证券代码：688322 证券简称：奥比中光 公告编号：2025-045 奥比中光科技集团股份有限公司 关于部分特别表决权股份转换为普通股份的提示性公告 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。 重要内容提示： 奥比中光科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日召开第二届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购 公司股份方案的议案》，同意公司以自有资金通过上海证券交易所交易系统以集 中竞价交易方式回购部分公司已发行的人民币普通股（A 股）股票。自 2025 年 5 月 13 日至本公告披露日，公司累计新增回购股份 40,738 股。股份回购后，特 别表决权比例届时会相应提高，根据《上海证券交易所科创板股票上市规则》等 相关规定，公司需将相应数量特别表决权股份转换为普通股份，以保证特别表决 权比例不高于原有水平。 公司拟将公司控股股东、实际控制人、董事长、总经理黄源浩先生持有 的 8,433 份特别表决权股份转换为普通股份，转换后黄源浩先生持有的特别表决 权比例与转换前一致 ...

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 | 2025/4/9 | | --- | --- | | 回购方案实施期限 | 自公司第二届董事会第十二次会议通过回购方案 | | | 之日起不超过 3 个月 | | 预计回购金额 | 2,000万元~4,000万元 | | 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 | | 累计已回购股数 | √为维护公司价值及股东权益 390,622股 | | 累计已回购股数占总股本比例 | 0.10% | | 累计已回购金额 | 19,354,765.97元 | | 实际回购价格区间 | 41.63元/股~53.50元/股 | 一、 回购股份的基本情况 奥比中光科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日召 开第二届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购公司 股份方案的议案》，同意公司通过集 ...

Core Viewpoint - The article highlights the rapid advancements and growing interest in the robotics industry, particularly in humanoid robots, as evidenced by recent competitions that showcase both technological breakthroughs and existing challenges [3][4]. Industry Overview - The robotics industry is segmented into three main areas: upstream core components, midstream machine manufacturing and system integration, and downstream end applications [6]. - Upstream components include servo systems, reducers, controllers, AI chips, and sensors, which are critical for robot performance. For instance, Huichuan Technology holds a 32.5% market share in the domestic servo system market [7][8]. - Midstream manufacturing includes industrial and service robots, with companies like Estun and Ecovacs leading in market share [10]. - Downstream applications focus on integrating robots into various industrial processes, enhancing labor efficiency and manufacturing precision [11]. Regional Development - Shenzhen is identified as the "robotics capital" of China, with over 74,032 robotics companies and a total industry output surpassing 200 billion yuan in 2024, marking a 12.58% increase [13]. - Other cities like Beijing, Shanghai, Nanjing, Suzhou, and Hefei are also emerging as significant players in the robotics sector, each with unique strengths such as intelligent algorithms, application expansion, and voice interaction technology [19][20][21][23]. Market Potential - The global humanoid robot market is projected to grow from approximately $1.017 billion in 2024 to $15 billion by 2030, with a compound annual growth rate exceeding 56% [26]. - China is positioned as the largest market for robotics applications, driving the industry's growth and contributing to economic development and industrial upgrades [26].

Group 1 - The world's first humanoid robot fighting competition was held in Hangzhou, attracting significant attention from industry professionals [1] - Machine vision is a key technology for humanoid robots to perceive and understand their environment, with domestic manufacturers primarily using 3D vision combined with LiDAR to enhance environmental modeling and navigation accuracy [1] - Orbbec, a leading company in the domestic service robot vision market, holds over 70% market share and is one of the earliest players in the robot vision sector [1] Group 2 - Current advancements in humanoid robots focus on joint flexibility and balance control, with the execution of commands exceeding expectations during the competition [2] - For true autonomous robot fighting, the next step involves upgrading from passive execution to active execution, where visual sensor data becomes crucial for decision-making [2] - Orbbec is one of the few companies globally that has comprehensively developed six major 3D visual perception technology routes, actively providing samples of its binocular structured light products for compatibility with most humanoid robot clients [2]

Core Insights - The "CMG World Robot Competition - Mecha Fighting Arena" concluded on May 25, showcasing the capabilities of the Yushu G1 robots in combat skills and motion control [1][2] - Yushu Technology's humanoid robots are expected to achieve a shipment of 1,000 units by 2025, indicating a faster industrialization process [6] Group 1: Event Overview - The competition took place in Hangzhou and was broadcasted live by CCTV Science and Education Channel, featuring four teams competing with Yushu G1 robots [2] - The competition format was based on a point system, consisting of three rounds, each lasting two minutes [2] Group 2: Robot Performance - Yushu G1 robots demonstrated advanced motion control capabilities, executing complex combat moves such as side kicks, knee strikes, and combinations with fluidity and power [3] - The robots exhibited strong balance and recovery abilities, maintaining upright posture after being struck and smoothly transitioning from a fallen position back to standing [3] Group 3: Software and Learning Progress - The robots learned combat skills through a pre-training model that includes real data from professional fighters and video data for imitation learning [4] - The robots' action output is linked to remote control commands, allowing for quick decision-making and execution based on environmental assessments [4] Group 4: Hardware Capabilities - The robots are equipped with high-performance motors, depth cameras, laser radars, and sensors, enhancing their motion output and perception [5] - Lightweight materials contribute to the robots' agility and flexibility during operations [5] Group 5: Industry Outlook - The humanoid robots' skill sets are expanding, and the acceleration of model evolution is crucial for commercial viability and adaptability across various tasks [6] - Investment recommendations include companies such as Zhongda Lide, Changsheng Bearing, and Aobi Zhongguang, with additional attention suggested for Shoucheng Holdings, Wolong Electric Drive, and Lingyun Optics [7]

Core Insights - The recent G1 robot fighting competition has sparked widespread discussion in the industry, showcasing advancements in robot technology and exceeding market expectations regarding robot stability and impact resistance, potentially leading to a new wave in the robotics sector [1][4] Group 1: Technology and Innovation - The implementation of robot fighting relies on various sensing technologies, including force sensors, tactile sensors, and visual solutions, with visual perception technology being crucial for robots to understand their environment [1][2] - The G1 robots are equipped with dual-depth cameras and 3D LiDAR, enabling 360-degree environmental perception and real-time posture adjustments through multi-sensor fusion technology [2][3] - The current competition still utilizes manual remote control, indicating that the performance of robot teams depends on the collaboration between human operators and robotic participants [3] Group 2: Market Position and Competitive Landscape - Aobi Zhongguang, a leading player in the domestic robot vision market, holds over 70% market share and is one of the earliest companies to focus on robot vision technology [2][4] - The upcoming "Mecha King" competition in December will be the first to feature humanoid robots as the main competitors, promoting the integration of robotics with sports and culture [4][5] - The rise of robot fighting competitions is expected to accelerate technological advancements and commercial applications in the humanoid robot industry, with domestic 3D visual perception technology and multi-dimensional sensing technology playing significant roles [4][5]

Group 1 - The A-share market saw a slight decline in the three major indices, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index experiencing a minor pullback [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) opened lower but slightly rebounded, with a narrowing decline of 1.04% and a trading volume exceeding 10 million yuan [1] - The index comprises 30 large-cap listed companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of representative AI industry stocks in the Sci-Tech Innovation Board market [1] Group 2 - China Galaxy Securities indicated that the computer industry may have seen bottom signals in Q1 2025, with revenue growth maintaining an upward trend and significant acceleration, suggesting a gradual recovery in market demand [2] - Shanxi Securities noted that AI has positively impacted Tencent's advertising and gaming businesses, with Tencent increasing investments in AI applications, while Alibaba's AI-related product revenue has achieved triple-digit growth for seven consecutive quarters [2] - The sustained capital expenditure of 380 billion yuan by domestic and international tech giants in AI validates the long-term demand for computing power despite macroeconomic disturbances [2]

Core Viewpoint - The company, Aobo Zhongguang, has achieved significant growth in revenue and profitability, driven by its focus on robotics and AI visual technology, establishing itself as a leader in the industry [2][3]. Group 1: Financial Performance - In Q1 2025, Aobo Zhongguang reported revenue of 191 million yuan, a year-on-year increase of 105.63%, and a net profit of approximately 24.32 million yuan, marking a turnaround to profitability [2]. - The production volume of 3D visual sensors reached 888,400 units in 2024, reflecting a year-on-year growth of 17.1% [5]. Group 2: Technological Advancements - The company has developed and mass-produced five generations of deep engine chips and multiple types of depth-sensing chips, maintaining an annual iteration pace [2]. - Aobo Zhongguang possesses core technological capabilities in chip design, optics, and algorithms, with a comprehensive product development capability across various technical routes including structured light, iToF, dToF, and Lidar [3]. Group 3: Market Position and Expansion - Aobo Zhongguang has established a dominant position in the domestic service robot vision market and is actively expanding into industrial robotics and humanoid robots, leveraging its first-mover advantage [4]. - The company is constructing a "3D Visual Perception Industry Intelligent Manufacturing Base" in Shunde, with a building area exceeding 100,000 square meters, to enhance its supply chain and production capacity [5]. Group 4: Strategic Collaborations - The company has formed stable ecological partnerships with international giants such as Microsoft, NVIDIA, and AMD, integrating its products into various developer ecosystems [2]. - Notably, the Femto Bolt depth camera from Aobo Zhongguang was utilized in a breakthrough project in the field of spatial intelligence by Stanford University, showcasing its technology's application in optimizing robotic actions [3].

2024年11月，英伟达创始人黄仁勋获香港科技大学工程学荣誉博士学位时，盛赞粤港澳大湾区机器人产 业："这里是全球唯一兼具机电与人工智能技术的地区，机器人产业迎来黄金发展期。"这番评价，道出 了珠三角具身智能的核心竞争力。 "历经数十年发展，珠三角已构建起覆盖设计、研发、生产制造与应用的独特生态。这里汇聚了全球顶 尖的垂直细分供应链资源，使得我们的产品迭代速度可以达到硅谷的5—10倍，而成本仅为硅谷的1/10 —1/5。"深圳科创学院创始合伙人、副院长于盈向证券时报记者阐述道。 广东省工业和信息化厅数据显示，截至今年一季度末，广东人工智能核心产业规模突破2200亿元。凭借 深厚的电子信息制造根基与全产业链覆盖优势，珠三角在具身智能机器人这片"新赛场"上迅速崛起，产 业链各环节创新加速，在资本市场的强力赋能下，正稳步迈向全球具身智能机器人产业创新的制高点。 产业落地加速推进 坐落于东莞松山湖国家高新区的XbotPark机器人产业基地，是2014年由香港科技大学教授李泽湘与高秉 强、甘洁联合创办，专注于发现、培育、投资勇于革新的早期硬科技创业者。基地链接大湾区乃至全球 高校、研究所与供应链资源，已先后培育出智能机 ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-043 奥比中光科技集团股份有限公司 2024年年度股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一）股东会召开的时间：2025 年 5 月 21 日 （二）股东会召开的地点：深圳市南山区西丽街道松坪山社区高新北一道 88 号 奥比科技大厦 3 层会议室 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其 持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 139 | | --- | --- | | 普通股股东人数 | 138 | | 特别表决权股东人数 | 1 | | 2、出席会议的股东所持有的表决权数量 | 550,120,683 | | 普通股股东所持有表决权数量 | 137,739,278 | | 特别表决权股东所持有表决权数量（每份特别表决权股份的 | 412,381,405 | | 表决权数量为：5） | | | 3、出席会议的 ...