据了解，思看科技2025年1月登陆A股市场，公司的主营业务是三维视觉数字化产品及系统的研发、生 产和销售，主要产品包括工业级应用设备和专业级应用设备。 财报显示，2025年上半年，思看科技实现营业收入约为1.77亿元，同比增长17.7%；对应实现归属净利 润约为5400.77万元，同比增长2.06%。 北京商报讯（记者 马换换 王蔓蕾）思看科技（688583）上市后首份中报出炉！8月28日，公司发布2025 年半年度报告显示，公司上半年实现归属净利润约为5400.77万元，同比增长2.06%。 ...

在研发投入的推动下，思看科技在知识产权方面取得了显著成果。上半年，公司新增申请知识产权79 个，涵盖了专利、商标、软件著作权等多个领域。截至2025年6月30日，公司拥有授权专利209项，其中 发明专利94项，实用新型专利93项，外观设计专利22项。 8月27日晚，思看科技(688583)披露2025年半年报。今年上半年，公司实现营业收入1.77亿元，较上年同 期增长17.70%；实现归母净利润为5400.77万元，较上年同期增长2.06%；基本每股收益为0.64元；拟每 10股派发现金红利1.5元（含税）。 今年上半年，思看科技收入增长的主要原因是，公司在工业级领域持续拓展全球市场，品牌影响力增 强，带动海外业务保持高速增长；同时，专业级领域产品升级换代，共同推动营收稳步增长。净利润增 速低于营收增速，主要系2025年上半年公司加大了研发投入和海外销售网络建设所致。 思看科技成立于2015年，公司的主营业务是三维视觉数字化产品及系统的研发、生产和销售，主要产品 包括工业级应用设备和专业级应用设备，可广泛应用于工业计量领域和非工业万物数字化领域。 报告期内，思看科技正式成立3DeVOK事业部，专注于3D数字化 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, emphasizing the positive outlook for oil refining demand and the importance of overseas equipment demand [2]. Core Insights - The mechanical industry is expected to enter a new recovery cycle due to increased monetary and fiscal policies, with a focus on domestic demand stimulation [8]. - Investment opportunities are highlighted in various sectors, including industrial automation, robotics, machine tools, and engineering machinery, with specific companies recommended for investment [8]. Summary by Sections Key Company Earnings Forecasts, Valuation, and Investment Ratings - Companies such as 汇川技术 (Inovance Technology), 法兰泰克 (Flantech), and 信捷电气 (Xinjie Electric) are rated as "Strong Buy" with projected EPS growth from 2025 to 2027 [3]. - 汇川技术 is expected to achieve an EPS of 3.01 yuan by 2027, with a PE ratio decreasing from 30.27 in 2025 to 21.29 in 2027 [3]. - 法兰泰克's EPS is projected to grow to 1.04 yuan by 2027, with a PE ratio decreasing from 14.72 to 9.35 over the same period [3]. Industry and Company Investment Views - The report identifies three key directions for robotics: marginal changes in the main chain, product-to-customer transitions, and the development of core components [8]. - Investment suggestions include focusing on companies in the industrial control sector, such as 汇川技术 and 信捷电气, as well as those in the robotics sector like 柯力传感 (Keli Sensor) and 东华测试 (Donghua Testing) [8]. - The report emphasizes the importance of oil refining equipment demand due to increased investments in fossil energy, particularly in emerging markets [8]. Key Data Tracking - The report provides macroeconomic data, including manufacturing PMI and fixed asset investment growth rates, which are crucial for understanding the industry's performance [27][28]. - The mechanical sector's performance is tracked against major indices, showing a 1.1% increase in the mechanical sector during the reporting week [12][15].

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM), where various proposals will be presented for shareholder approval, including financial reports, profit distribution plans, and the appointment of auditors. Group 1: Meeting Procedures and Regulations - The company has established guidelines to ensure the orderly conduct of the AGM, including verification of attendees' identities and the requirement for timely arrival for registration [1][2][5]. - Shareholders have the right to speak, inquire, and vote during the meeting, with specific procedures for raising questions and making statements [2][3][4]. - Voting will be conducted through both on-site and online methods, with detailed instructions provided for participation [6][7]. Group 2: Proposals for Approval - Proposal 1 involves the approval of the 2024 Board of Directors' work report, which summarizes the company's activities and performance over the past year [8]. - Proposal 4 seeks approval for the 2024 financial settlement report, which has been audited and reflects the company's financial status [9]. - Proposal 7 outlines the profit distribution plan for 2024, proposing a cash dividend of 37.4 million yuan, which represents 31.03% of the net profit attributable to shareholders [10]. Group 3: Financial Performance and Future Plans - The company reported a net profit of 110.33 million yuan for 2024, an increase of 11.51% compared to the previous year, with R&D expenditures rising by 22.28% to 59.06 million yuan [21]. - The company aims to enhance its cash dividend policy and investor returns by proposing a mid-term dividend plan for 2025, contingent on positive net profit and retained earnings [11][12]. - The company plans to continue its growth trajectory in the three-dimensional digitalization market, leveraging advancements in technology and increasing demand across various sectors [21][24].