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 ...

北京市金杜（深圳）律师事务所 关于奥比中光科技集团股份有限公司 2024 年年度股东会之 法律意见书 致：奥比中光科技集团股份有限公司 北京市金杜（深圳）律师事务所（以下简称本所）接受奥比中光科技集团股 份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称 《证券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管 理委员会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国 境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、 中国澳门特别行政区和中国台湾地区）现行有效的法律、行政法规、规章和规范 性文件和现行有效的公司章程有关规定，指派律师出席了公司于 2025 年 5 月 21 日召开的 2024 年年度股东会（以下简称本次股东会），并就本次股东会相关事项 出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司 2024 年第一次临时股东大会审议通过，于 2024 年 10 月 1 日刊登 于上海证券交易所网站（www.sse.com.cn，下同）的《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：2025-042 奥比中光科技集团股份有限公司 关于董事辞职暨选举职工代表董事的公告 截至书面辞职报告递交日，张丁军先生未直接持有公司股份，通过公司员工持股 平台珠海奥比中瑞投资合伙企业（有限合伙）和珠海奥比逐光投资合伙企业（有限合 伙）间接持有公司股份。根据《中华人民共和国公司法》（以下简称"《公司法》"）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》"）等有关规定，张 丁军先生的辞职报告自送达公司董事会之日起生效。 为保障公司董事会正常运作，根据《公司法》《上海证券交易所科创板股票上市 规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律 法规、规范性文件以及《公司章程》等相关规定，公司于 2025 年 5 月 21 日召开 2025 年第一次职工代表大会，选举张丁军先生为公司第二届董事会职工代表董事（简历详 见附件），任期自本次职工代表大会审议通过之日起至公司第二届董事会届满之日止。 张丁军先生当选公司职工代表董事后，公司第二届董事会兼任公司高级管理人员 以及由职工代表担任的董事人数总计未超过公司董事总数的 ...

Group 1 - The core viewpoint of the article highlights that Aobo Zhiguang has experienced a decline in stock price for six consecutive trading days, with a cumulative drop of -8.79% [1] - Aobo Zhiguang Technology Group Co., Ltd. (688322.SH) is recognized as a leading company in the robot vision and AI vision technology sector, focusing on building a platform for robot and AI vision industries [1] - The financial report indicates that Xingquan Global Fund's Xingquan Helun Mixed A has reduced its holdings in Aobo Zhiguang among its top ten shareholders during the first quarter of this year [1] Group 2 - The performance of Xingquan Helun Mixed A shows a year-to-date return of 0.33%, ranking 2732 out of 3936 in its category [2] - The fund's recent performance includes a weekly decline of -0.48% and a monthly increase of 4.22% [2] - The fund manager, Xie Zhiyu, has extensive experience in fund management and has been managing Xingquan Helun Mixed A since January 29, 2013 [3][4]

转自：新华财经 新华财经上海5月19日电 上周公募调研热情依旧较高。公募排排网数据显示，上周（2025年5月12日-5 月18日）共有125家公募机构参与到A股公司调研，调研范围覆盖到76个申万二级行业中的210只个股， 合计调研频次达972次。 从被调研频次来看，69只个股上周被调研不少于5次，其中46只个股被调研5-9次，16只个股被调研10- 19次，7只个股被调研不少于20次。 | 上周公募调研次数前十个股 | A 股简称 | 申万二级行业 | 被调研频次(次) | 周度涨跌幅(%) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 电子化学品 II | 安集科技 | -2.54 | 57 | 奥比中光 | 光学光电子 | 30 | -2. 98 | | 化学制药 | 华东医药 | 4.72 | 29 | 海大集团 | 饲料 | 1.61 | 21 | | 德明利 | 半导体 | -3.10 | 21 | 仕佳元子 | 通信设备 | | | | 8.03 | 20 | 阳光诺和 | 医疗服务 | -1.46 | 20 | | | | ...

Core Insights - The article highlights the significant advancements in the robotics industry driven by artificial intelligence, with a focus on the role of 3D visual perception technology in enhancing robot capabilities [1][4]. Company Overview - Aobi Zhongguang Technology Group Co., Ltd. specializes in 3D visual perception technology, serving over 100 global robotics companies and positioning itself as a key player in the robotics and AI visual industry [1][4]. - The company has achieved a market share of 71.09% in the service robot 3D visual sensor market in China, making it the industry leader [7][9]. Technology and Innovation - Aobi Zhongguang emphasizes the importance of 3D visual perception technology as a critical path for the development of the robotics industry, enabling robots to perceive, navigate, and interact with their environment effectively [4][8]. - The company has filed nearly 2,000 patent applications in the 3D visual perception field, with around 1,000 patents granted, placing it among the top companies globally alongside Microsoft and Apple [7][9]. Historical Development - Founded in January 2013, Aobi Zhongguang initially focused on industrial cameras before pivoting to 3D visual perception technology, developing core chips and production lines for 3D sensing cameras [9][12]. - The company launched its first 3D depth engine chip in July 2015 and established a production line for 3D sensing cameras shortly thereafter, becoming one of the few companies capable of mass-producing consumer-grade 3D sensors [12][14]. Future Outlook - Aobi Zhongguang plans to continue expanding its global presence and enhancing its product matrix, aiming to improve the performance of various robots and make advanced technology accessible to the general public [14][17]. - The company reported a revenue of 191.06 million yuan in Q1 2025, marking a year-on-year growth of 105.63% and achieving a net profit of 24.31 million yuan [15].

中国国际金融股份有限公司 关于奥比中光科技集团股份有限公司 1 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | | | 保荐机构在 年度持续督导期间内督 2024 导奥比中光及其董事、监事、高级管理人 | | | 督导上市公司及其董事、监事、高级管理人员遵 | | | 6 | 守法律、法规、部门规章和上海证券交易所发布 | 员遵守法律、法规、部门规章和上海证券 | | | 的业务规则及其他规范性文件，并切实履行其所 | 交易所发布的业务规则及其他规范性文 | | | 做的各项承诺 | | | | | 件，并切实履行其做出的各项承诺。 | | | 督导上市公司建立健全并有效执行公司治理制 | 保荐机构在 年度持续督导期间内督 2024 | | | 度，包括但不限于股东大会、董事会、监事会议 | | | 7 | | 促奥比中光依照相关规定健全完善公司治 | | | 事规则以及董事、监事和高级管理人员的行为规 | 理制度并严格执行。 | | | 范等 | | | | 督导上市公司建立健全并有效执行内控制度，包 | 保荐机构在 2024 年度持续督导期间内督 | | | 括但 ...