奥比中光 20250925 奥比中光重点发展机器人和 3D 扫描领域，在服务机器人、移动机器人 和人形机器人方面，利用 3D 视觉技术提升智能化水平，并与创想 3D 合作推出多款高精度 3D 扫描仪。 预计奥比中光 2025 年至 2027 年净利润将分别达到 1.30 亿元、2.48 亿元和 3.97 亿元，但公司面临落地场景布局、行业竞争加剧和技术迭 代等风险。 奥比中光近年来的财务表现如何？ 从财务数据来看，奥比中光在 2021 年至 2024 年的收入分别为 4.7 亿元、3.5 亿元、3.6 亿元和 5.6 亿元，中间曾出现收入下滑，但自 2024 年起收入逐渐 恢复增长趋势。今年上半年，公司实现收入 4.35 亿元，同比增长 104%。利 润方面，公司前几年连续亏损，2021 年至 2024 年的亏损额分别为约 3 亿元 和 6,000 万元。然而，今年上半年公司成功实现盈利，一季度净利润约 2,400 万元，二季度进一步扩大至 3,600 万元。 公司的研发投入情况如何？ 公司近年来大幅降低了研发费用率，从 2021 年的接近 81%下降到今年上半年 的 21%，这表明公司在降本增效方面取得显著 ...

Group 1 - The core viewpoint of the news highlights the active performance of the robotics sector, particularly focusing on the launch of Unitree A2 by Yushu Technology, which showcases advanced capabilities in terrain navigation and load-bearing [1][2] - Yushu Technology's Unitree A2 weighs approximately 37 kilograms, has a maximum running speed of 5 meters per second, and can climb heights of up to 1 meter, demonstrating its robust design for various applications [1] - The upcoming "2025 World Robot Conference" on August 8 will feature over 1,500 exhibits from more than 200 domestic and international robotics companies, indicating a significant industry event [1] Group 2 - Yushu Technology is recognized as one of the earliest companies in China to develop robotic dogs, achieving a global market share of nearly 70% in 2023, which is crucial for its expansion into humanoid robotics [2] - Recent orders from major companies, including China Mobile's procurement of Yushu and Zhiyuan Robotics products worth 124 million yuan, signify a growing demand for robotic solutions across various sectors [2] - The China Securities Regulatory Commission has initiated the listing guidance for Yushu Technology, with a comprehensive evaluation scheduled between October and December to assess its eligibility for public offering [2] Group 3 - Several companies are identified as key suppliers to Yushu Technology, including Changsheng Bearing, which provides self-lubricating bearings and linear actuators, and Zhongdali De, which supplies planetary gear reducers and high-precision gears [3][4] - Other notable suppliers include Aobi Zhongguang, which offers 3D vision cameras and depth engine chips, and Hanwei Technology, which supplies flexible tactile sensors to enhance robot interaction [3][4] - The collaboration between Yushu Technology and Shengtong Co., Ltd. in the educational robotics sector reflects the expanding applications of robotics in various fields [3][4]