证券日报网讯 2月25日，凌云光在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东人 数31406户。 （文章来源：证券日报） ...

证券日报网讯2月25日，凌云光在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东人数 30549户。 ...

正月初四，迎灶接福，年味正浓！马年春晚余热未消，刘浩存与"自己共舞"的视频持续登上热搜。1个 真人搭档5位"数字分身"，六重身影同框起舞、无缝穿行，逼真到网友都以为是后期特效，实则大有门 道。这场虚实难辨的视觉盛宴，究竟靠什么黑科技实现？今天，我们就来揭秘如何让"分身"照进现实。 北京市广电局深入实施超高清视听先锋行动计划，助力视听科技企业高质量发展。在2026年丙午马年中 央广播电视总台春节联欢晚会上，科技与艺术的深度融合成为一大亮点。其中，曾获北京市广电局2024 年超高清技术创新方向扶持的企业——元客视界（凌云光全资子公司），携自研LuStage光场重建系统 与4D高斯重建技术惊艳亮相，为全球观众呈现了一场前所未有的沉浸式视听盛宴。 01"数字分身"惊艳亮相《梦底》节目成技术出圈名场面 在海来阿木与刘浩存合作的歌舞节目《梦底》中，一幕令人惊叹的画面刷屏社交网络：刘浩存的数字分 身与真人同台共舞，肢体律动精准同步，微表情细腻可感，虚实切换毫无违和感。这一被誉为"当晚最 出圈的技术流名场面"的背后，正是凌云光4D高斯重建技术的实力体现。 技术团队通过多视角相机阵列精准采集舞蹈动作数据，运用4D高斯重建技术进 ...

Group 1: Share Buyback and Capital Reduction - The company plans to change the purpose of the repurchased 3,480,750 shares from "employee stock ownership plan or equity incentive" to "cancellation and reduction of registered capital" [2] - This proposal has been approved by the board and will be submitted for shareholder meeting approval, with a notification for the meeting to be announced later [2] - If implemented, the total share capital will decrease from 460,976,733 shares to 457,495,983 shares [2] Group 2: Performance Forecast - The company forecasts a revenue of approximately 2.91 billion yuan for 2025, representing a year-on-year growth of 30.26% [3] - The expected net profit attributable to shareholders is around 161 million yuan, reflecting a year-on-year increase of 50.75% [3] - The specific financial data will be confirmed in the audited annual report for 2025, which has not yet been officially disclosed [3]

Core Viewpoint - The company indicates that its revenue from the European Union (EU) constitutes a small portion of its overall revenue, but it is recognized as a significant potential growth area for the future [1] Group 1: Revenue and Market Presence - The company's machine vision products are sold globally, with a small percentage of revenue coming from the EU market [1] - The company is focused on enhancing its global strategy and aims to serve international markets through various methods [1] Group 2: Strategic Partnerships - The integration with JAI is expected to strengthen the company's capabilities and competitive edge in the visual and AI sectors [1]

Core Viewpoint - The article highlights the significant performance of the Huabao AI ETF (589520), which has a weight of over 29% in the ByteDance industrial chain, and the upcoming release of major upgrades to the Doubao model by ByteDance on February 14, 2024 [1][3]. Group 1: ETF Performance - The Huabao AI ETF (589520) saw an intraday increase of 3.57%, currently up 3.42%, and has recovered all moving averages [1]. - Notable stocks within the ETF include Youke De-W, which surged by 20.01%, and other companies like Chuangliang Co. and Xinyuan Co. showing significant gains [2][4]. Group 2: ByteDance Developments - ByteDance is set to release the Doubao model 2.0, along with upgrades to the Seedance 2.0 and Seedream 5.0 models, enhancing foundational model capabilities and enterprise-level agent functionalities [2][3]. - The Seedance 2.0 video generation model has gained widespread popularity, and ByteDance plans to distribute over 100,000 tech gifts and cash red envelopes during the 2026 Spring Festival Gala [3]. Group 3: Industry Outlook - Guolian Minsheng Securities expresses optimism about AI investment opportunities, citing four dimensions of industry growth: increased capital expenditure by tech giants, the transition of AI assistants to executors, ongoing supply-demand tension in computing infrastructure, and the acceleration of AI application demand [3]. - The Huabao AI ETF focuses on the domestic AI industry chain, with significant allocations in semiconductor and software sectors, indicating a strong offensive strategy [6].

Group 1 - The core viewpoint of the news is that Lingyun Optical has seen a stock price increase of 5.03%, reaching 45.48 CNY per share, with a trading volume of 536 million CNY and a turnover rate of 2.60%, resulting in a total market capitalization of 20.965 billion CNY [1] - Lingyun Optical Technology Co., Ltd. is based in Haidian District, Beijing, and was established on August 13, 2002. The company focuses on machine vision and optical communication, with a strategic emphasis on machine vision business [1] - The revenue composition of Lingyun Optical includes: intelligent visual equipment 34.69%, configurable visual systems 30.97%, optical communication products 27.44%, visual devices 5.31%, and service revenue 1.59% [1] Group 2 - From the perspective of major circulating shareholders, E Fund's ETF, the E Fund National Robot Industry ETF (159530), has entered the top ten circulating shareholders of Lingyun Optical, holding 4.2567 million shares, which is 0.92% of the circulating shares [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a latest scale of 15.267 billion CNY. It has experienced a loss of 0.26% this year, ranking 5218 out of 5569 in its category, while achieving a 19.36% return over the past year, ranking 3190 out of 4295 [2] - The fund manager of the E Fund National Robot Industry ETF is Li Shujian, who has a tenure of 2 years and 158 days, with a total asset scale of 21.858 billion CNY and a best fund return of 118.55% during his tenure [3]

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

Group 1 - The global first large-scale robot gala "Robot Wonderful Night" was launched on February 8, 2026, co-hosted by Zhiyuan Robotics and Qingtian Rental, featuring a 999 yuan nationwide robot experience plan for users [1] - CITIC Securities indicates that the robot industry is at a critical point of transition from "technological vision" to "industrial reality," emphasizing the importance of computational power, algorithms, and precision manufacturing [1] - CITIC Securities predicts that 2026 will be the "year of mass production" for the industry, with policies focusing on refined governance models and capital markets innovating IPO systems to support asset securitization across the industry chain [1] Group 2 - As of February 9, 2026, the National Certificate Robot Industry Index (980022) rose by 1.17%, with component stocks such as Gokong Technology up by 9.70% and Lingyun Light up by 5.08% [1] - The National Certificate Robot Industry Index reflects the price changes of listed companies related to the robot industry in the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 39.43% of the index as of January 30, 2026 [2]

Group 1 - The company completed its first share repurchase plan on January 23, 2024, buying back 2,523,267 shares, which is 0.5444% of the total share capital, for a total amount of RMB 59,997,038.89 [1] - The second repurchase plan was completed on August 13, 2024, with 3,480,750 shares repurchased, representing 0.7510% of the total share capital, at a total cost of RMB 59,992,936.01 [1] - The third repurchase plan was completed on November 27, 2024, with 2,563,582 shares repurchased, accounting for 0.5531% of the total share capital, for a total expenditure of RMB 59,978,528.99 [2] Group 2 - The company announced a fourth share repurchase plan on November 28, 2024, with a budget of RMB 50 million to 100 million and a maximum repurchase price of RMB 35.00 per share, to be executed within 12 months [2] - The maximum repurchase price for the fourth plan was adjusted to RMB 34.98 per share following the annual equity distribution on June 16, 2025 [3] - On September 19, 2025, the board approved an increase in the maximum repurchase price for the fourth plan to RMB 52.00 per share [3] Group 3 - As of January 31, 2026, the company had repurchased a total of 1,037,918 shares under the fourth plan, representing 0.2252% of the total share capital, with a total expenditure of RMB 40,989,964.31 [6] - Cumulatively, as of January 31, 2026, the company had repurchased 9,605,517 shares, which is 2.08% of the total share capital, with a total expenditure of RMB 220,958,468.20 [7] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in accordance with relevant regulations [8]