| 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-012 | | --- | --- | --- | | 转债代码：118062 | 转债简称：天准转债 | | 苏州天准科技股份有限公司 关于可转债投资者适当性要求的风险提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 根据相关法律法规规定及《苏州天准科技股份有限公司向不特定对象发 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约定，苏州天 准科技股份有限公司（以下简称"公司"）本次发行的"天准转债"自 2026 年 6 月 18 日（非交易日顺延）起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交 易所科创板股票投资者适当性要求的投资者所持"天准转债"不能转股的风险，提 示如下： （二）可转债上市情况 经上海证券交易所自律监管决定书〔2025〕297 号文同意，公司本次发行的 87,200.00 万元可转换公司债券于 2025 年 12 月 31 日起在上海证券交易所挂牌交 ...

| 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：118062 | 转债简称：天准转债 | | 苏州天准科技股份有限公司 关于开立募集资金临时补流专项账户 并签订募集资金专户存储三方监管协议的公告 公司向不特定对象发行 87,200.00 万元的可转换公司债券，期限为六年，每 张面值为人民币 100 元，发行数量为 87.20 万手（872 万张）。本次发行的募集 资金总额为人民币 872,000,000.00 元，扣除发行费用 9,722,406.43 元，实际募 集资金净额为 862,277,593.57 元。上述募集资金已于 2025 年 12 月 18 日到位， 中汇会计师事务所（特殊普通合伙）对公司募集资金到账情况进行了审验，并出 具了《苏州天准科技股份有限公司可转换公司债券募集资金到位情况验证报告》 （中汇会验[2025]11879 号）。 二、《募集资金专户存储三方监管协议》的签订情况和募集资金专户的开 立情况 公司于 2026 年 1 月 16 日召开第四届董事会第二十七次会议，审议通过了《关 于使用部 ...

格隆汇1月27日｜有投资者在互动平台向天准科技提问：请问贵公司主力产品涉及的是前道检测还是后 道检测设备？现阶段所处的行业地位如何？天准科技回复称，公司的半导体业务主要是前道晶圆量检测 设备，其中TB1500明场检测设备已经正式销售给客户，已用于客户量产线。 ...

天准科技回复称，2025年天准与智元等机器人客户紧密合作，实现了星智系列控制器数千台的批量出 货。目前基于英伟达Thor的星智007系列产品正在陆续导入多个头部人形机器人客户，已对部分客户实 现小批量销售。 格隆汇1月27日｜有投资者在互动平台向天准科技提问：请问公司今年天准智星系列在头部客户智元的 出货情况如何，除了灵犀X1，其他型号是否也与天准存在广泛合作，目前配备英伟达Thor的智星007系 列在客户的推广情况如何？ ...

（文章来源：证券日报） 证券日报网讯 1月26日，天准科技在互动平台回答投资者提问时表示，公司的半导体业务主要是前道晶 圆量检测设备，其中TB1500明场检测设备已经正式销售给客户，已用于客户量产线。 ...

证券日报网讯1月26日，天准科技在互动平台回答投资者提问时表示，公司在德国设立SLSS子公司主要 是用于对德国MueTec公司的收购。目前公司向欧盟地区销售的主要产品是影像测量仪，这部分的销售 收入占比较小。 ...

Core Viewpoint - Tianzhun Technology is actively developing and promoting its TB series detection equipment, with ongoing validation and sales efforts for its products [1] Group 1: Product Development - The TB2000 inline detection equipment is currently undergoing validation with key clients [1] - The more advanced TB2500 is still in the research and development phase, with plans to launch it to the market soon [1] Group 2: Sales Progress - Sales efforts for the TB1500 and TB1100 models are ongoing, with the company engaging with multiple customer demands [1]

Company and Industry Summary Company: Tianzhun Technology (天准科技) Semiconductor Industry - The company is accelerating customer adoption of its bright field nano-defect detection equipment, with a typical requirement of 1.5-2 units for every 10,000 wafers processed [1] - The TB1500 bright field detection equipment, targeting the 40nm process node, has completed wafer sample validation with multiple clients and is expected to secure orders from several logic and memory manufacturers this year [1] Robotics - Tianzhun Technology is a partner of NVIDIA for the Jetson Thor platform, engaging in a binding collaboration that integrates chips, complete machines, and application scenarios [1] - The company is focusing on the sales of its third-generation controller product, Star Intelligence 007, which boasts an AI computing power increase of nearly 7.5 times, positioning it as a critical component in the inflationary segment [1] Unmanned Logistics - The company entered a rapid growth phase in the unmanned logistics vehicle controller business, having started preparations in 2018 [2] - Early clients included major players like Cainiao Logistics, JD.com, and Meituan, with new clients such as Jiushi and New Stone added in 2025 [2] - A conservative estimate predicts over 10,000 orders this year, with a market share exceeding 50% [2] Consumer Electronics - Tianzhun Technology is a leader in machine vision dimension measurement, coinciding with Apple's entry into an innovation cycle [3] - The introduction of foldable screens has created new demand modules for displays, hinges, and VC cooling systems, with a projected order growth rate exceeding 40% in 2025, indicating an impending performance inflection point [3]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]

Group 1 - Tianzhun Technology's stock increased by 5.02% to 68.99 CNY per share, with a trading volume of 382 million CNY and a turnover rate of 3.02%, resulting in a total market capitalization of 13.406 billion CNY [1] - The company, founded on August 20, 2009, and listed on July 22, 2019, specializes in the research, production, and sales of industrial vision equipment [1] - The revenue composition of Tianzhun Technology includes: 40.34% from visual process equipment, 37.87% from visual measurement equipment, 10.93% from intelligent driving solutions, and 10.85% from visual inspection equipment [1] Group 2 - Dachen Fund has one fund heavily invested in Tianzhun Technology, specifically the Dachen Value Pioneer Flexible Allocation A (011030), which held 20,200 shares in the third quarter, unchanged from the previous period, representing 3.45% of the fund's net value [2] - The Dachen Value Pioneer Flexible Allocation A fund was established on May 19, 2021, with a latest scale of 17.3476 million CNY, achieving a year-to-date return of 6.22% and a one-year return of 51.02% [2] - The fund's manager, Chen Ran, has been in the position for 1 year and 31 days, with the fund's total assets amounting to 334 million CNY, achieving a best return of 59.25% and a worst return of 3.79% during the tenure [3]