On the afternoon of June 5th, Orbbec's stock price witnessed a remarkable surge. This upward momentum persisted on June 8th, with the stock price climbing over 18% at one point, peaking at nearly 150 yuan and setting yet another all-time high. As of 14:53 today, the stock price stabilized at 143.39 yuan, reflecting a 13.75% increase.

Image Source: East Money Network

In the industrial landscape, BYD has officially unveiled its self-developed humanoid robots, named "Yao, Shun, and Yu." Meanwhile, Unitree Technology swiftly navigated through the Science and Technology Innovation Board review process and forged a partnership with NVIDIA. The year 2026 is widely regarded as a watershed moment for the mass production of embodied AI. Orbbec, often hailed as the "3D vision eye" for robots, is experiencing a surge in anticipated orders.

From a capital perspective, the de facto controller, Huang Yuanhao, and the core team unveiled a share reduction plan in May, collectively cashing out approximately 800 million yuan. Concurrently, the company announced a private placement initiative aimed at raising up to 980 million yuan. These funds are earmarked for robot AI vision R&D and the establishment of manufacturing bases. Despite reporting its maiden profit of 128 million yuan in 2025, the company's earnings per share remained in the negative territory.