站在"十五五"新程待启的关键时点，如何看待2026年的经济形势？2026年经济工作怎么干？新京报贝壳财经推出《看2026：十五五·启新程》专题报道，汇 聚监管部门、知名学者和领军企业家，解读政策脉络，洞察趋势变化。 深圳市光鉴科技有限公司CEO朱力。受访者供图 新京报贝壳财经：中央经济工作会议提出持续扩大内需、优化供给，做优增量、盘活存量，因地制宜发展新质生产力，对此，贵司会有哪些具体举措？ 对于企业而言，针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措？2026年有哪些战略发展目标？新京报贝壳财经记者就此采访了深圳市光鉴 科技有限公司CEO朱力。 朱力：光鉴科技积极响应中央经济工作会议精神，采取一系列切实可行的举措推动企业高质量发展。首先，我们将进一步优化供应链管理，目前公司核心元 器件已全面实现全国产化供应链，有效减少对国际供应链的依赖，既能够降低生产成本，还确保了产品的高效交付和稳定供应。 其次，光鉴科技将加大在产品创新和应用场景拓展方面的投入。我们将持续深耕机器人、生物识别和智能终端三大核心领域，通过推出符合市场需求的创新 产品，推动技术与行业的深度融合。未来，光鉴科技将不断优化技术，推出更精 ...

资金流向方面，主力资金净流出763.50万元，特大单买入1840.75万元，占比4.74%，卖出2095.37万元， 占比5.39%；大单买入8444.42万元，占比21.74%，卖出8953.30万元，占比23.05%。 奥比中光所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：人形机器人、机器人概 念、智能手机、东数西算、智能座舱等。 奥比中光今年以来股价涨90.99%，近5个交易日涨9.37%，近20日涨10.71%，近60日跌0.87%。 今年以来奥比中光已经1次登上龙虎榜，最近一次登上龙虎榜为2月19日，当日龙虎榜净买入-4736.28万 元；买入总计1.87亿元 ，占总成交额比10.61%；卖出总计2.34亿元 ，占总成交额比13.30%。 资料显示，奥比中光科技集团股份有限公司位于广东省深圳市南山区西丽街道松坪山社区高新北一道88 号奥比科技大厦，成立日期2013年1月18日，上市日期2022年7月7日，公司主营业务涉及3D视觉感知产 品的设计、研发、生产和销售。主营业务收入构成为：消费级应用设备61.83%，3D视觉传感器 31.35%，其他4.21%，工业级应用设备2.60%。 ...

12月25日，奥比中光涨5.09%，截至发稿，报85.29元/股，成交6.22亿元，换手率2.56%，总市值342.14 亿元。 韩辰尧累计任职时间2年301天，现任基金资产总规模8.73亿元，任职期间最佳基金回报8.53%， 任职期 间最差基金回报-11.41%。 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。 责任编辑：小浪快报 金元顺安成长动力灵活配置混合（620002）成立日期2008年9月3日，最新规模2816.76万。今年以来收 益26.66%，同类排名3497/8087；近一年收益25.55%，同类排名3400/8071；成立以来收益52.07%。 金元顺安成长动力灵活配置混合（620002）基金经理为孔祥鹏、韩辰尧。 截至发稿，孔祥鹏累计任职时间8年183天，现任基金资产总规模1.43亿元，任职期间最佳基金回 报-3.29%， 任职期间最差基金回报-12.41%。 资料显示，奥比中光科技集团股份有限公司位于广东省深圳市南山区西丽街道松坪山社区高新北一道88 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688322 证券简称：奥比中光 公告编号：2025-101 奥比中光科技集团股份有限公司 关于向特定对象发行A股股票 摊薄即期回报、填补措施及相关主体承诺（二次修订稿）的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 奥比中光科技集团股份有限公司（以下简称"公司"）于2025年4月28日召开了第二届董事会第十四次会 议和第二届监事会第十三次会议，于2025年5月21日召开了2024年年度股东会，审议通过了关于公司向 特定对象发行A股股票事项（以下简称"本次发行"）的相关议案。2025年9月12日，公司召开了第二届 董事会第十八次会议，审议通过了《关于调整公司〈2025年度向特定对象发行A股股票方案〉的议案》 《关于公司〈2025年度向特定对象发行A股股票预案（修订稿）〉的议案》等相关议案。2025年12月18 日，公司召开了第二届董事会第二十三次会议，审议通过了《关于调整公司〈2025年度向特定对象发行 A股股票方案〉的议案》《关于公司〈2025年度向特定 ...

Group 1 - The average stock price of 3D concept stocks has increased by 41.29% this year, with Tonglian Precision and Huashu High-Tech leading the gains at 147.92% and 140.28% respectively [1] - Since November, 8 3D printing concept stocks have been under institutional research, indicating growing interest in the sector [1] - Aobi Zhongguang-UW has received the most institutional inquiries, totaling 107, and is expanding its 3D visual perception product series across various markets including AIoT and robotics [1] Group 2 - Huashu High-Tech has been researched by 13 institutions this month, highlighting its advantages in manufacturing lightweight and complex structural components through 3D printing [1]

Group 1 - The core point of the news is that Aobo Zhiguan's stock price has dropped by 5.05%, currently trading at 85.40 yuan per share, with a total market capitalization of 34.254 billion yuan [1] - Aobo Zhiguan Technology Group Co., Ltd. is based in Shenzhen, Guangdong, and was established on January 18, 2013, with its IPO on July 7, 2022. The company specializes in the design, research and development, production, and sales of 3D visual perception products [1] - The revenue composition of Aobo Zhiguan includes 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Jianxin Fund holds Aobo Zhiguan as a significant investment. Jianxin CSI 1000 Index Enhanced A (006165) held 146,600 shares in the third quarter, accounting for 0.99% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The estimated floating loss for Jianxin CSI 1000 Index Enhanced A (006165) today is approximately 665,600 yuan. The fund was established on November 22, 2018, with a current scale of 740 million yuan, and has achieved a year-to-date return of 35.35% [2] - The fund manager, Ye Letian, has a cumulative tenure of 13 years and 232 days, with the best fund return during his tenure being 328.03%. The other manager, Zhao Yunyu, has a tenure of 6 years and 356 days, with a best return of 184.61% [3]

Core Viewpoint - The stock of Aobo Zhiguang has experienced fluctuations, with a recent decline of 2.04% and a significant increase of 85.51% year-to-date, indicating volatility in investor sentiment and market performance [1][2]. Financial Performance - For the period from January to September 2025, Aobo Zhiguang reported a revenue of 714 million yuan, representing a year-on-year growth of 103.50%. The net profit attributable to shareholders was 108 million yuan, showing a substantial increase of 279.12% [3]. - The company's main business revenue composition includes 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [2]. Stock Market Activity - As of October 30, Aobo Zhiguang's stock price was 86.26 yuan per share, with a total market capitalization of 34.599 billion yuan. The trading volume was 499 million yuan, with a turnover rate of 1.94% [1]. - The stock has been on the龙虎榜 (top trading list) once this year, with the last appearance on February 19, where it recorded a net buy of -47.36 million yuan [2]. Shareholder Information - As of September 30, the number of shareholders for Aobo Zhiguang increased by 45.86% to 29,200, while the average circulating shares per person decreased by 22.41% to 9,998 shares [3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating growing institutional interest [3].

Group 1 - The core viewpoint of the news is that Aobi Zhongguang's stock has shown significant performance, with a year-to-date increase of 90.02% and a recent trading volume indicating active market participation [1] - As of October 28, Aobi Zhongguang's stock price is 88.36 CNY per share, with a market capitalization of 35.441 billion CNY and a trading volume of 524 million CNY [1] - The company has experienced a net outflow of main funds amounting to 19.5662 million CNY, while large orders show a mixed buying and selling trend [1] Group 2 - Aobi Zhongguang operates in the electronic-optical optoelectronic industry, focusing on 3D visual perception products, with a revenue composition of 61.83% from consumer applications and 31.35% from 3D visual sensors [2] - For the period from January to September 2025, Aobi Zhongguang reported a revenue of 714 million CNY, reflecting a year-on-year growth of 103.50%, and a net profit of 108 million CNY, up 279.12% year-on-year [2] - As of September 30, 2025, the number of shareholders has increased by 45.86% to 29,200, with an average of 9,998 circulating shares per person, a decrease of 22.41% [2]

Group 1 - The report emphasizes the importance of "consumption" and "technology" in the context of the 20th Central Committee's Fourth Plenary Session, highlighting a shift towards high-quality development and technological self-reliance [2][29] - The report notes that the economic growth rate for Q3 2025 was slightly above expectations at 4.8%, with industrial production showing a strong recovery [29] - The report suggests that the stock market may experience upward trends following the release of the plenary session's communiqué, with historical data indicating positive performance in the days following similar announcements [2][29] Group 2 - The report identifies key sectors for investment, including storage chips, engineering machinery, and sectors benefiting from policy support such as real estate and photovoltaics [3] - The report highlights the ongoing volatility in the bond market, driven by factors such as U.S.-China trade tensions and expectations of monetary policy adjustments [5] - The report indicates that the electric aluminum sector is transitioning from scale expansion to quality improvement, with an expected increase in dividend payouts and valuation enhancements for companies like China Hongqiao [17] Group 3 - The report discusses the performance of specific companies, such as Buydeem, which has shown significant revenue growth driven by its core brand business [20] - The report highlights the potential for new growth in the precision parts sector, particularly in robotics, as companies leverage their technological advantages [18] - The report notes that the education sector, represented by Action Education, is experiencing a rebound in cash collections and is expanding its operations through a "100 School Plan" [22]

Core Viewpoint - The stock of Orbbec Technology Co., Ltd. has shown significant fluctuations, with a year-to-date increase of 83.44% and a recent drop of 11.51% over the past 20 days, indicating volatility in investor sentiment and market performance [1]. Company Overview - Orbbec Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on January 18, 2013. The company went public on July 7, 2022, and specializes in the design, research and development, production, and sales of 3D visual perception products [1]. - The company's main business revenue composition includes: 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [1]. Financial Performance - For the first half of 2025, Orbbec Technology achieved operating revenue of 435 million yuan, representing a year-on-year growth of 104.14%. The net profit attributable to shareholders reached 60.19 million yuan, marking a significant increase of 212.77% compared to the previous year [2]. - As of June 30, 2025, the number of shareholders increased to 20,000, up by 1.15%, while the average circulating shares per person decreased by 0.71% to 12,885 shares [2]. Market Activity - On October 22, the stock price of Orbbec Technology rose by 2.09%, reaching 85.30 yuan per share, with a trading volume of 441 million yuan and a turnover rate of 1.80%. The total market capitalization stood at 34.214 billion yuan [1]. - The net inflow of main funds was 2.088 million yuan, with large orders accounting for 27.04% of purchases and 27.62% of sales [1].