单位：人民币万元 注：合计数与加计数存在差异，系数字进行四舍五入计算形成的尾差（下同）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688322 证券简称：奥比中光 公告编号：2025-065 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。 根据《上市公司募集资金监管规则》（以下简称"《监管规则》"）、《上海证券交易所科创板股票上市 规则》《上海证券交易所科创板上市公司自律监管指引第1号——规范运作》（以下简称"《自律监管指 引第1号》"）及《奥比中光科技集团股份有限公司募集资金管理制度》（以下简称"《管理制度》"）等 有关规定，奥比中光科技集团股份有限公司（以下简称"公司"）编制了《2025年半年度募集资金存放与 实际使用情况的专项报告》，具体内容如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意奥比中光科技集团股份有限公司首次公开发行股票注册的批 复》（证监许可〔2022〕849号），公司由联席主承销商中信建投证券股份有限公司（以下简称"中信建 投 ...

Group 1 - The company, Orbbec Technology Group Co., Ltd., plans to issue A-shares to specific investors in 2025, pending approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [1][2] - The total number of shares to be issued will not exceed 120,329,952 shares, which is 30% of the company's total share capital before the issuance [1][2] - The issuance price will be no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [1][2] Group 2 - The company has outlined its fundraising projects, with a total investment amount of 218,665.62 million yuan, and the funds will be allocated based on project priority if the actual raised amount is less than planned [2][3] - The company emphasizes that the issuance does not constitute a major asset restructuring and will not change the control of the company [2][3] - The company has committed to maintaining a high level of research and development investment, with total R&D expenses amounting to 93,068.52 million yuan during the reporting period [3][5] Group 3 - The company operates in the 3D visual perception technology sector, with applications in areas such as biometric recognition, AIoT, and robotics [2][3] - The company faces various risks, including business operation risks, financial risks, and technology risks, which could impact its profitability and cash flow [2][3] - The company has developed a comprehensive 3D visual perception technology system, focusing on maintaining competitive advantages through continuous technological innovation [3][5]

Core Viewpoint - Orbbec Inc. plans to issue up to 120,329,952 A-shares to specific investors in 2025, with China International Capital Corporation (CICC) as the lead underwriter [1][2][21]. Group 1: Issuance Details - The company intends to issue no more than 120,329,952 shares of RMB ordinary stock (A-shares) [1]. - CICC has been appointed as the sponsor for this issuance [2][21]. - The issuance is in compliance with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [2][21]. Group 2: Company Overview - Orbbec Inc. is registered in Shenzhen and specializes in 3D sensing technology, optical measurement products, and artificial intelligence-related hardware and software [4][5]. - The company was established on January 18, 2013, and listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 7, 2022 [5][6]. Group 3: Shareholder Structure - As of March 31, 2025, the total share capital of the company is 400,001,000 shares, with 35.73% being restricted shares and 64.27% being freely tradable shares [4][7]. - The top ten shareholders hold a significant portion of the company's shares, with detailed ownership structures provided [4][7]. Group 4: Financial Performance - As of March 31, 2025, the total assets of the company amount to 323,160.44 million RMB, with total liabilities of 32,727.23 million RMB, resulting in total equity of 290,433.21 million RMB [10][11]. - The company reported a revenue of 19,105.82 million RMB for the first quarter of 2025, with a net profit of 2,416.60 million RMB [10][11]. Group 5: Internal Review and Compliance - CICC has conducted thorough due diligence and internal reviews to ensure compliance with all regulatory requirements for the issuance [15][21]. - The internal review process includes multiple layers of checks and balances to maintain the integrity of the issuance process [15][17].

个股层面，7月份有94只个股受到公募机构超10次的密集调研，成为"高频次标的"。其中，中际旭创、新易盛、江 河集团、乐鑫科技等4只个股表现尤为突出，获得超50次调研。中际旭创最受公募调研青睐，7月份吸引公募机构 调研共75次；新易盛以68次调研排名第二，两只个股均属于通信行业。 【环球网财经综合报道】公募排排网最新数据显示，7月份共有154家公募机构奔赴447家A股上市公司调研，覆盖 申万一级行业中的30个细分领域，累计调研频次高达3407次，其中电子行业最受关注。 行业维度上，有11个申万一级行业7月份均获得公募机构超100次的密集调研，其中电子行业居首，59只个股合计 获508次调研。机构调研焦点集中在核心技术竞争力、产能与业绩、研发方向三大议题。在核心技术竞争力方面， 光学技术与AI融合等方向受到较多关注。例如，福光股份通过开放展厅参观等方式介绍了光学镜头全产业链能 力，胜宏科技强调"拥抱AI"的发展理念并解析公司技术与产能等优势，奥比中光展示了3D视觉感知技术的新兴应 用场景等。 此外，医药生物、机械设备行业获调研次数分列第二、第三。其中医药生物行业7月份共有54只个股获得公募机构 调研，共计464次 ...

Group 1 - The core issue involves a patent infringement lawsuit filed by Aobo Zhongguang against Shenzhen Guangjian Technology, with the court accepting the case [1][4] - Aobo Zhongguang claims that Guangjian Technology has been infringing on its patent rights without permission, resulting in significant commercial benefits for Guangjian [1][4] - The company is seeking a court order to stop Guangjian from manufacturing and selling infringing products, as well as compensation for damages amounting to 50 million yuan, plus additional legal fees [4] Group 2 - Aobo Zhongguang's main business includes the design, research, development, production, and sales of 3D visual perception products, making it a significant supplier in the global 3D visual sensor market [4] - The company holds nearly 2,000 patent applications in the 3D visual perception field, with around 1,000 granted patents, of which 63% are invention patents [4] - Guangjian Technology claims to have over 1,000 patent applications and focuses on the research and application of 3D depth perception technology [5]

Core Insights - The article discusses the advancements and future potential of 3D visual perception technology, particularly in the context of robotics and AI, as articulated by Huang Yuanhao, the CEO of Orbbec Technology [2][4][18]. Group 1: Company Overview - Orbbec Technology, founded by Huang Yuanhao in 2013, focuses on developing 3D visual perception technology, which is considered to have disruptive potential in various industries [4][6]. - The company went public in July 2022, becoming the first stock focused on 3D vision technology in the Science and Technology Innovation Board [4]. - As of 2024, Orbbec has 322 R&D personnel, accounting for approximately 47% of its workforce, with R&D investment reaching 204 million yuan, representing 36% of its revenue [6]. Group 2: Market Potential and Growth - The global 3D visual perception market is projected to grow rapidly, with estimates reaching $17.2 billion by 2028 and $15 billion by 2025 [18][20]. - Orbbec has accumulated over 6,000 clients globally in the past three years and aims to exceed 10,000 clients in the next 3 to 5 years [17]. Group 3: Financial Performance - Orbbec's net profit loss has been narrowing, from 615 million yuan in 2020 to 62.91 million yuan in 2024 [8]. - For the first five months of 2025, the company anticipates a cumulative revenue of approximately 363 million yuan, a year-on-year increase of about 117.18%, with a projected net profit of around 55 million yuan [17]. Group 4: Technological Advancements - 3D visual perception technology is evolving from industrial applications to consumer-level products, with Orbbec being one of the few companies with a comprehensive layout across six major technology routes [4][6]. - The technology enables various applications, including biometric recognition, 3D scanning, and industrial measurement, enhancing the capabilities of AI algorithms [7][8]. Group 5: Future Outlook - Huang predicts that the growth of robotics will accelerate significantly once key performance thresholds are crossed, similar to the electric vehicle market [23]. - The future of robotic vision is expected to be highly integrated, focusing on compact, low-power, high-performance visual systems [23][24].

Investment Rating - The investment rating for the company is "Accumulate" [8] Core Views - The company achieved a turnaround in profitability from January to May 2025, with revenue of 363 million yuan, a year-on-year increase of 117%, and a net profit attributable to shareholders of 55 million yuan, marking a return to profitability [1] - The company's strategy of "technology innovation investment - commercialization of results" is accelerating, providing a strong foundation for technological iteration and innovation across various sectors, including humanoid robots and AI hardware upgrades [1] - The humanoid robot industry is entering a rapid expansion phase, with an estimated demand of approximately 2.1 million units and a market space of about 314.6 billion yuan by 2030 [1][2] Summary by Sections Financial Performance - For the first five months of 2025, the company reported revenue of 363 million yuan and a net profit of 55 million yuan, indicating a significant recovery [1] - Revenue projections for 2025-2027 are estimated at 1.03 billion, 1.63 billion, and 2.16 billion yuan, with year-on-year growth rates of 82%, 58%, and 32% respectively [5][7] Market Position - The company is positioned in the top tier of global 3D vision technology, with a comprehensive R&D capability and a wide-ranging technology layout [3] - The demand for 3D vision sensors in humanoid robots is expected to grow from 14 million yuan in 2025 to 915 million yuan by 2030, with a CAGR of 132% [2] Product Development - The company has a strong product matrix that is widely recognized across various industries, serving over 1,000 clients including major players like Ant Group and China Mobile [3] - Continuous R&D investment has led to the development of advanced products such as the Femto series ToF cameras and Gemini series binocular structured light cameras [3] Strategic Partnerships - Ant Group has announced its entry into the humanoid robot sector, which may lead to deeper collaboration with the company in the field of robot vision sensors [4]

Group 1 - The application of "AI+" across various industries is increasing, with machine vision being a crucial component of intelligent production, attracting significant attention for its market potential and development prospects [1] - The 2025 Government Work Report highlights embodied intelligence alongside biomanufacturing, quantum technology, and 6G as key future industries, emphasizing the importance of 3D vision technology in enabling robots to perceive their environment accurately [1][2] - 3D vision technology, unlike 2D vision, can capture real-time three-dimensional data of space, human bodies, and objects, making it a foundational technology for the AI era, supporting applications like 3D scanning, 3D printing, and the metaverse [1] Group 2 - Aobi Zhongguang, one of the earliest companies in China's robot vision sector, has been providing 3D vision capabilities for service robots since 2016 and has established a dedicated product line for robot business in 2022 [2] - Aobi Zhongguang holds over 70% market share in China's service robot 3D vision sensor field, leading the global market, which has facilitated its commercialization in industrial and humanoid robot sectors [2] - In Q1 of this year, Aobi Zhongguang achieved a net profit of 24.315 million yuan, a significant increase of 53.1 million yuan year-on-year, marking a turnaround from losses [2] - The global robotics industry is undergoing a transformation towards generalization and humanization, with the State Council emphasizing technology finance as a core direction for supporting new productive forces [2] Group 3 - The State Council has previously called for the establishment of national standards and safety regulations for intelligent recognition systems, including facial recognition and iris scanning, to accelerate the construction of a unified national market [3] - The 2024 guidelines for the national AI industry standardization system also aim to regulate technical requirements for AI applications in mobile terminals, including image and voice recognition [3] - The research group believes that foundational technology companies like Aobi Zhongguang are crucial in driving the breakthrough and widespread application of robot vision technology, contributing to a sustainable commercial cycle in the intelligent robotics industry [3]

Core Viewpoint - The rapid development of AI edge applications is driving significant growth in the performance of Orbbec (688322) in the first five months of this year [1][2]. Financial Performance - For the period from January to May, Orbbec expects to achieve approximately 363 million yuan in revenue, representing a year-on-year increase of about 117.18% [1]. - The net profit is estimated to be around 55 million yuan, an increase of approximately 86.44 million yuan compared to the same period last year [1]. - In the first quarter of 2025, Orbbec achieved revenue of 191 million yuan, a year-on-year growth of 105.63%, and a net profit of approximately 24.32 million yuan, marking a turnaround from losses [2]. - For April and May 2025, the company anticipates revenue of about 172 million yuan, reflecting a year-on-year increase of approximately 131.63%, with a net profit of around 30.68 million yuan, an increase of about 33.34 million yuan compared to the previous year [2]. Business Strategy and Market Position - Orbbec focuses on the research and development of 3D visual perception technology, aiming to create a platform for robotics and AI vision industries [1]. - The company has established a positive cycle of "technology iteration - production acceleration - cost optimization," which is expected to drive future profitability and business structure upgrades [2]. - Orbbec's comprehensive R&D capabilities and technology layout provide a continuous driving force for innovation, giving it a competitive edge in various markets, including embodied intelligent robots and AI edge hardware upgrades [2]. - The company plans to continue exploring emerging fields and products within the industry, seeking to integrate its core technologies with potential applications globally [3].

Core Viewpoint - The article highlights the emergence of innovative technology companies in Hangzhou, particularly focusing on the "Six Little Dragons" that are reshaping the private economy in the city through advancements in artificial intelligence and robotics. Group 1: Company Developments - Zhejiang Qiangnao Technology Co., Ltd. has achieved the global first mass production of 100,000 portable high-precision brain-computer interface devices, overcoming engineering and technical challenges in consumer-grade brain-computer interface equipment [2][5]. - Cloud Deep Technology Co., Ltd. has developed the "Jueying" X30 robotic dog, which has been deployed in various practical applications, including disaster relief and security inspections, achieving 95% domestic self-control [7][8]. - Hangzhou Blue Core Technology Co., Ltd. focuses on 3D visual perception technology for mobile robots, successfully integrating this technology into their products, which has led to significant improvements in operational efficiency in manufacturing environments [12][15]. Group 2: Government Support and Policies - The Hangzhou government has actively supported the development of brain-computer interface technology by providing research and industrialization space, as well as establishing laboratories for technical support [6][5]. - The "Spring Sunshine Plan" launched in 2024 aims to reduce costs for enterprises, particularly small and medium-sized enterprises, by providing financial support and streamlining policy implementation [18][19]. - Hangzhou's commitment to increasing annual fiscal investment in technology by over 15% demonstrates the city's determination to foster innovation and support the tech industry [17]. Group 3: Talent Attraction and Ecosystem - The talent policies in Hangzhou have attracted skilled professionals from top universities, contributing to the workforce of local tech companies, with many employees benefiting from housing subsidies and other incentives [21][22]. - The collaboration between local universities, such as Zhejiang University, and tech companies has created a robust ecosystem that supports innovation and entrepreneurship [10][27]. - The "entrepreneurial effect" generated by successful companies like Alibaba has inspired a wave of new startups in Hangzhou, showcasing the city's potential for tech-driven growth [25][26].