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研報掘金丨中泰證券:奧普特積極佈局AI質檢領域,同時深耕鋰電行業大客戶
格隆匯 03-06 17:02
中泰證券研報指出,AI質檢是AI+製造業最快落地方向之一。奧普特(688686.SH)是國內機器視覺龍頭,機器視覺核心部件全覆蓋,是國內少數掌握機器視覺底層算法庫的公司。公司堅持基礎研發、產品研發與前瞻性研發並重,積極佈局AI質檢領域。AI質檢業務的開展需要配合客戶做大量數據標註工作,公司逆勢佈局,擴建員工團隊,在2019-2023年實現員工人數增長近3倍。2023年成立工業AI團隊,推出智能AI軟件DeepVision3。公司與蘋果、華爲、寧德時代、ATL等頭部客戶保持深入合作關係,具備提供軟硬件一體化解決方案能力,在國內AI質檢領域實現先發優勢。同時固態電池、複合集流體等新技術快速迭代,對設備提出更高要求。公司深耕鋰電行業大客戶,鋰電業務有望獲得增量訂單。
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