证券之星消息，根据市场公开信息及8月22日披露的机构调研信息，鑫元基金近期对2家上市公司进行了 调研，相关名单如下： 调研纪要：2025年上半年，奥普特实现营收68,255.79万元，同比增长30.68%，净利润14,599.73万元， 同比增长28.80%。公司智能机器人领域布局取得进展，成立机器人事业部，构建完整视觉解决方案体 系。视觉软件产品DeepVision3、SmartWorks和SciVision进行了多项技术升级。工业AI产品相关项目收 入达8,733万元，同比增长363.00%。公司积极开拓海外市场，与当地企业建立合作关系，举办系列生态 活动。2025年计划在国内及国际市场深化合作伙伴关系。机器视觉行业2025年市场规模有望突破210亿 元，2024-2028年复合增长率约20%。公司2025年度营业收入增长率不低于20%，净利润增长率不低于营 业收入增长率。 调研纪要：2025年上半年，中矿资源实现营业收入326,672.53万元，同比增长34.89%，但净利润 8,912.89万元，同比下降81.16%。稀有轻金属(铯、铷)板块表现亮眼，营收7.08亿元，同比增长 50.43%，毛利5. ...

Group 1: Tianyang Technology - Tianyang Technology ranks first in the domestic credit card sector and is actively expanding into overseas markets [1] - The company has launched credit card products that allow for stablecoin top-ups, benefiting from mature technology and favorable regulatory policies [1] - Stablecoin cross-border payments do not require the SWIFT system, offering faster transactions, transparent fees, and lower costs, making them popular among cross-border trade enterprises [1] - Financial technology companies need blockchain development capabilities and market sensitivity, with RWA still growing, and non-performing assets can be used as underlying assets in the short term [1] - Stablecoin payments are decentralized, eliminating intermediary banks and reducing costs, with transactions completed within 30 seconds [1] - The issuance of stablecoins has high thresholds, with liquid stablecoins like USDT and USDC expected to dominate the market [1] - Not all countries have a demand for stablecoin issuance, as stablecoins represent the digitization of fiat currency, reinforcing the dominance of the US dollar [1] - Tianyang Technology collaborates with leading manufacturers to expand into Southeast Asia and provide credit card migration and technical support [1] Group 2: Optoelectronics - Optoelectronics is experiencing strong growth in the semiconductor and automotive industries, with projected revenues of 50.81 million and 32.10 million in 2024, representing year-on-year growth of 44.08% and 89.95% respectively [2] - The company is optimizing its sales model, focusing on buyout sales while gradually increasing the sales of standardized products, with plans to expand regional distribution models [2] - To enhance product standardization, the company is promoting the transformation of technological achievements into standardized and modular products, improving scalability and replicability [2] - The core product lines in visual software, including SciVision, Smart3, and DeepVision3, have undergone multiple technological upgrades and product iterations [2] - The future development strategy aims to establish the company as a leading international supplier of core automation components, focusing on key areas of perception and decision-making [2] - Key growth drivers include increased penetration of machine vision across industries, enhanced customer awareness, advancements in industrial AI technology, and global expansion supporting domestic substitution [2]