Core Viewpoint - The stock price of Yingstone Innovation has decreased by 4.99 yuan to 175.29 yuan, indicating market volatility and investor sentiment towards the company's recent developments [1] Company Overview - Yingstone Innovation is a technology company focused on smart imaging devices, with main products including panoramic cameras and action cameras [1] - The company has recently partnered with a third party to launch a consumer-grade drone brand "Yingling Antigravity," aiming to introduce the world's first panoramic drone [1] Market Competition - DJI has released its first panoramic camera, Osmo360 8K, with a starting price of 2999 yuan, which is currently out of stock on DJI's official website [1] - The founder of Yingstone Innovation, Liu Jingkang, stated that the company's entry into the drone market is based on mission vision, customer demand, and capability enhancement, believing that competition with DJI will invigorate market activity [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 430425 | 乐创技术 | 22.86 | -3.87% | 4.05万 | 9350.61万 | | 688090 | 瑞松科技 | 32.98 | -2.97% | 2.23万 | 7509.52万 | | 301112 | 信邦智能 | 37.04 | -2.63% | 2.31万 | 8663.83万 | | 001266 | 宏英智能 | 28.62 | -2.55% | - 3.44万 | 9981.68万 | | 871478 | 巨能股份 | 27.52 | -2.52% | 1.26万 | 3525.20万 | | 001223 | 欧克科技 | 42.82 | -2.46% | 9859.0 | 4275.01万 | | 688570 | 天玛智控 | 20.72 | -2.36% | 2.36万 | 4962.97万 | | 300461 | 田中精机 | 20.15 | -1.99% | 3.04万 | 6206.70万 ...

通过天眼查大数据分析，广东奥普特科技股份有限公司共对外投资了8家企业，参与招投标项目51次， 知识产权方面有商标信息67条，专利信息979条，此外企业还拥有行政许可31个。 资金流向方面，今日主力资金净流出4512.65万元，占比成交额19.64%。其中，超大单净流出3643.55万 元、占成交额15.86%，大单净流出869.09万元、占成交额3.78%，中单净流出流入1204.43万元、占成交 额5.24%，小单净流入3308.22万元、占成交额14.4%。 奥普特最新一期业绩显示，截至2025一季报，公司营业总收入2.68亿元、同比增长18.09%，归属净利润 5785.77万元，同比增长0.97%，扣非净利润5448.95万元，同比增长11.40%，流动比率8.631、速动比率 8.002、资产负债率9.54%。 天眼查商业履历信息显示，广东奥普特科技股份有限公司，成立于2006年，位于东莞市，是一家以从事 仪器仪表制造业为主的企业。企业注册资本12223.5455万人民币，实缴资本12223.5455万人民币。公司 法定代表人为卢治临。 金融界消息 截至2025年7月30日收盘，奥普特（688686 ...

证券之星消息，7月30日自动化设备板块较上一交易日下跌1.69%，奥普特领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。自动化设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 300486 | 东杰智能 | 11.05 | 9.19% | 52.66万 | | 5.73亿 | | 832885 | 星辰科技 | 24.00 | 7.24% | 18.40万 | 4.48 Z | | | 002979 | 音赛智能 | 45.14 | 2.20% | 19.60万 | | 8.91亿 | | 001223 | 欧克科技 | 43.90 | 1.90% | 1.56万 | 6752.42万 | | | 688097 | 博众精工 | 29.10 | 1.61% | 6.27万 | | 1.81亿 | | 688215 | 瑞晟智能 | 51.43 | 0.98% | 1.72万 | 8779.37万 | ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [6]. Core Insights - The WAIC 2025 showcased a diverse range of robotic applications, highlighting the rapid development and adaptability of humanoid robots in various sectors such as logistics, retail, and healthcare [16][20]. - The convergence of capital and policy is accelerating the development of the robotics industry, with significant investments flowing into humanoid robotics and embodied intelligence sectors [36][39]. Summary by Sections Section 1: Diverse Applications of Robotics - Numerous robotic manufacturers demonstrated various application scenarios at WAIC 2025, including humanoid robots for supermarkets, cafes, and logistics [16]. - The Zhiyuan G1 robot showcased flexible operations in logistics, capable of autonomously adjusting its grip based on package orientation [16]. - The Galaxy General's Galbot exhibited capabilities in retail and industrial settings, effectively identifying and handling a wide range of products without traditional path planning [19]. - Fourier Robotics presented a rehabilitation solution integrating humanoid robots for comprehensive care and training in healthcare settings [20]. Section 2: Accelerated Development through Capital and Policy - Since 2025, leading humanoid robot companies have secured strategic investments, with several firms preparing for public listings [36]. - A detailed table outlines various companies, their financing rounds, amounts raised, and investors, indicating a robust investment landscape [37]. - The report emphasizes the importance of mergers and technology collaborations among leading humanoid robot manufacturers, enhancing the industry's structural integrity [39]. - Investment recommendations focus on companies with comprehensive technological capabilities across the humanoid robotics spectrum, highlighting the potential for significant growth in both domestic and international markets [39].

AI and Market Trends - AI applications are entering a rapid growth phase, supported by mature infrastructure and decreasing costs of large model calls, enhancing commercial potential[3] - China possesses significant data reserves and a broad demand scale, providing a competitive advantage for AI development[3] Market Performance - The A-share market experienced a general rise, with the Shanghai Composite Index up by 1.67% and the Shenzhen Component Index up by 2.33% during the week[15] - Mid-cap indices such as the CSI 500 and CSI 1000 outperformed large-cap indices, with increases of 3.28% and 2.38% respectively[17] Dietary Supplements Industry - The global dietary supplement market is projected to reach $223 billion by 2026, driven by population growth and increasing health awareness[5] - HMB, a key nutrient for muscle health, is expected to see global production reach 3,572 tons by 2030, indicating strong market potential[5] Investment Recommendations - Recommended stocks include Toris (拓尔思), which has a robust open-source intelligence data resource, and Songlin Technology (松霖科技), focusing on health robots[3] - Other notable mentions are Rongxin Culture (荣信文化), which is expanding into AI+ education scenarios[3] Corporate Actions - This week, two companies listed on the A-share market, with C Shanda and C Jiyuan seeing first-day gains of 356% and 274% respectively[33] - There were six new public offerings announced, with an average discount rate of 18.9% and an average return of 40.7% on recent fundraising projects[34][40]

Core Viewpoint - The company has completed the conclusion of certain fundraising projects and plans to permanently supplement its working capital with the remaining funds, while also terminating some fundraising projects and continuing to manage the remaining funds in a dedicated account [2][10]. Fundraising Basic Situation - The company raised a total of RMB 161,846.38 million from its initial public offering, with a net amount of RMB 153,596.90 million after deducting issuance costs [2][3]. - As of June 30, 2025, the company has invested RMB 101,216.57 million, representing 65.90% of the committed investment [3]. Fundraising Project Status - The "East China R&D and Technical Service Center Construction Project" has been concluded, with remaining funds of RMB 3,211.84 million to be used for working capital after settling outstanding payments [5][10]. - The "East China Machine Vision Industrial Park Construction Project" has been terminated due to delays in obtaining necessary permits and changes in market demand, with a total planned investment of RMB 30,659.78 million [5][10]. Project Termination Reasons - The termination of the "East China Machine Vision Industrial Park Construction Project" is attributed to the expansion of downstream product demand beyond the original project scope and the company's comprehensive product line upgrade [9][10]. - The project was initially planned to meet specific market needs, but the evolving market landscape has necessitated a reevaluation of the project’s viability [9][10]. Future Plans - The company intends to seek new investment projects while continuing to evaluate existing projects for potential additional investments [10]. - The remaining funds from the terminated project will continue to be managed in accordance with fundraising management requirements [10]. Internal Review Process - The board of directors and the supervisory board have approved the conclusion of certain fundraising projects and the management of remaining funds, ensuring compliance with relevant regulations [11][12]. Sponsor Institution Opinion - The sponsor institution supports the company's decisions regarding the conclusion and management of fundraising projects, affirming that these actions align with the company's operational realities and long-term strategy [12][13].

证券代码：688686 证券简称：奥普特 公告编号：2025-031 广东奥普特科技股份有限公司 关于部分募投项目结项并将剩余募集资金永久补充 流动资金、部分募投项目终止并将剩余募集资金继续 存放募集资金专户管理的公告 本公司及董事会全体成员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。 广东奥普特科技股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日分 别召开第三届董事会第二十六次会议、第三届监事会第二十次会议，审议通过了 《关于部分募投项目结项并将剩余募集资金永久补充流动资金的议案》及《关于 部分募投项目终止并将剩余募集资金继续存放募集资金专户管理的议案》。公司 拟将首次公开发行股票募集资金投资项目（以下简称"募投项目"）中"华东研 发及技术服务中心建设项目"结项并将剩余募集资金永久补充流动资金，同时拟 将"华东机器产业园建设项目"终止并将剩余募集资金继续存放募集资金专户管 理。现将具体内容公告如下： 一、募集资金基本情况 依据中国证券监督管理委员会出具的《关于同意广东奥普特科技股份有限公 司首次公开发行股票注册的批复》（证 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-034 广东奥普特科技股份有限公司 关于暂不召开股东大会的公告 本公司及董事会全体成员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。 广东奥普特科技股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日分 别召开第三届董事会第二十六次会议、第三届监事会第二十次会议，审议通过了 《关于部分募投项目终止并将剩余募集资金继续存放募集资金专户管理的议案》。 具体内容详见公司在上海证券交易所网站(www.sse.com.cn)披露的《关于部分募 投项目结项并将剩余募集资金永久补充流动资金、部分募投项目终止并将剩余募 集资金继续存放募集资金专户管理的公告》。 根据公司相关工作安排，公司拟暂不召开股东大会审议上述关于部分募投项 目终止并将剩余募集资金继续存放募集资金专户管理的事项。公司将根据总体工 作安排及实际情况适时召开股东大会审议上述议案，并发布召开股东大会的通知。 特此公告。 广东奥普特科技股份有限公司董事会 2025 年 7 月 26 日 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-033 广东奥普特科技股份有限公司 第三届监事会第二十议决议公告 本公司及董事会全体成员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、监事会会议召开情况 广东奥普特科技股份有限公司（以下简称"公司"）第三届监事会第二十次 会议（以下简称"会议"）于 2025 年 7 月 25 日在广东省东莞市长安镇长安兴发 南路 66 号之一以现场方式召开。会议通知已于 2025 年 7 月 21 日通过邮件方式 送达全体监事。会议应出席监事 3 人，实际出席监事 3 人。公司董事会秘书及财 务总监列席了会议。 本次会议由公司监事会主席范西西女士召集和主持。会议的召集和召开程序 符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定，会议 决议合法、有效。 二、监事会会议审议情况 本次会议经全体监事表决，形成决议如下： （一）审议通过《关于部分募投项目结项并将剩余募集资金永久补充流动 资金的议案》 监事会认为：本次部分募投项目结项并将剩余募集资金永久性补充流动资金， 是公司根据项目实 ...