Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Insights - The company has recently won a bid for the 2026 2D vision project with a contract amount of RMB 120 million, which is expected to positively impact its operational performance [2][4]. - The company is positioned as a leader in the 3C vision sector and has shown strong competitive advantages, with continuous high growth in its performance throughout 2025 [9]. - The recovery of downstream industries, particularly in the 3C and lithium battery sectors, is anticipated to support the company's revenue growth [9]. - The integration of AI and vision technologies is expected to enhance the company's market competitiveness and customer loyalty [9]. - Future prospects indicate that AI and embodied intelligence will gradually materialize, with the company expanding its product offerings in robotics and related technologies [9]. Summary by Relevant Sections Project Announcement - The company announced its successful bid for the 2026 2D vision project, with a bid amount of RMB 120 million [4]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of RMB 1.012 billion, a year-on-year increase of 38.06%, and a net profit of RMB 183 million, also up by 38.43% [9]. Market Position and Future Outlook - The company is expected to benefit from the recovery in the 3C and lithium battery industries, with a projected increase in market share and new business expansions [9]. - The company has established a product matrix that integrates vision, sensing, motion, and AI, enhancing its competitive edge [9]. - The establishment of a robotics division aims to leverage advanced vision technologies for various robotic applications, indicating a strategic shift towards higher-value sectors [9].

Group 1 - Hongsheng Co., Ltd. has not generated revenue in the data center liquid cooling sector [1] - Oriental Pearl does not directly engage in AI business, and AI applications do not directly generate revenue [1] - Tongda Hai's AI-driven revenue accounts for a low proportion of the company's overall operating income [1] Group 2 - Beibu Gulf Port plans to invest 11.403 billion yuan in the construction of a 300,000-ton terminal project in Fangchenggang [1] - Beibu Gulf Port also plans to invest in the construction of the Beibu Gulf Port Beihai Port area Tiezhong Port District No. 4 and No. 5 berth project [1] - LeKai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film coating production line project [1] Group 3 - Aopt plans to undertake a 120 million yuan 2D vision solution project for Goer [1] - Wantong Expressway has won a project worth 7.237 billion yuan [1] - Pingzhi Information is expected to win a project worth 37.5884 million yuan [1] Group 4 - Aidi Pharmaceutical intends to acquire a 22.2324% stake in Nanda Pharmaceutical for 130 million yuan [1] - Kaifa Electric plans to repurchase shares worth 30 million to 60 million yuan [1] - Haojiang Intelligent plans to repurchase shares worth 1.5 million to 3 million yuan [1] Group 5 - Huazhi Jie plans to spend 30 million to 50 million yuan on share repurchase [2] - New Work Group intends to reduce its stake in China New Group by no more than 3% [2] - Zhejiang Yongqiang's shareholder plans to reduce its stake by no more than 1.13% [2] Group 6 - Shandong Pharmaceutical Glass plans to raise no more than 3.235 billion yuan through a private placement [2] - Fulin Precision plans to raise 3.175 billion yuan through a private placement to Ningde Times [2] - Yuanwang Valley plans to raise no more than 690 million yuan through a private placement [2]

奥普特是一家专注于机器视觉核心软硬件产品研发、生产和销售的高新技术企业。公司成立于2006年， 从机器视觉核心部件中的光源产品起步，逐步发展成为国内规模最大的集研发、生产、销售于一体的机 器视觉企业之一；作为国内较早进入机器视觉领域的企业之一，其产品线全面覆盖视觉算法库、智能视 觉平台、工业AI、光源、光源控制器、工业镜头、工业相机等关键领域。 中证报中证网讯（王珞）1月13日，奥普特（688686）发布公告称，公司已收到歌尔股份有限公司发出 的《中标通知书》，此次中标的项目为"2026年度2D视觉方案招标项目"，中标金额高达人民币1.2亿 元。歌尔股份有限公司作为国内电子元器件制造和智能可穿戴设备领域的知名上市公司，其供应链选择 标准极为严格，此次奥普特能够中标，证明了其在2D视觉技术方案上的深厚积累。公告同时指出，尽 管公司已取得中标通知书，但尚未与招标单位签订正式合同，最终的合同金额、具体履约条款及签署时 间尚待双方进一步确认。 ...

人民财讯1月13日电，奥普特(688686)1月13日公告，近日收到歌尔股份（002241）有限公司出具的《中 标通知书》，公司中标2026年度2D视觉方案招标项目，项目中标金额为1.2亿元。 ...

格隆汇1月13日丨奥普特(688686.SH)公布，公司近日收到歌尔股份有限公司（称"招标单位"）出具的 《中标通知书》。公司中标2026年度2D视觉方案招标项目（称"项目"），项目中标金额为人民币1.2亿 元（具体金额以正式签订的合同为准）。 ...

奥普特公告称，近日收到歌尔股份出具的《中标通知书》，中标2026年度2D视觉方案招标项目，中标 金额1.2亿元，具体以正式合同为准。歌尔股份法定代表人为姜滨，注册资本34.17亿元，公司与其无关 联关系，本次交易不构成关联交易。该项目对2025年度业绩无影响，2026年度业绩影响取决于合同签订 日期和履约期限，若顺利实施预计产生积极影响。不过，合同签署及履行存在不确定性。 ...

奥普特(688686.SH)公告称，公司近日收到 歌尔股份有限公司出具的《中标通知书》，中标2026年度2D 视觉方案招标项目，项目中标金额为人民币1.2亿元，对公司2025年度业绩不产生影响，对公司2026年 度业绩影响取决于该项目合同签订日期和履约期限。 ...