证券代码：688686 证券简称：奥普特 公告编号：2026-004 广东奥普特科技股份有限公司 关于开立募集资金专户并 公司依照规定对募集资金采取了专户存储管理，与保荐机构、募集资金专户 监管银行签订了《募集资金专户存储三方监管协议》，与奥普特视觉科技（苏州） 有限公司、保荐机构、募集资金专户监管银行签订了《募集资金专户存储四方监 管协议》。 二、募集资金专项账户的开立情况 公司于 2026 年 1 月 15 日召开第四届董事会第五次会议，审议通过了《关于 开立募集资金专户并授权签订募集资金专户监管协议的议案》。董事会同意公司 依据募集资金管理要求为"机器视觉智能制造扩产项目"开立募集资金专项账户， 并按照规定与保荐机构、募集资金专户监管银行签订募集资金监管协议，对募集 资金的存放和使用情况进行监督。具体内容详见公司于 2026 年 1 月 16 日在上海 证券交易所网站披露的《关于开立募集资金专户并授权签订募集资金专户监管协 议的公告》。 签订募集资金专户存储三方监管协议的公告 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 ...

证券日报网讯 1月28日，影石创新在互动平台回答投资者提问时表示，公司新品的终端零售价主要系根 据产品的研发及生产成本、产品市场定位等多方面因素进行综合确定，关于产品数据请以公司公告和披 露信息为准。基于对行业发展趋势的研判与公司中长期战略规划，公司计划推出两个无人机品牌，包括 公司自有无人机品牌和与第三方共同孵化的影翎全景无人机品牌。截至目前，公司前述无人机品牌业务 按既定计划顺利推进，其中影翎A1全景无人机产品已实现部分区域市场的上市售卖。未来，公司会继 续夯实国内市场并加强海外业务拓展，加大全球市场推广与销售渠道建设，深入挖掘亚太、北美、欧洲 等各主要地区用户的影像需求，持续提升品牌在全球范围的渗透率和影响力。 ...

据证券时报·数据宝统计，1月以来，海外机构调研92只股。其中，14只股获11家及以上海外机构调研， 华明装备、汇川技术、奥普特的调研家数居前，分别达到59家、53家、51家。 转自：证券时报 人民财讯1月27日电，2026年以来，海外机构调研A股热情高涨，聚焦优质标的布局全年投资机会，调 研方向集中于电子、电力设备和机械设备三大行业。 ...

（编辑 姚尧） 证券日报网讯 1月26日，影石创新在互动平台回答投资者提问时表示，智能影像设备行业处于消费电子 前沿领域，根据国家统计局《战略性新兴产业分类（2018）》，公司属于新一代信息技术产业中 的"1.5.2智能消费相关设备制造"，不属于"传统落后产业"。二级市场股价的短期波动受市场情绪、行业 变化、公司情况、宏观因素等多方面因素的影响，公司聚焦自身业务的长期发展，凭借在影像技术领域 的深厚积累和持续创新，已经在市场上取得了显著的竞争优势。公司管理层始终高度重视全体股东利 益，聚焦于主营业务与产品创新，努力为股东创造长期价值。未来，公司有信心不断提升自身的研发能 力和品牌知名度，将持续进行研发投入，壮大研发队伍，通过对新标准的制定和新技术的研发，巩固技 术优势，开发出技术水平更高、应用领域更为广泛的新产品/服务，以高附加值的产品/服务不断满足市 场需求，全面提升公司的核心竞争力。 ...

Group 1 - The core focus is on the domestic AI industry chain, particularly the performance of the Huabao AI ETF (589520), which has shown a price increase of 0.29% and has been trading at a premium, indicating strong buying interest [1][7] - NVIDIA's CEO Jensen Huang emphasized the need for massive infrastructure investment in AI, estimating that over $1 trillion will be invested in AI-native startups by 2025, highlighting AI applications as a critical layer in the AI ecosystem [2][9] - The Ministry of Industry and Information Technology of China projected that by 2025, the number of AI companies in China will exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan, and intelligent computing power reaching 1590 EFLOPS [3][10] Group 2 - The Huabao AI ETF's index covers four major segments: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency in the AI industry [5][11] - The ETF's top holdings include leading domestic companies in GPUs, ASICs, and AI applications, with nearly 70% of the top ten holdings concentrated in these sectors, indicating a strong offensive strategy [12][13] - The current dynamics in the AI industry are marked by significant developments, including the launch of new policies promoting "AI + manufacturing," which is expected to drive a new wave of AI application growth [3][10]

证券日报网讯1月22日，奥普特在互动平台回答投资者提问时表示，公司海外业务主要集中在东南亚、 欧洲等国家和地区，2024年公司海外市场主营业务收入占比6.77%。 ...

Group 1: Market Movement - The commercial aerospace sector saw significant stock price increases, with over ten stocks hitting the daily limit up, including Tengda Technology, Jieli Rigging, and West Materials [1] - Notable stock performances included Triangle Defense (+15.80%), Tianli Composite (+15.36%), and Zhongtai Shares (+14.49%) [2] Group 2: SpaceX IPO Developments - Elon Musk is reportedly accelerating SpaceX's IPO plans, aiming for completion by July this year, after previously resisting the idea [3] - The IPO is seen as crucial for funding Musk's ambition to establish data centers in space, which would require substantial capital [3] - The IPO is also expected to support Musk's AI company, xAI, in competing with rivals [3] Group 3: Other Companies in Aerospace Sector - Several commercial aerospace companies, including Tianbing Technology, Xinghe Power, and Star Glory, have updated their IPO counseling progress [3] - The China Securities Regulatory Commission has noted that these companies are in the process of preparing for their IPOs with various financial institutions as advisors [3] - The current year marks the beginning of the "14th Five-Year Plan," emphasizing the goal of building a strong aerospace nation, which has been included in national planning [3]

Core Viewpoint - The commercial aerospace sector is experiencing significant stock price increases, driven by news of SpaceX's potential IPO and the government's focus on building a strong aerospace nation as part of the 14th Five-Year Plan [1][3][4]. Group 1: Stock Performance - On January 22, several stocks in the commercial aerospace sector saw substantial gains, with over ten stocks hitting the daily limit, including Tengda Technology and Jieli Rigging [1]. - Notable stock performances include: - Triangle Defense: +15.80% - Tianli Composite: +15.36% - Zhongtai Shares: +14.49% - Jianghang Equipment: +10.81% [2]. Group 2: SpaceX IPO News - Reports indicate that Elon Musk is actively pushing for SpaceX's IPO, aiming to complete it by July this year, which marks a shift from his previous resistance to going public [3]. - The IPO is seen as crucial for funding Musk's ambition to establish data centers in space and to support his AI company, xAI, in competing with rivals [3]. Group 3: Government Initiatives - The current year marks the beginning of the 14th Five-Year Plan, with a focus on accelerating the construction of a strong aerospace nation, which is now a key task in the national agenda [4]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, highlighting the government's commitment to advancing aerospace capabilities [4].

（文章来源：证券日报） 证券日报网讯 1月20日，影石创新在互动平台回答投资者提问时表示，公司董事会秘书为公司投资者关 系管理负责人，全面负责公司投资者关系管理工作，其在职责履行中始终秉承着勤勉尽责的原则，持续 深化对公司运作和管理、经营状况、发展战略等内容的理解，并有序策划、安排和组织各类投资者关系 管理活动，确保沟通渠道顺畅、信息披露合规。公司董事会秘书和证券事务代表均具备履行其职责所需 的专业知识、工作经验以及相关素质，能够胜任相关岗位职责的要求，其任职符合《公司法》《上海证 券交易所科创板股票上市规则》等相关法律法规和规范性文件的规定。自任职以来，董事会秘书与证券 事务代表在各自岗位上均展现出高度的专业性与责任感，公司对团队的整体履职能力充满信心。 ...

Group 1 - A-shares are showing steady growth in 2026, with foreign institutions actively conducting research to seize investment opportunities, particularly in technology sectors like AI, semiconductors, and electronic devices [1] - As of January 15, 2026, foreign institutions have conducted a total of 70 research sessions on A-share listed companies, with Anji Technology receiving the most attention from 27 foreign institutions [1] - UBS Wealth Management indicates that despite strong performance in the Chinese stock market since 2025, valuations remain low compared to global peers, suggesting significant upside potential [1] Group 2 - Morgan Asset Management forecasts a potential slowdown in global economic growth in 2026, with a supportive low-interest-rate environment expected to bolster economic development [2] - The liquidity environment in China is anticipated to remain loose, with a clear supportive policy stance from the government, which is expected to benefit the stock market [2] - Key investment directions identified include AI-driven sectors, lithium battery industry, non-ferrous metals, machinery benefiting from overseas demand, and semiconductor fields focusing on domestic GPU and equipment [2] Group 3 - Fidelity Fund emphasizes the importance of the "super track" of artificial intelligence and three strong sectors: aerospace, low-altitude economy, and innovative consumer [3]