本报讯(记者吴文婧)上交所官网显示，易思维(杭州)科技股份有限公司(以下简称"易思维")科创板IPO将 于11月21日上会审议。 随着新能源汽车产业链和工业智能化持续深化，机器视觉企业迎来发展新机遇。凭借实力雄厚的研发团 队、构建完善的技术体系以及在头部车企中的深度渗透，易思维正从国内领先迈向全球机器视觉领域的 竞争舞台，成为国产厂商力争国际领先地位的重要代表。 高强度研发投入 人才构筑技术根基 工业机器视觉具有技术复杂度高、标准门槛高、研发成本高的特点，这一行业曾长期由海外厂商占据主 导，易思维作为国内最早布局汽车制造机器视觉的企业之一，也是目前国内极少数做到"高专注度"的视 觉公司，已在该领域形成深厚积累并建立领先优势。 规模化交付能力持续验证 正是凭借这种紧密融合的人才结构和研发体系，易思维构建了当前行业内应用覆盖范围最广的机器视觉 产品矩阵，产品已深入汽车行业众多场景，并正在向更多高端制造领域延伸。 招股书显示，截至2025年6月末，易思维产品已批量应用在一汽—大众、上汽大众、广汽丰田、上汽通 用、北京奔驰等主流合资品牌，比亚迪（002594）、江淮、奇瑞、广汽、东风等传统自主品牌，零跑、 蔚来、理想 ...

（文章来源：证券日报） 证券日报网讯思特威11月18日在互动平台回答投资者提问时表示，作为机器视觉领域的先行者与引领 者，公司的机器视觉产品在全球范围内拥有显著的技术影响力和市场地位，产品已广泛应用于包括以智 能制造、智能筛检和智能物流读码等为代表的工业制造及物流领域，以及无人机、扫地机器人、工业和 多种形态机器人、刷脸支付、电子词典笔和AR/VR智能机器人等为代表的新兴应用领域，并与多家头 部客户保持着紧密的合作关系。 ...

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, specialized cables, and connection products [7]. - The revenue composition includes: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from specialized cables, 11.62% from connection products, and 5.94% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%. The net profit attributable to the parent company was 138 million yuan, with a year-on-year increase of 53.82% [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Market Position and Strategy - The company has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cable [2]. - The company’s optical products serve high-end domestic markets, including financial systems, higher education, and healthcare, while also expanding into overseas markets [2]. - Zhaolong Interconnect is one of the few companies capable of designing and manufacturing data cables up to category 8, meeting the new data transmission demands of the 5G era [2]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 38,100, with an average of 6,721 shares per shareholder, a decrease of 7.49% from the previous period [7]. - The stock has seen a net outflow of 3.5246 million yuan from major investors today, with a total of 15.63 billion yuan net inflow in the industry, indicating a lack of clear trend in major investor activity [4][5].

浙江杭州冲出一家汽车制造机器视觉IPO，比亚迪、小米均为终端客户 格隆汇APP 浙江杭州冲出一家汽车制造机器视觉IPO，比亚迪、小米均为终端客户 原创 阅读全文 预览时标签不可点 微信扫一扫 关注该公众号 继续滑动看下一个 格隆汇新股 ...

Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB. Group 1: Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. The company specializes in the design, manufacturing, and sales of data cables, special cables, and connection products [7] - The revenue composition includes: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [7] - As of September 30, 2025, the company had 38,100 shareholders, an increase of 8.59% from the previous period, with an average of 6,721 circulating shares per shareholder, a decrease of 7.49% [7] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 3: Market Position and Product Offerings - The company has established itself as a core partner for international leading interconnect solution providers in the active cable (AEC) sector, leveraging its technological expertise in high-speed cable [2] - The optical products offered by the company include fiber optic jumpers, MPO/MTP pre-terminated cables, and LC fiber optic connectors, primarily serving high-end projects in finance, education, healthcare, and exhibitions, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables exceeding category 6, 7, and even 8, meeting the new data transmission demands of the 5G era [2] Group 4: Investment and Market Trends - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 61.93% of total revenue as of the 2024 annual report [3] - The stock has seen a recent increase in trading activity, with a turnover rate of 0.90% and a total market capitalization of 15.229 billion yuan [1]

截至发稿，邓默累计任职时间10年73天，现任基金资产总规模22.85亿元，任职期间最佳基金回报 148.03%， 任职期间最差基金回报-41.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，华商基金旗下1只基金重仓埃科光电。华商品质慧选混合A（014558）三季度持有股数2.16万 股，占基金净值比例为1.23%，位居第五大重仓股。根据测算，今日浮亏损失约7.32万元。 华商品质慧选混合A（014558）成立日期2022年3月8日，最新规模7337.24万。今年以来收益62.76%， 同类排名381/8213；近一年收益52.29%，同类排名558/8130；成立以来收益18.1%。 华商品质慧选混合A（014558）基金经理为邓默。 11月17日，埃科光电跌5.05%，截至发稿，报63.72元/股，成交3359.15万元，换手率1.26%，总市值 43.33亿元。 资料显示，合肥埃科光电科技股份有限公司位于安徽省合肥市高新区望江西路中安创谷科技园二期 ...

本报讯 （记者冯思婕）11月14日，上交所官网公告，上海证券交易所上市审核委员会定于2025年11月 21日召开2025年第57次上市审核委员会审议会议，审议易思维（杭州）科技股份有限公司（以下简 称"易思维"）首发事项。 多年来，易思维专注于汽车制造领域机器视觉设备的研发、生产及销售，为汽车整车及零部件制造过程 的各工艺环节提供机器视觉解决方案，是该领域国内市占率第一的国家重点"小巨人"企业。 在经验丰富的创始团队带领下，易思维着力打造了一支实力强劲的研发团队，目前研发团队规模达251 人，占公司员工总数的45.89%，本科及以上学历的员工占比接近90%。 近三年，易思维累计研发投入超过3亿元。通过持续的研发投入和持续积累，易思维具备了较强的研发 创新和技术成果转化能力，公司已累计获得119项软件著作权，387项国内外授权专利，其中包含200项 发明专利，先后承担了"混联机器人现场作业测量与控制技术""汽车制造高性能智能视觉检测成套技术 及装备"等多项国家级、省部级和市级科研项目，同时在2022年2月荣获天津市科学技术进步特等奖，建 立了较强的核心技术壁垒。 打破海外巨头垄断 推动国产替代 创立至今，易思维 ...

Market Overview - The A-share market experienced a slight pullback this week, with the Shanghai Composite Index down 0.18% to 3990.49 points, the Shenzhen Component Index down 1.4%, and the ChiNext Index down 3.01% [1] - Institutional research enthusiasm remained high, with 344 listed companies disclosing institutional investor research summaries this week [1] - Approximately 50% of the stocks researched by institutions achieved positive returns, with Huasheng Lithium Electric leading with a 79.6% increase [1] Company Highlights 博盈特焊 (Boyin Special Welding) - Boyin Special Welding was one of the most researched companies this week, receiving 4 institutional visits with 79 participating investors [2] - The company focuses on special equipment manufacturing, with products used in various industrial sectors including energy and chemical industries [2] - Key topics of inquiry included capacity expansion for HRSG (Heat Recovery Steam Generator) and the progress of its Vietnam production base, which has officially commenced operations with 4 HRSG production lines [2] - The company plans to build a total of 12 HRSG production lines in Vietnam to enhance overseas supply capabilities [2][3] 安博通 (Anbotong) - Anbotong received the highest number of institutional visits this week, with 95 participating institutions [4] - The company specializes in core software for network security and is focusing on AI + intelligent computing as a core future direction [4] - Anbotong is actively seeking common scenarios with strong demand for enterprise-level applications, such as water conservancy and real estate leasing [4] - The company has established subsidiaries in Shanghai and Nanjing focused on GPU resource scheduling and management [4][5] 奥普特 (Opto) - Opto hosted 75 institutional visits, focusing on machine vision technology applications and industry opportunities [6] - The company has developed a full-stack product matrix covering "vision + sensing + motion + AI" for industrial automation [6] - Recent collaborations include a deep integration with Yujiang Technology to create high-precision logistics automation sorting solutions [7] 奥比中光 (Obi Zhongguang) - Obi Zhongguang received 64 institutional visits, focusing on self-developed chips and 3D vision technology [8] - The company has completed over 10 chip tape-outs, including iToF and dToF sensing chips [8] - As a partner in NVIDIA's global digital ecosystem, Obi Zhongguang aims to integrate more visual ecological products into NVIDIA's platform [8]

易思维的保荐机构是国投证券股份有限公司，保荐代表人是陈毅浩、唐斌。 易实思远直接持有公司26,311,907股股份，占公司总股本的35.08%，为公司的控股股东。公司实际 控制人为郭寅。郭寅直接持有公司12.27%股份，通过实际控制易实思远、易实天诚、易实至诚分别间 接控制公司35.08%股份、5.95%股份、2.83%股份，合计控制公司56.13%股份。并且自公司设立以来， 郭寅一直担任公司的执行董事/董事长、总经理，因此郭寅为公司实际控制人。 易思维拟在上交所科创板上市，拟募集资金121,431.46万元，分别用于机器视觉产品产业化基地项 目、机器视觉研发中心项目、补充流动资金。 中国经济网北京11月14日讯 据上交所网站消息，上海证券交易所上市审核委员会定于2025年11月 21日召开2025年第57次上市审核委员会审议会议，届时将审议易思维（杭州）科技股份有限公司（简 称"易思维"）的首发事项。 （责任编辑：何潇） ...

本次冲击上市，易思维拟募集资金约12.14亿元，扣除发行费用后，将用于机器视觉产品产业化基地项 目、机器视觉研发中心项目、补充流动资金。 北京商报讯(记者马换换李佳雪)11月14日晚间，上交所官网显示，易思维(杭州)科技股份有限公司(以下 简称"易思维")科创板IPO将于11月21日上会。 据悉，易思维科创板IPO于2025年6月5日获得受理，并于当年6月27日进入问询阶段。公司专注于汽车 制造机器视觉设备的研发、生产及销售，为汽车整车及零部件制造过程的各工艺环节提供机器视觉解决 方案。 ...