登录新浪财经APP 搜索【信披】查看更多考评等级 自愿性披露公告 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。 一、本期业绩预告情况 （一）业绩预告期间 证券代码：688322 证券简称：奥比中光 公告编号：2025-077 奥比中光科技集团股份有限公司 2025年前三季度业绩预告的 2025年1月1日至2025年9月30日。 （二）业绩预告情况 1、经财务部门初步测算，奥比中光科技集团股份有限公司（以下简称"公司"）预计2025年前三季度实 现营业收入71,400.00万元左右，与上年同期相比，将增加36,313.54万元左右，同比增长103.50%左右； 二、上年同期业绩情况 （三）公司2024年前三季度归属于母公司所有者的扣除非经常性损益后的净利润为-10,153.40万元。 三、本期业绩变化的主要原因 报告期内，受益于上游3D视觉感知产业链的持续完善与下游应用场景的加速拓展，公司在三维扫描、 支付核验、各类型机器人等业务领域均实现较快增长。叠加全价值链成本管控推动技术研发及运营效率 提升，公司成功实现经营利润大幅 ...

值得注意的是，奥比中光预计第三季度营业收入、归母净利润及扣非净利润均实现同比显著增长，并环 比延续上升势头，整体经营呈现持续改善趋势。 奥比中光方面表示，业绩大幅增长得益于多重因素的叠加推动。一是业务拓展提速，在三维扫描、支付 核验及各类机器人等业务领域，公司实现快速增长；二是效率与成本优化，通过推行全价值链成本管 控，显著提升了技术研发及运营效率；三是具备战略卡位优势，随着公司3D视觉感知产业智能制造基 地产能稳步释放，技术壁垒与规模效应进一步凸显，为盈利增长与业务结构优化奠定坚实基础。 本报记者 王镜茹 10月16日晚，奥比中光科技集团股份有限公司（以下简称"奥比中光"）披露2025年前三季度业绩预告。 根据初步测算，公司预计前三季度营业收入同比增长超过103%，并成功实现扭亏为盈，经营业绩延续 向好态势。 公告显示，奥比中光预计今年前三季度实现营业收入7.14亿元，较上年同期的3.51亿元增加约3.63亿 元，同比增长约103.50%。在盈利能力方面，公司预计前三季度归属于母公司所有者的净利润1.08亿 元，较上年同期的亏损0.60亿元增加约1.68亿元，实现由亏转盈；扣除非经常性损益后的净利润预计为 ...

上市公司与地方政策双发力，助推产业生态落地成型 随着具身智能技术逐渐走向落地，产业链各环节的资本与技术力量正迅速聚拢，而上市公司则 在纷纷锚定自身优势，在产业链各环节加速卡位。领益智造宣布已与智元机器人、北京人形机 器人创新中心及浙江强脑科技达成战略合作，获得国内外人形机器人客户硬件订单；埃斯顿自 动化发布的第二代人形机器人 Codroid02 正进行工业场景小批量验证；中超控股则与合肥智 能机器人研究院签署战略协议，在航空航天高温合金、机器人专用电缆等领域联合研发，推动 材料和线缆系统国产替代。与此同时，区域政策正为产业提供系统支撑。自 2025 年"具身智 能"被首次写入《政府工作报告》后，多地积极响应：上海市政府发布《具身智能产业发展实 施方案》，提出到 2027 年实现具身模型、具身语料等核心算法技术突破 20 项以上。北京亦庄 国家级具身智能机器人创新中心已集聚超过 300 家智能制造企业。市场规模的快速扩张则印 证了现今的行业潜力。《2025 人形机器人与具身智能产业研究报告》显示，2025 年，中国具 身智能市场规模预计达 52.95 亿元，占全球约 27%；人形机器人市场规模预计达 82.39 ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Insights - Nvidia is set to unveil its new "brain" for robotics on August 25, which is expected to enhance humanoid robot technology and lead to a surge in domestic robot industry orders [1] - The global humanoid robot industry is anticipated to expand significantly, driven by advancements in physical AI, with Nvidia's developments potentially unlocking a trillion-dollar market [1] - The Shanghai government has released an implementation plan to accelerate the practical deployment of humanoid robots in manufacturing, aiming for 3,000 companies to adopt intelligent applications within three years [2] Summary by Sections Industry Overview - The humanoid robot sector has seen a notable increase in demand, with over 83 publicly disclosed projects in the first half of 2025, totaling nearly 330 million yuan in contracts, a significant rise from the previous year [1] - Major companies like Ubtech, Yushun Technology, and Zhiyuan Robotics dominate the market, collectively accounting for over 60% of the total contract value [1] Key Companies to Watch - **Aobi Zhongguang**: A leading company in 3D visual perception with over 70% market share in domestic service robot visual sensors, closely partnered with Microsoft and Nvidia [3] - **Keli Sensor**: A top domestic strain sensor manufacturer, specializing in the development of sensors for humanoid robots, having completed product series for various robotic applications [3]

Group 1 - The stock price of Aobo Zhongguang-UW closed at 69.69 yuan on July 30, 2025, down by 2.16 yuan, a decline of 3.01% from the previous trading day [1] - The opening price was 71.15 yuan, with a highest point of 72.37 yuan and a lowest point of 69.32 yuan, with a trading volume of 80,500 lots and a transaction amount of 568 million yuan [1] - Aobo Zhongguang-UW is focused on the research and application of 3D vision perception technology, with products widely used in robotics, smart home, and security sectors [1] Group 2 - The company is headquartered in Guangdong and is a key focus for institutional investors [1] - Aobo Zhongguang announced the launch of three new products on August 8 at the 2025 World Robot Conference, aimed at providing more flexible visual solutions for various types of robots [1] - As of July 29, 22 fund companies conducted research on Aobo Zhongguang, indicating strong institutional interest in the company's development [1] Group 3 - On July 30, the net outflow of main funds was 110 million yuan, accounting for 0.54% of the circulating market value [1]