证券代码：688322 证券简称：奥比中光公告编号：2026-002 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，奥比中光科技集团股份有限公司（以下简称"公司"）预计2025年度实现营业 收入94,000.00万元左右，与上年同期相比，将增加37,554.10万元左右，同比增长66.53%左右； 二、上年同期业绩情况 （一）公司2024年度营业收入为56,445.90万元； （二）公司2024年度归属于母公司所有者的净利润为-6,290.69万元； （三）公司2024年度归属于母公司所有者的扣除非经常性损益后的净利润为-11,223.17万元。 三、本期业绩变化的主要原因 报告期内，公司深耕细分行业需求，聚焦潜力领域推进产品开发，持续提升产品竞争力与市场覆盖率， 成功接入英伟达Jetson Thor、英特尔等国际主流生态平台。依托各类AI端侧应用领域（包括三维扫描、 机器人等）的快速发展， ...

近年来，公司依托全栈技术布局、规模化量产能力及全球生态整合能力，构建了标准化、高性价比的产 品矩阵体系，积极探索3D视觉感知技术在具身智能、数字孪生、各类AI端侧硬件等新兴领域的创新及 普及应用，不断拓展多元市场以驱动公司长期高质量可持续发展。 格隆汇1月30日丨奥比中光(688322.SH)公布，报告期内，公司深耕细分行业需求，聚焦潜力领域推进产 品开发，持续提升产品竞争力与市场覆盖率，成功接入英伟达JetsonThor、英特尔等国际主流生态平 台。依托各类AI端侧应用领域（包括三维扫描、机器人等）的快速发展，公司2025年度预计营业收入 约9.40亿元，同比增加约3.76亿元；归母净利润约1.23亿元，同比增加约1.86亿元，实现年度扭亏为盈。 展望未来，公司将紧跟全球产业链升级趋势，持续聚焦3D视觉感知技术的前沿突破与产业落地，深化 重点行业的技术适配，针对应用场景与行业痛点提供创新解决方案，形成"需求洞察-技术攻坚-场景验 证"的高效创新循环，推动技术与产品融入产业核心，助力行业升级。同时，公司将持续巩固主营业务 竞争优势，打造核心产品与技术壁垒，通过创新迭代与生态协同构建全球市场竞争力，实现研发与业 ...

证券日报网讯 1月26日，豪鹏科技在互动平台回答投资者提问时表示，关于储能电芯业务，公司始终锚 定"夯实产品、高质量增长"的发展战略，通过聚焦细分应用领域、打造精品拳头产品，满足海内外客户 需求，在原材料成本变化的应对方面，公司已启动与下游客户的沟通传导机制，同时通过内部效率提升 等多种方式共同保证产品毛利率稳定。关于消费电子业务，当前存储涨价虽会抑制部分中低端需求，但 公司核心增长瞄准AI端侧硬件等新兴市场；同时，公司业务聚焦于中高端市场，产品结构相对稳定， 可有效缓冲因存储涨价带来的短期需求波动；此外，公司通过持续技术创新，不断迭代升级，提升技术 附加值，助力公司实现稳健的持续增长。 （文章来源：证券日报） ...

Group 1 - Over 120 billion yuan of net subscriptions for equity ETFs were recorded for three consecutive trading days from January 9 to 13, totaling over 470 billion yuan [1][2] - On January 13, the net subscription amount for equity ETFs reached 146.31 billion yuan, with previous days showing 127.14 billion yuan on January 12 and 199.58 billion yuan on January 9 [2] - Popular theme ETFs saw significant inflows, including 70.64 billion yuan for GF Media ETF, 49.01 billion yuan for Yongying Satellite ETF, and 41.93 billion yuan for Southern CSI 1000 ETF [2] Group 2 - Several ETFs experienced rapid growth in scale, surpassing 10 billion yuan, with GF Media ETF increasing from 26.43 billion yuan to 107.67 billion yuan by January 13, 2026 [3] - Yongying Satellite ETF grew from 66.6 billion yuan to 155.92 billion yuan, while Jiashi Software ETF increased from 60.25 billion yuan to 101.67 billion yuan [3] Group 3 - The popularity of off-market funds has surged, with some funds announcing limits on subscriptions due to reaching their scale control limits [4] - For instance, the asset net value of the China Europe Small Cap Growth Mixed Fund exceeded its control limit of 2 billion yuan, leading to a partial confirmation of subscription applications at a rate of 47.84% [4] - Fund companies like Debang and Yongying have also announced adjustments to their subscription limits for certain funds [4] Group 4 - New funds are frequently ending their fundraising early, with announcements from E Fund and Tianhong regarding the early closure of several ETFs and mixed funds [5] - The investment outlook for 2026 highlights artificial intelligence as a key area, with opportunities in overseas computing power, domestic computing power, and AI large models [5] - Other investment themes include commercial aerospace, humanoid robots, quantum computing, and controlled nuclear fusion, along with AI hardware and satellite communication [5]

Core Viewpoint - The company, Luxshare Precision, has issued a clarification regarding recent false rumors affecting its market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [2][4]. Group 1: Business Operations - The company emphasizes its long-term focus on high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories, mature product engineering, mass production experience, and a global production layout [4]. - Luxshare Precision plans to continue focusing on its main business, aiming for stable operations and long-term value creation for customers, investors, and society [5]. Group 2: Financial Performance - On October 30, the company released a profit forecast for 2025, estimating a net profit attributable to shareholders between 16.518 billion and 17.186 billion yuan, representing a year-on-year growth of 23.59% to 28.59% [6]. - The anticipated growth is attributed to the deepening of its globalization strategy, effective utilization of overseas production bases, and a dual-driven approach of "underlying capability innovation" and "smart manufacturing upgrades" to enhance cost control across the entire industry chain [6]. Group 3: Market Position and Strategy - The company is increasing strategic investments in emerging fields such as AI edge hardware, high-speed interconnects for data centers, thermal management, smart vehicles, and robotics, aiming to build a more resilient business matrix for long-term shareholder returns [6]. - Recent media reports suggested that OpenAI's first AI terminal hardware product was initially planned to be manufactured by Luxshare Precision but has since been shifted to Foxconn due to production location considerations [5].

Core Insights - The article discusses the impact of the U.S. tariff policy on global trade, particularly how it affects Chinese companies' overseas strategies and the emergence of new players in the AI-driven hardware sector [3] - The global AI edge hardware market is projected to grow from 321.9 billion yuan to 1.22 trillion yuan from 2025 to 2029, with a compound annual growth rate (CAGR) of 40%, significantly outpacing traditional consumer electronics [3] - The shift towards AI hardware represents a new competitive landscape, where hardware is evolving from a passive tool to an active service provider that understands user needs [4][5] Group 1: Market Dynamics - The U.S. tariff changes have led to a reassessment of overseas markets, with many companies considering alternatives to the U.S. market while still recognizing its significance due to high consumer willingness to pay [6] - Despite tariff fluctuations, Chinese companies maintain profitability due to advantages in supply chains, talent pools, and rapid product iteration compared to Silicon Valley [4][6] - The AI hardware sector is characterized by challenges such as data scarcity and the need for significant computational power, which can increase costs and limit product usability [5][34] Group 2: Entrepreneurial Challenges and Opportunities - Entrepreneurs in the AI hardware space face hurdles related to proprietary data availability and the complexity of enhancing user experience through AI [5][35] - The need for collaboration with medical professionals and data experts is emphasized as a strategy to overcome challenges in product development and user engagement [5][35] - The article highlights that addressing these challenges can lead to unique value propositions that differentiate products in the market [35] Group 3: Innovation and Product Development - The article outlines a shift in product development strategies, where crowdfunding platforms like Kickstarter are utilized for market validation and user feedback [7][12] - Companies are encouraged to adopt a direct-to-consumer (DTC) approach, leveraging community engagement and social media to enhance product visibility and user interaction [13][14] - The importance of understanding local market dynamics and consumer behavior is stressed, particularly in the context of product localization and cultural adaptation [18][25] Group 4: Future Directions and Strategic Insights - The establishment of innovation centers, such as the one in Silicon Valley, aims to facilitate connections between entrepreneurs and overseas resources, enhancing market entry strategies [28] - The integration of AI into hardware is seen as a critical factor for future success, with a focus on creating seamless user experiences that address real-world problems [33][36] - The article concludes with a call for entrepreneurs to navigate the complexities of AI and hardware integration while ensuring compliance with varying international regulations [36]

Group 1 - As of December 29, 29 listed companies have released their performance forecasts for 2025, with 19 companies indicating an increase or slight increase in annual performance [1] - Among these, 16 companies expect to achieve a net profit of over 100 million yuan in 2025 [1] - The importance of performance forecasts as a key communication channel between listed companies and investors is emphasized, highlighting the need for compliance, accuracy, and timeliness in disclosures [1] Group 2 - Luxshare Precision Industry Co., Ltd. is expected to have the highest net profit, with an anticipated increase of 23.59% to 28.59%, amounting to approximately 16.52 billion to 17.18 billion yuan [2] - The company attributes its performance growth to its globalization strategy and enhanced cost control across the entire industry chain, while also planning to invest in emerging fields such as AI hardware, data center interconnectivity, thermal management, smart vehicles, and robotics [2] - Thirteen companies are projected to have a net profit growth exceeding 10%, driven by strong R&D capabilities, increasing brand influence, robust downstream market demand, significant growth in core product shipments, and sufficient orders on hand [2] Group 3 - Several companies with expected net profit growth are from the computer-related industry, indicating a clear difference in development stages across various sectors [3] - The manufacturing and equipment sectors are in a profit recovery phase with relatively high growth quality, while the consumer and pharmaceutical industries are still in an adjustment cycle [3] - The focus in the technology sector is shifting from growth speed to growth quality, with some computer industry companies experiencing significant growth due to the release of profits and the impact of AI applications [3]

Core Viewpoint - The company is strategically positioning itself in the AI hardware sector by acquiring Yuans Technology Co., Ltd., which will enhance its capabilities in AI server solutions and liquid cooling systems, marking a significant step towards becoming a global AI hardware innovation platform [1][6][10]. Group 1: Acquisition Details - The company signed a share acquisition intention agreement to indirectly acquire 95.11645% of Yuans Technology Co., Ltd. through PMG International Co., Ltd. [6][9]. - The specific transaction amount and terms will be determined after due diligence and negotiations [7]. - The acquisition aims to leverage existing technologies and customer certifications in the server cabinet business, enhancing the company's competitive edge in AI computing hardware [9][12]. Group 2: Strategic Focus on AI Hardware - The company views AI servers as a critical strategic area to meet the growing demand for computing power, with plans to expand into liquid cooling modules and SSD assembly [1][10]. - The chairman emphasized that the hardware industry is undergoing a significant transformation, predicting 2026 as the "AI edge year" [11]. - The company has been actively recruiting key technical positions to support its focus on AI server and cooling technologies, aiming for mass production of structural components by the second half of this year [12][14]. Group 3: Broader Industry Trends - The company is capitalizing on the emerging opportunities in AI edge hardware, including AI smartphones, smart glasses, and intelligent vehicles [1][12]. - A new manufacturing facility has been established to support the production of AI hardware, including intelligent robots, with a significant annual output capacity [14]. - The company has set a three-year plan to increase R&D investment and focus on core areas such as consumer electronics and intelligent vehicles, aiming to become a leader in AI edge hardware manufacturing [14].

Core Viewpoint - Lens Technology is actively pursuing acquisitions to strengthen its position in the AI server and AI computing infrastructure market, marking a strategic shift towards becoming a global AI hardware innovation platform [2][6][9] Group 1: Acquisition Details - On December 10, Lens Technology signed a share acquisition intention agreement to indirectly acquire 95.11645% of Yuans Technology Co., Ltd. through PMG International Co., Ltd. [6][8] - The specific transaction amount and plan will be determined through further negotiations based on due diligence and audit results [6][8] Group 2: Strategic Expansion in AI Hardware - Lens Technology aims to capture the AI server market, having already achieved mass production of server chassis components and is expanding into liquid cooling modules and SSD assembly [2][10] - The acquisition is expected to enhance the company's core competitiveness in AI computing hardware solutions by integrating advanced liquid cooling systems and established customer certifications [8][10] Group 3: Market Outlook and Future Plans - The company anticipates a significant hardware revolution as AI transitions from cloud to edge devices, predicting 2026 to be a pivotal year for AI edge hardware [9][10] - Lens Technology is committed to increasing R&D investment and focusing on edge hardware, multi-modal integration technology, and new material processes, aiming to become a global leader in AI edge hardware manufacturing [12]

Core Viewpoint - Lens Technology is accelerating its layout in AI edge hardware, collaborating with leading domestic and international clients to develop various AI edge hardware devices such as glasses, watches, wristbands, rings, and desktop models [2] Group 1 - Lens Technology has developed smart rings and precision appearance and structural components for charging bases, with shipment volumes rapidly increasing according to client guidance [2] - The company plans to further expand its operations by conducting complete machine assembly at overseas bases [2]