研报掘金丨中邮证券:维持奥比中光“买入”评级,定增强化3D视觉感知

Core Viewpoint - The report from Zhongyou Securities highlights that Obi Zhongguang is accelerating the research and development of core technologies in 3D vision and spatial perception to meet the diverse needs of robots transitioning from consumer to industrial-grade three-dimensional scanning [1] Group 1: Technology Development - The "Robot AI Vision and Spatial Perception Technology R&D Platform Project" is based on the company's comprehensive technical R&D capabilities and full-spectrum technology layout in the 3D vision perception technology system [1] - The company is continuously advancing core technology research and breakthroughs in areas such as robot vision, AI vision, multimodal perception, high-precision three-dimensional scanning, and precision manufacturing and assembly processes [1] Group 2: Market Position and Growth - The project aims to provide products and services to key industries and clients, including embodied intelligence/humanoid robots, three-dimensional digitalization/digital twins, and traditional industries/developers [1] - The ongoing development of downstream application scenarios is expected to drive continuous growth in the 3D vision perception market, providing significant support for the successful implementation of the project [1] - The company aims to strengthen its leading position in the global 3D vision perception industry, enhancing its core competitiveness and market share [1]

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