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。 ...

证券日报网讯8月20日晚间，天准科技发布公告称，公司董事会同意聘任杨芬女士为公司副总经理。 ...

截至发稿，天准科技市值为114亿元。 每经头条（nbdtoutiao）——最火游资不再是方新侠、章盟主、佛山无影脚？这名95后声名鹊起！ （记者 胡玲） 2024年1至12月份，天准科技的营业收入构成为：制造业占比93.68%，其他占比6.32%。 每经AI快讯，天准科技（SH 688003，收盘价：58.87元）8月20日晚间发布公告称，经董事会提名委员 会资格审核，公司董事会同意聘任杨芬女士为公司副总经理。 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-047 为完善公司治理结构，保障董事会战略委员会的规范运作，根据《公司章程》 等相关规定，并结合公司实际情况，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。 特此公告。 苏州天准科技股份有限公司董事会 2025 年 8 月 21 日 1 苏州天准科技股份有限公司 关于调整第四届董事会战略委员会委员的公告 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"）于 2025 年 8 月 20 日召开 第四届董事会第二十次会议，审议通过了《关于调整第四届董事会战略委员会委 员的议案》。现将有关情况公告如下： ...

特此公告。 苏州天准科技股份有限公司董事会 2025 年 8 月 21 日 1 附件： 证券代码：688003 证券简称：天准科技 公告编号：2025-046 苏州天准科技股份有限公司 关于聘任公司副总经理的公告 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"）于 2025 年 8 月 20 日召开 第四届董事会第二十次会议，审议通过了《关于聘任公司副总经理的议案》。现 将有关情况公告如下： 根据公司经营发展需要，经董事会提名委员会资格审核，公司董事会同意聘 任杨芬女士为公司副总经理，任期自本次董事会审议通过之日起至第四届董事会 届满之日止。 杨芬女士具备履行副总经理职责所需要的工作经验和专业知识，能够胜任相 关岗位的职责要求，不存在《公司法》中不得担任公司高级管理人员的情形。杨 芬女士的简历详见附件。 杨芬女士，1980 年 1 月出生，中国国籍，无境外永久居留权，毕业于南京 大学工商管理专业。2016 年 6 月加入公司，历任公司资材部总监、总裁助理， 现任公司管理中心总经理 ...

2025年8月20日，苏州天准科技股份有限公司召开第四届董事会第二十次会议，审议通过《关于聘任公 司副总经理的议案》。经董事会提名委员会资格审核，公司董事会同意聘任杨芬女士为副总经理，任期 自本次会议通过之日起至第四届董事会届满。杨芬1980年1月出生，毕业于南京大学工商管理专业， 2016年6月加入公司，历任资材部总监、总裁助理，现担任管理中心总经理。截至公告披露日，其未持 股，无关联关系，无违规惩戒等情况，符合任职条件。 ...

Group 1 - A-shares opened lower on August 20, with the AI concept experiencing a pullback, particularly the STAR Market AI ETF (588930) which saw a decline of 0.44% after a drop of over 1.3% during the day [1] - Among the constituent stocks, Tianzhun Technology rose over 3%, while Cambrian, Daotong Technology, and Hengxuan Technology also showed positive performance [1] - The STAR Market AI ETF closely tracks the Shanghai STAR Market AI Index, which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for AI [1] Group 2 - According to招商证券, artificial intelligence is leading a new wave of technological revolution, accelerating penetration across various industries, with China achieving a breakthrough in AI technology and taking a global innovation leadership position [2] - Tianfeng Securities noted that internet company earnings reports have validated that AI investments are yielding substantial returns, and the resonance of AI both domestically and internationally is expected to propel China's AI application ecosystem into a rapid iteration cycle [2] - Overall, there is a sustained positive outlook on the medium to long-term investment opportunities within the Chinese AI sector [2]