Orbbec (SH:688322) Ju Chao Zi Xun·2025-10-16 10:48Core Viewpoint - The company, Obi Zhongguang, is expected to achieve a net profit of approximately 107 million yuan for the first three quarters of 2025, marking a significant turnaround from losses, with a year-on-year increase of about 168 million yuan [1]. Financial Performance - The company anticipates a revenue of approximately 714 million yuan for the first three quarters, representing a year-on-year growth of about 103.5% [3]. - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is expected to be around 63.5 million yuan, an increase of approximately 165 million yuan year-on-year, indicating a significant improvement in operational performance [3]. Business Development - Obi Zhongguang continues to deepen its focus on core technologies such as 3D visual sensing and AI computing, with product applications expanding into various sectors including smart terminals, industrial inspection, robotics, and automotive systems [3]. - The improvement in performance is attributed to the optimization of high-value-added product structures and the expansion of demand in the intelligent market [3]. Competitive Position - As a leading player in the domestic 3D visual sensing industry, the company is enhancing its product competitiveness through technological innovation and industry chain collaboration [3]. - The company possesses a leading advantage in AI perception algorithms and structured light modules, actively expanding its domestic and international customer base, thereby increasing its penetration in the consumer electronics and industrial vision sectors [3]. Future Outlook - The company plans to further increase its R&D investment and continuously optimize its layout of intelligent perception and AI interaction products, aiming to solidify its technological leadership in the 3D vision field and steadily improve operational quality and profitability [3].