Core Viewpoint - The company is convening its first extraordinary general meeting of shareholders for 2026 on January 15, 2026, to discuss the change of fundraising investment projects, specifically shifting from the "Headquarters R&D Center Construction Project" to the "Machine Vision Intelligent Manufacturing Expansion Project" with a new investment amount of 533.06 million yuan [19][20]. Group 1: Meeting Details - The extraordinary general meeting will be held on January 15, 2026, at 10:00 AM in Dongguan, Guangdong Province [2]. - Shareholders can vote through the Shanghai Stock Exchange's online voting system on the same day [4][6]. - The meeting will include both on-site and online voting methods [4]. Group 2: Fundraising Project Change - The original project, "Headquarters R&D Center Construction Project," is being changed to "Machine Vision Intelligent Manufacturing Expansion Project" due to inefficiencies in the original plan [19][23]. - The new project will utilize 444.25 million yuan from the remaining funds of the original project and terminated projects, which is 28.92% of the total fundraising amount [20][23]. - The new project is expected to have a construction period of five years, from 2026 to 2031, and will gradually start production and achieve design capacity [20][43]. Group 3: Project Justification - The change is driven by the need to enhance fundraising efficiency and align with the company's strategic development goals [31][32]. - The new project aims to expand production capacity for core machine vision products, responding to increasing market demand in various sectors [36][39]. - The project aligns with national industrial policies supporting smart manufacturing and technological innovation [39][40]. Group 4: Financial Overview - The total investment for the new project is estimated at 533.06 million yuan, with expected sales revenue primarily from core products such as light sources, controllers, cameras, lenses, and code readers [19][43]. - The company has a solid financial foundation, having raised a total of 1.618 billion yuan from its initial public offering, with net proceeds of 1.536 billion yuan after deducting issuance costs [21].

Group 1 - The core viewpoint of the articles highlights the significant interest from brokerages in A-share listed companies, with over 2800 companies receiving brokerage research in 2025, indicating that more than half of the market's listed companies have been under brokerage attention [1][2] - The mechanical equipment, electronics, and pharmaceutical biotechnology sectors are identified as the most favored by brokerages, with over 290 companies in each sector receiving research attention [1][2] - The mechanical equipment sector is particularly noted for investment opportunities in the humanoid robot industry chain, while the electronics sector is advised to focus on new technologies and demands driven by the AI innovation cycle [3][4] Group 2 - Crystal Optoelectronics, a company in the electronics sector, has been the most favored by brokerages, receiving 175 research visits, and is part of a sector that has seen a significant price increase of nearly 42% in 2025 [1][2] - The electronics sector has over 320 companies receiving brokerage research, with notable companies like Huaqin Technology and Luxshare Precision receiving more than 140 research visits each [2] - The pharmaceutical biotechnology sector has 296 companies under brokerage research, with a cumulative increase of only 12.44% in 2025, indicating a relative underperformance compared to other sectors [3][4] Group 3 - Investment opportunities in the humanoid robot sector are expected to grow, with a focus on companies entering the Tesla supply chain and those involved in core supply chain and standardization [3] - The electronics sector is anticipated to benefit from the AI-driven demand for high-performance storage and semiconductor testing equipment, suggesting a favorable outlook for related companies [4] - The pharmaceutical sector is expected to continue focusing on innovative drug companies, supported by favorable policies and increasing international market presence, which will attract more investor attention [4]

证券日报网讯12月30日，奥普特发布公告称，公司将于2026年1月15日召开2026年第一次临时股东会。 ...

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变更募集资金投资项目 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"或"公司"）首次公开发行股票并在科创板上市的保荐 机构，履行持续督导职责，并根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《上海证券交易所科创板股票上市规则》等规范性法律文 件的要求，对奥普特变更募集资金投资项目的事项进行了认真、审慎的核查，核 查情况及核查意见如下： 一、变更募集资金投资项目的概述 （一）募集资金总体情况 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》（证监许可〔2020〕3176号），公司首次公开 发行人民币普通股（A股）2,062.00万股，募集资金总额为人民币161,846.38万元， 扣除发行费用（不含增值税）8,249.48万元后，募集资金净额为153,596.90万元。 本次发行募集资金已于2020年12月28日全部到位，天职国际会计师事务所（特殊 普通合伙）于2020年12月28日对本次发行募集资金的到位情况进行了审验，并出 具 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-051 广东奥普特科技股份有限公司 关于变更募集资金投资项目的公告 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、准确性和完整性承担法律责任。 重要内容提示： 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》。 截至2025年11月30日，公司募集资金扣除发行费用后承诺投资项目及募集资 金使用情况如下（未经审计）： | 序 号 | 项目 | 募集资金承 诺投入（万 | 已累计投入 （万元） | 投资 进度 | 结项状态 | | --- | --- | --- | --- | --- | --- | | | | 元） | | | | | 1 | 总部机器视觉制造中心项目 | 59,573.12 | 48,808.44 | 81.93% | 已结项 | | 2 | 华东机器视觉产业园建设项目 | 30,659.78 | 12, ...

广东奥普特科技股份有限公司 2026 年第一次临时股东会会议资料 广东奥普特科技股份有限公司 2026 年第一次临时股东会会议资料 2026 年 1 月 15 日 东莞 | 2026 | 年第一次临时股东会会议议程 3 | | --- | --- | | 议案一 | 关于变更募集资金投资项目的议案 4 | 一、为确认出席会议的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、为保证股东会的严肃性和正常秩序，切实维护与会股东（或股东代理人） 的合法权益，除出席会议的股东（或股东代理人）、公司董事、高级管理人员、 见证律师及董事会邀请的人员外，公司有权依法拒绝其他人员进入会场。 三、出席会议的股东（或股东代理人）须在会议召开前 30 分钟到会议现场 办理签到手续，并请按规定出示证券账户卡、身份证或法人单位证明、授权委托 书等，经验证后领取会议资料，方可参加会议。会议开始后，由会议主持人宣布 现场出席会议的股东和股东代理人人数及所持有表决权的股份总数，在此之后进 场的股东无权参与现场投票表决。 四、会议按照会议通知上所列顺序逐项审议议案。 广东奥普 ...

召开日期时间：2026 年 1 月 15 日 10 点 00 分 证券代码：688686 证券简称：奥普特 公告编号：2025-052 广东奥普特科技股份有限公司 关于召开2026年第一次临时股东会的通知 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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 召开地点：广东省东莞市长安镇长安兴发南路 66 号之一 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 15 日 至2026 年 1 月 15 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 股东会召开日期：2026年1月15日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东 ...

Group 1 - Nearly 800 foreign institutions have conducted approximately 9,308 research visits to A-share listed companies since 2025, with Point 72 Asset Management leading with 263 visits [1][2] - Major international banks such as Goldman Sachs and Bank of America have also conducted over 100 research visits this year [2][3] - The primary focus of foreign institutions is on the technology and pharmaceutical sectors, indicating strong interest in these areas [3][5] Group 2 - The top three companies receiving the most foreign institution research visits are Huichuan Technology (733 visits), Mindray Medical (404 visits), and Optoelectronics (331 visits) [3][4] - The technology sector, particularly AI, is expected to drive significant growth in corporate profits, with an estimated annual increase of 3% over the next decade due to cost savings and productivity improvements [5] - The pharmaceutical sector in China is gaining international recognition, with local innovative drug companies entering the global first tier in terms of research pipeline quantity [6]

Core Viewpoint - The company emphasizes the importance of public opinion management and is committed to maintaining brand reputation while adhering to legal and disclosure requirements [1] Group 1: Public Opinion Management - The company is sensitive to public opinion information and actively manages it [1] - It will take legal measures to protect its rights and brand reputation against malicious actions such as defamation and market disruption [1] Group 2: Investor Communication - The company prioritizes communication with investors and utilizes various channels such as Shanghai Stock Exchange E-interaction, investor hotlines, performance briefings, and institutional research to maintain smooth communication [1] - This approach aims to better convey the company's value and development philosophy to investors [1]

12月24日，刘靖康在其个人社交账号发文，对近期公司新品遭遇网络恶意攻击事件作出公开回应。他在 转发公司悬赏公告时配文称："高调的人光明正大地阴阳，低调的人在隐秘的角落里捅刀子。"并引用 了"karma is a bitch"（意为"因果报应"）的英文俚语及小说《哈利·波特》中反派角色伏地魔的本 名"Franklin Marvolo Riddle"。 凤凰网科技讯 12月25日，影石创新创始人兼CEO刘靖康发文称，研发的同事问我"如果创新要被黑到自 闭，我们为什么要创新"，被问住了，想起了理想Mega。统计了一下，过去3年我们才送了6、7个人进 牢里，估计26年要猛增。 此前，影石法务部发布公告。公告称，公司新品上市两周内，网络上集中涌现超过2500条虚假恶意内 容。为此，公司决定启动黑公关线索专项悬赏征集，对提供"恶意造谣、组织毁坏影石品牌"等行为有效 线索的个人或组织予以奖励，奖励金额从1000元至10万元不等。具体奖励标准为：线索或证据一经公司 采纳，每条奖励1000元至1万元；若后续被公安机关采纳，每条奖励将提高至1万元至10万元。 本文源自：凤凰网科技 ...