Core Viewpoint - The company, Obi Technology Group, focuses on the development of 3D visual perception technology and aims to enhance the understanding of the world through AI vision in various applications [1][2]. Group 1: Company Overview - Obi Technology Group was established on January 18, 2013, primarily engaged in technology promotion and application services [3]. - As of September 30, 2025, the company had 29,224 shareholders, an increase of 9,189 from the previous count, with an average holding value of 1.3725 million yuan and an average shareholding of 13,700 shares [3]. Group 2: Market Position and Financials - The latest stock price of Obi Technology Group is 99.99 yuan, down by 2.47 yuan or 2.41% from the previous trading day, with a total market capitalization of 40.11 billion yuan [1]. - The rolling price-to-earnings ratio for the electronic components industry is 88.37, with a median of 64.86 [1]. Group 3: Technological Development - The company has built a "full-stack technology R&D capability + full-field technology route layout" for its 3D visual perception technology system, integrating multiple complex disciplines such as optics, mechanics, electronics, chip design, algorithms, SDK, and firmware development [2]. - Since 2015, the company has been expanding its technology and business in various types of robotics, covering applications in humanoid robots, commercial services, elderly rehabilitation, home care, logistics, and agricultural intelligence [2]. Group 4: Product Applications - Obi Technology Group has formed a strategic partnership with a leading global consumer 3D printing and scanning company, providing core underlying technology for several benchmark products, including consumer-grade 3D printers equipped with AI lidar and high-precision handheld 3D scanners [2]. - The company has successfully commercialized chip-level high-precision 3D scanning technology, establishing several benchmark products in digital twin and 3D digitization scenarios, thus gaining a significant first-mover advantage in the industry [2].
奥比中光接待34家机构调研,包括睿远基金(香港)、东方证券(香港)、Bernstein、中信建投证券等