奥普特下游需求复苏,与越疆开展机器人业务合作

申万宏源
Nov 03

事件:公司发布2025年三季报:25年Q1-3实现营业收入10.12亿元,yoy38.06%;归母净利润1.83亿元,同比38.43%,扣非净利润1.64亿元,yoy34.99%,业绩符合预期。点评:公司下游需求复苏,盈利能力和运营效率得到显著提升。前三季度,3C行业收入实现6.0亿元,同比增长27.68%,受益于工业AI技术在消费电子制造中的规模化落地,下游客户对视觉检测的需求显著提升。公司持续...

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