证券日报网讯 2月11日，影石创新在互动平台回答投资者提问时表示，净利润更多被公司视为一个动态 变量，其受到研发投入、营销节奏及品类布局等多个因素影响。公司作为一家科技公司，在推进影像与 视频领域的深耕过程中，既有长期使命的坚定，也有对短期经营指标的理性把握。在"做长期正确的 事"的战略框架下，公司明确将部分短期费用视为未来竞争力建设的必要投入，因此，该现象属于企业 主动战略调整的阶段性特征，而非被动陷入"增收不增利"困局。公司在人员管理上有着严格的标准和要 求，注重团队的质量和效率，以确保公司的创新活力和竞争力，同时在项目管理上实施严格的考核和奖 惩机制，以确保项目的顺利进行和公司资源的有效利用。公司会进一步加强成本费用管控，全面实施精 细化管理，减少不必要的支出，有效控制成本费用，提升资金的使用效率，努力实现公司毛利率水平和 净利率水平的稳定。如后续有并购计划，公司将严格按照相关法律法规的要求及时履行信息披露义务。 （文章来源：证券日报） ...

Core Viewpoint - The company Optoelectronics (688686.SH) has announced a plan to issue convertible bonds to raise up to RMB 138 million for various projects, including the expansion of industrial 3D vision sensors and AI solutions [1] Group 1: Fundraising Details - The total amount to be raised from the convertible bond issuance is capped at RMB 138 million, which will be used for several projects and working capital [1] - The specific projects and their respective funding allocations are as follows: - Industrial 3D Vision Sensor and Smart Hardware Expansion: RMB 46 million - AI Intelligent Vision Solution System R&D: RMB 44.5 million - Industrial Robot Core Components and Vision System R&D: RMB 34.5 million - Working Capital: RMB 13 million [2] Group 2: Convertible Bond Characteristics - The convertible bonds will be issued at a par value of RMB 100 each and will have a maturity of six years from the issuance date [4] - The interest rate for the bonds will be determined based on market conditions and company specifics, with interest paid annually [4] - Holders of the convertible bonds will have the option to convert them into A-shares after a six-month period from the issuance [4] Group 3: Company Background - Optoelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 31, 2020, with an initial share price of RMB 78.49 and a total of 20.62 million shares issued, representing 25% of the total share capital post-issuance [4] - The company previously raised RMB 161.85 million during its IPO, with a net amount of RMB 153.60 million after expenses [5]

Core Viewpoint - Optoelectronics plans to issue convertible bonds to raise up to 1.38 billion yuan for various projects aimed at enhancing its capabilities in industrial automation and robotics [1] Group 1: Fundraising Purpose - The company intends to use the raised funds for the expansion of industrial 3D vision sensors and smart hardware production [1] - Funds will also support the research and development of AI intelligent vision solution systems [1] - Additional allocations include the industrialization of core components and vision systems for industrial-grade robots, as well as supplementing working capital [1] Group 2: Strategic Goals - The fundraising effort aims to deepen the company's existing advantages in the industrial automation sector [1] - The company seeks to further establish its presence in the core components and vision system solutions for robotics [1]

Group 1 - Fangda Carbon plans to acquire 100% equity of Tianjin Tongda Huanyu Logistics Co., Ltd. for 319 million yuan [1] - Xiamen Tungsten intends to acquire 39% equity of Jiujiang Dadi Mining Development Co., Ltd. and has signed an intention agreement with a transferor [6] - Wenkai Co. has won a bid for a landscape project worth 50.8162 million yuan [7] Group 2 - Changchun High-tech's subsidiary Jin Sai Pharmaceutical received approval for a clinical trial application for GenSci136, a treatment for IgA nephropathy [3] - China National Pharmaceutical has received drug registration certificates for fumaric acid volnoral tablets, used for treating reflux esophagitis [12] - Zhenhua Group plans to issue convertible bonds not exceeding 1.2 billion yuan [26] Group 3 - CSG Holding's stock may undergo a control change due to share pledge judicial transfer [30] - Ningbo Yunsheng plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [19] - Keda Guochuang's controlling shareholder intends to transfer 5% of the company's shares through an agreement [28] Group 4 - A number of companies, including Finer Pharma, Yixing Guoyuan Investment, and others, have announced plans to reduce their shareholdings by various percentages [2][4][9][11][15][16][20][21][22][23][25][29] - Highweida plans to repurchase shares worth 30 to 35 million yuan [17] - ST Zhongzhu is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [24] Group 5 - A number of companies, including Jiekang Equipment and others, have faced legal issues or penalties [27][40] - Aclaris Therapeutics has clarified that reports regarding its robotic products entering mass production were misinterpreted [41]

内容概要：AI读码器是信息采集的重要工具，它不仅提升了信息采集速度及精度，还支持供应链的信 息管理与追溯，是企业构建数字化追溯体系的关键环节。随着全球工业智能制造的升级和对生产数据可 追溯性的需求不断增加，作为智能制造数据获取的核心终端，全球AI读码器市场规模稳步增长。在国 内，随着工业自动化、智能化程度的不断提升，AI读码器在电子、汽车、制造、零售、物流等行业中 的应用范围不断扩大，行业发展迅速。2025年，全球AI读码器市场规模约为117.8亿元，中国AI读码器 市场规模约为40亿元；预计2026年，全球AI读码器市场规模有望达到137.6亿元，中国AI读码器市场规 模有望达到47亿元。 上市企业：新大陆（000997）、奥普特（688686）、新大陆（000997） 相关企业：深圳思谋信息科技有限公司、杭州海康机器人股份有限公司、康耐视视觉检测系统（上海） 有限公司、基恩士（中国）有限公司、浙江华睿科技股份有限公司、得利捷（深圳）工业自动化有限公 司、深圳市研祥金码科技有限公司、海康威视、华为海思 关键词：AI读码器行业政策、AI读码器行业产业链、AI读码器市场规模、AI读码器市场竞争格局、AI 读码器 ...

Group 1 - Foreign institutions remain enthusiastic about A-shares, with 224 foreign institutions conducting 569 surveys of A-share listed companies as of February 9, 2026 [2][6] - Notable foreign institutions such as Morgan Stanley, BlackRock, Goldman Sachs, and Citigroup are involved in these surveys [2][6] - Goldman Sachs maintains a "overweight" rating on Chinese stocks, predicting a 20% increase in the China index and a 12% increase in the CSI 300 index [2][6] - UBS forecasts a significant rebound in the MSCI China index's earnings growth from 2.5% last year to 13.6% this year, primarily driven by technology stocks [2][6] - The top three companies attracting foreign interest are Huaming Equipment, Yingshi Innovation, and Huichuan Technology, with over 20 foreign institutions also researching companies like Aopt, Yihua, and Anji Technology [2][6] Group 2 - UBS Wealth Management's CIO office highlights the growth and profit potential of the Chinese market, driven by ongoing technological innovation and a favorable business environment [2][6] - The healthcare sector's international expansion, the rise of new consumption models, and the modernization of the power grid are expected to benefit industries such as healthcare, consumer goods, materials, and power equipment [2][6] Group 3 - In 2026, optimism for the Chinese stock market is maintained due to improving fundamentals and long-term growth drivers, which are expected to create a more sustainable structural growth cycle [3][7] - Key investment opportunities identified include industrial upgrades in electric vehicles, pharmaceuticals, and automation, with companies having strong R&D capabilities poised to meet market demands [3][7] - The trend of artificial intelligence is highlighted, with China emerging as a strong competitor in the global AI landscape, supported by a large internet user base, low energy costs, and abundant talent and data resources [3][7] - Changes in consumer preferences and demographic shifts are anticipated to lead to a significant transformation in the Chinese consumption market, with younger consumers increasingly spending on services and IP-related products [3][7]

关于向不特定对象发行可转换公司债券摊薄即期回 报、采取填补措施及相关主体承诺的公告 证券代码：688686 证券简称：奥普特 公告编号：2026-007 广东奥普特科技股份有限公司 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。 广东奥普特科技股份有限公司（以下简称"公司"或"奥普特"）拟向不特 定对象发行可转换公司债券（以下简称"本次发行"），根据《国务院办公厅 关于进一步加强资本市场中小投资者合法权益保护工作的意见》《国务院关于 进一步促进资本市场健康发展的若干意见》和中国证券监督管理委员会（以下 简称"中国证监会"）《关于首发及再融资、重大资产重组摊薄即期回报有关 事项的指导意见》等相关法律、法规及规范性文件的要求，为保障中小投资者知 情权，维护中小投资者利益，公司就本次发行对即期回报摊薄的影响进行了分 析并提出了具体的填补回报措施，相关主体对公司填补回报拟采取的措施能够 得到切实履行做出了承诺，具体如下： 一、本次发行摊薄即期回报对公司主要财务指标的影响 （一）主要假设和前提条件 1、假设未来宏观经济环境、行业发展 ...

《科创板日报》2月9日讯 今日科创板晚报主要内容包括：惠泰医疗拟以1.5亿至2亿元回购股份用于员工 持股计划或股权激励；交控科技签订澳大利亚悉尼地铁西线TSMO信号系统分包项目合同；奥普特拟募 资不超13.8亿元；微电生理的磁导航消融导管及星型高密度标测导管获得欧盟MDR认证。 简讯： 习近平在北京考察科技创新工作 习近平总书记来到位于北京亦庄的国家信创园，了解信息技术应用创新和北京加快建设国际科技创新中 心情况，察看代表性科技创新成果展示，并同科研人员和科技企业负责人代表亲切交流。 商务部召开汽车企业座谈会 多措并举推动汽车消费扩容提质 商务部召开汽车企业座谈会，研究汽车流通消费有关工作。汽车行业相关协会、研究机构和企业代表参 会。商务部副部长盛秋平同志出席座谈会并进行交流。盛秋平指出，我国超大规模市场基础牢，汽车消 费链条长潜力大，政策接续实施支撑稳，全链条扩大汽车消费大有可为。2026年，商务部将会同相关部 门，坚持政策支持和改革创新并举，存量措施和增量政策集成发力，优化实施汽车以旧换新，开展汽车 流通消费改革试点，完善行业管理制度，多措并举推动汽车消费扩容提质。 交通运输新业态协同监管部际联席会议办公 ...

Core Viewpoint - Optoelectronics (688686.SH) plans to issue convertible bonds to raise a total of no more than 1.38 billion yuan, which will be used for various projects including the expansion of industrial 3D vision sensors and smart hardware [1] Group 1 - The company intends to use the net proceeds from the bond issuance for the expansion of industrial 3D vision sensors and smart hardware projects [1] - The funds will also support the research and development of AI intelligent vision solution systems [1] - Additionally, the financing will be allocated for the industrialization of core components and vision systems for industrial-grade robots [1] - A portion of the funds will be used to supplement working capital [1]

Core Viewpoint - The company Optoelectronics (688686.SH) plans to issue convertible bonds to raise a total of no more than 1.38 billion yuan, which will be used for various projects including the expansion of industrial 3D vision sensors and smart hardware [1] Group 1 - The total amount to be raised from the issuance of convertible bonds is capped at 1.38 billion yuan, including the principal [1] - The net proceeds after deducting issuance costs are intended for multiple projects, including the expansion of industrial 3D vision sensors and smart hardware [1] - Additional projects funded by the proceeds include the development of AI intelligent vision solution systems and the industrialization of core components and vision systems for industrial robots [1]