, ensuring its competitive edge in the rapidly evolving market [8]. Future Prospects - The planned issuance of A-shares is expected to provide the necessary funding for ongoing research and development, particularly in the fields of AI and robotics [15][27]. - The company aims to leverage its technological advancements to capture a larger market share as the demand for 3D visual perception technology continues to grow [8].

Core Viewpoint - Orbbec Inc. plans to issue up to 120,329,952 A-shares to specific investors in 2025, with China International Capital Corporation (CICC) as the lead underwriter [1][2][21]. Group 1: Issuance Details - The company intends to issue no more than 120,329,952 shares of RMB ordinary stock (A-shares) [1]. - CICC has been appointed as the sponsor for this issuance [2][21]. - The issuance is in compliance with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [2][21]. Group 2: Company Overview - Orbbec Inc. is registered in Shenzhen and specializes in 3D sensing technology, optical measurement products, and artificial intelligence-related hardware and software [4][5]. - The company was established on January 18, 2013, and listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 7, 2022 [5][6]. Group 3: Shareholder Structure - As of March 31, 2025, the total share capital of the company is 400,001,000 shares, with 35.73% being restricted shares and 64.27% being freely tradable shares [4][7]. - The top ten shareholders hold a significant portion of the company's shares, with detailed ownership structures provided [4][7]. Group 4: Financial Performance - As of March 31, 2025, the total assets of the company amount to 323,160.44 million RMB, with total liabilities of 32,727.23 million RMB, resulting in total equity of 290,433.21 million RMB [10][11]. - The company reported a revenue of 19,105.82 million RMB for the first quarter of 2025, with a net profit of 2,416.60 million RMB [10][11]. Group 5: Internal Review and Compliance - CICC has conducted thorough due diligence and internal reviews to ensure compliance with all regulatory requirements for the issuance [15][21]. - The internal review process includes multiple layers of checks and balances to maintain the integrity of the issuance process [15][17].

Core Viewpoint - The company, Aobi Zhongguang Technology Group Co., Ltd., has received acceptance from the Shanghai Stock Exchange for its application to issue A-shares to specific investors, marking a significant step towards its fundraising efforts [1][2]. Group 1 - The company submitted its securities issuance application to the Shanghai Stock Exchange on July 31, 2025, which has been deemed complete and in compliance with legal requirements [1]. - The acceptance of the application allows the company to proceed with the review process by the Shanghai Stock Exchange [1]. - The issuance of A-shares is contingent upon approval from the China Securities Regulatory Commission, introducing an element of uncertainty regarding the final outcome [2].

雅本化学：与恒瑞医药签署供应战略协议 8月1日晚，雅本化学（300261）发布公告称，公司与江苏恒瑞医药股份有限公司签署《供应战略协 议》，建立面向未来的战略合作伙伴关系。双方将共同推动特定医药中间体及原料药（API）产品的技 术创新与质量升级，强化医药产业链关键环节的协同竞争力。协议有效期为10年，自2025年8月1日起生 效。 资料显示，雅本化学成立于2006年1月，主营业务是创新农药中间体、医药中间体的研发、生产和销 售。 所属行业：基础化工–农化制品–农药 巍华新材：拟收购禾裕泰控股权 8月1日晚，巍华新材（603310）发布公告称，公司与浙江欣禾生物股份有限公司签署股权收购意向协 议，拟以现金方式收购江苏禾裕泰化学有限公司的控股权。此次收购旨在延伸公司产品链，发挥协同效 应，提升公司在行业内的综合竞争力。目前，收购事项尚处于筹划阶段。 资料显示，巍华新材成立于2013年10月，主营业务是研发、生产氯甲苯类和三氟甲基苯类系列产品。 所属行业：基础化工–化学制品–氟化工 富吉瑞：获得200.74万元政府补助 8月1日晚，富吉瑞（688272）发布公告称，公司近日收到政府补助200.74万元。该补助为与收 ...