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LeiDi News, Lei Jianping, April 19
Orbbec Technology Group Co., Ltd. (stock code: 688322, abbreviated as Orbbec) today released its financial report for the period ending in 2025. The report shows that Orbbec's revenue in 2025 is expected to be 941 million yuan, an increase of 66.66% compared to 564 million yuan in the same period last year.
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Orbbec's net profit in 2025 is expected to be 128 million yuan, compared to a net loss of 62.91 million yuan in the same period last year; the net loss after excluding non-recurring items is expected to be 70.88 million yuan, compared to a net loss of 112 million yuan in the same period last year.
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Among them, Orbbec's revenue in the fourth quarter of 2025 is expected to be 227 million yuan, with a net profit of 19.89 million yuan and a net profit of 2.31 million yuan after excluding non-recurring items.
Cooperating with ANT GROUP to launch &#34;Tap to Pay&#34;
Founded in 2013, Orbbec focuses on the research and development of 3D visual perception technology, creating &#34;robotic eyes&#34; and a &#34;robot and AI visual industry platform&#34; in the era of artificial intelligence and robotics, aiming to enable all terminals to better understand the world.
Orbbec's main business includes the design, research and development, production, and sales of 3D visual perception products, with major products including 3D visual sensors, consumer-grade application devices, and industrial-grade application devices.
Orbbec continues to incubate and expand new series of 3D visual perception products, achieving several representative commercial applications in markets such as biometric recognition, robotics, 3D scanning (3D printing), AIoT, and industrial 3D measurement, and has become one of the important suppliers of 3D visual sensors globally.
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The comprehensive medical insurance service terminal utilizes the company's 3D visual perception technology to quickly obtain the insured person's information and determine the biometric characteristics of the patient. Through the &#34;facial recognition + real-name + real-person&#34; synchronous verification system certified by the National Medical Insurance Bureau, it can effectively prevent medical insurance fraud and theft, while providing a safer and more convenient medical experience for more insured individuals
During the reporting period, Orbbec's full-process &#34;Smart Medical Insurance Face Recognition&#34; has been implemented in major provinces across the country. With the positive demonstration effect of more and more projects, the application of medical insurance scenarios will accelerate, aiding the company's business expansion.
Orbbec has partnered with Alipay to launch the &#34;Tap to Pay&#34; feature, a new type of contactless payment method based on near-field communication technology. Users only need to unlock their phones and tap the payment device, allowing cashiers to complete the entire payment process without needing to take out a scanning gun, thus improving operational efficiency for merchants and payment speed for customers. Currently, to meet users' different needs in various scenarios, Alipay has launched payment methods such as QR code payment, facial recognition payment, and &#34;Tap to Pay.&#34;
During the reporting period, Orbbec collaborated with ANT GROUP to implement the &#34;Tap to Pay&#34; integrated device product in various retail scenarios, continuously optimizing and enhancing payment convenience, creating new value for users and merchants.
ANT GROUP is the second-largest shareholder, having cashed out over 700 million last year.
As of December 31, 2025, Orbbec's founder and CEO, Huang Yuanhao, directly holds 27.15% of the shares, Shanghai Yunxin Venture Capital Co., Ltd. under ANT GROUP holds 9.18%, Zhou Guangda holds 6.72%, and Zhuhai Orbbec Zhongxin Equity Investment Partnership (Limited Partnership) holds 5.59%;
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Wang Yuansong holds 2.39%, Hong Kong Central Clearing Limited holds 1.72%, Industrial Bank Co., Ltd. - Huaxia CSI Robotics ETF holds 1.56%, Lin Jianxin holds 1.2%, China Construction Bank Co., Ltd. - E Fund National Securities Robotics Industry ETF holds 0.93%, and Zhuhai Orbbec Zhongrui Investment Partnership (Limited Partnership) holds 0.87%.
As of September 30, 2025, Orbbec's founder and CEO, Huang Yuanhao, directly holds 27.15% of the shares, Shanghai Yunxin Venture Capital Co., Ltd. under ANT GROUP holds 9.18%, Zhou Guangda holds 6.72%, and Zhuhai Orbbec Zhongxin Equity Investment Partnership (Limited Partnership) holds 5.59%;
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As of September 30, 2025, Orbbec's equity structure
Wang Yuansong holds 2.39%, Hong Kong Central Clearing Limited holds 1.73%, Industrial Bank Co., Ltd. - Huaxia CSI Robotics ETF holds 1.37%, Lin Jianxin holds 1.25%, and China Construction Bank Co., Ltd. - E Fund National Securities Robotics Industry ETF holds 0.87%
Zhuhai Orbbec Zhongrui Investment Partnership (Limited Partnership) holds 0.87%.
Overall, the equity structure of Orbbec in the fourth quarter of 2025 has not changed much.
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However, ANT GROUP's shareholding ratio decreased by 3 percentage points in the first quarter of 2025. The reason is that ANT GROUP reduced its holdings by 12 million shares through centralized bidding and block trading from January 10 to March 21, 2025, cashing out 723 million yuan.
As of Friday's close, Orbbec's stock price was 84.74 yuan, with a market value of 34 billion yuan.
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688322

688688

Orbbec Technology Group released its 2025 financial report, with revenue of 941 million yuan, a year-on-year increase of 66.66%; net profit of 128 million yuan, compared to a net loss of 62.91 million yuan in the same period last year. The company focuses on 3D visual perception technology, with main products including 3D visual sensors, and has become an important global supplier. It launched the "Tap to Pay" service in collaboration with ANT GROUP to enhance the healthcare service experience

雷帝触网

Orbbec

Orbbec's annual revenue is 940 million, a year-on-year increase of 67%, with a net profit of 130 million. ANT GROUP is the second largest shareholder