申万宏源研究指出，奥比中光2025年初以来受益AIOT、机器人需求，增收增利、降本增效效果显著。2025Q1奥比中光在AIoT领域业务呈现较快增长态势，通过持续构建全价值链成本管控体系，进一步推动研发效能与运营模式升级，成功实现经营利润由负转正。全球3D 视觉传感器重要供应商之一，应用于生物识别、三维扫描、机器人等。此外，公司与英伟达、AMD等巨头合作，重点布局机器人等场景。奥比中光AIoT营收快速放量，且期间费用降本增效，2025可比公司（长光华芯、峰岹科技、芯动联科）平均PS 29X，较奥比中光PS 24X高22%，上调至“买入”评级。
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