Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

1月6日CES2026展会上，奥比中光(688322)发布专为机械臂腕部设计的超小型双目3D相机Gemini305，并正式宣布其面向机器人的标志性产品Gemini330系列 相机已完成与先进算力平台NVIDIA Jetson Thor的适配。同时，公司还首次展示了可支持全球客户的中国顺德与越南双工厂制造体系，打造机器人视觉产业 生态。 Gemini305体积小巧，仅42mm×42mm×23mm，重68克。在15厘米处可实现亚毫米级深度精度，成像范围4至100厘米。其视场角表现优异，在20厘米处可清 晰识别8.6cm×5.4cm的物体，性能超越国际同类产品。在机械臂腕部这一关键位置，每一度视野的提升都能让机器人更灵敏。 据悉，该相机预设多种数据流模式，可一键切换"深度+彩色"或"双路彩色"输出。"深度+彩色"模式兼顾空间感知与能效；而"双路彩色"模式则强化语义理 解。这种灵活性让每帧数据都精准服务于算法。针对机械臂高频运动场景，奥比中光同步推出Gemini305g，采用GMSL2和FAKRA连接器，确保线缆耐久， 数据传输更稳定。 奥比中光销售副总裁Mike McSweeney表示："Gemini305将最近成 ...

Core Viewpoint - The company will participate in CES 2026 and plans to showcase multiple new products focused on applications in embodied intelligent robots, quadruped robots, lawn mowers, outdoor autonomous mobile robots (AMR), and robotic arms [1] Group 1: Product Focus - The new products will emphasize fine operation perception, complex environment adaptation, and system collaboration [1] - The aim is to provide more stable and practical visual solutions for downstream applications [1] Group 2: Technological Integration - The company will demonstrate the latest compatibility with NVIDIA's Jetson Thor platform [1] - High-quality 3D visual data will be integrated with the next-generation edge computing platform to enhance system integration for robotics manufacturers [1] - This integration is expected to accelerate the transition of products from research and development to large-scale deployment [1]

Investment Rating - The report maintains a "Buy" rating for the company [6][7][12]. Core Insights - The company is focused on enhancing its 3D vision and spatial perception core technology to meet the diverse needs of robotics and the expansion of 3D scanning from consumer to industrial applications. It plans to raise up to 980 million yuan for projects related to AI vision and sensor manufacturing [3][4]. - The global humanoid robot market is expected to see significant growth, with projected sales reaching 12,400 units and a market size of 6.339 billion yuan by 2025. By 2030, sales may approach 340,000 units, exceeding 64 billion yuan [4]. - The 3D scanning market is also anticipated to grow, with demand expected to rise from 4.9 billion USD in 2024 to 8.8 billion USD by 2030, driven by advancements in 3D perception technology [4]. Financial Projections - Revenue forecasts for the company are 1 billion yuan in 2025, 1.5 billion yuan in 2026, and 2.1 billion yuan in 2027, with net profits projected at 140 million yuan, 300 million yuan, and 510 million yuan respectively [7][9]. - The company is expected to achieve a revenue growth rate of 76.14% in 2025 and maintain strong growth in subsequent years [9][14]. Relative Valuation - The company is compared to peers such as CloudWalk Technology and Cambricon, with a projected price-to-sales (P/S) ratio of 56.95x for 2025 [12]. - The company’s main business includes the design, research, production, and sales of 3D vision perception products, which are crucial in various applications including AIoT and robotics [12].

股票简称 股票代码 限售股类型 解禁股数 奥比中光 688322 1.09亿 智通财经APP获悉，1月7日共有1家上市公司的限售股解禁，解禁总市值约32.83亿元。 今日具体限售解禁股情况如下： ...

Group 1 - On January 7, a total of 11 companies had their restricted shares unlocked, with a total unlock volume of 61.8853 million shares, equating to a total market value of 3.748 billion yuan based on the latest closing price [1] - The companies with the highest unlock volumes were Aobi Zhongguang-UW, Zhongyi Technology, and Shengbang Co., with unlock share numbers of 26.4361 million, 15.9435 million, and 8.2655 million shares respectively [1] - In terms of unlock market value, Aobi Zhongguang-UW, Zhongyi Technology, and Shengbang Co. also led, with unlock market values of 2.418 billion yuan, 628 million yuan, and 435 million yuan respectively [1] Group 2 - Regarding the proportion of unlock shares to total share capital, Shengbang Co., Zhongyi Technology, and Aobi Zhongguang-UW had the highest unlock ratios, at 16.06%, 13.29%, and 6.59% respectively [1]

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is currently showing a steady upward trend with a 0.28% increase, indicating strong market interest and support near daily moving averages [1] - The ETF's constituent stocks are experiencing a bullish atmosphere, with notable gains from companies such as Xinghuan Technology (over 9% increase) and Lanke Technology (over 3% increase), along with several others rising over 1% [1] - The ETF demonstrates excellent liquidity and trading volume, with a turnover rate exceeding 7%, showcasing its role as an important tool for investing in the AI sector [1] Group 2 - Citic Construction Investment Securities suggests focusing on the application of AI large models in eyewear, which could enhance consumer purchasing desire through new experiences [2] - The report emphasizes the importance of technological breakthroughs in improving user experience, including advancements in full-color Micro-LED, two-dimensional array waveguides, lightweight components, and enhanced battery life, which can lead to more interactive scenarios and applications [2] - The Sci-Tech Innovation 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, with a 20% price fluctuation range aiding in capturing the "singularity moment" of the AI industry [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688322 证券简称：奥比中光 公告编号：2026-001 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。 重要内容提示： ■ 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）。 二、回购股份的进展情况 根据《上市公司股份回购规则》（以下简称"《股份回购规则》"）及《上海证券交易所上市公司自律监 管指引第7号一一回购股份》（以下简称"《自律监管指引第7号》"）等相关规定，公司在回购期间，应 当在每个月的前3个交易日内公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 截至2025年12月31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. ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

证券代码：688322 证券简称：奥比中光 公告编号：2026-001 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 一、 回购股份的基本情况 上述回购事项符合相关法律法规的规定和公司回购股份方案的要求。 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。 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 ...