2026年1月12日，A股市场持续大涨，消费电子龙头蓝思科技（300433.SZ）、国产芯片核心企业复旦微 电（688385.SH）以及3D视觉领军者奥比中光（688322.SH）股价联袂大涨，成交额急剧放大。一场围 绕移动新交互方式的资本盛宴，已然拉开序幕。 以支付宝"碰一下"功能为核心的NFC（近场通信）产业链成为当日市场最耀眼的明星。 市场分析人士指出，支付宝凭借其庞大的用户基础和生态能力，成功将一个"沉睡"的手机功能转化为连 接物理世界和数字服务的超级入口，这是一次对整个NFC产业链的价值重塑。 蓝思科技（300433.SZ）：巨头迎"第二增长曲线" 此前，蓝思科技作为"果链"为人熟知。 随着"碰一下"从单一支付功能，扩展到点餐、开门、社交名片交换等高频应用场景，其对设备的需求不 断扩大的。这无疑为蓝思科技开辟了继消费电子之后的"第二增长曲线"。 复旦微电（688385.SH）：国产芯片核心标的价值凸显 如果说蓝思科技提供了坚实的"外壳"，那么复旦微电则为"碰一下"注入了关键的"灵魂"。 作为国内领先的安全与识别芯片设计公司，复旦微电在NFC和安全芯片领域拥有深厚的技术积淀。1月 12日，在"碰一下" ...

Core Viewpoint - The company, Orbbec (688322.SH), will showcase multiple 3D vision products and its robotic manufacturing capabilities at CES 2026, emphasizing its role as a leader in the robotics and AI vision sectors, focusing on the development of "edge AI eyes" to support embodied intelligence and various AI edge devices [1][6]. Product Matrix and Full Chain Layout - Orbbec will launch several new 3D cameras aimed at humanoid robots and outdoor autonomous mobile robots (AMR) during the exhibition, addressing key needs for precise operation perception, complex environment adaptation, and system collaboration [1][3]. - The company will highlight its collaboration with NVIDIA's Jetson Thor platform, which enhances system integration efficiency for robot manufacturers, facilitating faster product deployment from R&D to market [2][7]. - Orbbec's manufacturing capabilities include providing OEM services for various intelligent hardware, significantly reducing product launch cycles and production costs for clients [2][7]. Industry Positioning and Market Opportunities - The company is strategically positioned in the booming sector of embodied intelligence, with humanoid robots and outdoor AMRs gaining traction in various industries, including ports and mining [3][8]. - The global market for 3D vision devices in humanoid robots is projected to reach 160 billion yuan by 2030, driven by the increasing adoption of 3D sensors among leading manufacturers [3][8]. - Orbbec holds approximately 70% market share in China's 3D vision sensor market and 72% in South Korea's commercial and industrial mobile robot market, demonstrating its strong market penetration and commercial viability [4][9]. Historical Development and Achievements - Since its debut at CES in 2014, Orbbec has evolved from showcasing 3D camera products to developing comprehensive solutions, establishing a robust capability matrix that includes core technology, standard products, scene solutions, and manufacturing services [5][10]. - The company has filed nearly 2,000 patents in the 3D perception field, maintaining a leading position in intellectual property reserves globally [10]. - In the first three quarters of 2025, Orbbec reported revenues of 714 million yuan, a year-on-year increase of 103.5%, and a net profit of 108 million yuan, marking a significant turnaround towards high-quality development [6][10].

以下文章来源于3D视觉之心 ，作者3D视觉之心 3D视觉之心 . 3D视觉与具身智能、机器人相关内容分享。 最强性价比3D激光扫描仪 GeoScan S1是国内目前最强性价比实景三维激光扫描仪，轻量化设计，一键启动，便可拥有高效实用的三维解决 方案。以多模态传感器融合算法为核心，实现厘米级精度的三维场景实时重构。可广泛用于多种作业领域。 每秒20万级点云成图，70米测量距离，360°全域覆盖，支持20万平米以上的大场景，扫描可选配3D高斯数据采 集模块，实现高保真实景还原。支持跨平台集成，配备高带宽网口及双USB 3.0接口，为科研实验提供灵活扩展 空间。降低开发门槛，助力开发者快速掌握研发能力，开启更多可能。 GeoScan S1设备自带手持Ubuntu系统和多种传感器设备，手柄集成了电源，可通过D-TAP转XT30母头输出至 GeoScan S1设备本体，给雷达、摄像头以及主控板提供电源。 欢迎联系小助手，进一步咨询细节 基础版重建效果一览！ 使用门槛低 ：操作简单直观，一键启动即可 执行扫描作业 扫描结果导出即用 ：无需复杂部署和繁琐处理，扫 描结果导出即用 高效率高精度建图 ：模型精度高，行走之间轻松 ...

Group 1 - Huawei officially launched the Mate 80 series smartphones, which support 3D facial recognition across the entire series [1] - The Mate 80 series features 3D ToF technology, ensuring financial-grade payment security and supporting over 150 mainstream applications for 3D facial login or payment [1] - Dongwu Securities predicts that 2024 will be the year of explosion for the 3D visual industry, with expanding application scenarios and increasing demand for high-precision perception and autonomous operation [1] Group 2 - Orbbec has applied its 3D visual sensors in various payment scenarios, including offline retail, self-service kiosks, dining, healthcare, and transportation [2] - OFILM leverages its optical technology and automated manufacturing capabilities to expand into new fields such as smart locks, VR/AR, machine vision, and action cameras [2]

Core Viewpoint - The article introduces the GeoScan S1, a highly cost-effective handheld 3D laser scanner designed for various applications, emphasizing its advanced features and capabilities in real-time 3D mapping and data collection [3][11]. Group 1: Product Features - GeoScan S1 offers a lightweight design with a one-button start for efficient 3D scanning solutions, achieving centimeter-level precision in real-time scene reconstruction [3][6]. - The device can generate point clouds at a rate of 200,000 points per second, with a maximum measurement distance of 70 meters and 360° coverage, suitable for large scenes over 200,000 square meters [3][31]. - It integrates multiple sensors, including RTK, IMU, and high-resolution cameras, enabling high-precision mapping and data collection in complex environments [24][36]. Group 2: Technical Specifications - The GeoScan S1 operates on Ubuntu 20.04 and supports various data export formats such as PCD, LAS, and PLY, with relative accuracy better than 3 cm and absolute accuracy better than 5 cm [24][29]. - The device dimensions are 14.2 cm x 9.5 cm x 45 cm, weighing 1.3 kg without the battery and 1.9 kg with the battery, and it has a battery capacity of 88.8 Wh, providing approximately 3 to 4 hours of operation [24][25]. - It features a 5.5-inch touchscreen and supports wireless connectivity via Wi-Fi and Bluetooth, along with multiple external expansion options [25][24]. Group 3: Applications and Market Position - GeoScan S1 is suitable for various applications, including urban planning, construction monitoring, and environmental surveying, capable of operating in diverse settings such as office buildings, industrial parks, tunnels, and forests [40][49]. - The product is positioned as the most cost-effective option in the market, with a starting price of 19,800 yuan for the basic version, catering to a wide range of user needs [11][60]. - The device supports cross-platform integration, making it compatible with drones, unmanned vehicles, and robotic systems for automated operations [47][49].

编辑丨 机器之心 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 现在，只需要一个简单的、用深度光线表示训练的 Transformer 就行了。 这项研究证明了，如今大多数 3D 视觉研究都存在过度设计的问题。 本周五，AI 社区最热门的话题是一篇新论文，有关 3D 建模的。 经过一年多的探索，来自字节跳动的团队推出了 Depth Anything 3（DA3），将单目深度估计扩展到了任何视角场景，让计算机实现了媲美人类的空间感知。 论文：https://arxiv.org/abs/2511.10647 项目页面：https://depth-anything-3.github.io 为了追求最小建模，DA3 的工作获得了 两个关键见解 ： 就是这样的方法， 在姿态估计方面比当前业界最先进的方法 (SOTA) 提升了 44%，在几何估计方面提升了 25%。 原来 3D 视觉竟然这么简单？ 纽约大学计算机科学助理教授、知名 AI 学者谢赛宁表示，论文有点像电影： ...

Core Insights - The article discusses the need for a "universal multimodal" 3D model, highlighting the limitations of current models that primarily rely on RGB images and fail to utilize additional geometric information effectively [5][6][9]. - The proposed OmniVGGT framework allows for flexible integration of any number of auxiliary geometric modalities during training and inference, significantly improving performance across various 3D tasks [6][9][10]. Group 1: Need for Universal Multimodal 3D Models - Current mainstream 3D models, such as VGGT, can only process RGB images and do not utilize depth or camera parameters, leading to inefficiencies in real-world applications [5]. - OmniVGGT addresses the issue of "information waste" and poor adaptability by fully leveraging available auxiliary information without compromising performance when only RGB input is used [9][10]. Group 2: Core Innovations of OmniVGGT - OmniVGGT achieves top-tier performance in tasks like monocular/multi-view depth estimation and camera pose estimation, even outperforming existing methods with just RGB input [7][29]. - The framework integrates into visual-language-action (VLA) models, significantly enhancing robotic operation tasks [7][29]. Group 3: Technical Components - The GeoAdapter component injects geometric information (depth, camera parameters) into the base model without disrupting the original feature space, maintaining low computational overhead [10][16]. - A random multimodal fusion strategy is employed during training to ensure the model learns robust spatial representations and does not overly depend on auxiliary information [22][23]. Group 4: Experimental Results - OmniVGGT was trained on 19 public datasets, demonstrating superior performance across multiple 3D tasks, with significant improvements in metrics such as absolute relative error and accuracy [29][30]. - The framework shows that the more auxiliary information is provided, the better the performance, with notable enhancements in depth estimation and camera pose accuracy [30][34]. Group 5: Practical Implications - OmniVGGT's design allows for flexible input combinations of auxiliary geometric modalities, making it practical for various applications in 3D modeling and robotics [53][54]. - The model's efficiency and speed, requiring only 0.2 seconds for inference, position it as a leading solution in the field [42][40].

机器之心报道 编辑：泽南、杨文 现在，只需要一个简单的、用深度光线表示训练的 Transformer 就行了。 这项研究证明了，如今大多数 3D 视觉研究都存在过度设计的问题。 本周五，AI 社区最热门的话题是一篇新论文，有关 3D 建模的。 经过一年多的探索，来自字节跳动的团队推出了 Depth Anything 3（DA3），将单目深度估计扩展到了任何 视角场景，让计算机实现了媲美人类的空间感知。 为了追求最小建模，DA3 的工作获得了 两个关键见解 ： 就是这样的方法， 在姿态估计方面比当前业界最先进的方法 (SOTA) 提升了 44%，在几何估计方面提升了 25%。 原来 3D 视觉竟然这么简单？ 纽约大学计算机科学助理教授、知名 AI 学者谢赛宁表示，论文有点像电影：第一部通常是最好的，续集往 往更复杂却并不更精彩。但这完全不适用于 DepthAnything 系列。 Bingyikang 的团队每次都能让事情变得更 简单、更易于扩展。 论文：https://arxiv.org/abs/2511.10647 项目页面：https://depth-anything-3.github.io 代码：htt ...

Core Insights - The company reported strong performance in Q3 2025, with total revenue of 714 million yuan, a year-on-year increase of 103.5%, and a net profit attributable to shareholders of 108 million yuan [1] - The company has achieved significant cost control, with a decrease in expense ratios across various categories, leading to improved profitability [1][2] - The company is positioned as a leader in the 3D vision market, with substantial global market share and strategic partnerships enhancing its growth prospects [2][3] Financial Performance - For the first three quarters of 2025, the company achieved total revenue of 714 million yuan, a 103.5% increase year-on-year, and a net profit of 108 million yuan [1] - In Q3 alone, the company generated revenue of 279 million yuan, up 102.49% year-on-year, with a net profit of 48 million yuan [1] - The company’s expense ratio for the first three quarters was 36.08%, down 35.18 percentage points year-on-year, indicating effective cost management [1] Profitability Metrics - The gross profit margin for the first three quarters was 42.80%, a decrease of 1.19 percentage points year-on-year, while the net profit margin increased by 32% to 15.08% [1] - The company’s R&D expense ratio was 20.52%, down 23.18 percentage points year-on-year, reflecting improved R&D efficiency [1] Market Position and Strategic Initiatives - The company holds a 72% market share in the 3D vision market for commercial and industrial mobile robots in South Korea, significantly reducing logistics costs for local enterprises [2] - Strategic partnerships have been established with leading robotics companies in Japan and collaborations in the humanoid robot sector, enhancing the company's technological capabilities [2] - The company has launched flagship 3D scanners and joined the Intel Partner Alliance, expanding its global developer ecosystem [2] Future Outlook - The company has adjusted its profit forecasts upward, expecting revenues of 936 million yuan, 1.476 billion yuan, and 1.898 billion yuan for 2025E, 2026E, and 2027E respectively, with year-on-year growth rates of 65.9%, 57.6%, and 28.6% [2] - Net profits are projected to reach 148 million yuan, 326 million yuan, and 467 million yuan for the same years, with year-on-year growth rates of 335.0%, 120.4%, and 43.4% [2][3]

Core Viewpoint - Tianzhun Technology is recognized as one of the leading companies in the domestic 3D vision sector, with a focus on applying 3D vision technology for quality control in industrial components [1] Company Summary - Tianzhun Technology actively engages with investors, providing insights into its position in the 3D vision market [1] - The company emphasizes its extensive application of 3D vision technology, particularly in the context of quality control for industrial parts [1] Industry Summary - The 3D vision technology sector is experiencing growth, with companies like Tianzhun Technology at the forefront, indicating a trend towards enhanced quality control measures in manufacturing [1]