证券代码：688322 证券简称：奥比中光 公告编号：2025-056 奥比中光科技集团股份有限公司 首次公开发行部分限售股上市流通的提示性公告 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 34,032,240股。 本次股票上市流通总数为34,032,240股。 本次股票上市流通日期为2025 年 7 月 7 日。 本次申请解除股份限售的相关股东除需要遵守已做出的关于所持奥比中光科 技集团股份有限公司（以下简称"公司"）股份锁定、减持等相关承诺外，还应 当遵守《上市公司股东减持股份管理暂行办法》《上海证券交易所上市公司自律 监管指引第 15 号——股东及董事、高级管理人员减持股份》等法规及规范性文 件中关于股份减持的相关规定。根据前述规定，截至本公告出具日，在公司最近 三个已披露经审计的年度报告的会计年度因亏损而现金分红不达标的情况下，本 次申请解除股份限售的 6 名股东均不得通过证券交易所集中竞价交易或者大宗交 易方式减持公司股份。 一、 ...

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 首次公开发行部分限售股上市流通的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为承接奥 比中光科技集团股份有限公司（以下简称"奥比中光"、"公司"或"发行人"）首次 公开发行股票并在科创板上市持续督导工作的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创 板股票上市规则》及《科创板上市公司持续监管办法（试行）》等有关法律法规和规范 性文件的要求，对奥比中光首次公开发行部分限售股上市流通事项进行了审慎核查，具 体核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 4 月 22 日出具 的《关于同意奥比中光科技集团股份有限公司首次公开发行股票注册的批复》（证监许 可〔2022〕849 号），同意奥比中光首次公开发行股票的注册申请。公司首次向社会公 众公开发行人民币普通股（A 股）股票 40,001,000 股，并于 2022 年 7 月 7 日在上海证 券交易所科创板上市，发行完成后总股 ...

Core Viewpoint - The current era is considered the best time for technological advancements, particularly in robotics and AI, according to the CEO of Orbbec Technology, Huang Yuanhao [2]. Company Overview - Orbbec Technology, founded in 2013, is headquartered in Shenzhen and was listed on the STAR Market in July 2022. The company specializes in high-performance 3D vision sensors and AI vision solutions for various industries, including robotics and biometric recognition [1]. - The company has invested nearly 1 billion RMB in R&D over the past three years, indicating a strong commitment to innovation [2]. Financial Performance - Orbbec Technology is experiencing rapid growth, with a projected revenue increase of 56% in 2024 and a remarkable 117% growth from January to May this year. The company aims to surpass 1 billion RMB in revenue this year, marking its first profitable year since going public [2]. Market Position - Orbbec Technology holds over 70% market share in the Chinese service robot 3D vision sensor sector, making it a leader in the global 3D vision market [3]. - The company is one of the few in the market capable of providing a complete set of proprietary 3D vision perception products and has a comprehensive layout across six major 3D vision technology routes [3]. Technological Innovation - The future of robotic vision is expected to shift towards highly integrated systems that are compact, low-power, and high-performance, moving away from traditional large and independent components [3]. - The company believes that through continuous technological innovation and scene optimization, robotic vision technology will evolve to surpass human visual capabilities [4].

Group 1 - A total of 30 companies were investigated by institutions on June 24, with 17 companies specifically targeted by funds [1][2] - The most popular company among funds was Steady Medical, which had 37 participating funds, followed by Obsidian Technology with 20 funds and Tianshan Electronics with 10 funds [1][2] - The companies investigated belong to 12 different industries, with the electronics and computer sectors having the highest representation, each with 3 stocks [1] Group 2 - Among the companies investigated, 9 had a total market capitalization of less than 10 billion yuan, including Aoya Co., Ltd., Weili Transmission, and Pengyao Environmental Protection [1] - In terms of market performance, 11 stocks among the investigated companies saw an increase in the last 5 days, with Tianshan Electronics, Obsidian Technology, and Honghua Digital Science leading with gains of 25.51%, 14.21%, and 6.00% respectively [1][2] - Conversely, 6 stocks experienced declines, with Mankalon, Aoya Co., Ltd., and Steady Medical showing the largest drops of 10.37%, 8.56%, and 6.61% respectively [1][2] Group 3 - In terms of net capital inflow over the last 5 days, 7 stocks saw positive inflows, with Obsidian Technology attracting the most at 105 million yuan, followed by Haixia Co., Ltd. and Robotech with inflows of 27.48 million yuan and 14.63 million yuan respectively [2]

Group 1 - The core viewpoint of the news is that Yuanwangjiao Investment has conducted research on a listed company, Aobi Zhongguang, which specializes in 3D vision sensors and solutions for various applications, including commercial services, elderly rehabilitation, home care, logistics, and agricultural intelligence [1] - Aobi Zhongguang collaborates with leading companies in the 3D printing sector, such as Chuangxiang Sanwei, to develop consumer-grade 3D printers and high-precision handheld 3D scanners [1] - The company provides the Gemini330 series depth cameras for Tiangong Robotics, and the new Gemini435Le is applied in smart logistics and industrial automation [1] Group 2 - Aobi Zhongguang's 3D vision sensors enhance the intelligence of robots, enabling functionalities such as spatial scanning, skeleton/gesture tracking, positioning navigation, and 3D reconstruction [1]

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 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省）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 6 月 23 日 召开的 2025 年第二次临时股东会（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。 本所同意将本法律意见书作为本次股东会的公告材料，随同其他会议文件一 并报送有关机构并公告。除此以外，未经本所同意，本法律意见书不得为任何其 他人用于任何其他目的。 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： 券交易所网站（www.sse.com.cn，下 ...

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 2025 年第二次临时股东会之 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省）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 6 月 23 日 召开的 2025 年第二次临时股东会（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 年年度股东会审议通过，于 2025 年 4 月 22 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：2025-055 奥比中光科技集团股份有限公司 2025年第二次临时股东会决议公告 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 6 月 23 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 | 137 | | --- | --- | | 普通股股东人数 | 136 | | 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 | 511,915,927 | | 普通股股东所持有表决权数量 | 99,576,687 | | 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 | 412,339,240 | | 表决权数量为：5） | | | 3、出 ...

Group 1 - The application of "AI+" across various industries is increasing, with machine vision being a crucial component of intelligent production, attracting significant attention for its market potential and development prospects [1] - The 2025 Government Work Report highlights embodied intelligence alongside biomanufacturing, quantum technology, and 6G as key future industries, emphasizing the importance of 3D vision technology in enabling robots to perceive their environment accurately [1][2] - 3D vision technology, unlike 2D vision, can capture real-time three-dimensional data of space, human bodies, and objects, making it a foundational technology for the AI era, supporting applications like 3D scanning, 3D printing, and the metaverse [1] Group 2 - Aobi Zhongguang, one of the earliest companies in China's robot vision sector, has been providing 3D vision capabilities for service robots since 2016 and has established a dedicated product line for robot business in 2022 [2] - Aobi Zhongguang holds over 70% market share in China's service robot 3D vision sensor field, leading the global market, which has facilitated its commercialization in industrial and humanoid robot sectors [2] - In Q1 of this year, Aobi Zhongguang achieved a net profit of 24.315 million yuan, a significant increase of 53.1 million yuan year-on-year, marking a turnaround from losses [2] - The global robotics industry is undergoing a transformation towards generalization and humanization, with the State Council emphasizing technology finance as a core direction for supporting new productive forces [2] Group 3 - The State Council has previously called for the establishment of national standards and safety regulations for intelligent recognition systems, including facial recognition and iris scanning, to accelerate the construction of a unified national market [3] - The 2024 guidelines for the national AI industry standardization system also aim to regulate technical requirements for AI applications in mobile terminals, including image and voice recognition [3] - The research group believes that foundational technology companies like Aobi Zhongguang are crucial in driving the breakthrough and widespread application of robot vision technology, contributing to a sustainable commercial cycle in the intelligent robotics industry [3]

Summary of the Conference Call for Aobo Zhongguang Company Overview - **Company**: Aobo Zhongguang - **Industry**: 3D Vision Technology Key Points and Arguments Financial Performance - Total revenue for January to May 2025 reached 360 million yuan, representing a year-on-year growth of 117% [2][3] - The company achieved a net profit of approximately 55 million yuan, marking a turnaround to profitability [2][3] - Net profit margin improved from 12.7% in Q1 to 17.6% in April and May [2][3][13] - Projected revenue for 2025 is expected to reach 1 billion yuan, corresponding to a market capitalization of 20 billion yuan [4][15][16] Product Structure and Profitability - High-margin products, primarily 3D vision technology, account for about 55% of total revenue with a gross margin exceeding 60% [4][15] - Low-margin products, including biometric and NFC modules, make up 45% of revenue, with gross margins around 26%-27% [4][5] - Biometric modules are expected to generate revenue of 240-250 million yuan in 2025, with a gross margin of approximately 30% [4] - NFC modules are projected to generate around 200 million yuan in revenue with a gross margin of about 25% [4] Market Dynamics and Challenges - The 3D vision industry faced challenges in 2024 due to limited downstream market demand and high R&D costs [10] - The technology is hindered by environmental factors such as light and temperature variations, leading to "temperature drift" issues that require extensive testing and algorithm adjustments [9][10] - The transition from AGV robots to autonomous obstacle-avoiding robots has increased demand for 3D vision technology since 2020 [11][12] Competitive Landscape - Major competitors in the consumer market include Apple, Intel RealSense, and Aobo Zhongguang, with Aobo focusing on non-Apple clients [7][16] - The company has established significant technical barriers in achieving both technological and commercial closed loops in 3D vision module production [8][9] Future Outlook - The company anticipates a continued upward trend in revenue and profitability, with expectations of reaching 1.5 billion yuan in profit by 2026 [15][17] - The overall industry is characterized by low penetration rates and high growth potential, with Aobo Zhongguang positioned to benefit from emerging market opportunities [15][16] Additional Insights - The company’s integrated hardware and software capabilities contribute to its competitive edge, with no expected increase in marginal costs over the next two to three years [14][15] - The anticipated growth in specific sub-industries, such as smart lawn mowers and other consumer products, could further enhance revenue and profit margins [15][17] This summary encapsulates the essential insights from the conference call, highlighting Aobo Zhongguang's financial performance, product structure, market dynamics, competitive landscape, and future outlook.