截至2025年7月24日 13:45，中证机器人指数上涨0.97%，成分股华辰装备上涨8.06%，大族激光上涨7.67%，天智航上涨6.71%，天准科技上涨3.82%，华东数 控上涨2.63%。机器人ETF嘉实(159526)上涨0.94%。 流动性方面，机器人ETF嘉实盘中换手4.78%，成交2772.33万元。拉长时间看，截至7月23日，机器人ETF嘉实近1周日均成交2981.79万元。 截至7月23日，机器人ETF嘉实近1年净值上涨49.02%，指数股票型基金排名417/2936，居于前14.20%。从收益能力看，截至2025年7月23日，机器人ETF嘉实 自成立以来，最高单月回报为25.78%，最长连涨月数为3个月，最长连涨涨幅为37.12%，上涨月份平均收益率为9.72%。 数据显示，截至2025年6月30日，中证机器人指数前十大权重股分别为汇川技术、科大讯飞、石头科技、大华股份、中控技术、双环传动、机器人、大族激 光、巨轮智能、拓邦股份，前十大权重股合计占比49.58%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300124 | ...

证券代码：688003 证券简称：天准科技 公告编号：2025-036 苏州天准科技股份有限公司 2020 年限制性股票激励计划第四个归属期归属结果 暨股票上市公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 541,500股。 本次股票上市流通总数为541,500股。 本次股票上市流通日期为2025 年 7 月 23 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，苏州天准科技股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司完成了 2020 年限制性股票激励计划第四个归属期的股份登记工作。现 将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （1）2020 年 4 月 17 日，公司召开第二届董事会第十四次会议，会议审议通 过了《关于公司<2020 年限制性股票激励计划（草案）>及其摘要的议案》《 ...

Investment Rating - The report assigns a "Buy-A" rating for Tianzhun Technology (688003.SH) [1] Core Views - The company aims to enhance its product layout in high-end fields and improve its independent R&D capabilities in advanced measurement technology through the issuance of convertible bonds, targeting a total fundraising of up to 886 million yuan [3] - Significant breakthroughs have been achieved in the semiconductor field, with formal orders received for bright field detection equipment, indicating a promising increase in market penetration [4] - The smart driving sector is entering a new development phase, with the company securing bulk orders for humanoid robots and collaborating with major automotive partners [5] Financial Data and Valuation - The company expects a net profit of 166 million yuan in 2025, with a year-on-year growth of 32.8%, and an EPS of 0.86 yuan [7] - Revenue projections show a growth trajectory, with expected revenues of 1.772 billion yuan in 2025, reflecting a 10.2% increase year-on-year [9] - The company's gross margin is projected to stabilize around 41.4% in 2025, with a net margin of 9.3% [10]

Market Overview - As of July 14, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed up 0.30%, with leading stocks such as Stone Technology rising by 9.61% and Aobo Zhongguang by 4.18% [1] - The Robot ETF (562500) showed a strong performance, closing up 1.78%, with leading stocks like Buke Co., Ltd. rising by 11.52% [1] - The trading volume reached 1.135 billion yuan, indicating a robust market activity with a turnover rate of 7.57% [1] Industry Trends - The robot concept stocks exhibited strong performance throughout the day, indicating a significant capital inflow [1] - The PEEK materials, Yushu Robotics, and reducer concept indices rose by 5.31%, 3.13%, and 2.90% respectively, reflecting the market's confidence in the commercialization of humanoid robots [1] - The acceleration of humanoid robot commercialization is supported by major contracts won by companies like Zhiyuan and Yushu Technology [1] Company Developments - Meta's CEO Mark Zuckerberg announced plans to invest "hundreds of billions" in building multiple large-scale AI data centers, including the first cluster "Prometheus" expected to launch in 2026 [2] - Robotics supplier "Langyi Robotics" completed a multi-million angel round financing led by Inno Angel Fund, focusing on mass production and technology upgrades for embodied navigation modules [2] - Amazon launched a preview version of its AI programming tool Kiro, which collaborates with programmers to define requirements and system designs before coding [2] Institutional Insights - Zhongyou Securities highlighted that the humanoid robot industry is undergoing a critical transition from technology validation to industrialization, with global competition and ecological restructuring as key features [3] - The investment strategy emphasizes companies with capabilities in "mass production + cost control + scene adaptation," as well as leaders in core components and AI algorithms [3] ETF Highlights - The Robot ETF (562500) is noted as the only fund in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is characterized as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [5]

Core Viewpoint - The legal opinion letter from Beijing Jincheng Tongda (Shanghai) Law Firm confirms that Suzhou Tianzhun Technology Co., Ltd.'s 2020 restricted stock incentive plan has met the necessary conditions for the fourth vesting period, and outlines the adjustments and cancellations of certain restricted stocks [1][24]. Group 1: Approval and Authorization - The company has completed the necessary approvals and authorizations for the implementation of the 2020 incentive plan, including resolutions from the board and independent directors [4][13]. - The independent directors expressed unanimous agreement on the implementation of the incentive plan [4][7]. Group 2: Adjustments - The grant price for the restricted stock has been adjusted from 14.6299 RMB per share to 14.1330 RMB per share due to the company's dividend distribution [14][24]. - The adjustment is in accordance with the provisions of the incentive plan and relevant regulations [14][24]. Group 3: Vesting Conditions - The fourth vesting period for the incentive plan is defined as the period from the first trading day after 60 months from the grant date until the last trading day within 72 months from the grant date [15][24]. - The company achieved a revenue growth rate of 204.59% in 2023 compared to 2019, meeting the performance conditions for vesting [16][18]. Group 4: Cancellations - Two individuals who have left the company under non-negative circumstances will have their unvested restricted stocks, totaling 60,000 shares, canceled [23][24]. - The cancellation aligns with the provisions of the incentive plan and relevant regulations [23][24]. Group 5: Future Procedures - The company is required to continue fulfilling information disclosure obligations and apply for the necessary procedures with the China Securities Depository and Clearing Corporation [24].

证券代码：688003 证券简称：天准科技 公告编号：2025-032 苏州天准科技股份有限公司 关于调整公司 2020 年限制性股票激励计划授予价格并作废 处理部分限制性股票的公告 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。 苏州天准科技股份有限公司（以下简称"公司"或"天准科技"）于 2025 年 7 月 10 日召开第四届董事会第十六次会议及第四届监事会第十五次会议，审 议通过了《关于调整公司 2020 年限制性股票激励计划授予价格的议案》及《关 于作废处理部分限制性股票的议案》。现将有关事项说明如下： 一、本次激励计划已履行的审批程序 过了《关于公司<2020 年限制性股票激励计划（草案）>及其摘要的议案》《关 于公司<2020 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提 请公司股东大会授权董事会办理 2020 年限制性股票激励计划相关事宜的议案》 等议案。公司独立董事就本激励计划相关议案发表了独立意见。 同日，公司召开第二届监事会第十一次会议，审议通过了《关于公司<2020 年限制性股票激励计 ...

Core Viewpoint - The announcement details the fulfillment of conditions for the fourth vesting period of the stock incentive plan, allowing 54,150 shares to vest for eligible participants [1][11][15]. Group 1: Stock Incentive Plan Overview - The total number of restricted stocks granted under the incentive plan is 4,290,000 shares, representing 2.22% of the company's total share capital at the time of the plan's announcement [1][2]. - The adjusted grant price for the restricted stocks is 14.1330 yuan per share [1][15]. - A total of 42 individuals are included in the incentive plan, consisting of core technical personnel and other key individuals deemed necessary for motivation [2][4]. Group 2: Vesting Schedule and Conditions - The vesting schedule includes five periods, with the fourth vesting period allowing for 15% of the total granted shares to vest [2][10]. - The performance targets for each vesting period are based on revenue and net profit growth rates compared to 2019 figures, with the fourth period requiring a revenue growth rate of at least 100% for 2023 [3][11]. - The personal performance assessment of participants is categorized into six levels, with only those rated B+ or above eligible for full vesting [4][18]. Group 3: Approval and Compliance - The board of directors and the supervisory board have approved the fulfillment of vesting conditions for the fourth period, confirming that all necessary conditions have been met [11][20]. - The company will proceed with the necessary disclosures and procedures to finalize the vesting of the shares [19][20]. - Legal and financial advisors have confirmed that the vesting conditions comply with relevant laws and regulations [20].

证券代码：688003 证券简称：天准科技 公告编号：2025-033 苏州天准科技股份有限公司 2020 年限制性股票激励计划 第四个归属期符合归属条件的公告 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： 本次限制性股票拟归属数量：54.15 万股 归属股票来源：苏州天准科技股份有限公司（以下简称"公司"）向激励 对象定向发行公司 A 股普通股股票 一、股权激励计划批准及实施情况 （一）本次股权激励计划方案及履行的程序 1、本次股权激励计划主要内容 （1）股权激励方式：第二类限制性股票。 （2）授予数量：授予的限制性股票总量为 429.00 万股，占公司 2020 年限 制性股票激励计划（以下简称"本激励计划"）草案公告时股本总额 19,360.00 万股的 2.22%。 （3）授予价格（调整后）：14.1330 元/股，即在满足授予条件和归属条件 后，激励对象可以每股 14.1330 元的价格购买公司向激励对象增发的公司 A 股普 1 通股股票。 （4）激励人数：总人数为 42 人，包括公司公告本激励 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-032 苏州天准科技股份有限公司 关于调整公司 2020 年限制性股票激励计划授予价格并作废 处理部分限制性股票的公告 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。 苏州天准科技股份有限公司（以下简称"公司"或"天准科技"）于 2025 年 7 月 10 日召开第四届董事会第十六次会议及第四届监事会第十五次会议，审 议通过了《关于调整公司 2020 年限制性股票激励计划授予价格的议案》及《关 于作废处理部分限制性股票的议案》。现将有关事项说明如下： 一、本次激励计划已履行的审批程序 1、2020 年 4 月 17 日，公司召开第二届董事会第十四次会议，会议审议通 过了《关于公司<2020 年限制性股票激励计划（草案）>及其摘要的议案》《关 于公司<2020 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提 请公司股东大会授权董事会办理 2020 年限制性股票激励计划相关事宜的议案》 等议案。公司独立董事就本激励计划相关议案发表了独立意见。 同日，公 ...

北京金诚同达（上海）律师事务所 关于 苏州天准科技股份有限公司 2020 年限制性股票激励计划授予价格调整、 第四个归属期归属条件成就 北京金诚同达（上海）律师事务所 法律意见书 释 义 在本法律意见书中，除非文意另有所指，下列词语具有下述涵义： | 天准科技、公司 | 指 | 苏州天准科技股份有限公司 | | --- | --- | --- | | 本激励计划、2020 年 | 指 | 苏州天准科技股份有限公司 2020 年限制性股票激励计划 | | 激励计划 | | | | 《激励计划（草案）》 | 指 | 《苏州天准科技股份有限公司 2020 年限制性股票激励计划（草 | | | | 案）》 | | 本次归属 | 指 | 本激励计划第四个归属期归属条件成就 | | 本次作废 | 指 | 公司作废本激励计划 2 名离职激励对象已获授但尚未归属的 万股限制性股票 | | | | 6.00 | | 本次调整 | 指 | 公司将本激励计划授予价格由 14.6299 元/股调整为 14.1330 元/ | | | 股 | | | 《公司法》 | 指 | 《中华人民共和国公司法》 | | 《证券法》 | 指 | 《 ...