证券之星消息，10月13日光学光电子板块较上一交易日下跌0.7%，奥比中光领跌。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002222 福晶科技 | | 1.93亿 | 9.77% | -2964.76万 | -1.50% | -1.63 Z | -8.27% | | 000725 | 京东方 A | 1.19 乙 | 2.75% | -346.00万 | -0.08% | -1.16 Z | -2.67% | | 301421 | 波长光电 | 9802.30万 | 4.15% | -1170.94万 | -0.50% | -8631.36万 | -3.65% | | 605588 | 冠石科技 | 8419.95万 | 12.42% | -6248.75万 | -9.22% | ...

Core Viewpoint - The company, Aobo Zhongguang (688322.SH), announced a share repurchase plan with a total fund amounting to no less than RMB 25 million and no more than RMB 50 million, with a maximum repurchase price of RMB 130.00 per share, intended for employee stock ownership plans or equity incentives [1] Group 1 - The total amount for the share repurchase is set between RMB 25 million and RMB 50 million [1] - The maximum repurchase price is capped at RMB 130.00 per share [1] - The repurchased shares will be used for employee stock ownership plans or equity incentives and will be transferred within three years after the announcement of the repurchase results [1]

经济观察网2025年10月13日，奥比中光(688322)发布公告，公司拟2500万元至5000万元回购股份，回购 价格不超过130元/股。 ...

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。 重要内容提示： 证券代码：688322 证券简称：奥比中光 公告编号：2025-075 奥比中光科技集团股份有限公司 关于以集中竞价交易方式回购公司股份的回购报告书 1、回购股份用途：本次回购股份将在未来适宜时机用于员工持股计划或股权 激励，并在披露股份回购实施结果暨股份变动公告后三年内予以转让；若公司未 能在上述期限内转让完毕，未转让股份将履行相关程序予以注销。如国家对相关 政策作出调整，则本次回购方案按调整后的政策实行。 2、回购股份金额：回购资金总额不低于人民币 2,500 万元（含）且不超过人 民币 5,000 万元（含）。 3、回购股份资金来源：公司自有资金。 4、回购股份价格：不超过人民币 130.00 元/股（含），该价格不高于公司董 事会审议通过回购方案决议前 30 个交易日公司股票交易均价的 150%。 5、回购股份方式：通过上海证券交易所股票交易系统以集中竞价交易方式回 购部分公司股票。 6、回购股份期限：自公司董事会审议通过本次回购方案之日起不超过 12 ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-074 奥比中光科技集团股份有限公司 第二届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 特此公告。 奥比中光科技集团股份有限公司 董事会 奥比中光科技集团股份有限公司（以下简称"公司"）第二届董事会第十九次 会议通知于 2025 年 10 月 10 日以电话、电子邮件等方式向全体董事、高级管理人员 发出，会议于 2025 年 10 月 13 日在公司会议室以现场结合通讯表决方式召开。本次 会议由公司董事长黄源浩先生主持，会议应出席董事 10 名，实际出席董事 10 名 （其中 6 名董事以通讯表决方式出席会议），公司全体高级管理人员列席本次会议。 本次会议的召集、召开及表决程序符合《中华人民共和国公司法》等法律、行政法 规、规范性文件和《奥比中光科技集团股份有限公司章程》（以下简称"《公司章 程》"）的规定，合法有效。 二、董事会会议审议情况 （一）会议以 10 票同意，0 票反对，0 票弃权，审议通过了 ...

Group 1 - The core point of the article is that Aibijungguang (SH 688322) announced a board meeting to discuss a share repurchase plan and provided a breakdown of its revenue composition for 2024 [1][1][1] Group 2 - The company will hold its 19th board meeting on October 13, 2025, to review the share repurchase proposal [1] - For the year 2024, the revenue composition is as follows: AIoT 52.82%, biometric recognition 40.93%, industrial 3D measurement 4.69%, other businesses 0.92%, and miscellaneous 0.64% [1][1][1] - As of the report, the market capitalization of Aibijungguang is 33.1 billion yuan [1]

Core Viewpoint - Yushu Technology is actively preparing for its IPO on the Sci-Tech Innovation Board, with plans to submit application materials between October and December 2025, marking a significant milestone for the company and the broader robotics industry in China [3][4]. Company Overview - Yushu Technology, established in August 2016 and headquartered in Hangzhou, specializes in high-performance quadruped robots, humanoid robots, and dexterous robotic arms, positioning itself as a globally recognized civil robotics enterprise [5]. Product Line - The company offers a range of products including: - Consumer-grade quadruped robots (Go1, Go2, A1) designed for home companionship and education [6]. - Industrial-grade quadruped robots (B1, B2) suitable for inspections and emergency rescue [6]. - General-purpose humanoid robots (H1, G1) aimed at developers for further customization [6]. - Derivative consumer products like the PUMP fitness pump [6]. Supply Chain and Partnerships - Yushu Technology has established deep collaborations with various suppliers, including: - Zhongdali De, a key supplier of precision reducers and motors, holding a 10% stake in Yushu Technology [10]. - Changsheng Bearings, providing self-lubricating bearings for humanoid robots [11][13]. - Best, a supplier of high-precision components for both Yushu Technology and Tesla robots [14][16]. - Other notable suppliers include Jiangsu Leili, providing brushless motors and gearboxes [39], and Jinfa Technology, supplying high-performance materials [29][31]. Market Context - The robotics industry is witnessing significant growth, with 75 listed companies reporting a total revenue of 582.1 billion and a profit of 30.1 billion in the first half of 2025, indicating a competitive landscape between traditional giants and AI newcomers [60].

Core Points - The Sci-Tech Innovation Board (STAR Market) index rose by 1.40%, closing at 1473.02 points, with a total trading volume of 5.39 billion shares and a turnover of 272.67 billion yuan [1] - Among the tradable stocks on the STAR Market, 289 stocks closed higher, with 13 stocks rising over 10%, including Luvi Optoelectronics and Huahong Semiconductor, which hit the daily limit [1] - The turnover rate for STAR Market stocks showed that 3 stocks had a turnover rate exceeding 20%, while 15 stocks had a turnover rate between 10% and 20% [1] Trading Performance - The highest turnover rate was for Canxin Semiconductor, which closed up 19.80% with a turnover rate of 25.89% and a transaction amount of 2.447 billion yuan [1] - Other notable stocks with high turnover rates included Pioneer Jinke and Qilin Xinan, with turnover rates of 22.09% and 20.50% respectively [3] - Among stocks with a turnover rate over 5%, 92 stocks rose today, with Huahong Semiconductor and Luvi Optoelectronics both increasing by 20.00% [1][2] Sector Analysis - The electronics sector had the highest number of stocks with a turnover rate over 5%, totaling 52 stocks, followed by the computer and power equipment sectors with 20 and 15 stocks respectively [2] - In terms of capital flow, 54 stocks with high turnover rates saw net inflows from main funds, with the highest inflows recorded for SMIC, Huahong Semiconductor, and Western Superconducting, amounting to 704 million yuan, 291 million yuan, and 209 million yuan respectively [2] Leverage Fund Movements - A total of 79 stocks with high turnover rates received net purchases from leveraged funds, with significant increases in financing balances for Kingsoft Office, Huahong Semiconductor, and Yandong Micro, which saw increases of 583 million yuan, 557 million yuan, and 476 million yuan respectively [2]

Core Insights - On October 10, Aobo Zhiguang's stock fell by 3.38%, with a trading volume of 897 million yuan [1] - The company experienced a net financing outflow of 10.12 million yuan on the same day, with a total financing and securities balance of 853 million yuan [1] Financing Summary - On October 10, Aobo Zhiguang had a financing purchase amount of 96.45 million yuan, with a current financing balance of 850 million yuan, representing 3.35% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Securities Lending Summary - On October 10, Aobo Zhiguang repaid 488 shares in securities lending and sold 8,199 shares, amounting to 713,000 yuan based on the closing price [1] - The securities lending balance was 2,823,000 yuan, exceeding the 70th percentile of the past year, indicating a relatively high level of short selling activity [1] Company Overview - Aobo Zhiguang Technology Group Co., Ltd. is located in Shenzhen, Guangdong, and was established on January 18, 2013, with its IPO on July 7, 2022 [1] - The company's main business involves the design, research and development, production, and sales of 3D visual perception products, with revenue composition as follows: 61.83% from consumer applications, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial applications [1] Shareholder Information - As of June 30, the number of shareholders for Aobo Zhiguang was 20,000, an increase of 1.15% from the previous period [2] - The average number of circulating shares per shareholder was 12,885, a decrease of 0.71% [2] Financial Performance - For the first half of 2025, Aobo Zhiguang reported revenue of 435 million yuan, a year-on-year increase of 104.14% [2] - The net profit attributable to shareholders was 60.19 million yuan, reflecting a year-on-year growth of 212.77% [2] Institutional Holdings - As of June 30, among the top ten circulating shareholders, Xingquan Helun Mixed A held 4.974 million shares, a decrease of 1.278 million shares from the previous period [2] - Huaxia Zhongzheng Robot ETF increased its holdings by 800,400 shares to 4.478 million shares, while Xingquan Heyi Mixed A reduced its holdings by 897,000 shares to 2.427 million shares [2]

Investment Rating - Industry rating is maintained at "Outperform the Market" [5] Core Insights - The emergence of billion-level orders in the embodied intelligence sector indicates accelerated commercialization, with significant contracts signed recently, including a multi-billion yuan framework order for the ZhiYuan Spirit G2 robot and a record-breaking 260 million yuan project with ShiHua Cultural Tourism [1][2] - The rapid expansion of the market is supported by strategic collaborations among listed companies and local policies, with the Chinese embodied intelligence market expected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market [2] - The industry is witnessing a systematic leap, driven by technological breakthroughs and supportive policies, solidifying China's leading position in the global robotics industry [2] Company Summaries - **Aobi Zhongguang**: A leading company in 3D visual perception, deeply partnered with Microsoft and Nvidia, holding over 70% market share in domestic service robot visual sensors [3] - **Keli Sensor**: A leading manufacturer of strain sensors, with a complete product series developed for humanoid robots, mastering key technologies such as structural decoupling and high-speed sampling communication [3]