证券日报网讯 9月15日晚间，奥比中光发布公告称，本次保荐代表人变更后，公司首发项目持续督导期 间及公司定增项目的保荐代表人为杨赫先生和张泽亚先生，持续督导期至中国证券监督管理委员会和上 海证券交易所规定的持续督导义务结束为止。 （文章来源：证券日报） ...

目 录 | 一、关于募投项目……………………………………………………第 | 1—4 | 页 | | --- | --- | --- | | 二、关于融资规模和效益测算………………………………………第 | 4—29 | 页 | | 三、关于经营情况…………………………………………………第 | 29—51 | 页 | | 四、关于财务性投资………………………………………………第 | 51—63 | 页 | 关于奥比中光科技集团股份有限公司向特定对象 发行股票审核问询函中有关财务事项的说明 天健函〔2025〕3-157 号 上海证券交易所： 由中国国际金融股份有限公司转来的《关于奥比中光科技集团股份有限公司 向特定对象发行股票申请文件的审核问询函》（上证科审（再融资）〔2025〕91 号，以下简称审核问询函）奉悉。我们已对审核问询函所提及的奥比中光科技集 团股份有限公司（以下简称奥比中光公司或公司）财务事项进行了审慎核查，现 汇报如下。 一、关于募投项目 根据申报材料：1）公司拟募集资金总额为不超过 218,665.62 万元，拟用 于机器人 AI 视觉与空间感知技术研发平台项目、AI 视觉传感器与智能硬件制 造基 ...

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"）于近日收到中国国际金融 股份有限公司（以下简称"中金公司"）出具的《关于更换奥比中光科技集团股份有 限公司持续督导保荐代表人的函》《关于奥比中光科技集团股份有限公司变更保荐代 表人的专项说明》。 证券代码：688322 证券简称：奥比中光 公告编号：2025-073 奥比中光科技集团股份有限公司 关于变更保荐代表人的公告 董事会 2025 年 9 月 16 日 附件：张泽亚先生简历 张泽亚先生，保荐代表人，中国国际金融股份有限公司投资银行部高级经理，曾 作为保荐代表人或项目核心成员参与森麒麟可转换公司债券项目、天马科技 2020 年 非公开发行项目、格灵深瞳科创板 IPO 项目、森麒麟主板 IPO 项目、起帆电缆主板 IPO 项目、之江生物科创板 IPO 项目等，在保荐业务执业过程中严格遵守《保荐管理 办法》等相关规定，执业记录良好。 中金公司作为公司首次公开发行股票并在上海证券交易所科创板上市（以下简称 "首发项目"）的持续督 ...

关于奥比中光科技集团股份有限公司向特定对象发行股票申请文件的审核问询函的回复报告 说明： 一、如无特别说明，本回复意见中的简称或名词释义与募集说明书中的相同。 关于奥比中光科技集团股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复报告 保荐机构（主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年九月 关于奥比中光科技集团股份有限公司向特定对象发行股票申请文件的审核问询函的回复报告 上海证券交易所： 根据贵所于 2025 年 8 月 8 日出具的《关于奥比中光科技集团股份有限公司向特定 对象发行股票申请文件的审核问询函》（上证科审（再融资）〔2025〕91 号）（以下简 称"审核问询函"）要求，中国国际金融股份有限公司（以下简称"保荐机构"或"保 荐人"）会同奥比中光科技集团股份有限公司（以下简称"公司"、"奥比中光"或"发 行人"） 及天健会计师事务所（特殊普通合伙）（以下简称"会计师"或"申报会计 师"）等中介机构，按照贵所的要求对审核问询函中提出的问题进行了认真研究，现逐 条进行说明，请予审核。 二、本回复意见中若出现总计数尾数与所列数值总和尾数不 ...

公司及相关中介机构根据《审核问询函》的要求，就相关事项进行了逐项核 实和答复，具体内容详见公司于同日在上交所网站（www.sse.com.cn）披露的《关 于奥比中光科技集团股份有限公司向特定对象发行股票申请文件的审核问询函 的回复报告》及相关文件。 公司本次向特定对象发行 A 股股票事项尚需经上交所审核通过，并获得中 国证券监督管理委员会（以下简称"中国证监会"）同意注册的决定后方可实施， 最终能否通过上交所审核并获得中国证监会同意注册的决定及其时间尚存在不 确定性。公司将根据该事项的进展情况及时履行信息披露义务，敬请广大投资者 注意投资风险。 特此公告。 证券代码：688322 证券简称：奥比中光 公告编号：2025-072 奥比中光科技集团股份有限公司 关于向特定对象发行 A 股股票申请文件的审核问询函回复 的提示性公告 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。 2025 年 8 月 8 日，奥比中光科技集团股份有限公司（以下简称"公司"） 收到上海证券交易所（以下简称"上交所"）下发的《关于奥比中光科技集团股 ...

Core Insights - The company, Orbbec, has established a leading position in the 3D vision sensor market for service robots in China through a comprehensive technology stack, becoming a partner of international giants like NVIDIA, with continuous performance improvement since 2023 [1][6]. Technology Barriers - Orbbec has focused on the research and innovation of 3D vision perception technology since its establishment in 2013, building a robust technical system that integrates various complex disciplines such as optics, mechanics, electronics, chip design, algorithms, SDK, and firmware development [2]. - The company has applied for over 1,200 patents, with more than 700 granted, and over 40% of these being invention patents, maintaining a leading position in intellectual property in the 3D vision perception field [2]. Production and Performance - Orbbec has developed a controllable 3D vision perception system, achieving advanced solution capabilities in the industry [3]. - The Gemini330 series products are designed for all scenarios, addressing challenges like strong light and reflections, with a depth measurement range of 0.1 to 10 meters [3]. - The company has successfully developed and mass-produced multiple 3D vision perception products that meet high standards across various application scenarios [3]. Market Positioning - Orbbec maintains a leading market position in the 3D vision sensor field for service robots in China, serving numerous global clients including OPPO, Jabil, China Mobile, Matterport, and Beike [4]. - The company has established deep partnerships with industry giants, including collaborations with NVIDIA, Microsoft, and Ant Group, enhancing its technological capabilities and market reach [5]. Performance Improvement - Financial data indicates that Orbbec's performance has been improving since 2023, with a reported revenue of 360 million yuan, a year-on-year increase of 39.56%, and a significant improvement in net cash flow from operating activities, up 67.67% [6]. - The company's gross margin reached 38.27% in 2023, with the gross margin for 3D vision sensors exceeding 45%, indicating the emergence of scale effects [6]. - In the first half of 2025, the company achieved a revenue of 435 million yuan, a year-on-year increase of 104.14%, with a net profit attributable to shareholders of 60.19 million yuan [6]. Industry Outlook - The 3D vision perception technology is crucial for enabling smart devices to acquire precise three-dimensional information, with the global 3D imaging and sensing market expected to grow to 15 billion USD by 2025, reflecting a compound annual growth rate of approximately 20% from 2019 to 2025 [7][8]. - The machine vision sensor market is anticipated to be a rapidly growing segment, maintaining a fast growth trajectory in the coming years [8]. Future Strategy - In 2023, Orbbec aims to enhance its core competitiveness in 3D vision perception technology through continuous innovation and product iteration, expanding its applications in embodied intelligence and three-dimensional digitization [9]. - The company has established a virtuous cycle of "technology iteration—production acceleration—cost optimization," which is expected to drive future profitability and business structure upgrades [9]. - With the completion of its Dongguan Songshan Lake base and steady progress in the Shunde intelligent manufacturing base, Orbbec is well-positioned to meet future order delivery needs [9].

Core Insights - The article highlights the leading position of the company in the 3D vision sensor market for service robots in China, driven by its comprehensive technology stack and partnerships with international giants like NVIDIA [2][6][10] Technology Barriers - The company has established a robust "full-stack technology research and development capability" in 3D vision perception, integrating various complex disciplines such as optics, mechanics, electronics, chip design, algorithms, and firmware development [2][3] - It has a wide-ranging technology layout covering six major areas: structured light, iToF, dToF, binocular, Lidar, and industrial 3D measurement [2] Product Performance - The Gemini330 series is designed for all scenarios, utilizing active infrared and passive natural light to address challenges like strong light and reflections, with a depth measurement range of 0.1 to 10 meters [4] - The company has developed proprietary production equipment and processes, enabling mass production of high-performance 3D vision perception products that meet stringent application standards [5] Market Positioning - The company maintains a leading market position in the Chinese service robot 3D vision sensor sector, serving numerous global clients including OPPO, Jabil, and China Mobile [6][10] - It has formed deep partnerships with industry leaders, integrating its products into NVIDIA's Jetson platform and collaborating with Microsoft and Ant Group for various applications [7][8][9] Financial Performance - The company reported a revenue of 360 million yuan in 2023, a year-on-year increase of 39.56%, with a significant improvement in net cash flow from operating activities, up 67.67% [10] - By the first half of 2025, revenue reached 435 million yuan, reflecting a 104.14% year-on-year growth, with a net profit of approximately 60 million yuan [10] Industry Outlook - The global 3D imaging and sensing market is projected to grow to $15 billion by 2025, with a compound annual growth rate of about 20% from 2019 to 2025 [11] - The 3D vision sensor market is expected to be a rapidly growing segment, driven by the increasing demand for intelligent hardware and the limitations of 2D imaging technology [12] Future Strategy - The company aims to enhance its core competitiveness in 3D vision perception through continuous innovation and product iteration, focusing on applications in embodied intelligence and 3D digitization [13] - With the expansion of smart terminal market demand and increased production capacity, the company is positioned to drive future profitability and business structure upgrades [14]

二、本次募集资金投向方案 证券代码：688322 证券简称：奥比中光 奥比中光科技集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票 募集资金投向属于科技创新领域的说明 （修订稿） 根据《上市公司证券发行注册管理办法》等有关规定，结合奥比中光科技集团股份 有限公司（以下简称"公司"或"奥比中光"）实际情况，公司编制了关于本次募集资 金投向属于科技创新领域的说明，具体内容如下：（如无特别说明，相关用语具有与《奥 比中光科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案（修订稿）》中 的释义相同的含义） 一、公司的主营业务 公司的主营业务是 3D 视觉感知产品的设计、研发、生产和销售，主要产品包括 3D 视觉传感器、消费级应用设备和工业级应用设备。公司专注于 3D 视觉感知技术研发， 在人工智能时代打造"机器人与 AI 视觉产业中台"，致力于让所有终端都能更好地看 懂世界。 公司在国内率先开展 3D 视觉感知技术系统性研发，自主研发一系列深度引擎数字 芯片及专用感光模拟芯片并实现 3D 视觉传感器产业化应用，是全球少数几家全面布局 主流 3D 视觉感知技术的公司之一。公司致力于将 3 ...

奥比中光科技集团股份有限公司 独立董事专门会议 2025 年第四次会议决议 一、独立董事专门会议召开情况 奥比中光科技集团股份有限公司（以下简称"公司"）独立董事专门会议 2025 年第四次会议通知于 2025 年 9 月 8 日以电话、电子邮件等方式向全体独立董事 发出，会议于 2025 年 9 月 11 日以现场结合通讯表决方式召开。会议应出席独立 董事 4 名，实际出席独立董事 4 名。经过半数独立董事推举，独立董事傅愉（Fu Yu）先生召集并主持本次会议。 本次会议的召集、召开及表决程序符合《上市公司独立董事管理办法》等法 律法规、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》"）、《奥比中光科技集团股份有限公司独立董事制度》的相关规定，合法 有效。 二、独立董事专门会议审议情况 （一）会议以 4 票同意，0 票反对，0 票弃权，审议通过了《关于调整公司<2025 年度向特定对象发行 A 股股票方案>的议案》； 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）、《上市公司证券发行注册管理办法》（以下简 称"《管理办 ...

Core Viewpoint - The company, Aibijungguang, announced a board meeting to discuss a revised proposal for issuing A-shares to specific investors in 2025, indicating strategic financial planning and potential capital raising efforts [1] Financial Performance - For the year 2024, the revenue composition of Aibijungguang is as follows: AIoT accounts for 52.82%, biometric recognition for 40.93%, industrial 3D measurement for 4.69%, and other businesses for 1.56% combined [1] Market Position - As of the report, Aibijungguang has a market capitalization of 35.2 billion yuan, reflecting its valuation in the current market [1]