（记者 胡玲） 海伦哲（300201.SZ）11月27日在投资者互动平台表示，公司参股公司苏州镒升机器人科技有限公司致 力于工业机器人、工业滑台、工业相机等自动化核心产品的研发、生产及应用与销售，是苹果产线工业 机器人的供应商，目前尚未与其他产线合作。 每经AI快讯，有投资者在投资者互动平台提问：请问公司除了与苹果在消费电子等机器人产线有合 作，是否与华为、小米、腾讯等国内相关产线有合作？ ...

分红方面，埃科光电A股上市后累计派现2694.45万元。 责任编辑：小浪快报 埃科光电所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：智能眼镜、机器视觉、 新型工业化、专精特新、PCB概念等。 截至9月30日，埃科光电股东户数5028.00，较上期减少13.36%；人均流通股8140股，较上期增加 17.36%。2025年1月-9月，埃科光电实现营业收入3.34亿元，同比增长82.26%；归母净利润5655.54万 元，同比增长253.13%。 11月20日，埃科光电盘中下跌2.02%，截至10:06，报63.70元/股，成交629.12万元，换手率0.24%，总市 值43.32亿元。 埃科光电今年以来股价涨84.64%，近5个交易日跌6.34%，近20日跌12.26%，近60日涨16.03%。 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J2栋 3F，成立日期2011年3月24日，上市日期2023年7月19日，公司主营业务涉及工业机器视觉成像部件产 品设计、研发、生产和销售的国家高新技术企业,是我国机器视觉领域自主研发创新国产品牌的先锋企 业。主营业 ...

截至9月30日，埃科光电股东户数5028.00，较上期减少13.36%；人均流通股8140股，较上期增加 17.36%。2025年1月-9月，埃科光电实现营业收入3.34亿元，同比增长82.26%；归母净利润5655.54万 元，同比增长253.13%。 分红方面，埃科光电A股上市后累计派现2694.45万元。 责任编辑：小浪快报 融资方面，埃科光电当日融资买入403.64万元。当前融资余额1.73亿元，占流通市值的6.52%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，埃科光电11月19日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 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J2栋 3F，成立日期2011年3月24日，上市日期2023年7月19日，公司主营业务涉及工业机器视觉成像部件产 品设计、研发、生产和销售的国家高新技术企业,是我国机器视觉领域自主研发创新国产品牌的先锋企 业。主营业务收入构成为：工业相机72.03%，其中:工业线扫描相 ...

从基金十大重仓股角度 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，今日浮盈赚取约7.6万元。 11月19日，埃科光电涨5.56%，截至发稿，报66.82元/股，成交3404.08万元，换手率1.28%，总市值 45.44亿元。 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J2栋 3F，成立日期2011年3月24日，上市日期2023年7月19日，公司主营业务涉及工业机器视觉成像部件产 品设计、研发、生产和销售的国家高新技术企业,是我国机器视觉领域自主研发创新国产品牌的先锋企 业。主营业务收入构成为：工业相机72.03%，其中:工业线扫描相机46.70%，其中:工业面扫描相机 25.33%，图像采集卡17.83%，其他(补充)6.34%，智能光学单元3.80%。 华商品质慧选混合A（014558）基金经理为邓默。 截至发稿，邓默累计任职时间10年75天，现任基金资产总规模22.85亿元，任职期间最佳基金回报 144.72%， 任职期间最差基金回报-41. ...

长江汇智量化选股混合发起A（021404）成立日期2024年6月12日，最新规模2157.95万。今年以来收益 15.32%，同类排名4829/8138；近一年收益17.24%，同类排名4515/8055；成立以来收益32.94%。 11月19日，埃科光电涨5.56%，截至发稿，报66.82元/股，成交3404.08万元，换手率1.28%，总市值 45.44亿元。 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J2栋 3F，成立日期2011年3月24日，上市日期2023年7月19日，公司主营业务涉及工业机器视觉成像部件产 品设计、研发、生产和销售的国家高新技术企业,是我国机器视觉领域自主研发创新国产品牌的先锋企 业。主营业务收入构成为：工业相机72.03%，其中:工业线扫描相机46.70%，其中:工业面扫描相机 25.33%，图像采集卡17.83%，其他(补充)6.34%，智能光学单元3.80%。 从基金十大重仓股角度 数据显示，长江资管旗下1只基金重仓埃科光电。长江汇智量化选股混合发起A（021404）三季度持有 股数7681股，占基金净值比例为2.02%，位居第三大 ...

Core Viewpoint - The rise of AI technology presents a significant opportunity for the smart IoT sector, comparable to previous technological shifts such as the transition from analog to digital and from standard definition to high definition [5] Group 1: Company Growth and Development - Hikvision has grown from a small team to nearly 60,000 employees, becoming a global leader in security and smart IoT by seizing multiple technological paradigm shifts [1] - Since its IPO in 2010, the company has accumulated a net profit of approximately 138 billion yuan and distributed cash dividends totaling around 68.5 billion yuan [6] - The company has invested over 477 billion yuan in R&D over the past five years, maintaining a research expense ratio exceeding 10% [6] Group 2: AI Integration and Product Development - The majority of Hikvision's product lines now incorporate AI technology, enhancing their ability to meet diverse industry needs [3][4] - The company has developed a rapid coal quality analysis instrument in collaboration with the National Energy Group, significantly reducing the detection time from 8 hours to real-time [3] - Hikvision's product offerings include over 30,000 hardware models, with AI integrated to improve problem-solving capabilities [4] Group 3: Focus on Multi-Modal Large Models - Hikvision is prioritizing the development of multi-modal large models, leveraging its advantages in various sensing technologies to enhance perception capabilities [7] - The application of these models has led to significant improvements in detection rates, such as an 86% reduction in missed detections for prohibited items using millimeter-wave technology [7] - The "WenSou" series products enable cross-modal information retrieval, improving efficiency in security video searches [7] Group 4: Future Outlook and Strategic Direction - The company aims to continue innovating and launching more advanced large model products to accelerate the large-scale implementation of AI [8] - Hikvision is committed to providing AI-enabled intelligent applications across various industries, positioning itself to capture new growth opportunities [11] - The integration of AI with industry experience is seen as essential for effective implementation, with ongoing efforts to apply AI in both internal operations and external market strategies [10]

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 ...

11月11日，埃科光电涨5.29%，截至发稿，报71.00元/股，成交2589.18万元，换手率0.92%，总市值 48.28亿元。 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J2栋 3F，成立日期2011年3月24日，上市日期2023年7月19日，公司主营业务涉及工业机器视觉成像部件产 品设计、研发、生产和销售的国家高新技术企业,是我国机器视觉领域自主研发创新国产品牌的先锋企 业。主营业务收入构成为：工业相机72.03%，其中:工业线扫描相机46.70%，其中:工业面扫描相机 25.33%，图像采集卡17.83%，其他(补充)6.34%，智能光学单元3.80%。 从基金十大重仓股角度 数据显示，长江资管旗下1只基金重仓埃科光电。长江汇智量化选股混合发起A（021404）三季度持有 股数7681股，占基金净值比例为2.02%，位居第三大重仓股。根据测算，今日浮盈赚取约2.74万元。 长江汇智量化选股混合发起A（021404）成立日期2024年6月12日，最新规模2157.95万。今年以来收益 14.1%，同类排名5372/8147；近一年收益14.1%，同类排名46 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Aiko Optoelectronics, indicating a strong growth trajectory in revenue and profit margins since its recent IPO [2][3]. - On October 30, Aiko Optoelectronics experienced a trading increase of 0.39%, with a total transaction amount of 57.47 million yuan, and a net financing purchase of 1.525 million yuan [1]. - As of October 30, the total financing and securities lending balance for Aiko Optoelectronics reached 199 million yuan, representing 6.26% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. Group 2 - Aiko Optoelectronics, established on March 24, 2011, and listed on July 19, 2023, specializes in the design, research, development, production, and sales of industrial machine vision imaging components [2]. - The company's main business revenue composition includes industrial cameras (72.03%), with line scan cameras accounting for 46.70% and area scan cameras for 25.33% [2]. - For the period from January to September 2025, Aiko Optoelectronics reported a revenue of 334 million yuan, reflecting a year-on-year growth of 82.26%, and a net profit attributable to shareholders of 56.56 million yuan, marking a significant increase of 253.13% [2].

Core Viewpoint - Aiko Optoelectronics, a pioneer in the domestic machine vision sector, focuses on the design, research, production, and sales of industrial machine vision imaging components, showcasing strong technical capabilities [1] Group 1: Business Performance - In Q3 2025, Aiko Optoelectronics reported revenue of 334 million yuan, ranking 34th among 61 companies in the industry, with the industry leader, Chuan Yi Co., achieving 4.89 billion yuan [2] - The company's net profit for the same period was 56.55 million yuan, placing it 23rd in the industry, while the top performer, Chuan Yi Co., reported a net profit of 469 million yuan [2] - The main business composition includes industrial cameras generating 149 million yuan, accounting for 72.03% of total revenue, with line scan cameras and area scan cameras contributing 46.70% and 25.33% respectively [2] Group 2: Financial Ratios - Aiko Optoelectronics has a debt-to-asset ratio of 12.68% in Q3 2025, significantly lower than the industry average of 27.43%, indicating strong solvency [3] - The gross profit margin for the same period was 41.16%, slightly below the industry average of 43.50% [3] Group 3: Leadership and Shareholder Information - The chairman and general manager, Dong Ning, received a salary of 824,300 yuan in 2024, a decrease of 11,800 yuan from 2023 [4] - As of September 30, 2025, the number of A-share shareholders decreased by 13.36% to 5,028, while the average number of circulating A-shares held per account increased by 17.36% to 8,140.92 [5] Group 4: Growth Prospects - In the first half of 2025, Aiko Optoelectronics achieved revenue of 210 million yuan, a year-on-year increase of 64.4%, with net profit rising by 127.4% to 40 million yuan [6] - The company is benefiting from rapid growth in downstream sectors such as PCB, lithium batteries, and semiconductors, with significant year-on-year increases in these areas [6] - Forecasts for 2025-2027 project revenues of 460 million, 690 million, and 940 million yuan, with corresponding net profits of 100 million, 150 million, and 200 million yuan, indicating substantial growth potential [6]