Group 1 - The global server market is entering a new growth cycle starting in 2024, driven by the increasing demand for AI computing power, with an expected CAGR of 18.8% from 2024 to 2029 [2] - The PCB industry is recovering from a phase of adjustment due to weak consumer electronics and inventory cycles, with emerging demands from AI servers and high-performance infrastructure expected to drive growth from 2024 [2][3] - Domestic PCB manufacturers are actively expanding production and increasing capital expenditures, focusing on high-end products such as HDI and multi-layer boards [2][3] Group 2 - The global PCB equipment market is projected to reach 51 billion yuan in 2024, with a year-on-year growth of 9.0%, and a CAGR of 4.9% from 2020 to 2024 [3] - The demand for PCB equipment is significantly boosted by AI computing infrastructure, with the market expected to grow to 77.5 billion yuan by 2029, reflecting a CAGR of 8.7% from 2024 to 2029 [3] - Drilling, exposure, and testing equipment represent the highest value segments in the PCB equipment market, accounting for 20.75%, 16.99%, and 15.00% respectively in 2024 [3] Group 3 - The drilling equipment segment is expected to benefit from increased demand for high-end HDI, with both mechanical and laser drilling seeing growth due to the rising complexity of HDI designs [3] - The exposure equipment market is currently dominated by foreign brands, with low domestic penetration, particularly in LDI technology which is more suited for HDI [4] - The demand for plating equipment is increasing due to the higher number of plating cycles required for advanced HDI, alongside quality control pressures [5] Group 4 - Major equipment manufacturers are showing a clear upward trend, with expectations for accelerated performance in the future [6] - Key players in the drilling segment include Dazhu CNC (301200), while the exposure segment is led by Xinqi Micro (688630) and Tianzhun Technology (688003) [7] - The plating segment is highlighted by Dongwei Technology (688700), with Keg Precision (301338) noted for its role in the solder paste printing segment [7]

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]

融券方面，当日融券卖出0.14万股，净卖出0.02万股。 8月22日，沪深两融数据显示，天准科技获融资买入额0.79亿元，居两市第412位，当日融资偿还额1.47 亿元，净卖出6828.77万元。 最近三个交易日，20日-22日，天准科技分别获融资买入0.96亿元、1.07亿元、0.79亿元。 ...

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]

流动性方面，人工智能ETF盘中换手7.47%，成交2.82亿元。拉长时间看，截至8月21日，人工智能ETF近1周日均成交2.90亿元。 规模方面，人工智能ETF最新规模达36.63亿元，创成立以来新高。从资金净流入方面来看，人工智能ETF近3天获得连续资金净流入，最高单日获得8932.79 万元净流入，合计"吸金"2.08亿元。 人工智能ETF紧密跟踪中证人工智能产业指数。对比创业板人工智能指数和科创AI指数，该指数具有全面性、均衡性与前瞻性，通过在全市场范围内筛选AI 营收占比高且成长性突出的50只个股（季度调整），采用结合AI营收及成长指标的市值加权方式，实现计算机、通信、电子行业的均衡布局，并独创性地 按50%：50%比例兼顾基础架构（如光模块、ASIC芯片）与应用层（办公、传媒、自动驾驶、机器人等全场景），完整覆盖AI产业链核心环节；其聚焦中大 盘股、侧重应用侧的属性，更精准契合国内AI应用爆发带动资本开支扩张的行情，样本覆盖更广、产业链布局更完善、且更适配本土AI产业发展趋势。 值得一提的是，Wind数据显示，截至目前中证人工智能产业指数(931071)年内累计上涨50.08%，相较于cs人工智能主 ...

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]