两融数据显示，该股最新（8月22日）两融余额为3.62亿元，其中，融资余额为3.62亿元，近10日增加 3213.05万元，环比增长9.75%。 公司发布的半年报数据显示，上半年公司共实现营业收入5.97亿元，同比增长10.32%，实现净利 润-1419.23万元，同比增长45.92%，基本每股收益为-0.0738元。（数据宝） （文章来源：证券时报网） 天准科技股价创出历史新高，截至10:13，该股上涨9.25%，股价报68.64元，成交量1093.84万股，成交 金额7.34亿元，换手率5.63%，该股最新A股总市值达133.26亿元，该股A股流通市值133.26亿元。 证券时报·数据宝统计显示，天准科技所属的机械设备行业，目前整体涨幅为1.62%，行业内，目前股价 上涨的有433只，涨停的有昊志机电、康尼机电等4只。股价下跌的有146只，跌幅居前的有国安达、同 力股份、前进科技等，跌幅分别为16.34%、9.80%、6.39%。 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The focus of intelligent robotics technology in the next 2-5 years will shift towards unified end-to-end intelligent robot models, developing lower-cost and longer-lasting hardware, and achieving large-scale manufacturing and computing power [1][12] - NVIDIA is set to release a new product termed "robot brain," which signifies a shift towards an intelligent industrial chain in robotics, emphasizing machine vision, cognitive capabilities, control, training, and simulation [1][12] - The 3D visual sensor is becoming the mainstream choice for humanoid robots, enhancing their ability to perceive complex environments accurately [2][13] - NVIDIA outlines three essential computing components for robots: training computers, simulation and synthetic data generation platforms, and runtime computing platforms, which are expected to form new industrial chains [3][14] Summary by Sections Industry Performance - The computer industry index increased by 7.80% this week, outperforming the Shanghai Composite Index by 4.31 percentage points [15][16] - The overall performance of the computer sector is strong, driven by increased market activity and the performance of the AI computing industry [15][20] Market Trends - The report highlights the importance of 3D perception technology in enhancing the decision-making capabilities of robots, with companies like Aibin Technology leading in this area [2][13] - The collaboration between Aibin Technology and NVIDIA aims to integrate 3D vision with computing platforms, enhancing the core capabilities of robotic intelligence [2][13] Important News - The establishment of the Beijing Quantum Computing Industry Innovation Center aims to accelerate the development of quantum computing solutions and promote an open-source community [23] - The launch of virtual asset trading services by 招银国际证券 marks a significant step in the integration of traditional finance with digital assets [23]

Group 1 - The company will hold an investor briefing on September 1, 2025, from 15:00 to 17:00 at the Shanghai Stock Exchange Roadshow Center [2][4] - The briefing will focus on the company's operating results and financial indicators for the first half of 2025, allowing for interactive communication with investors [3][4] - Investors can submit questions from August 25 to August 29, 2025, before 16:00, through the Roadshow Center website or via the company's email [2][4][5] Group 2 - Key personnel attending the briefing include the Chairman and General Manager, Mr. Xu Yihua, and the Vice Chairman and Secretary of the Board, Mr. Yang Cong [4] - After the briefing, investors can view the main content and outcomes of the meeting on the Shanghai Stock Exchange Roadshow Center [6]

Core Viewpoint - Tianzhun Technology experienced a net sell-off in margin trading, indicating potential investor caution or profit-taking behavior [1] Group 1: Financing Data - On August 22, Tianzhun Technology had a financing buy-in amount of 0.79 billion yuan, ranking 412th in the two markets [1] - The financing repayment amount on the same day was 1.47 billion yuan, resulting in a net sell-off of 68.28 million yuan [1] - Over the last three trading days (August 20-22), the financing buy-in amounts were 0.96 billion yuan, 1.07 billion yuan, and 0.79 billion yuan respectively [1] Group 2: Securities Lending Data - On August 22, the company had a securities lending sell-out of 140 shares, with a net sell-out of 20 shares [1]

证券之星消息，8月22日自动化设备板块较上一交易日上涨2.27%，天准科技领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 62.83 | 11.44% | 15.06万 | | 9.02亿 | | 000988 | 华工科技 | 58.63 | 7.48% | 91.45万 | | 52.99 Z | | 688698 | 伟创电气 | 55.80 | 6.86% | 10.88万 | | 5.96亿 | | 300757 | 罗博特科 | 225.30 | 5.68% | 10.40万 | | 23.20亿 | | 301021 | 英诺激光 | 35.96 | 4.08% | 8.24万 | | 2.94亿 | | 002979 | 雷赛智能 | 48.00 | 4.08% | 16.65万 | | 7.93 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-048 苏州天准科技股份有限公司 关于参加 2025 半年度科创板机器人行业集体业绩说 明会的公告 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 苏州天准科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 12 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况，公司计划于 2025 年 09 月 01 日（星期一）15:00-17:00 参加上海证券交易所举办的 2025 年半年度科创板机器人行业集体业绩说明会， 就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 会议召开时间：2025 年 ...

Group 1 - The semiconductor sector is leading the market, with stocks like Yuntian Lifei hitting a 20% limit up and Cambricon rising over 19% [1] - The AI index on the STAR Market has increased by over 7%, driven by strong performance from constituent stocks [1] - The domestic AI computing power logic is being reinforced, with expectations for marginal improvements in AI chip production capacity by 2025-2026 [1] Group 2 - CITIC Securities suggests that the AI innovation theme will continue to drive growth in the industry, recommending a focus on the "AI main line" and opportunities in AI applications and computing power sectors [1] - The top ten constituent stocks in the STAR Market AI index include eight AI chip design companies, accounting for approximately 46% of the index's weight [1] - The index's distribution shows that upstream basic chips and downstream software and hardware applications account for 44% and 48% respectively [1]

Group 1: ETF Performance and Liquidity - The AI ETF has a turnover rate of 7.47% during trading, with a transaction volume of 282 million yuan [3] - As of August 21, the AI ETF's latest scale reached 3.663 billion yuan, marking a new high since its inception [3] - The AI ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 89.3279 million yuan, totaling 208 million yuan [3] Group 2: Index and Market Comparison - The CSI Artificial Intelligence Industry Index has increased by 50.08% year-to-date, outperforming other indices such as the CS AI Theme Index (41.08%), Sci-Tech AI (45.17%), and Financial Technology Index (38.16%) [4] - The AI ETF closely tracks the CSI Artificial Intelligence Industry Index, which selects 50 stocks with high AI revenue and growth potential, ensuring a balanced and forward-looking investment approach [3][4] Group 3: Technological Developments - The release of DeepSeek-V3.1 on August 21 has significantly improved mixed reasoning and agent capabilities, enhancing efficiency and performance in tool usage and task execution [4] - Domestic supply chains are strengthening, with advancements in AI hardware lowering entry barriers, facilitating broader deployment of large-scale models [4] Group 4: Sector Allocation and Investment Strategy - The index includes sectors with verified demand such as AIGC applications and optical modules, each holding a weight of 20%-25%, along with emerging AI applications like autonomous driving and robotics, which hold 5%-10% [7] - Investors can also consider the HuaFu AI ETF linked funds to capitalize on the technology-driven investment opportunities presented by the AI sector [7]

Group 1 - The core viewpoint is that the domestic AI industry chain is expected to experience a rebound, with the Sci-Tech Innovation Board's AI ETF (589520) seeing significant price increases and strong capital inflow [1][4] - The AI ETF (589520) has attracted a total of 98.78 million yuan in capital over the past 60 days, indicating strong investor interest [1] - Key stocks within the ETF, such as Yuntian Lifei and Cambricon, have shown substantial price increases, with Cambricon's market value surpassing 500 billion yuan [1][4] Group 2 - DeepSeek announced the release of DeepSeek-V3.1, which utilizes parameters designed for the next generation of domestic chips, indicating a shift towards more applications of domestic AI chips [3] - The demand for domestic AI chips is expected to grow due to the increasing localization requirements from domestic cloud service providers [3] - The AI chip industry in China is rapidly developing, with companies like Huawei and Cambricon continuously iterating their products, achieving a level of technological self-sufficiency [3] Group 3 - The current user penetration rate of AI large models is still low, indicating that the development of large models is in its early to mid-stages, with significant capital expenditure expected to grow alongside revenue from these models [4] - The Sci-Tech Innovation Board's AI ETF (589520) is positioned to benefit from the acceleration of AI integration across various sectors, with a strong focus on semiconductor stocks [4] - The ETF's top ten holdings account for over 67% of its weight, with nearly half of that in the semiconductor sector, showcasing its aggressive investment strategy [4]

（编辑 楚丽君） 证券日报网讯 8月20日晚间，天准科技发布公告称，公司董事会调整了第四届董事会战略委员会委员， 选举公司副董事长、董事会秘书兼财务总监杨聪先生担任战略委员会委员，与徐一华先生（主任委 员）、蔡雄飞先生共同组成公司第四届董事会战略委员会，调整后的董事会战略委员会委员任期自本次 董事会审议通过之日起至第四届董事会任期届满之日。 ...