奥比中光科技集团股份有限公司 对外投资管理制度 第一章 总则 第一条 为规范奥比中光科技集团股份有限公司（以下简称"公司"） 的对外投资行为，提高投资效益，规避投资所带来的风险，根据《中华人民共 和国公司法》（以下简称"《公司法》"）等有关法律法规、规范性文件及 《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，结合公司的实际情况制定本制度。 第二条 本制度所称的对外投资是指公司为获取未来收益而将一定数 量的货币资金、股权以及经评估后的实物或无形资产作价出资，对外进行各种 形式的投资活动（购买银行理财产品除外）。 第三条 投资管理应遵循的基本原则为符合公司发展战略，合理配置 企业资源，促进要素优化组合，创造良好经济效益。 第四条 本制度适用于公司及纳入公司合并财务报表范围内的所有控 股子公司（以下简称"控股子公司"）的一切对外投资行为。 第二章 对外投资的审批权限 第五条 公司对外投资的审批应严格按照《公司法》等有关法律法规、 规范性文件及《公司章程》《奥比中光科技集团股份有限公司股东会议事规则》 《奥比中光科技集团股份有限公司董事会议事规则》等规定的权限履行审批程 序。董事会审批权限 ...

案件所处的诉讼阶段：法院已立案受理，尚未开庭审理。 上市公司所处的当事人地位：原告 涉案的金额：原告请求法院判令被告赔偿原告侵权损失 5,000 万元，赔 偿原告为制止被告的本案侵权行为所支付的律师费、调查费等合理费用 25 万元， 共计 5,025 万元，并承担本案诉讼费用。 证券代码：688322 证券简称：奥比中光 公告编号：2025-061 奥比中光科技集团股份有限公司 关于公司提起诉讼事项的公告 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。 重要内容提示： 是否会对上市公司损益产生负面影响：本次诉讼系奥比中光科技集团股 份有限公司（以下简称"公司"、"原告"）因被侵害专利权而提请获得赔偿的 诉讼，是公司为维护自身合法权益进行的正当举措，不会影响公司正常生产经营。 鉴于本次诉讼案件尚未开庭审理，因此对公司本期及期后利润的影响具有不确定 性，最终实际影响以法院判决及实际执行结果为准，敬请广大投资者注意投资风 险。 一、本次起诉的基本情况 公司于近日收到广东省深圳市中级人民法院送达的关于公司以专利侵权为 由起诉深圳市 ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-059 奥比中光科技集团股份有限公司 关于修订《公司章程》并办理工商变更登记的公告 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。 奥比中光科技集团股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日召开第 二届董事会第十六次会议，审议通过了《关于修订<公司章程>的议案》，现将具体情 况公告如下： 公司 2022 年限制性股票激励计划首次授予部分第二个归属期的归属条件成就， 已于 2025 年 6 月 16 日完成归属登记，共计 1,098,840 股，该部分股票均为普通股， 并于 2025 年 6 月 23 日上市流通。据此，公司已发行股份总数由 400,001,000 股增加 至 401,099,840 股。本次归属新增股本人民币 1,098,840 元，即公司变更后的注册资本 为人民币 401,099,840 元，累计实收股本为人民币 401,099,840 元。 公司结合本次限制性股票归属登记情况，对《奥比中光科技集团股份有限公司章 程》（ ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-058 奥比中光科技集团股份有限公司 第二届董事会第十六次会议决议公告 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 奥比中光科技集团股份有限公司（以下简称"公司"）第二届董事会第十六次会 议通知于 2025 年 7 月 4 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 7 月 7 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 4 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》（以下简称"《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《关于修订<公司章程> 的议案》 ...

智通财经APP获悉，7月7日共有30家上市公司的限售股解禁，解禁总市值约156.57亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 厦门信达 | 000701 | 股权激励限售流通 | 453.78万 | | 钱江摩托 | 000913 | 股权激励限售流通 | 11.75万 | | 神火股份 | 000933 | 股权激励限售流通 | 519.92万 | | 厦门象屿 | 600057 | 股权激励限售流通 | 2833.65万 | | 内蒙一机 | 600967 | 股权激励限售流通 | 20.63万 | | 博威合金 | 601137 | 股权激励限售流通 | 72万 | | 科博达 | 603786 | 股权激励限售流通 | 154.24万 | | 建科股份 | 301115 | 股权激励限售流通 | 9万 | | 金河生物 | 002688 | 股权激励限售流通 | 641.1万 | | 天铁股份 | 300587 | 股权激励限售流通 | 210.44万 | | 盛帮股份 | 301233 ...

Core Viewpoint - The 2025 RoBoLeague China Robot Football League marks a significant advancement in AI-driven robotics, showcasing humanoid robots that operate autonomously without remote control, relying on advanced visual sensors for environmental perception and decision-making [1]. Group 1: Overview of the Robot Football League - The league is the first 3V3 AI robot football competition in China and serves as a test event for the 2025 World Humanoid Robot Games [1]. - Humanoid robots utilize visual sensors to perceive their environment, enabling autonomous decision-making and interaction [1]. Group 2: Key Companies in Humanoid Robot Vision Technology Aobi Zhongguang - Founded in 2013, Aobi Zhongguang specializes in 3D visual perception products, including sensors and application devices, and has established strong customer loyalty in various industries [2][4]. - The company has developed a comprehensive 3D visual sensor system for robotics, integrating multiple technologies such as laser radar and structured light [4][5]. - Aobi Zhongguang aims to leverage advancements in AI and embodied intelligence to enhance its 3D visual perception technology across various applications [8]. Sutenju Chuang - Established in 2014, Sutenju Chuang focuses on AI-driven robotics technology, providing laser radar and perception solutions, and has partnered with over 2,800 global robot clients [9][11]. - The company launched the Active Camera product line, integrating depth, image, and motion information for enhanced robotic vision capabilities [9]. - Sutenju Chuang is committed to innovation in AI algorithms and hardware, aiming to solidify its position as a leading robotics technology platform [11]. Opto - Founded in 2006, Opto is a national high-tech enterprise specializing in machine vision core hardware and software products, with a focus on the robotics vision sector [12][13]. - The company is developing visual modules and solutions tailored for humanoid robots, leveraging its extensive experience in industrial robotics [13]. - Opto plans to enhance its product offerings through technological upgrades and innovations in AI and 3D processing [13]. Tianzhun Technology - Established in 2005, Tianzhun Technology is a global supplier of visual equipment, focusing on industrial applications and emphasizing AI-driven advancements [14][15]. - The company has developed a high-performance intelligent controller for humanoid robots, enhancing their perception and interaction capabilities [17]. - Tianzhun Technology aims to expand its presence in the humanoid robotics sector while advancing its machine vision technologies [18]. Crystal Optoelectronics - Founded in 2002, Crystal Optoelectronics specializes in precision optical components and has a strong presence in the optical industry [19][20]. - The company is adapting to the growing demand for optical hardware in robotics and drones, positioning itself for future growth [20]. - Crystal Optoelectronics is focused on developing high-end, intelligent, and customized optical solutions for emerging applications in humanoid robotics [22].

Group 1 - The core stock price of Aobi Zhongguang (688322) closed at 58.06 yuan, down 0.15% from the previous week [1] - The highest intraday price this week was 61.59 yuan on July 2, while the lowest was 56.74 yuan on July 3 [1] - The current total market capitalization of Aobi Zhongguang is 23.288 billion yuan, ranking 7th out of 93 in the optical and optoelectronic sector and 682nd out of 5149 in the A-share market [1] Group 2 - As of June 30, 2025, Aobi Zhongguang has repurchased a total of 403,622 shares, with a total expenditure of 20,027,085.97 yuan [1] - The share repurchase plan was first disclosed on April 9, 2025, with an implementation period of no more than three months, and an expected repurchase amount between 20 million and 40 million yuan [1] - The repurchased shares account for 0.10% of the total share capital, with the highest repurchase price being 53.50 yuan per share and the lowest being 41.63 yuan per share [1]

Core Insights - The article discusses the advancements and future potential of 3D visual perception technology, particularly in the context of robotics and AI, as articulated by Huang Yuanhao, the CEO of Orbbec Technology [2][4][18]. Group 1: Company Overview - Orbbec Technology, founded by Huang Yuanhao in 2013, focuses on developing 3D visual perception technology, which is considered to have disruptive potential in various industries [4][6]. - The company went public in July 2022, becoming the first stock focused on 3D vision technology in the Science and Technology Innovation Board [4]. - As of 2024, Orbbec has 322 R&D personnel, accounting for approximately 47% of its workforce, with R&D investment reaching 204 million yuan, representing 36% of its revenue [6]. Group 2: Market Potential and Growth - The global 3D visual perception market is projected to grow rapidly, with estimates reaching $17.2 billion by 2028 and $15 billion by 2025 [18][20]. - Orbbec has accumulated over 6,000 clients globally in the past three years and aims to exceed 10,000 clients in the next 3 to 5 years [17]. Group 3: Financial Performance - Orbbec's net profit loss has been narrowing, from 615 million yuan in 2020 to 62.91 million yuan in 2024 [8]. - For the first five months of 2025, the company anticipates a cumulative revenue of approximately 363 million yuan, a year-on-year increase of about 117.18%, with a projected net profit of around 55 million yuan [17]. Group 4: Technological Advancements - 3D visual perception technology is evolving from industrial applications to consumer-level products, with Orbbec being one of the few companies with a comprehensive layout across six major technology routes [4][6]. - The technology enables various applications, including biometric recognition, 3D scanning, and industrial measurement, enhancing the capabilities of AI algorithms [7][8]. Group 5: Future Outlook - Huang predicts that the growth of robotics will accelerate significantly once key performance thresholds are crossed, similar to the electric vehicle market [23]. - The future of robotic vision is expected to be highly integrated, focusing on compact, low-power, high-performance visual systems [23][24].

Group 1 - The company reported a revenue of 363 million yuan for January to May 2025, representing a year-on-year increase of 117.18%, with a net profit attributable to shareholders of 55 million yuan, an increase of 86.44 million yuan year-on-year [1] - In Q1 2025, the company achieved a revenue of 191 million yuan, up 105.63% year-on-year, and a net profit of 24.32 million yuan, an increase of 53.10 million yuan year-on-year, with a net profit margin of 12.7% [1] - The company is a key global supplier of 3D vision sensors, focusing on 3D vision technology research and development, with applications in biometric recognition, 3D scanning, and robotics [1] Group 2 - The company has established partnerships with several domestic and international service robot clients, including Yunji Technology and LionsBot, and has integrated its 3D cameras with NVIDIA's robotics platform [2] - The company has completed the development of five generations of depth engine chips and multiple iToF and dToF light-sensitive chips as of mid-2024 [2] Group 3 - The company has raised its revenue forecast for 2025/26 from 960 million/1.16 billion yuan to 1.02 billion/1.28 billion yuan, and net profit forecast from 60 million/100 million yuan to 110 million/190 million yuan, with a new forecast for 2027 of 1.53 billion yuan in revenue and 290 million yuan in net profit [3] - The average price-to-sales (PS) ratio of comparable companies is 29X, which is 22% higher than the company's PS of 24X, leading to an upgraded rating to "Buy" [3]

Investment Rating - The report upgrades the investment rating to "Buy" [2][7] Core Views - The company has shown significant revenue growth driven by AIoT and robotics demand, with a notable increase in net profit margin to 17.8% in April-May 2025 [7] - The company is a key global supplier of 3D visual sensors, focusing on technology development in 3D visual perception, with applications in biometrics, robotics, and industrial measurement [7] - The financial forecasts have been revised upwards, with expected revenues of 1,015 million in 2025 and 1,280 million in 2026, alongside a projected net profit of 112 million in 2025 and 188 million in 2026 [6][9] Financial Data and Profit Forecast - Total revenue is projected to grow from 564 million in 2024 to 1,015 million in 2025, reflecting a year-on-year growth rate of 79.9% [6] - The net profit is expected to turn positive, with a forecast of 112 million in 2025 and 188 million in 2026, compared to a loss of 63 million in 2024 [6][9] - The gross margin is anticipated to remain stable at around 43% from 2025 onwards [6] Market Position and Collaborations - The company has established partnerships with major players like NVIDIA and AMD, enhancing its presence in the robotics sector [7] - The company has successfully integrated its 3D cameras with NVIDIA's robotics platform, improving the capabilities of autonomous mobile robots [7]