Core Insights - The article discusses the advancements and future potential of 3D visual perception technology, particularly in the context of robotics and AI, as articulated by Huang Yuanhao, the CEO of Orbbec Technology [2][4][18]. Group 1: Company Overview - Orbbec Technology, founded by Huang Yuanhao in 2013, focuses on developing 3D visual perception technology, which is considered to have disruptive potential in various industries [4][6]. - The company went public in July 2022, becoming the first stock focused on 3D vision technology in the Science and Technology Innovation Board [4]. - As of 2024, Orbbec has 322 R&D personnel, accounting for approximately 47% of its workforce, with R&D investment reaching 204 million yuan, representing 36% of its revenue [6]. Group 2: Market Potential and Growth - The global 3D visual perception market is projected to grow rapidly, with estimates reaching $17.2 billion by 2028 and $15 billion by 2025 [18][20]. - Orbbec has accumulated over 6,000 clients globally in the past three years and aims to exceed 10,000 clients in the next 3 to 5 years [17]. Group 3: Financial Performance - Orbbec's net profit loss has been narrowing, from 615 million yuan in 2020 to 62.91 million yuan in 2024 [8]. - For the first five months of 2025, the company anticipates a cumulative revenue of approximately 363 million yuan, a year-on-year increase of about 117.18%, with a projected net profit of around 55 million yuan [17]. Group 4: Technological Advancements - 3D visual perception technology is evolving from industrial applications to consumer-level products, with Orbbec being one of the few companies with a comprehensive layout across six major technology routes [4][6]. - The technology enables various applications, including biometric recognition, 3D scanning, and industrial measurement, enhancing the capabilities of AI algorithms [7][8]. Group 5: Future Outlook - Huang predicts that the growth of robotics will accelerate significantly once key performance thresholds are crossed, similar to the electric vehicle market [23]. - The future of robotic vision is expected to be highly integrated, focusing on compact, low-power, high-performance visual systems [23][24].

南财智库研究员 杨期鑫 实习生林钰希近日，广东机器人概念股2024年"成绩单"陆续出炉，产业整体发 展形势向好，在43家广东机器人概念股中，有32家实现了营业总收入的正增长，26家实现了归母净利润 的正增长。 在人形机器人领域，广东已形成较为完整的产业链条，覆盖传感器、精密减速器、高性能电机、线性执 行器、末端灵巧手等。其中广东上市企业在人形机器人感知系统层面实力强劲，有超16家涉及此环节， 且相比其他核心零部件领域，其营收利润增长更为突出。 另一方面，作为唯一一个兼具机电技术和人工智能技术优势的地区，广东已成为国内最大的智能机器人 产业集聚区，机器人各类商业化场景不断涌现。其中，工业机器人的应用领域向着高精度、高灵敏度的 场景不断拓展；服务机器人则加速向医疗康养、家庭服务及教育陪伴等民生领域延伸，其中外骨骼机器 人、割草机器人市场增长较快。 广东机器人"剑客群"整体业绩亮眼 在技术、市场需求及政策的多重推动下，广东机器人产业呈现出稳健增长的良好发展态势。 2024年财报数据显示，广东机器人感知系统相关上市企业业绩表现亮眼，相比其他核心零部件领域，其 营收利润增长更为突出，成为机器人产业链中的一大亮点。奥比中 ...

星标 ★ IPO日报 精彩文章第一时间推送 全球光学元器件龙头、苹果华为核心供应商浙江水晶光电科技股份有限公司（ 002273.SZ， 下称"水晶光电"） ，近日抛出了一笔受争议的收购案 ——拟以自有及自筹资金3.235亿元收购广东埃科思科技有限公司（下称"广东埃科思"、"标的公司"）95.6%股权。 在这场增值率高达280%的关联交易背后，标的公司依旧处于持续亏损状态，这究竟是上市公司借助收购进一步完善产业布局，还是一场左手倒右手的"自 家人"交易？ 公司产品以外销为主，部分产品出口新加坡、越南、泰国、马来西亚、日本、欧美等海外市场，报告期内的外销占比约为 77.47%。 公司近年来营收快速增长。2021年至2023年及2024年前三季度，营业收入规模分别为38.09亿元、43.76亿元、50.76亿元和41.10亿元；同期，归母净利润分 别为4.42亿元、5.76亿元、6亿元和8.62亿元。 细分来看，公司业务主要涉及光学光电子行业、反光材料行业和其他业务，其中，光学光电子行业是公司主要的收入来源，2023年占公司营业收入比重为 92.49%。 光学产品最大的下游应用领域为智能手机、平板电脑等消费电子产品 ...