北京市金杜律师事务所 关于 奥比中光科技集团股份有限公司 2025 年度向特定对象发行 A 股股票 之 法律意见书 二〇二五年七月 4-1-1 致：奥比中光科技集团股份有限公司 北京市金杜律师事务所接受奥比中光科技集团股份有限公司委托，担任发行 人 2025 年度向特定对象发行 A 股股票的专项法律顾问。 本所根据《中华人民共和国证券法》《中华人民共和国公司法》《上市公司证 券发行注册管理办法》《律师事务所从事证券法律业务管理办法》《律师事务所证 券法律业务执业规则（试行）》《公开发行证券公司信息披露的编报规则第 12 号 —公开发行证券的法律意见书和律师工作报告》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，不包括中华人民共和国香港特别行政区、中华 人民共和国澳门特别行政区和中华人民共和国台湾省）现行有效的法律、行政法规、 规章及规范性文件和中国证券监督管理委员会的有关规定，按照律师行业公认的 业务标准、道德规范和勤勉尽责精神，就发行人本次发行事宜出具本法律意见书。 本所及经办律师依据上述法律、行政法规、规章及规范性文件和中国证监会的 有关规定以及本法律意见书出具之日以前已经发生或者存在的 ...

关于奥比中光科技集团股份有限公司 2025 年度向特定对象发行 A 股股票之 发行保荐书 保荐机构（主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年七月 奥比中光科技集团股份有限公司 2025 年度向特定对象发行 A 股股票之发行保荐书 关于奥比中光科技集团股份有限公司 2025 年度向特定对象发行 A 股股票之发行保荐书 中国证券监督管理委员会、上海证券交易所： 奥比中光科技集团股份有限公司（以下简称"奥比中光"、"发行人"或"公司"） 拟申请向特定对象发行不超过 120,329,952 股（含本数）的人民币普通股（A 股）股票 （以下简称"本次证券发行"、"本次发行"或"向特定对象发行 A 股股票"），并已 聘请中国国际金融股份有限公司（以下简称"中金公司"）作为本次证券发行的保荐机 构（以下简称"保荐机构"或"本机构"）。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》（以下简称"《证券法》"）、《证券发行上市保荐业务管理办法》（以下简称"《保 荐办法》"）、《上市公司证券发行注册管理办法》（以下简称"《发行注册管理办 ...

每经AI快讯，8月1日，奥比中光(688322.SH)公告称，公司于2025年7月31日收到上交所出具的《关于受 理奥比中光科技集团股份有限公司科创板上市公司发行证券申请的通知》，上交所决定予以受理并依法 进行审核。公司本次向特定对象发行A股股票事项尚需通过上交所审核，并获得中国证监会作出同意注 册的决定后方可实施。 ...

Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Group 1 - The MLOps concept index rose by 0.96%, ranking 10th among concept sectors, with 13 stocks increasing in value, including Aobi Zhongguang, Xinghuan Technology, and Tuolisi, which rose by 6.00%, 3.90%, and 3.27% respectively [1] - The MLOps sector saw a net inflow of 302 million yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Tuolisi with a net inflow of 202 million yuan [1] - The top three stocks by net inflow ratio in the MLOps sector were Xinju Network, Keda Guochuang, and Tuolisi, with net inflow ratios of 11.25%, 8.51%, and 8.02% respectively [2] Group 2 - The top gainers in the MLOps sector included Tuolisi, which had a daily increase of 3.27% and a turnover rate of 11.69%, and Keda Guochuang, which increased by 1.63% with a turnover rate of 7.24% [2] - The stocks with the largest declines included Qiming Information, which fell by 1.33%, and Henghua Technology, which decreased by 1.32% [3] - Aobi Zhongguang led the gainers with a significant increase of 6.00%, while Yuxin Technology experienced a decline of 1.22% [3]

证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Group 1 - The Robot ETF (562500) has increased by 0.23% as of 14:24 today, with leading stocks such as Obotlight rising by 6.46% and Dongjie Intelligent by 5.79% [1] - The trading volume indicates a turnover rate of 6.60% and a total transaction amount exceeding 1.05 billion, surpassing the average daily trading amount, making the Robot ETF a hotspot for capital amid market corrections [1] - IDC predicts that the global robot market will exceed 400 billion by 2029, with China accounting for nearly half of this market and leading with a compound annual growth rate of nearly 15% [1] Group 2 - Bohai Securities highlights that Tesla's Q2 earnings call reaffirmed its goal of reaching an annual production of one million units within five years [1] - The Unitree R1, a new product from Yushu, weighs only 25 kilograms, showcasing impressive lightweight performance [1] - The World Artificial Intelligence Conference held on July 28 attracted over 800 companies and showcased more than 3,000 cutting-edge technologies, indicating a clear path for mass production of humanoid robots and frequent industry catalysts [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the robot industry's upstream and downstream [2]

Group 1 - The humanoid robot concept is gaining traction, with companies like Changying Precision rising over 10%, Obit Zhongguang nearly 9%, and others like Ruikeda and Bojie shares increasing around 8% [1] - Yushu Technology launched its new humanoid robot Unitree R1 on July 25, priced starting at 39,900 yuan, featuring 26 joints and a weight of approximately 25 kg, integrating multimodal models for voice and image [1] - Tesla's CEO Elon Musk announced during the earnings call that the third version of the Optimus humanoid robot prototype will be released by the end of this year, with mass production expected to start in 2026, targeting an annual production of 1 million units within five years [1] Group 2 - According to Everbright Securities, 2025 is projected to be a breakthrough year for humanoid robot mass production, with the potential for tens of thousands of units to drive the downstream industry chain into a phase of significant growth [1] - The anticipated data collection and training from mass production is expected to address data scarcity issues, facilitating the evolution of humanoid robots towards more generalized and practical applications [1] - The company maintains a positive outlook on the humanoid robot industry based on current hardware technology trends and the progress of various manufacturers [1]

消息面上，据第一财经，Meta、微软最新业绩好于市场预期。META公布第二季度业绩，第二季度营收 475.2亿美元，同比增长22%，预估448.3亿美元，净利润183.37亿美元，同比增长36%。Meta预计，2026 年总支出和资本支出都将大幅增加，主要原因是基础设施成本上升和支持人工智能计划的持续投资。微 软公布2025财年第四财季（第二季度）财务数据，二季度营收764.4亿美元，同比增长18%，市场预期 738.9亿美元。剔除汇率因素，Azure和其他云服务的营收同比增长39%，创2022年末以来新高。 平安证券认为，在当前全球AI大模型领域竞争依然白热化背景下，国产开源模型、国产AI大模型应用 的国际竞争力正在持续提升。我国国产大模型的持续迭代升级以及大模型应用的普及，将带来对AI算 力在训练端及推理端的持续旺盛需求，从而拉动我国AI算力市场持续高景气。我们坚定看好我国AI产 业的未来发展，建议关注AI主题的投资机会。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 7月31日早盘，A股三大指数涨跌不一。 全市场热门E ...

奥比中光股价创出历史新高，截至9:52，该股上涨8.58%，股价报75.67元，成交量654.23万股，成交金 额4.81亿元，换手率2.24%，该股最新A股总市值达303.51亿元，该股A股流通市值221.10亿元。 两融数据显示，该股最新（7月30日）两融余额为5.92亿元，其中，融资余额为5.89亿元，近10日增加 2463.87万元，环比增长4.37%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.91亿元，同比增长105.63%，实现净利润 2431.50万元，同比增长184.48%，基本每股收益为0.0600元，加权平均净资产收益率0.84%。 （文章来源：证券时报网） 证券时报·数据宝统计显示，奥比中光所属的电子行业，目前整体涨幅为1.00%，行业内，目前股价上涨 的有384只，涨幅居前的有N鼎佳、思泉新材、东芯股份等，涨幅分别为473.48%、20.00%、19.99%。股 价下跌的有84只，跌幅居前的有阿石创、北方华创、容大感光等，跌幅分别为3.89%、2.41%、2.41%。 ...