证券代码：688322 证券简称：奥比中光 公告编号：2025-086 奥比中光科技集团股份有限公司 关于 2022 年限制性股票激励计划预留授予第二个归属期 归属结果暨股份上市的公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为4.44 万股。 本次股票上市流通总数为4.44 万股。 本次股票上市流通日期为2025 年 11 月 10 日。 奥比中光科技集团股份有限公司（以下简称"公司"）于近日收到中国证券登 记结算有限责任公司上海分公司出具的《证券变更登记证明》，公司已完成 2022 年限制性股票激励计划预留授予第二个归属期的股份登记工作。现将有关情况公 告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2022 年 12 月 14 日，公司召开第一届董事会第二十三次会议，审议通过 了《关于公司<2022 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司 <2022 年限制性股票激励计划考核管理办法>的议案》《关于提 ...

Group 1 - The core point of the news is that Aobo Zhiguan's stock price has dropped by 5.05%, currently trading at 85.40 yuan per share, with a total market capitalization of 34.254 billion yuan [1] - Aobo Zhiguan Technology Group Co., Ltd. is based in Shenzhen, Guangdong, and was established on January 18, 2013, with its IPO on July 7, 2022. The company specializes in the design, research and development, production, and sales of 3D visual perception products [1] - The revenue composition of Aobo Zhiguan includes 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Jianxin Fund holds Aobo Zhiguan as a significant investment. Jianxin CSI 1000 Index Enhanced A (006165) held 146,600 shares in the third quarter, accounting for 0.99% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The estimated floating loss for Jianxin CSI 1000 Index Enhanced A (006165) today is approximately 665,600 yuan. The fund was established on November 22, 2018, with a current scale of 740 million yuan, and has achieved a year-to-date return of 35.35% [2] - The fund manager, Ye Letian, has a cumulative tenure of 13 years and 232 days, with the best fund return during his tenure being 328.03%. The other manager, Zhao Yunyu, has a tenure of 6 years and 356 days, with a best return of 184.61% [3]

Summary of Key Points from the Conference Call Industry Overview - The humanoid robot market has significant potential, driven by advancements in AI technology, particularly in large models and generalization capabilities, which enable robots to perform complex tasks [2][4][18] - The industry is expected to experience explosive growth post-2026 as large-scale applications of humanoid robots become more prevalent [4][11][14] Core Technologies and Applications - Key technologies in the humanoid robot sector include: - **End-to-End Large Models and Layered Embodied Intelligence**: These models facilitate movement and operation through multimodal instructions [3] - **Incremental Sensors**: Particularly 3D cameras, which are crucial for environmental perception and understanding [6][12] - **AI Navigation and Obstacle Avoidance Systems**: These systems enhance navigation efficiency by enabling robots to autonomously plan paths and avoid obstacles [10] - **Multimodal Information Processing and Voice Interaction**: This technology improves user experience through natural and emotionally aware interactions [10] Notable Companies and Collaborations - **NVIDIA**: Released the Jason Soar chip with a computing power of 2000 TOPS, marking a significant advancement in the development of the brain and cerebellum technology for robots [9] - **Zhiwei Intelligent**: Engaged in multi-dimensional layouts in embodied intelligence, collaborating with top chip platforms like NVIDIA and Intel, and achieving breakthroughs with major clients [4][13] - **Aobi Zhongguang**: Competing and collaborating with Intel in the 3D vision field, focusing on dual-structure light solutions for humanoid robots [12][14] Investment Opportunities - Recommended investment targets include: - **Zhiwei Intelligent**: Notable for breakthroughs in humanoid robots and partnerships with leading companies [14][21] - **Aobi Zhongguang**: Strong in 3D vision technology with significant competitive advantages [14][21] - **Suochen Technology**: Potential in low-altitude and special fields, with future expansion into robot training [20][21] Data and AI Importance - Data is a critical barrier to robot intelligence, requiring vast amounts for training, with physical AI and world models being essential for development [15][16] - Companies like Tesla and Alibaba are making strides in this area, emphasizing the importance of data in enhancing robot capabilities [17] Future Outlook - 2025 is anticipated to be a pivotal year for robot intelligence, with rapid growth in related businesses and technologies [18] - The integration of 3D perception technology and advanced control systems is expected to drive further advancements in humanoid robots [19]

Core Points - The company, Aobi Zhongguang, announced on November 3 that it has repurchased a total of 339,007 shares through the Shanghai Stock Exchange trading system as of October 2025, which represents 0.08% of its current total share capital [2] Summary by Category - **Share Repurchase Activity** - Aobi Zhongguang has conducted a share repurchase of 339,007 shares [2] - This repurchase accounts for 0.08% of the company's total share capital [2]

Group 1 - The company, Aobo Zhongguang (688322.SH), has repurchased a total of 339,000 shares as of October 31, 2025, which represents 0.08% of its current total share capital [1] - The highest repurchase price was 86.50 CNY per share, while the lowest was 78.60 CNY per share [1] - The total amount of funds used for the repurchase was 28.0166 million CNY, excluding transaction commissions and other fees [1]

Company Summary - As of October 31, 2025, the company has repurchased approximately 340,000 shares, which represents 0.08% of the total share capital [1] - The highest repurchase price was 86.5 CNY per share, while the lowest was 78.6 CNY per share [1] - The total amount spent on the share repurchase was approximately 28.02 million CNY [1]

证券代码：688322 证券简称：奥比中光 公告编号：2025-085 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/10/14 | | --- | --- | | 回购方案实施期限 | 自公司第二届董事会第十九次会议通过回购方案 | | | 之日起不超过 12 个月 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 □为维护公司价值及股东权益 | | 累计已回购股数 | 339,007股 | | 累计已回购股数占总股本比例 | 0.08% | | 累计已回购金额 | 28,016,632.57元 | | 实际回购价格区间 | 78.60元/股~86.50元/股 | 奥比中光科技集团股份有限公司 2025 年 10 月，公司通过上海证券交易所交易系统以集中竞价交易方式已累计 回购股份 339,007 股，占公司目前总股本的 0.0 ...

Group 1 - The company, Orbbec, is currently focusing on various markets including robotics, biometric recognition, and 3D scanning [2]

Core Insights - The company reported strong performance in Q3 2025, with total revenue of 714 million yuan, a year-on-year increase of 103.5%, and a net profit attributable to shareholders of 108 million yuan [1] - The company has achieved significant cost control, with a decrease in expense ratios across various categories, leading to improved profitability [1][2] - The company is positioned as a leader in the 3D vision market, with substantial global market share and strategic partnerships enhancing its growth prospects [2][3] Financial Performance - For the first three quarters of 2025, the company achieved total revenue of 714 million yuan, a 103.5% increase year-on-year, and a net profit of 108 million yuan [1] - In Q3 alone, the company generated revenue of 279 million yuan, up 102.49% year-on-year, with a net profit of 48 million yuan [1] - The company’s expense ratio for the first three quarters was 36.08%, down 35.18 percentage points year-on-year, indicating effective cost management [1] Profitability Metrics - The gross profit margin for the first three quarters was 42.80%, a decrease of 1.19 percentage points year-on-year, while the net profit margin increased by 32% to 15.08% [1] - The company’s R&D expense ratio was 20.52%, down 23.18 percentage points year-on-year, reflecting improved R&D efficiency [1] Market Position and Strategic Initiatives - The company holds a 72% market share in the 3D vision market for commercial and industrial mobile robots in South Korea, significantly reducing logistics costs for local enterprises [2] - Strategic partnerships have been established with leading robotics companies in Japan and collaborations in the humanoid robot sector, enhancing the company's technological capabilities [2] - The company has launched flagship 3D scanners and joined the Intel Partner Alliance, expanding its global developer ecosystem [2] Future Outlook - The company has adjusted its profit forecasts upward, expecting revenues of 936 million yuan, 1.476 billion yuan, and 1.898 billion yuan for 2025E, 2026E, and 2027E respectively, with year-on-year growth rates of 65.9%, 57.6%, and 28.6% [2] - Net profits are projected to reach 148 million yuan, 326 million yuan, and 467 million yuan for the same years, with year-on-year growth rates of 335.0%, 120.4%, and 43.4% [2][3]

Core Viewpoint - The stock of Aobo Zhiguang has experienced fluctuations, with a recent decline of 2.04% and a significant increase of 85.51% year-to-date, indicating volatility in investor sentiment and market performance [1][2]. Financial Performance - For the period from January to September 2025, Aobo Zhiguang reported a revenue of 714 million yuan, representing a year-on-year growth of 103.50%. The net profit attributable to shareholders was 108 million yuan, showing a substantial increase of 279.12% [3]. - The company's main business revenue composition includes 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [2]. Stock Market Activity - As of October 30, Aobo Zhiguang's stock price was 86.26 yuan per share, with a total market capitalization of 34.599 billion yuan. The trading volume was 499 million yuan, with a turnover rate of 1.94% [1]. - The stock has been on the龙虎榜 (top trading list) once this year, with the last appearance on February 19, where it recorded a net buy of -47.36 million yuan [2]. Shareholder Information - As of September 30, the number of shareholders for Aobo Zhiguang increased by 45.86% to 29,200, while the average circulating shares per person decreased by 22.41% to 9,998 shares [3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating growing institutional interest [3].