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].

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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]

Group 1 - The core point of the news is that Aiko Optoelectronics experienced a 5.05% drop in stock price, closing at 63.72 yuan per share, with a total market capitalization of 4.333 billion yuan [1] - Aiko Optoelectronics, established on March 24, 2011, and listed on July 19, 2023, is a national high-tech enterprise specializing in the design, research and development, production, and sales of industrial machine vision imaging components [1] - The company's main business revenue composition includes industrial cameras at 72.03%, with line scan cameras at 46.70%, area scan cameras at 25.33%, image acquisition cards at 17.83%, and smart optical units at 3.80% [1] Group 2 - From the perspective of fund holdings, Aiko Optoelectronics is a significant holding in the Huashang Quality Selection Mixed A Fund (014558), which held 21,600 shares, accounting for 1.23% of the fund's net value [2] - The Huashang Quality Selection Mixed A Fund has a total scale of 73.3724 million yuan and has achieved a year-to-date return of 62.76% [2] - The fund manager, Deng Mo, has a tenure of 10 years and has achieved a best fund return of 148.03% during his management period [3]

Core Viewpoint - The Shanghai Stock Exchange announced a review meeting for the IPO of Easy Vision (Hangzhou) Technology Co., Ltd., a leading domestic player in the automotive manufacturing machine vision sector, scheduled for November 21, 2025 [1] Group 1: Company Overview - Easy Vision specializes in the research, production, and sales of machine vision equipment for the automotive manufacturing sector, holding the largest market share in China and recognized as a key "little giant" enterprise [1] - The company has a strong focus on independent R&D, with over 300 million yuan invested in the last three years, and has established a comprehensive product matrix covering all processes in automotive manufacturing [2][4] Group 2: Technological Innovation - Easy Vision has built a robust R&D team of 251 members, accounting for 45.89% of its workforce, with nearly 90% holding bachelor's degrees or higher [2] - The company has obtained 119 software copyrights and 387 domestic and international patents, including 200 invention patents, establishing significant technological barriers [2] Group 3: Market Position - Easy Vision has successfully broken the long-standing monopoly of foreign manufacturers in the automotive machine vision market, achieving a market share of 13.7% in the automotive manufacturing sector and 22.5% in the complete vehicle manufacturing sector in China by 2024 [3] Group 4: Financial Performance - The company has experienced significant revenue growth, with revenues of 223 million yuan, 355 million yuan, and 392 million yuan from 2022 to 2024, representing a compound annual growth rate (CAGR) of 32.59% [5] - Net profits have also surged, reaching 5.39 million yuan, 57.75 million yuan, and 84.43 million yuan during the same period, with a CAGR of 295.66% [5] Group 5: Future Growth Potential - Easy Vision is expanding into the rail transit and aviation sectors, with a current order backlog of 29.23 million yuan in the rail transit maintenance sector, which is expected to become a second growth driver [6] - The expansion into the aviation sector is anticipated to create a third growth avenue for the company [6]

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]

Core Points - The Shanghai Stock Exchange will hold its 57th listing review meeting on November 21, 2025, to examine the initial public offering (IPO) of Easy Vision (Hangzhou) Technology Co., Ltd. [1] - Easy Vision plans to raise approximately 1.21 billion yuan, which will be allocated to the industrialization base project for machine vision products, the research and development center for machine vision, and to supplement working capital [1] Company Structure - The sponsor for Easy Vision's IPO is Guotou Securities Co., Ltd., with representatives Chen Yihao and Tang Bin [2] - The controlling shareholder of Easy Vision is Yishisi Yuan, which directly holds 26,311,907 shares, accounting for 35.08% of the total share capital [2] - The actual controller of the company is Guo Yin, who directly holds 12.27% of the shares and indirectly controls a total of 56.13% of the shares through various entities [2]

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。 ...