根据《监管指引第7号》等相关法律法规的规定，回购专用账户中的股份不 享受利润分配的权利。 二、本次差异化分红方案 国信证券股份有限公司 关于广东奥普特科技股份有限公司 差异化权益分派事项的核查意见 国信证券股份有限公司（以下简称"保荐机构"）作为广东奥普特科技股份 有限公司（以下简称"奥普特""公司"）首次公开发行股票并在科创板上市的 保荐机构。根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华 人民共和国证券法》（以下简称"《证券法》"）《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"《监管指引第7号》"）等相关法 律法规、规范性文件规定，对奥普特2024年度利润分配所涉及的差异化分红事项 进行了核查，具体情况如下： 一、本次差异化分红的原因 2024年9月23日，公司召开第三届董事会第十七次会议，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》，同意公司使用自有资金以集中 竞价交易方式回购部分公司A股股份，并在未来适宜时机将回购股份用于员工持 股计划或股权激励，回购资金总额不低于人民币3,000万元（含本数），不超过人 民币6,000万元（含本数），回购价格不超 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-030 广东奥普特科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/13 | 2025/6/16 | 2025/6/16 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 不包括公司通过回购专用证券账户持有的 342,767 股。 3. 差异化分红送转方案： （1）本次差异化分红方案 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.25元 相关日期 拟以实施权益分派股权登记日登记的总股本扣除 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-030 广东奥普特科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/13 | 2025/6/16 | 2025/6/16 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 3. 差异化分红送转方案： （1）本次差异化分红方案 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.25元 相关日期 拟以实施权益分派股权登记日登记的总股本扣除公司回购专用证券账户中股 份为基数，向全体股东每 10 股派发现金红利 2.50 元（含税），不进行资本公积金 转增股本，不送红股。截至 2025 年 3 月 31 日公司总股本 122,235,455 股，扣除 回购 专用 证券 账户中 股份 数 34 ...

Investment Rating - The report maintains a "Buy" rating for several key stocks in the financial and manufacturing sectors, including 贝壳-W, 华润置地, 江苏金租, 杭州银行, 宁德时代, 奥普特, 菲利华, 思摩尔国际, 瀚蓝环境, and 广电计量 [47][50]. Core Insights - The macroeconomic environment shows a rebound in manufacturing PMI, indicating improved supply and demand, but price pressures continue to affect profitability [12][13]. - In the real estate sector, there is a focus on stable cash flow and high dividend yields amidst ongoing policy adjustments [14]. - Non-bank financial institutions are expected to benefit from policy optimizations that may lower funding costs [22]. - The banking sector is recommended for active public fund allocation, particularly favoring quality city commercial banks [24]. - The electric new energy sector is witnessing a bottoming out, with attention on new technological developments [28]. - The machinery sector is poised to benefit from AI applications, particularly in industrial inspection [30]. - The military industry is expected to see growth driven by the "14th Five-Year Plan" and changes in military trade dynamics [34]. - The light industry is focusing on new consumer trends and low valuation recovery [36]. - Environmental protection sectors are highlighted for investment opportunities in waste management and sanitation [41][43]. Summary by Sections Macro Analysis - Manufacturing PMI rose by 0.5 percentage points to 49.5%, driven by improved supply and demand dynamics [12]. - New export orders increased by 2.8 percentage points to 47.5%, indicating stronger export demand [12]. - Price indices for raw materials and factory outputs continue to decline, suggesting ongoing deflationary pressures [13]. Real Estate - The report emphasizes the need for stable cash flow and high dividend yields in real estate investments, particularly in low-valuation state-owned enterprises and quality property firms [14][15][20]. Non-Bank Financials - The report notes a targeted reserve requirement reduction for financial leasing companies, which is expected to lower funding costs and enhance liquidity [22][23]. Banking - City commercial banks are highlighted as key beneficiaries of institutional fund allocations, with expectations of market share gains [24][25][27]. Electric New Energy - The report identifies a bottoming out in the electric new energy sector, with a focus on solar, storage, and wind energy technologies [28][29]. Machinery - AI applications are expected to enhance industrial inspection processes, particularly in the 3C sector [30][32]. Military - The military sector is projected to grow due to the ongoing development of new equipment and military trade opportunities [34][35]. Light Industry - New consumer trends in light industry, particularly in tobacco and IP derivatives, are expected to drive growth [36][37][40]. Environmental Protection - Investment opportunities in waste management and sanitation are highlighted, with a focus on electric and intelligent equipment [41][43][45].

根据调研日期截止日统计，近10日（5月20日至6月3日），海外机构对81家上市公司进行调研，其中， 奥普特最受关注，被29家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有574家公司获机构调研，调研机构类型显示，证券公司调研达 516家，占比最多；基金公司调研430家，位列其后；海外机构共对81家上市公司进行走访。 海外机构调研榜单中，奥普特参与调研的海外机构达到29家，最受关注；其次是澜起科技，参与调研的 海外机构共有27家。 从股价表现看，获海外机构调研股近10日平均上涨2.72%。其中，股价上涨的有益方生物、潮宏基等， 表现最好的是益方生物，累计涨幅为56.53%。股价下跌的有37只，跌幅最大的是中坚科技，累计跌幅 为22.90%。（数据宝） 近10日海外机构调研股 | 证券代码 | 证券简称 | 海外机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688382 | 益方生物 | 1 | 31.76 | 56.53 | 医药生物 | | 002345 | 潮宏基 | 2 | 15.81 | 5 ...

Group 1: Tianyang Technology - Tianyang Technology ranks first in the domestic credit card sector and is actively expanding into overseas markets [1] - The company has launched credit card products that allow for stablecoin top-ups, benefiting from mature technology and favorable regulatory policies [1] - Stablecoin cross-border payments do not require the SWIFT system, offering faster transactions, transparent fees, and lower costs, making them popular among cross-border trade enterprises [1] - Financial technology companies need blockchain development capabilities and market sensitivity, with RWA still growing, and non-performing assets can be used as underlying assets in the short term [1] - Stablecoin payments are decentralized, eliminating intermediary banks and reducing costs, with transactions completed within 30 seconds [1] - The issuance of stablecoins has high thresholds, with liquid stablecoins like USDT and USDC expected to dominate the market [1] - Not all countries have a demand for stablecoin issuance, as stablecoins represent the digitization of fiat currency, reinforcing the dominance of the US dollar [1] - Tianyang Technology collaborates with leading manufacturers to expand into Southeast Asia and provide credit card migration and technical support [1] Group 2: Optoelectronics - Optoelectronics is experiencing strong growth in the semiconductor and automotive industries, with projected revenues of 50.81 million and 32.10 million in 2024, representing year-on-year growth of 44.08% and 89.95% respectively [2] - The company is optimizing its sales model, focusing on buyout sales while gradually increasing the sales of standardized products, with plans to expand regional distribution models [2] - To enhance product standardization, the company is promoting the transformation of technological achievements into standardized and modular products, improving scalability and replicability [2] - The core product lines in visual software, including SciVision, Smart3, and DeepVision3, have undergone multiple technological upgrades and product iterations [2] - The future development strategy aims to establish the company as a leading international supplier of core automation components, focusing on key areas of perception and decision-making [2] - Key growth drivers include increased penetration of machine vision across industries, enhanced customer awareness, advancements in industrial AI technology, and global expansion supporting domestic substitution [2]

Investment Rating - The report assigns an "Outperform" rating to the company for the first time [4]. Core Views - The company is a leading player in the machine vision sector, focusing on expanding its artificial intelligence visual algorithm software capabilities [1][2]. - The company has experienced a revenue decline in 2024 but shows signs of recovery in early 2025, driven by demand in the semiconductor and automotive industries [1][6]. - The company is actively investing in AI technology and exploring applications in humanoid robotics, which are expected to drive future growth [4][30]. Financial Summary - In 2024, the company achieved revenue of 911 million yuan, a year-on-year decrease of 3.44%, and a net profit of 136 million yuan, down 29.66% [1][7]. - The first quarter of 2025 saw a revenue increase of 18.09% year-on-year, reaching 268 million yuan, with a net profit of 58 million yuan, up 0.97% [1][33]. - The company's gross margin for 2024 was 63.57%, with a net margin of 14.95%, both showing a decline compared to the previous year [1][36]. Business Development - The company is enhancing its core components in automation and machine vision, with a focus on industrial AI technology and new application scenarios [2][3]. - The introduction of AI-based visual software, such as DeepVision 3, aims to lower implementation costs and improve project efficiency [3][20]. - The company plans to increase R&D investment in key components for humanoid robots, leveraging its existing expertise in industrial robotics [4][30]. Market Position - The company has established a comprehensive product line in machine vision, including visual algorithms, AI platforms, and various sensors, positioning itself in the mid-to-high-end market [29][10]. - The machine vision market in China is projected to grow significantly, with the company expected to benefit from this trend [29][6]. Future Outlook - The company forecasts net profits of 181 million yuan, 242 million yuan, and 300 million yuan for 2025, 2026, and 2027, respectively, indicating a strong growth trajectory [6][47]. - The estimated reasonable valuation range for the company's stock is between 103.91 and 118.75 yuan [4][6].

Investment Rating - The report assigns an "Outperform" rating to the company for the first time [4] Core Views - The company is a leading player in the machine vision sector, focusing on expanding its artificial intelligence visual algorithm software offerings [1][2] - The company has experienced a revenue decline in 2024 but shows signs of recovery in early 2025, driven by demand in the semiconductor and automotive industries [1][3] - The company is actively investing in AI technology and exploring applications in humanoid robotics, aiming to enhance its competitive edge in automation core components [4][6] Financial Summary - In 2024, the company achieved revenue of 911 million yuan, a year-on-year decrease of 3.44%, and a net profit of 136 million yuan, down 29.66% [1][7] - The first quarter of 2025 saw a revenue increase of 18.09% year-on-year, reaching 268 million yuan, with a net profit of 58 million yuan, up 0.97% [1][6] - The company's gross margin for 2024 was 63.57%, with a net margin of 14.95%, both showing a decline compared to the previous year [1][36] Business Development - The company is enhancing its core technology in industrial AI algorithms, traditional vision algorithms, and 3D vision algorithms, while expanding its product line [2][3] - The introduction of AI-based visual software, such as DeepVision 3, aims to lower the implementation threshold for AI projects and improve development efficiency [3][20] - The company plans to increase R&D investment in key components for humanoid robots, leveraging its experience in industrial robotics [4][30] Market Position - The company has established itself as a national high-tech enterprise and has received accolades such as the "National Manufacturing Single Champion Enterprise in Machine Vision Light Source" [2] - The machine vision market in China is projected to grow significantly, with the market size expected to exceed 395 billion yuan by 2028 [29] Future Outlook - The company forecasts net profits of 181 million yuan, 242 million yuan, and 300 million yuan for 2025, 2026, and 2027, respectively, indicating a strong growth trajectory [6][47] - The report estimates a reasonable valuation range for the company's stock between 103.91 and 118.75 yuan [4][6]

Group 1 - The Dongguan New Generation Artificial Intelligence Innovation Consortium was established on May 29, focusing on addressing common technological issues in the AI industry [1] - Dongguan has formed four innovation consortia covering various fields, including new energy, next-generation communication, future food, and industrial mother machines and molds, with a total expected research funding exceeding 500 million yuan [1] - The consortium is led by Guangdong Optoelectronics Technology Co., Ltd. and includes multiple partners such as vivo, Dongguan New Energy, and various universities and research institutes [1]

2.周一（26日）：美团公布财报。 3.周二（27日）：将公布中国4月规模以上工业企业利润同比数据；拼多多、小米集团、快手发布财 报。 4.周五（30日）：上金所、上期所、郑商所、大商所无夜盘交易；台股休市一日。 钛媒体App 5月25日消息，下周市场大事预告： 1.下周央行公开市场将有9460亿元逆回购到期，其中下周一至下周五分别到期1350亿元、3570亿元、 1570亿元、1545亿元、1425亿元。 14.5月27日，中国国家统计局将公布规模以上工业企业利润。此前数据显示，4月份，规模以上工业增 加值同比实际增长6.1%（增加值增速均为扣除价格因素的实际增长率）。从环比看，4月份，规模以上 工业增加值比上月增长0.22%。1-4月份，规模以上工业增加值同比增长6.4%。 15.5月31日，中国国家统计局将公布5月采购经理指数（PMI）运行情况。此前数据显示，4月份，制造 业采购经理指数为49.0%，比上月下降1.5个百分点；非制造业商务活动指数为50.4%，比上月下降0.4个 百分点，仍高于临界点；综合PMI产出指数为50.2%，比上月下降1.2个百分点，继续高于临界点。 5.周六（31日）：将公布中 ...