9月5日，指数早盘分化，创业板指拉升涨逾1%，上证科创板人工智能指数截至发稿涨0.22%，成分股 中，航天宏图、澜起科技涨超1%，奥普特、寒武纪-U、安路科技、天准科技、奥比中光-UW等跟涨。 消息面上，据央视新闻，为期4天的2025世界智能产业博览会今天将在重庆开幕，本届博览会聚焦"人工 智能+"和"智能网联新能源汽车"主题，集中发布涵盖低空经济、智能网联新能源汽车等领域的100余项 行业新标准、新产品、新技术。大会设置了智能网联新能源汽车、数字城市、智能机器人、低空经济、 智能居家5大专业板块。吸引了600余家国内外行业龙头企业参会参展，集中呈现3000余项智能产业领域 的新产品、新科技与新成果。据了解，大会同期还将举办2025亚太机器人世界杯重庆国际邀请赛等6场 高水平专业赛事，为全球智能产业从业者搭建竞技交流平台。 首创证券表示，"人工智能+"实现产业政策与科技创新共振。在国产自主可控政策支持、技术持续迭代 及下游多元化需求背景下，AI产业蓬勃发展，从云端大模型向端侧智能、具身智能持续进步。重点关 注国产AI在算力性能、能效比方面的进展和国产自主可控情况，以及端侧AI、具身智能的技术演进和 场景落地情 ...

9月4日，天准科技跌5.11%，截至发稿，报53.89元/股，成交2.51亿元，换手率2.32%，总市值104.62亿 元。 从天准科技十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，博时基金旗下1只基金位居天准科技十大流通股东。博时上证科创板人工智能ETF发起式联 接A（023520）二季度新进十大流通股东，持有股数96.82万股，占流通股的比例为0.5%。根据测算， 今日浮亏损失约280.78万元。 责任编辑：小浪快报 博时上证科创板人工智能ETF发起式联接A（023520）成立日期2025年3月11日，最新规模5233.36万。 成立以来收益22.24%。 博时上证科创板人工智能ETF发起式联接A（023520）基金经理为李庆阳。 资料显示，苏州天准科技股份有限公司位于江苏省苏州高新区五台山路188号，成立日期2009年8月20 日，上市日期2019年7月22日，公司主营业务涉及工业视觉等装备研发、生产、销售。主营业务收入构 成为：视觉制 ...

9月4日，天准科技跌5.11%，截至发稿，报53.89元/股，成交2.51亿元，换手率2.32%，总市值104.62亿 元。 资料显示，苏州天准科技股份有限公司位于江苏省苏州高新区五台山路188号，成立日期2009年8月20 日，上市日期2019年7月22日，公司主营业务涉及工业视觉等装备研发、生产、销售。主营业务收入构 成为：视觉制程装备40.34%，视觉测量装备37.87%，智能驾驶方案10.93%，视觉检测装备10.85%。 从基金十大重仓股角度 数据显示，富荣基金旗下1只基金重仓天准科技。富荣福鑫混合A（004794）二季度持有股数842股，与 上期相比持股数量不变，占基金净值比例为3.58%，位居第七大重仓股。根据测算，今日浮亏损失约 2441.8元。 富荣福鑫混合A（004794）成立日期2018年2月13日，最新规模22.73万。今年以来收益2.31%，同类排 名7368/8180；近一年收益12.93%，同类排名6385/7978；成立以来亏损13.14%。 富荣福鑫混合A（004794）基金经理为姜帆。 截至发稿，姜帆累计任职时间1年76天，现任基金资产总规模1940.21万元，任职期间最佳 ...

9月4日，天准科技盘中下跌2.10%，截至10:29，报55.60元/股，成交1.14亿元，换手率1.04%，总市值 107.94亿元。 机构持仓方面，截止2025年6月30日，天准科技十大流通股东中，华夏中证机器人ETF（562500）位居 第六大流通股东，持股216.96万股，相比上期增加73.36万股。兴全合丰三年持有混合（009556）位居第 七大流通股东，持股190.40万股，相比上期增加65.30万股。兴全多维价值混合A（007449）位居第九大 流通股东，持股148.77万股，为新进股东。博时上证科创板人工智能ETF发起式联接A（023520）位居 第十大流通股东，持股96.82万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 资金流向方面，主力资金净流出690.74万元，特大单买入401.58万元，占比3.51%，卖出824.86万元，占 比7.21%；大单买入3099.03万元，占比27.08%，卖出3366.48万元，占比29.42%。 责任编辑：小浪快报 天准科技所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：低空经济、车 联网（车路云）、中盘、机器人 ...

机械设备 2025 年 09 月 02 日 曲公司 天准科技 (688003) -英伟达平台合作伙伴，具身智能控制器加速 投资要点: 财务数据及盈利预测 | | | 2024 | 2025H1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | --- | | 营业总收入 (百万元) | | 1.609 | 597 | 1,788 | 2,191 | 2.499 | | 同比增长率 | (%) | -2.4 | 10.3 | 11.1 | 22.6 | 14.1 | | 归母净利润 | (白万元) | 125 | -14 | 153 | 206 | 254 | | 同比增长率（%） | | -42.1 | | 22.3 | 35.0 | 23.1 | | 每股收益(元/股) | | 0.65 | -0.07 | 0.79 | 1.06 | 1.31 | | 毛利率(%) | | 41.2 | 34.8 | 39.2 | 40.0 | 40.3 | | ROE (%) | | 6.5 | -0.8 | 7.2 | 8.9 | ರಿ.8 ...

Core Insights - The humanoid robot industry is transitioning from technology breakthroughs to commercial applications, with significant interest in business collaborations and order volumes [6] - Companies are focusing on developing humanoid robots and their core components, with expectations of substantial growth in related business by 2025 [1][2] Group 1: Company Developments - Tianzhun Technology is currently providing brain controllers for humanoid robots and has received multiple bulk orders from clients this year [7] - Efort is developing humanoid robot prototypes and optimizing their designs, with plans to release new models in 2025 [4] - Boke Co. has achieved a transition from small batch orders to bulk orders in the humanoid robot sector, expecting over 100% year-on-year growth in related business by the first half of 2025 [6] Group 2: Industry Trends - The humanoid robot market is anticipated to see significant commercial activity by 2025, with a focus on specific application scenarios [2] - Companies like Ruishun Technology are building technical reserves in AI and motion control, although they have not yet engaged directly in humanoid robot business [3] - The industry is characterized by a strong manufacturing base and diverse application scenarios in China, which are conducive to the development of humanoid robots [3] Group 3: Technological Innovations - Boke Co. is concentrating on motion control solutions for both bipedal and wheeled humanoid robots, with core products including frameless torque motors and hollow actuators [2] - Tianzhun Technology integrates NVIDIA tools and models to create comprehensive solutions for humanoid robots, enhancing their competitive edge [7] - Companies are exploring various visual perception technologies, such as depth cameras and LiDAR, to enhance humanoid robot capabilities [7]

国家知识产权局信息显示，苏州天准科技股份有限公司取得一项名为"一种硅片满篮检测预选对接装置 及预选对接方法"的专利，授权公告号CN 119297114 B，申请日期为2024年09月。 天眼查资料显示，苏州天准科技股份有限公司，成立于2009年，位于苏州市，是一家以从事仪器仪表制 造业为主的企业。企业注册资本19244.5万人民币。通过天眼查大数据分析，苏州天准科技股份有限公 司共对外投资了15家企业，参与招投标项目68次，财产线索方面有商标信息77条，专利信息809条，此 外企业还拥有行政许可28个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - The report indicates that the market is in a bullish atmosphere, with conditions for a bull market gradually being established due to cyclical improvements in fundamentals and the potential initiation of incremental capital circulation [6][14]. - The previous gold stock combination from August 1 to August 29, 2025, achieved a return of 12.33%, outperforming the Shanghai Composite Index and the CSI 300 Index by 5.23 and 2.87 percentage points, respectively [6][15]. - The report highlights a cumulative increase of 374.99% for the gold stock combination since its inception on March 28, 2017, with the A-share combination rising by 297.73% [6][15]. Group 2 - The recommended investment strategy focuses on breakthroughs in domestic technology chains and advanced manufacturing, emphasizing sectors with high global market share and the "anti-involution" trend [6][14]. - The report suggests that the "iron triangle" stocks, which include Zhuhai Guanyu, Luxi Chemical, and Tianzhun Technology, are key picks due to their strong growth prospects and market positioning [6][17]. - Other recommended stocks include Anfu Technology, Changjiu Logistics, China Shipbuilding, Zhongshan Public Utilities, Alibaba-W (Hong Kong), Greentown China (Hong Kong), and Fourth Paradigm (Hong Kong) [6][17][18]. Group 3 - Zhuhai Guanyu is noted for its high growth in consumer battery sales and technological advantages in steel shell and silicon-carbon batteries, with significant revenue and profit improvements expected [6][17][20]. - Luxi Chemical is benefiting from a recovery in market conditions and improvements in supply-demand dynamics for caprolactam and organosilicon, with ongoing project developments enhancing long-term growth potential [6][17][20]. - Tianzhun Technology is recognized as a partner of NVIDIA's Jetson Thor platform, with growth in humanoid robot controller business and deep collaborations with leading humanoid robot clients [6][17][20].

Group 1 - The core viewpoint of the news is the strategic collaboration among Suzhou High-tech Zone, Suzhou University, and Tianzhun Technology to enhance the integration of basic research, technological breakthroughs, achievement commercialization, and technology finance [1] - Suzhou High-tech Zone is recognized as a significant engine for innovation and development in Suzhou, ranking among the top in the country [1] - Suzhou University has notable research advantages in fields such as nanotechnology, artificial intelligence, and electronic information, producing a number of internationally leading innovative results [1] Group 2 - The collaboration aims to establish an innovative system led by the government, driven by the market, and centered on enterprises, focusing on the photonics and integrated circuit industries [2] - Suzhou High-tech Zone has formed a working group and established a coordination mechanism to enhance collaborative innovation with universities, specifically targeting the photonics and integrated circuit sectors [2] - The initiative includes the creation of a "Five Ones" integration development system, which specifies one industry direction, relies on one innovation platform, appoints one leading talent, supports one conversion fund, and cultivates a batch of benchmark projects [2]

Investment Rating - The report maintains a positive outlook on the automotive industry, indicating an "Overweight" rating for the sector, suggesting it will outperform the overall market [4][16]. Core Insights - The report highlights the strong performance of Tianzhun Technology, Fuyao Glass, and Xingyu Co., emphasizing their competitive advantages and growth potential in the automotive sector [3][4][6][7]. - Tianzhun Technology is expected to benefit significantly from the release of NVIDIA's Orin chip, enhancing its position in the Jetson platform and leading to a potential valuation increase [3][5]. - Fuyao Glass has revised its annual profit guidance upwards, projecting a profit of 10 billion yuan for 2025, supported by a 17% year-on-year revenue growth in the first half of 2025 [4][6]. - Xingyu Co. reported a 28.3% year-on-year revenue increase in Q1 2025, with expectations for continued strong performance in subsequent quarters [4][7]. - Top Group is anticipated to rebound due to expected improvements in Tesla's performance and the upcoming launch of its third-generation humanoid robot [4][9]. - Leap Motor has shown significant improvement, achieving profitability in the first half of 2025, with a focus on high-margin products and strategic partnerships [4][10]. Summary by Company Tianzhun Technology - Anticipated to gain a competitive edge with the release of NVIDIA's Orin chip, enhancing its capabilities in the Jetson platform [3][5]. - The report suggests a clear trend of computational power inflation, with expectations of reaching hundreds of TeraFLOPS [5]. Fuyao Glass - Achieved a revenue of 21.447 billion yuan in H1 2025, a 17% increase year-on-year, with a projected profit of 10 billion yuan for the full year [4][6]. - The growth is attributed to increased market share and the rising demand for high-value glass applications in the automotive sector [6]. Xingyu Co. - Reported a revenue of 3.09 billion yuan in Q1 2025, marking a 28.3% increase year-on-year, with strong performance expected to continue [4][7]. - The company is well-positioned in the global market, benefiting from competitors' struggles [7]. Top Group - Experienced a significant stock price drop due to underperformance from Tesla, but is expected to recover with upcoming product launches [4][9]. - The anticipated release of Tesla's third-generation humanoid robot is seen as a major catalyst for growth [9]. Leap Motor - Achieved profitability in H1 2025, with a focus on high-end product lines and strategic partnerships contributing to revenue growth [4][10]. - The D series is expected to differentiate itself in the market, leading to increased sales and profitability [10].