智通财经APP讯，奥比中光(688322.SH)发布公告，公司于2026年2月5日收到上海证券交易所出具的 《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的交易所审核意见》，具体意见如下："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符合发行条件、上市条件和信息披露要求。本所 将在收到你公司申请文件后提交中国证监会注册。" ...

奥比中光公告称，2月5日收到上交所出具的审核意见，公司2025年度向特定对象发行A股股票申请符合 发行条件、上市条件和信息披露要求，上交所将在收到申请文件后提交中国证监会注册。该事项尚需获 中国证监会同意注册方可实施，最终结果及时间存在不确定性。公司将及时披露进展，提醒投资者注意 风险。 ...

证券日报网讯2月3日，奥比中光发布公告称，截至2026年1月30日，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公司股份339，007股，占公司目前总股本的0.08%。 ...

奥比中光科技集团股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日 召开第二届董事会第十九次会议，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》，同意公司通过集中竞价交易方式回购已发行的部分人民币普 通股（A 股）股票，本次回购股份将在未来适宜时机用于员工持股计划或股权激 励，回购价格不超过 130.00 元/股（含），回购资金总额不低于人民币 2,500 万元（含） 且不超过人民币 5,000 万元（含），回购期限为自公司董事会审议通过回购方案之 日起不超过 12 个月。 具体内容详见公司在指定信息披露媒体《上海证券报》《中国证券报》《证券 时报》《证券日报》和上海证券交易所网站（www.sse.com.cn）披露的《关于以集 中竞价交易方式回购公司股份的回购报告书》（公告编号：2025-075）。 证券代码：688322 证券简称：奥比中光 公告编号：2026-003 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。 ...

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Core Viewpoint - The article highlights the performance forecast of various A-share listed companies, indicating a significant divergence in earnings growth across different sectors, driven by technological advancements, cost control, and industry cycles [4][62]. Group 1: Companies with Strong Earnings Growth - **New Yisheng (300502.SZ)**: Expected net profit of 9.4 billion to 9.9 billion, a year-on-year increase of 231.24% to 248.86%, driven by rising demand for high-speed optical modules due to global computing power investments [6]. - **Han's Laser (688256.SH)**: Expected net profit of 1.85 billion to 2.15 billion, turning from a loss of 0.452 billion in the previous year, benefiting from the increasing demand for AI computing power [8]. - **Zhongji Xuchuang (300308.SZ)**: Expected net profit of 9.8 billion to 11.8 billion, a year-on-year increase of 89.50% to 128.17%, supported by strong investment in computing infrastructure [10]. - **Runze Technology (300442.SZ)**: Expected net profit of 5 billion to 5.3 billion, a year-on-year increase of 179.28% to 196.03%, primarily due to non-recurring gains from public REITs issuance [12]. - **CITIC Securities (601995.SH)**: Expected net profit of 8.542 billion to 10.535 billion, a year-on-year increase of 50% to 85%, driven by steady growth in core business segments [15]. Group 2: Companies with Earnings Below Expectations - **Great Wall Motors (601633.SH)**: Expected net profit of 9.912 billion, a year-on-year decrease of 21.71%, impacted by increased marketing expenses and intense competition [34]. - **GAC Group (601238.SH)**: Expected net profit of -8 billion to -9 billion, turning from a profit of 0.824 billion in the previous year, due to fierce competition and adjustments in product structure [36]. - **GCL-Poly Energy (002506.SZ)**: Expected net profit of -0.89 billion to -1.29 billion, turning from a profit of 0.068 billion, affected by structural supply-demand issues in the photovoltaic industry [38]. - **Boli Tianheng (688506.SH)**: Expected net profit of -1.1 billion, turning from a profit of 3.708 billion, due to increased R&D expenses [39]. - **Daiyue City (000031.SZ)**: Expected net profit of -2.7 billion to -2.1 billion, continuing losses from the previous year, influenced by asset impairment provisions [42]. Group 3: Industry Trends - **Technological Breakthroughs**: Industries driven by technology, such as AI and innovative pharmaceuticals, are showing strong growth, with companies like New Yisheng and Rongchang Bio leading the way [62][63]. - **Cost Control**: The energy and manufacturing sectors are experiencing a clear divide, with companies like Datang Power benefiting from lower coal prices and effective cost management [64]. - **Downward Pressure from Industry Cycles**: The real estate, agriculture, and photovoltaic sectors are under significant pressure, with companies like Vanke and Tianbang Food facing substantial earnings declines [65][66].

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Artificial Intelligence ETF (589010), which has seen a decline of 1.111% since opening, with a latest price of 1.602 yuan [1] - The ETF tracks 30 constituent stocks, with 22 stocks experiencing declines, notably Yuntian Lifei dropping over 9%, and Xinghuan Technology and Obsidian Optical falling over 4%, indicating significant pressure on the market [1] - The liquidity of the ETF is moderate, with a trading volume of 26.95 million yuan and a turnover rate of 1.07% [1] Group 2 - Dongwu Securities notes a shift in the overseas AI market from rapid expansion to a new cycle focused on demand realization and efficiency competition, with localized bubbles rather than systemic collapse [2] - There is a narrowing of the technology gap between China and the U.S. to 6-9 months, with a focus on real monetization and cost advantages in investment [2] - The Sci-Tech Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Performance Forecast - The company expects to achieve an operating revenue of approximately 940 million yuan for the year 2025, representing an increase of about 375.54 million yuan or a year-on-year growth of approximately 66.53% [1] - The net profit attributable to the parent company is projected to be around 123 million yuan, an increase of approximately 185.91 million yuan, marking a turnaround from a loss to profit [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is estimated to be about 75 million yuan, reflecting an increase of approximately 187.23 million yuan, also indicating a turnaround from a loss to profit [1] Previous Year Performance - In 2024, the company's operating revenue was 564.46 million yuan [1] - The net profit attributable to the parent company for 2024 was -62.91 million yuan [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses for 2024 was -112.23 million yuan [1] Reasons for Performance Change - The company has focused on niche industry demands and advanced product development, successfully integrating with major international platforms such as NVIDIA Jetson Thor and Intel [2] - The rapid development of AI edge applications, including 3D scanning and robotics, has contributed to the expected revenue increase for 2025 [2] - The company has built a standardized, cost-effective product matrix and is exploring innovative applications of 3D visual perception technology in emerging fields, driving long-term sustainable development [2] Future Outlook - The company plans to align with global industrial chain upgrades, focusing on breakthroughs in 3D visual perception technology and providing innovative solutions for industry pain points [3] - The strategy includes creating a high-efficiency innovation cycle that integrates demand insights, technical breakthroughs, and scenario validation [3] - The company aims to strengthen its competitive advantages in core business areas and build global market competitiveness through innovation and ecosystem collaboration [3]

证券代码：688322 证券简称：奥比中光 公告编号：2026-002 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，奥比中光科技集团股份有限公司（以下简称"公司"）预计2025年度实现营业 收入94,000.00万元左右，与上年同期相比，将增加37,554.10万元左右，同比增长66.53%左右； 2、预计公司2025年度实现归属于母公司所有者的净利润为12,300.00万元左右，与上年同期相比，将增 加18,590.69万元左右，实现扭亏为盈； 3、预计公司2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润7,500.00万元左右，与上 年同期相比，将增加18,723.17万元左右，实现扭亏为盈。 奥比中光科技集团股份有限公司 2025年年度业绩预告 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。 三、本期业绩变化的主要原因 报告期内，公司深耕细分行业需求，聚焦潜力领域推进产品开发，持续提升产品竞争力与市场覆盖率， 成功接 ...

Core Viewpoint - The company, Aobo Zhongguang (688322.SH), expects to achieve a net profit attributable to shareholders of approximately 123 million yuan for the fiscal year 2025, marking an increase of about 186 million yuan compared to the previous year, thus turning a profit from a loss [1] Financial Performance - The projected net profit for 2025 is around 123 million yuan [1] - This represents an increase of approximately 186 million yuan compared to the same period last year [1]