苏州天准科技股份有限公司 关于拟购买土地使用权并投资建设项目的公告 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、准确性和完整性承担法律责任。 重要内容提示： 投资标的名称：苏州天准科技股份有限公司（以下称"公司"、"天准 科技"）拟购买土地使用权开展高端视觉装备产业化建设项目（暂定名称，以 有关部门最终备案名称为准）。 | 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-015 | | --- | --- | --- | | 转债代码：118062 | 转债简称：天准转债 | | 投资金额：投资总额约 10 亿元（含土地出让金，具体以实际投资金 额为准）。 审批程序：本次交易已经公司第四届董事会第二十八次会议审议通过， 未达到股东会审议标准，无需提交股东审议。本次交易不属于关联交易，亦 不构成《上市公司重大资产重组管理办法》所规定的重大资产重组情形。 风险提示： 1.本项目的实施以依法取得相应土地使用权为前提，项目用地须严格按照国 家现行法律法规及规范性文件规定的程序，通过公开竞拍方式获取，最终能否成 功竞得所需土地尚存在不确定 ...

Investment Rating - The report maintains a "Buy" rating for the company [2] Core Insights - The company has seen a significant increase in orders, with new signed orders reaching 2.445 billion yuan in 2025, a year-on-year growth of 33.96%. The total backlog of orders as of December 31, 2025, is 1.435 billion yuan, with the largest growth coming from the embodied intelligence solutions segment, which includes humanoid robots and autonomous logistics [8] - The company's revenue for 2025 is projected to be 1.79 billion yuan, reflecting an 11% year-on-year increase, while the net profit attributable to the parent company is expected to be 79 million yuan, a decrease of 37% year-on-year. This performance aligns with market expectations [5][8] - The semiconductor front-end defect detection equipment is accelerating its introduction to customers, with significant progress made in the TB1500 detection equipment for 40nm process nodes, and a focus on 28nm process node equipment expected to yield orders from multiple clients [8] Financial Data and Profit Forecast - The company forecasts total revenue of 2.283 billion yuan for 2026, with a year-on-year growth rate of 27.5%, and 2.78 billion yuan for 2027, with a growth rate of 21.8% [7] - The projected net profit for 2026 is 153 million yuan, with a significant recovery expected in 2027 at 203 million yuan, reflecting a growth rate of 32% [7] - The company's gross margin is expected to stabilize around 39.5% to 40.3% from 2025 to 2027, with a return on equity (ROE) projected to improve from 3.9% in 2025 to 8.4% in 2027 [7] Market Position and Competitive Landscape - The company is a partner of NVIDIA's Jetson Thor platform, which positions it well in the growing field of embodied intelligence, particularly as demand for humanoid robot controllers increases [8] - The company's valuation is compared to peers, with a projected price-to-earnings (PE) ratio of 145 for 2025, 75 for 2026, and 56 for 2027, indicating a potential for growth as the semiconductor business is expected to achieve breakthroughs [8]

上 市 公 司 公 司 研 究 / 公 司 点 评 2026 年 03 月 19 日 天准科技 (688003) ——在手订单大幅增长，半导体明场检测加速推进 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2026 年 03 月 18 日 | | --- | --- | | 收盘价（元） | 58.90 | | 一年内最高/最低（元） | 84.99/37.77 | | 市净率 | 6.1 | | 股息率%（分红/股价） | 0.85 | | 流通 A 股市值（百万元） | 11,445 | | 上证指数/深证成指 | 4,062.98/14,187.80 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 9.61 | | 资产负债率% | 51.38 | | 总股本/流通 A 股（百万） | 194/194 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： -40% -20% 0% 20% 40% 60% 03-18 04-18 05-18 ...

摘要： "3i奖-优秀新品（2025年度）"评选共收266家厂商，699台新品申报。经评审，2025年下半年 127台获提名奖，其中测量仪器类6台，包括三坐标测量机、三维扫描仪等。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 3 i奖 -优秀新品（2 0 2 5年度）"评选活动，截至2 0 2 6年1月1 5日，共有2 6 6家国内外仪器厂商申 报了6 9 9台仪器新品，其中包含2 0 2 4年和2 0 2 5年上市的新品。 " 3 i奖-优秀新品（2 0 2 5年度）"下半年"提名奖" -测量仪器类名单 仪器名称 型号 二级类 公司名称 AutoScan 2000系列自动化三 维测量设备 AutoScan 2000 几何量精 密测量仪 器 武汉惟景三维科技有 限公司 KSCAN-E 智能无线旗舰全能型 三维扫描仪 KSCAN-E 几何量精 密测量仪 器 思看科技（杭州）股 份有限公司 天准CMS系列车间型三坐标测量 机 CMS 几何量精 密测量仪 器 苏州天准科技股份有 限公司 优可测Atometrics白光干涉仪 AM8000 A ...

Investment Rating - The report maintains a positive investment outlook on the optical module equipment industry, highlighting significant growth potential driven by AI developments and technological upgrades in packaging and testing equipment [2]. Core Insights - The demand for optical modules is experiencing explosive growth due to the expansion of AI computing power, with a shift from 400G to 800G and accelerating towards 1.6T, indicating a high demand cycle for equipment [2][23]. - The core value segments in the optical module packaging process are die bonding, coupling, and testing, which together account for over 60% of the value, with increasing precision and automation requirements [2][58]. - Domestic substitution, automation upgrades, and the introduction of advanced packaging present structural opportunities for equipment manufacturers, particularly in high-precision areas still dominated by foreign suppliers [2][32]. Summary by Sections Section 1: AI Development and Optical Module Demand - AI advancements are driving a surge in optical module demand, with a transition towards higher specifications like CPO and OIO expected to shape future trends [4][23]. - The optical module market is projected to see significant growth, with 800G and 1.6T modules expected to reach over 52 million units shipped by 2026 [24][26]. Section 2: Core Packaging and Testing Equipment - The main processes in optical module packaging include die bonding, coupling, and testing, which are critical for ensuring high performance and reliability [53][55]. - The report emphasizes the importance of high-precision die bonding and coupling processes, which are essential for achieving optimal optical performance [70][74]. Section 3: Key Companies and Investment Recommendations - The report recommends focusing on companies such as Robotech (coupling equipment), Keri Technology (die bonding), and others that are well-positioned to benefit from the industry's growth [2][32]. - It highlights the potential of companies like Lumentum and Coherent, which are expanding their production capacities to meet rising demand [33][32].

摘要： 苏州天准科技2025年营收17.90亿元，同比增长11.28%；净利7,859.97万元，同比下降 36.96%。新签订单24.45亿元，增长33.96%。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 仪器信息网讯 2月2 8日，苏州天准科技股份有限公司发布2 0 2 5年度业绩快报公告。 | 证券代码:688003 | 证券简称:天准科技 | 公告编号:2026-014 | | --- | --- | --- | | 转债代码:118062 | 转债简称:天准转债 | | 天准科技聚焦视觉装备平台，运用人工智能技术，为电子、半导体、新汽车等工业领域提供高 端视觉装备产品，服务工业数智化发展。 以下是天准科技2 0 2 5年度主要财务数据和指标： | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | (%) | | 营业总收入 | 1. 790, 231, 938. 04 | 1, 608, 741, 148. 61 | 11.28 | | 营业利润 | ...

Core Viewpoint - The company, Suzhou Tianzhun Technology Co., Ltd., reported its preliminary financial data for the fiscal year 2025, indicating a mixed performance with revenue growth but a significant decline in net profit [4]. Financial Data and Indicators - The company achieved an operating income of 1.79 billion yuan, representing an 11.28% increase compared to the previous year [4]. - The net profit attributable to the parent company was 78.60 million yuan, a decrease of 36.96% year-on-year [4]. - The net profit attributable to the parent company, excluding non-recurring gains and losses, was 60.34 million yuan, down 41.37% from the previous year [4]. - New signed orders amounted to 2.445 billion yuan, a year-on-year increase of 33.96%, with a backlog of 1.435 billion yuan as of December 31, 2025 [4]. - The total assets of the company reached 4.932 billion yuan, a growth of 36.39% from the beginning of the year [4]. - The equity attributable to the parent company was 2.003 billion yuan, up 3.77% from the beginning of the year [4]. - The net asset value per share was 10.37 yuan, reflecting a 3.38% increase from the beginning of the year [4]. Operating Performance and Financial Condition - The decline in net profit was primarily attributed to increased salary expenses, which rose by 64.33 million yuan due to the expansion of the technical and production teams, resulting in an increase of 245 employees by the end of 2025 [5]. - The growth in business and personnel also led to an increase in travel and other expenses [6]. - Asset impairment losses increased by 11.02 million yuan, influenced by a lower comparative base from the previous year [7].

（记者 曾健辉） 每经AI快讯，天准科技2月27日晚间发布2025年度业绩快报，营业收入约17.9亿元，同比增加11.28%； 归属于上市公司股东的净利润约7860万元，同比减少36.96%；基本每股收益0.4083元，同比减少 37.17%。 每经头条（nbdtoutiao）——2月井喷！中国AI调用量首超美国，四款大模型霸榜全球前五，国产算力需 求正经历指数级增长 ...

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： 一、可转换公司债券发行上市概况 （一）可转债发行情况 | 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-013 | | --- | --- | --- | | 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： 公司为科创板上市公司，本次向不特定对象发行可转换公司债券，参与可转 债转股的投资者，应当符合科创板股票投资者适当性管理要求。参与科创板可转 债 ...

| 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-014 | | --- | --- | --- | | 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 2025 年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以公司2025年年度定期报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | （％） | | 营业总收入 | 1,790,231,938.04 | 1,608,741,148.61 | 11.28 | | 营业利润 | 38,221,398.05 | 105,106,928.38 | -63.64 | | 利润总额 | 38,954,196.32 | 106,334,638.50 | -63.37 ...