证券代码：688322 证券简称：奥比中光 公告编号：2025-016 一、 回购股份的基本情况 奥比中光科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日召 开第二届董事会第十二次会议，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，本次回购股份全部用于维护公司价值及股东权益，回购价格不 超过 97.00 元/股（含），回购资金总额不低于人民币 2,000 万元（含）且不超过人 民币 4,000 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 3 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》、经济参考网（www.jjckb.cn）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：2025-015）。 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——回购股份》（以下简称" ...

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：2025-014 奥比中光科技集团股份有限公司 第二届董事会第十二次会议决议公告 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。 一、董事会会议召开情况 奥比中光科技集团股份有限公司（以下简称"公司"）第二届董事会第十二次会议经全体董事一致同意， 本次董事会会议豁免通知时限要求，会议通知于2025年4月7日以电话、电子邮件等方式向全体董事、监 事及高级管理人员发出，会议于2025年4月8日在公司会议室以现场结合通讯表决方式召开。本次会议由 公司董事长黄源浩先生主持，会议应出席董事10名，实际出席董事10名（其中7名董事以通讯表决方式 出席会议），公司全体监事和高级管理人员列席本次会议。本次会议的召集、召开及表决程序符合《中 华人民共和国公司法》等法律、行政法规、规范性文件和《奥比中光科技集团股份有限公司章程》（以 下简称"《公司章程》"）的规定，合法有效。 二、董事会会议审议情况 （一）会议以10票同意，0票反对，0票弃 ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-014 （一）会议以 10 票同意，0 票反对，0 票弃权，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》。 经审议，董事会认为：基于对公司未来持续发展的信心及对公司长期价值的认 可，为增强投资者信心和维护广大投资者的利益，公司综合考量目前经营情况、业 务发展前景及财务状况等因素，计划通过集中竞价交易方式回购公司已发行的部分 人民币普通股（A 股）股票，本次回购股份全部用于维护公司价值及股东权益，回 购价格不超过 97.00 元/股（含），回购资金总额不低于人民币 2,000 万元（含）且 不超过人民币 4,000 万元（含），回购期限为自公司董事会审议通过本次回购方案 之日起不超过 3 个月。 董事会同意公司本次回购方案，并授权公司管理层具体办理本次回购股份的相 关事宜。根据相关法律法规及《公司章程》的有关规定，本次回购股份方案无需提 交公司股东会审议。 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》、经济参考网（www.jjckb.cn）和上海证券交易所网站 （www.sse.com.c ...

证券代码：688322 证券简称：奥比中光 公告编号：2025-015 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回购报告书 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。 1、回购股份用途：本次回购股份将用于维护公司价值及股东权益，拟在披露 回购结果暨股份变动公告十二个月后采用集中竞价交易方式出售，并在披露回购 结果暨股份变动公告后三年内完成出售，若公司未能在上述期限内完成出售，未实 施出售部分股份将履行相关程序予以注销。 2、回购股份金额：回购资金总额不低于人民币 2,000 万元（含）且不超过人 民币 4,000 万元（含）。 3、回购股份资金来源：公司自有资金。 4、回购股份价格：不超过人民币 97.00 元/股（含），该价格不高于公司董事 会审议通过回购方案决议前 30 个交易日公司股票交易均价的 150%。 5、回购股份方式：通过上海证券交易所股票交易系统以集中竞价交易方式回 购部分公司股票。 6、回购股份期限：自公司董事会审议通过本次回购方案之日起不超过 3 个月。 相关股东是否存在减 ...

奥比中光：拟以2000万元-4000万元回购公司股份 《科创板日报》8日讯，奥比中光(688322.SH)公告称，公司基于对未来发展前景的信心及对长期价值的 认可，拟以集中竞价交易方式回购部分已发行的人民币普通股（A股）股票，回购资金总额不低于2000 万元（含）且不超过4000万元（含）。回购股份将用于维护公司价值及股东权益，并在披露回购结果暨 股份变动公告十二个月后采用集中竞价交易方式出售。 ...

Core Viewpoint - The public fund industry achieved impressive performance in Q1 2025, driven by a structural market led by AI and robotics themes [1][2]. Group 1: Fund Performance - The fund performance leaderboard for Q1 2025 was dominated by robotics-themed funds, Beijing Stock Exchange funds, and Hong Kong stock funds [2]. - The top-performing fund, Penghua Carbon Neutral Theme A, managed by Yan Siqian, achieved a return of 60.26%, heavily investing in several robotics stocks [3][5]. - Other notable funds include Ping An Advanced Manufacturing Theme A and Yongying Advanced Manufacturing Smart Selection A, both exceeding 50% returns, also focusing on robotics [6]. Group 2: Robotics Theme Funds - Penghua Carbon Neutral Theme A's significant holdings included stocks like Beite Technology and Hechuan Technology, with Double Forest Co. seeing a year-to-date increase of 118.16% [3][6]. - Fund managers expressed optimism about the rapid production of humanoid robots and the investment opportunities in new materials and technologies [7]. - The focus on core components and AI perception in humanoid robots indicates a growing market potential, with significant room for technological advancement [7][8]. Group 3: Beijing Stock Exchange Funds - Beijing Stock Exchange funds also performed well, with notable returns from funds like CITIC Construction Investment and Huaxia, achieving returns of 38.98% and 37.45% respectively [9]. - These funds have successfully identified high-performing stocks within the Beijing Stock Exchange, such as Kelaite, which saw a remarkable increase of 136.01% [9]. Group 4: Hong Kong Stock Funds - Hong Kong stock funds regained attention, with funds like Huatai Hong Kong Advantage Selection and Zhongyin Hong Kong Medical achieving returns of 38.9% and 32.25% respectively [12]. - The performance of these funds was bolstered by significant gains in pharmaceutical stocks, with companies like Kelun Pharmaceutical and Rongchang Biological seeing increases of 78.08% and 64.58% [12]. - The manager of Huatai Hong Kong Advantage Selection highlighted the growing competitiveness of Chinese innovative drugs in the global market, projecting a significant increase in overseas licensing deals [12][13].

Core Viewpoint - Ant Group has reduced its holdings in two A-share listed companies, Obsidian Technology and Yong'an Xing, to enhance capital efficiency and focus on investments in frontier technology and globalization, resulting in a total cash-out of over 775 million RMB [3]. Group 1: Ant Group's Actions - Ant Group has sold 8.822 million shares of Obsidian Technology, accounting for 2.21% of the total share capital, generating approximately 556 million RMB [3]. - After the reduction, Ant Group still holds 10% of Obsidian Technology, making it the second-largest shareholder [3]. - Ant Group's total investment return from these reductions has exceeded 775 million RMB [3]. Group 2: Obsidian Technology - Obsidian Technology focuses on 3D visual perception technology and has collaborated with Alipay in the NFC business sector [3]. - The company has reported a loss of 60.31 million RMB for the first three quarters of 2024, with a net loss of 102 million RMB after excluding non-recurring losses [3]. - As of March 26, Obsidian Technology's stock price was 56.68 RMB, reflecting a decrease of 1.72% [4]. Group 3: Yong'an Xing - Ant Group transferred its 6% stake in Yong'an Xing for 219 million RMB, reducing its holding from 7.86% to 1.43% [4]. - Yong'an Xing is known as the "first A-share shared bicycle stock" and is expected to report a net loss of between 55 million and 80 million RMB for 2024, with a reduction in losses compared to the previous year [5]. - As of March 26, Yong'an Xing's stock price was 18.7 RMB, down 6.22% [5].

Core Viewpoint - Ant Group has strategically reduced its holdings in two listed companies, Obsidian Technology and Yong'an Xing, achieving an excess return of 942 million yuan, indicating a shift in focus towards more advanced technology sectors such as AI and intelligent computing [1][5]. Summary by Sections Ant Group's Investment Actions - Ant Group has sold shares in Obsidian Technology and Yong'an Xing, generating a total return of 942 million yuan [1]. - The company aims to reinvest the recovered funds into cutting-edge technology areas in response to new technological trends [1]. Obsidian Technology - Founded in 2013, Obsidian Technology is a leader in the 3D vision perception sector, with applications in humanoid robots and AI vision, and has partnerships with major firms like NVIDIA and Microsoft [1]. - Ant Group initially invested 733 million yuan in Obsidian Technology in 2018 and later increased its investment to a total of 1.433 billion yuan [2]. - Following a reduction plan, Ant Group sold shares at prices ranging from 50 yuan to 72.79 yuan per share, recovering approximately 723 million yuan, which is over half of its initial investment [2]. - The current market value of Ant Group's remaining shares in Obsidian Technology is approximately 2.188 billion yuan, resulting in a floating profit of 1.382 billion yuan [2]. Yong'an Xing - Yong'an Xing, the first publicly listed bike-sharing company in China, has faced declining revenues due to the rise of dockless bike-sharing models, with revenues dropping from 873 million yuan in 2021 to 374 million yuan in the first three quarters of 2024 [3]. - Ant Group's initial investment in Yong'an Xing was 100 million yuan in 2014, with a holding ratio of about 8.33% at the time of the company's IPO in 2017 [3]. - In March 2025, Ant Group transferred 14.364 million shares to a related party at a price of 15.28 yuan per share, totaling approximately 219 million yuan, representing a 119% increase over the investment cost [4]. - The current market value of Ant Group's remaining shares in Yong'an Xing is approximately 84.946 million yuan [4]. Strategic Implications - The divestment actions reflect the cyclical nature of technology investments, with Obsidian Technology's valuation benefiting from the AI wave, while Yong'an Xing's control transfer to Hello Chuxing may pave the way for a potential reverse listing [5]. - The successful exits from these investments signify a transition for Ant Group from "scale expansion" to "technology deepening," which may influence its industry position over the next decade [5].

机器人何以顺德？两大4000亿产业集群，正与AI形 成共振 "通用双足人形机器人方案正式开源发布。"在今年春节国产人形机器人爆火出圈的一年前，天太机器人 联合创始人吴志诚就发了一个朋友圈，视频中，全球首款仿人脊柱功能通用性人形机器人惊艳亮相。今 年底，这家创立于广东佛山顺德的企业主导起草的相关行业标准，也将对外发布。 "美的不是选择这个时候入局，我们很早就在工业机器人领域布局；成立AI研究院和对具身智能的研究 也很久了。我们看好人形机器人这个赛道，同时也在聚焦什么样的应用能在短期落地，什么样的应用需 要长期布局。"美的集团副总裁兼CTO卫昶在接受媒体采访时表示。 这场AI变革，佛山顺德早已入局。数据显示，顺德工业机器人运营产量占全国总量6% ，并早已实 现"机器人制造机器人"。除了整机外，国内乃至国际诸多领先品牌机器人身上的"关节""小脑"和"眼 睛"，都来自顺德。 机器人产业凭什么能在顺德"跑出"？南都"2025佛山机器人军团深调研"走进顺德区，在这里调研组看 到，家电和机械装备两大4000千亿产业生态和集群，正与人工智能形成共振。 应用 机器人的本体、关节和眼睛顺德企业的"黑科技" 一改传统"流水线"产线 ...

Core Insights - Fudan Microelectronics, Lens Technology, and Orbbec are experiencing stock price increases, significantly outperforming the market, due to their roles as core suppliers for Alipay's "Tap to Pay" service [1][2] - The rapid deployment and promotion of Alipay's "Tap to Pay" across over 100 cities and 1,000 business districts in China has led to increased investor interest in these companies [1][2] Company Performance - As of March 24, stock prices for Lens Technology, Fudan Microelectronics, and Orbbec rose by 3.06%, 0.15%, and 0.29% respectively, indicating strong market performance compared to the overall market [1] - Analysts attribute this stock performance to the swift adoption of Alipay's "Tap to Pay" service, which enhances payment convenience and security [1] Industry Trends - The NFC (Near Field Communication) technology, which underpins Alipay's "Tap to Pay," is gaining traction in China, with smartphone shipments reaching 314 million units in 2024 [2] - The global NFC payment market is projected to reach $67.71 billion by 2028, driven by the increasing adoption of NFC-enabled smartphones and advancements in 5G, IoT, and AI technologies [2] - Companies in the NFC supply chain, including Fudan Microelectronics, Lens Technology, and Orbbec, are expected to benefit from the expanding market and the continued rollout of "Tap to Pay" [2]