广货爆款开箱 开箱！解码广货。每期一爆款，开箱见真章。 从一部智能手机到一辆新能源车，"广货"早已是国民生活中的"硬核存在"。它到底有多能打？爆款背后 藏着怎样的创新密码？南都大数据研究院"广货爆款开箱"专栏上线！用数据带您透视广货从核心零件到 全球布局的真实战力，解码它如何风靡世界。 第三期，开箱生产线上的"钢铁手臂"，物流仓库里的"灵活身姿"，以及迈向通用场景的"人形先锋"—— 广东造机器人。 机器人=全国双第一产量+最活跃的产业生态 ******************* 2025年前10个月广东工业机器人 HOLES 和服务机器人产量均位居全国第 全球约３８0/0的人形机器人供应 亚机器人和八成服务机器人 链企业在中国, 而中国约579/0的 供应链企业在粤港澳大湾区 talles: 广东已聚集超１６万家机器人 相关企业, 数量全国第一 INQUANCE 或者 : 0 Kallik 公擊机器/ 广东企业优必选拥 有近2800 项授 TRACE 权专利,人形机器人 在国内服务机器人3D视觉传感器市 有效专利数量全球 场,广东头部企业市占率超 700/ ■!! 0 0 航空制造等高端场景 and and ...

Group 1 - The core focus is on the domestic AI industry chain, particularly the performance of the Huabao AI ETF (589520), which has shown a price increase of 0.29% and has been trading at a premium, indicating strong buying interest [1][7] - NVIDIA's CEO Jensen Huang emphasized the need for massive infrastructure investment in AI, estimating that over $1 trillion will be invested in AI-native startups by 2025, highlighting AI applications as a critical layer in the AI ecosystem [2][9] - The Ministry of Industry and Information Technology of China projected that by 2025, the number of AI companies in China will exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan, and intelligent computing power reaching 1590 EFLOPS [3][10] Group 2 - The Huabao AI ETF's index covers four major segments: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency in the AI industry [5][11] - The ETF's top holdings include leading domestic companies in GPUs, ASICs, and AI applications, with nearly 70% of the top ten holdings concentrated in these sectors, indicating a strong offensive strategy [12][13] - The current dynamics in the AI industry are marked by significant developments, including the launch of new policies promoting "AI + manufacturing," which is expected to drive a new wave of AI application growth [3][10]

1月22日，奥比中光涨5.2%，截至发稿，报106.78元/股，成交4.40亿元，换手率1.33%，总市值428.34亿 元。 长城久鑫混合A（000649）成立日期2014年7月30日，最新规模1.44亿。今年以来收益10.63%，同类排 名1217/8843；近一年收益71.87%，同类排名605/8096；成立以来收益240.74%。 长城久鑫混合A（000649）基金经理为余欢。 截至发稿，余欢累计任职时间5年46天，现任基金资产总规模6.44亿元，任职期间最佳基金回报 70.41%， 任职期间最差基金回报-34.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，奥比中光科技集团股份有限公司位于广东省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，成立日期2013年1月18日，上市日期2022年7月7日，公司主营业务涉及3D视觉感知产 品的设计、研发、生产和销售。主营业务收入构成为：消费级应用设备61.83%，3D ...

1月22日，奥比中光涨5.2%，截至发稿，报106.78元/股，成交4.33亿元，换手率1.31%，总市值428.34亿 元。 资料显示，奥比中光科技集团股份有限公司位于广东省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，成立日期2013年1月18日，上市日期2022年7月7日，公司主营业务涉及3D视觉感知产 品的设计、研发、生产和销售。主营业务收入构成为：消费级应用设备61.83%，3D视觉传感器 31.35%，其他4.21%，工业级应用设备2.60%。 前海开源深圳特区股票A（011722）成立日期2021年5月7日，最新规模1.82亿。今年以来收益5.91%， 同类排名2375/5542；近一年收益25.42%，同类排名2979/4256；成立以来收益12.06%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，前海开源基金旗下1只基金重仓奥比中光。前海开源深圳特区股票A（011722）三季度减持 14.86万股，持 ...

Core Viewpoint - The company has been actively expanding its technology and business in various types of robotics since 2015, with applications covering humanoid robots, commercial services, elderly rehabilitation, home care, logistics, and agricultural intelligence [2] Group 1: Technology and Product Development - The company's 3D vision sensors provide real-world environmental perception capabilities for various intelligent robots, enabling scene modeling, autonomous navigation, intelligent perception, and real-time motion capture [2] - The 3D vision sensor products have become standardized solutions in emerging fields like humanoid robots, showcasing advantages in technology leadership, product performance, and large-scale production [2] - The performance requirements for robotic vision include high frame rates, high precision, large field of view (FOV), and high resolution, while also needing high integration, small size, and low power consumption [2] Group 2: Future Strategy - The company aims to build a "robotics and AI vision industry platform" focusing on artificial intelligence and embodied intelligence, accelerating the development of vision perception chips, cameras, radar hardware, and AI vision algorithms [2] - The goal is to provide 3D vision sensor products and intelligent solutions to downstream robotics, 3D scanning industries, and millions of AI vision developers, facilitating the industry's evolution towards artificial intelligence [2]

证券日报网1月20日讯，奥比中光在接受调研者提问时表示，公司自与全球消费级3D打印及扫描的领先 者——创想三维达成战略合作以来，已为其多款行业标杆产品(包括3D打印机和三维扫描仪)提供核心底 层技术赋能。其中，有搭载公司AI激光雷达的消费级3D打印机，以及集成公司自研多核异构三维重建 芯片的多款高精度手持三维扫描仪(如CR-ScanOtter、CR-ScanRaptor、OtterLite、RaptorPro等)。上述多 款三维扫描仪，能全方位契合终端客户在3D打印、工业逆向工程、文物修复、游戏场景制作等领域对 3D扫描技术高精度、低成本的需求。全球范围来看，公司已率先实现芯片级高精度三维扫描技术的代 表性商业化产品方案落地，多款产品成为了数字孪生、三维数字化等场景的标杆性产品。公司在该场景 具备技术路线领跑及性能领先优势，未来亦将持续开发具备工业级精度的三维扫描仪产品，持续实现下 游精准卡位，满足各行各业对三维扫描设备的便携式、高精度和低成本的诉求。 ...

Core Viewpoint - The company, Obi Technology Group, focuses on the development of 3D visual perception technology and aims to enhance the understanding of the world through AI vision in various applications [1][2]. Group 1: Company Overview - Obi Technology Group was established on January 18, 2013, primarily engaged in technology promotion and application services [3]. - As of September 30, 2025, the company had 29,224 shareholders, an increase of 9,189 from the previous count, with an average holding value of 1.3725 million yuan and an average shareholding of 13,700 shares [3]. Group 2: Market Position and Financials - The latest stock price of Obi Technology Group is 99.99 yuan, down by 2.47 yuan or 2.41% from the previous trading day, with a total market capitalization of 40.11 billion yuan [1]. - The rolling price-to-earnings ratio for the electronic components industry is 88.37, with a median of 64.86 [1]. Group 3: Technological Development - The company has built a "full-stack technology R&D capability + full-field technology route layout" for its 3D visual perception technology system, integrating multiple complex disciplines such as optics, mechanics, electronics, chip design, algorithms, SDK, and firmware development [2]. - Since 2015, the company has been expanding its technology and business in various types of robotics, covering applications in humanoid robots, commercial services, elderly rehabilitation, home care, logistics, and agricultural intelligence [2]. Group 4: Product Applications - Obi Technology Group has formed a strategic partnership with a leading global consumer 3D printing and scanning company, providing core underlying technology for several benchmark products, including consumer-grade 3D printers equipped with AI lidar and high-precision handheld 3D scanners [2]. - The company has successfully commercialized chip-level high-precision 3D scanning technology, establishing several benchmark products in digital twin and 3D digitization scenarios, thus gaining a significant first-mover advantage in the industry [2].

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：昊 在车载镜头、AR/VR光学、机器视觉等新兴科技领域广阔市场前景的驱动下，光学成像行业的上市公司正掀起一轮以并购整合、定增融资为标志的资本运 作热潮。 日前，奥比中光正在推进定增事项，拟融资9.8亿用于扩产，而公司货币资金、结构性存款和大额存单等银行存款和理财合计高达20亿，远超有息负债。 值得注意的是，上市后仅一年，2023年奥比中光就筹划15亿规模的定增，最终由于各种原因失败；2025年公司再启21亿元定增，此后又两次调降融资额，定 增融资的意愿颇为强烈。 作为机器人和AI 3D视觉领域上市公司，奥比中光近年研发支出金额不增反降，毛利率也显著低于可比公司。 与此同时，公司通过回购股票，以约16元/股的行权价格，仅向包括3名外籍员工在内的5名对象实施股权激励，按目前股价计算，浮盈已超5倍。 一方面坚持定增融资，另一方面回购股份向极少数高管以低价、低门槛进行股权激励，奥比中光一系列举措值得关注。 现金、存款、存单合计超20亿 两次调降 ...

Market Overview - The average stock price in A-shares is 14.69 yuan, with 222 stocks priced over 100 yuan, an increase of 5 stocks from the previous trading day [1] - The Shanghai Composite Index closed at 4114.00 points, up 0.29%, while stocks priced over 100 yuan had an average decline of 0.08%, underperforming the index by 0.38 percentage points [1] - In the past month, stocks priced over 100 yuan have seen an average increase of 22.00%, compared to a 6.13% rise in the Shanghai Composite Index [1] High-Value Stocks - The highest closing price among stocks over 100 yuan is 1419.66 yuan for Cambrian, followed by Kweichow Moutai at 1376.00 yuan and Source Technology at 748.29 yuan [1] - Among the stocks that crossed the 100 yuan mark today, New Spring Co. closed at 103.71 yuan, up 3.95%, with a turnover rate of 6.00% and a net inflow of 2.11 billion yuan [2] - Other notable stocks include Aobi Zhongguang at 102.46 yuan, up 4.23%, and Jinpan Technology at 106.24 yuan, up 8.43% [2] Industry Distribution - The electronic industry has the highest concentration among stocks priced over 100 yuan, with 79 stocks, accounting for 35.59% of the total [2] - The mechanical equipment industry has 26 stocks, making up 11.71%, while the computer industry has 24 stocks, representing 10.81% [2] - In terms of market segments, there are 45 stocks from the main board, 72 from the ChiNext board, 5 from the Beijing Stock Exchange, and 100 from the Sci-Tech Innovation Board, with the latter accounting for 45.05% of the high-value stocks [2] Institutional Ratings - Four stocks priced over 100 yuan received "buy" ratings from institutions today, including WuXi AppTec, SiYuan Electric, and Shenghong Technology [2]

Group 1: Popular Industry Research - The most researched industries from January 12 to January 16, 2026, are mechanical equipment, computers, electronics, and power equipment, with mechanical equipment and computers receiving the highest attention in the past five days [9][11]. - Over the past 30 days (December 17, 2025, to January 16, 2026), the most researched industries are mechanical equipment, electronics, automobiles, power equipment, basic chemicals, and computers, with mechanical equipment and computers again leading in the number of research institutions [11]. Group 2: Popular Company Research - In the past five days, the companies with the most research occurrences and more than 10 institutional ratings include Ice Wheel Environment, Ningbo Bank, and Zhou Dasheng [14]. - Companies with the highest number of research institutions in the past five days, each with more than 10 institutional ratings, include SF Holding, Aobi Zhongguang-UW, and Qianwei Central Kitchen [15]. - Over the past 30 days, the companies with the most research occurrences and more than 10 institutional ratings include Ice Wheel Environment, Kebo Da, and Jiangbolong [18]. Group 3: Key Company Research Insights 1. **Ice Wheel Environment**: The focus of research is on its three high-growth sectors: data center liquid cooling, nuclear power and heating, and thermal management. The company is the only supplier of cooling systems for the entire nuclear island area in China and has successfully implemented liquid cooling solutions in several benchmark projects domestically and internationally [21][22]. 2. **SF Holding**: The research highlights its strategic shareholding agreement with Jitu Express, where both companies will invest approximately HKD 8.299 billion in each other. This partnership aims to integrate SF's advantages in cross-border logistics with Jitu's local delivery capabilities in Southeast Asia, the Middle East, and Latin America [23][24]. 3. **Aobi Zhongguang-UW**: The research focuses on the rapid growth of its performance, attributed to the penetration of 3D vision technology in various applications. The company reported a revenue of CNY 714 million for the first three quarters of 2025, a year-on-year increase of 103.50%, and a net profit of CNY 108 million, up 279.12% [25][26].