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奥比中光(688322) - 投资者关系活动记录表(2024年12月17日)
688322Orbbec (688322)2024-12-17 10:31

Group 1: Company Overview - The company, Aobi Zhongguang Technology Group Co., Ltd., focuses on the research and development of perception technology, aiming to enhance the understanding of the world through its products [1][2]. - The main business includes the design, research, production, and sales of visual perception products, with a strong emphasis on 3D visual perception and integrated research and production capabilities [2][3]. Group 2: Robotics Business Development - The company has positioned its robotics business as a key strategic direction, leveraging a "research + manufacturing" model to offer comprehensive visual perception solutions [3][4]. - The Gemini 335 and 336 series of binocular 3D cameras launched in the first half of the year are designed for high reliability and performance, suitable for various robotic applications [3]. Group 3: Market Position and Growth - The company has a high market share in the 3D visual sensor field for service robots in China, with steady growth in this segment while also exploring industrial robot applications [3][4]. - As of the first three quarters of 2024, the company achieved a revenue of 350.86 million yuan, a year-on-year increase of 35.27%, nearing the previous year's total revenue [4][5]. Group 4: Chip Development - The company has developed various types of self-researched chips, including depth engine chips and specialized light-sensitive chips, achieving leading levels in the global 3D visual industry [4]. - The MX 6800 chip supports multiple imaging systems and has been widely applied in robotic scenarios, while the LS635 dToF chip is designed for low-power, high-performance applications [4]. Group 5: Financial Performance - The net profit attributable to shareholders for the first three quarters of 2024 was -60.31 million yuan, a reduction in losses by 68.58% compared to the previous year [4][5]. - The company is focused on optimizing resource allocation and cost control to enhance operational efficiency and profitability [4][5].