According to Securities Star News, on December 12, 2024, Obi Zhongguang (688322) announced that the company will organize on-site visits on December 10, 2024, E Fund, Haifutong, Quam Fund, Debang Fund, Nord Fund, Donghai Fund, Quanguo Fund, Huaxi Fund, Ping An Asset Management, Bank of China Asset Management, Centennial Asset Management, Bosera Fund, Huaqiang Asset Management, Kuanhang Fund, Key Point Private Equity, Dingtai Sifang, Dapu Asset, Baixi Private Equity, Sun Life Asset, Xishirun Investment, Guohong Group, CICC, Guotai Fund, Guotai Junan, SDIC Securities, Minsheng Securities, Guohai Securities, Jianghai Securities, Huaan Fund, Xingquan Fund, Ping An Fund, Bank of China Fund, China Europe Fund and Yongying Fund participated.

The details are as follows:

Q: What are the company's main downstream application scenarios?

Answer: The company's main business is the design, research and development, production and sales of 3D visual perception products, and is committed to building a "robot and I vision industry middle platform". At present, the company's products/solutions are mainly used in biometrics, 3D scanning, robotics and other rigid downstream markets to achieve commercial applications. In the field of biometrics, the company mainly faces subdivided application scenarios such as offline retail, medical insurance verification and smart door locks. With the advantages of strong security, high precision and high convenience, the company's related products have provided users with an efficient and convenient face verification experience in the above subdivided scenarios. In the field of robotics, the company is committed to providing global customers with high-performance 3D vision sensors, I vision solutions and flexible and reliable ODM/OEM services for robot machines. Up to now, the company has provided "one-stop" products and services with more than 100 robot customers and developers, helping thousands of industries to achieve intelligent upgrades. In the field of 3D scanning, the company's 3D visual perception technology can collect complete 3D data of human bodies, objects and spaces in real time, and generate high-precision 3D models. At present, the company and its partners jointly create a variety of handheld consumer 3D scanners, which can fully meet the needs of downstream customers for high-precision and low-cost 3D scanning in the fields of 3D printing, reverse engineering, and game design.

Q: How many 3D vision sensors do you need for a humanoid robot? What is the specific technical solution?

Answer: It is understood that the mainstream humanoid robot vision solutions on the market are the use of 3D structured light cameras, iToF cameras or the use of 3D structured light and iToF cameras at the same time. For example, the world-renowned humanoid robot company SanctuaryI's Phoenix and Tencent's Xiaowu use the iToF camera solution; Unitree's G1 and Fourier Intelligence's GR-1 use a 3D structured light camera solution; Stardust Intelligence's S1 adopts a 3D structured light + iToF camera solution. For the field of humanoid robots, the company can provide 3D vision sensors/solutions with full technical routes such as structured light, iToF, and lidar. In the field of iToF technology, the high-performance iToF3D camera FemtoBolt, jointly designed and developed by the company and Microsoft, has the advantages of high precision, small size, and accurate synchronization, and can be applied to humanoid robots, entertainment/sports interaction, medical rehabilitation and other scenarios. In the field of 3D structured light technology, the Gemini330 series cameras launched by the company this year take into account high reliability, high performance, high cost performance and practicability, and the relevant performance parameters are benchmarked against international giants, which can be used for various intelligent terminals to perform visual applications in complex indoor and outdoor scenes. The above related products have been adapted to some humanoid robot customers. In the future, the company will continue to pay attention to the development and application of various innovative technologies in the industry, and also pay close attention to potential cooperation opportunities with leading customers in various industry segments, so as to continuously increase the market share in emerging scenarios such as humanoid robots, and then improve the company's performance.

Q: Does Alipay's "Touch" business company cooperate? What is the current progress of the laying of medical insurance terminals?

Answer: Alipay's "touch and touch" payment, that is, a payment solution based on NFC technology, customers can use their mobile phones to touch the merchant's NFC device in the unlocked state to complete the payment process. The company has cooperated with Alipay in the field of "Touch a Touch" NFC business, which can be paid attention to the "Announcement on the Expected New Daily Related Party Transactions in 2024" disclosed by the company on October 1, 2024 and other subsequent announcements. The medical insurance integrated service terminal uses the company's 3D visual perception technology to quickly obtain the information of the insured and determine the biological characteristics of the patient, and can effectively prevent medical insurance fraud and medical insurance fraud through the "face recognition + real name + real person" synchronous verification system certified by the National Health Insurance Bureau. At the same time, through the in-depth linkage of medical insurance and medical treatment, patients can complete the whole process of outpatient and inpatient medical services by simply "brushing their faces", which greatly improves the efficiency and experience of medical treatment. Up to now, the company's full-process "smart medical insurance face brushing for medical treatment" products have been implemented in Henan, Hebei, Hubei, Jiangxi and other provinces.

Obi Zhongguang (688322) main business: design, research and development, production and sales of 3D visual perception products.

Obi Zhongguang's third quarter report for 2024 shows that the company's main revenue was 351 million yuan, an increase of 35.27% year-on-year; net profit attributable to the parent company -60.3065 million yuan, an increase of 68.58% year-on-year; deducted non-net profit of -102 million yuan, an increase of 57.23% year-on-year; In the third quarter of 2024, the company's single-quarter main revenue was 138 million yuan, a year-on-year increase of 46.27%; The net profit attributable to the parent company in a single quarter was -6.9334 million yuan, an increase of 86.59% year-on-year; Non-net profit deducted in a single quarter was -20.628 million yuan, an increase of 69.83% year-on-year; The debt ratio was 9.2%, the investment income was 27.8403 million yuan, the financial expenses were -33.1185 million yuan, and the gross profit margin was 43.99%.

A total of 4 institutions have rated the stock in the last 90 days, and 4 have given buy ratings; The average institutional price target over the last 90 days is 37.8.

Here's the detailed earnings forecast information: