Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has shown a positive performance, with a 0.97% increase as of April 11, 2025, and notable gains in constituent stocks such as Chipsea Technology (688595) up 8.19% and Lanqi Technology (688008) up 5.29% [3][4]. Performance Summary - The Sci-Tech AI ETF (588790) has experienced a 0.91% increase, marking its fourth consecutive rise, with a latest price of 0.55 yuan. Over the past three months, the ETF has accumulated a 7.70% increase, ranking 2nd among comparable funds [3][4]. - The ETF's liquidity is strong, with an intra-day turnover of 4.12% and a total transaction volume of 1.08 billion yuan. The average daily transaction volume over the past week is 3.94 billion yuan, leading among comparable funds [3][4]. - In terms of scale, the ETF has seen a significant growth of 26.96 million yuan over the past two weeks, ranking 1st among comparable funds. Additionally, the ETF's share count increased by 36 million shares in the past week, also ranking 1st [3][4]. Return and Risk Metrics - Since its inception, the Sci-Tech AI ETF has achieved a highest monthly return of 15.59%, with an average monthly return of 15.59% and a monthly profit probability of 69.57%. The probability of making a profit over a three-month holding period is 87.50% [4]. - The ETF has a relative drawdown of 0.36% compared to its benchmark since inception, indicating a relatively stable performance [4]. Fee Structure and Tracking Accuracy - The management fee for the Sci-Tech AI ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in its category [4]. - The ETF has demonstrated high tracking accuracy, with a tracking error of 0.010% over the past month, the best among comparable funds [4]. Top Holdings - As of March 31, 2025, the top ten weighted stocks in the Sci-Tech AI Index account for 70.57% of the index, including Lanqi Technology (688008) and Chipsea Technology (688521) [5][7]. Industry Insights - The semiconductor and AI sectors are expected to accelerate their domestic production processes due to ongoing global trade tensions. Key areas of focus include advancements in semiconductor technology and the growth of domestic AI models [7].

绝对收益方面，截至2025年3月25日，科创板人工智能ETF自成立以来，最高单月回报为15.47%， 最长连涨月数为2个月，最长连涨涨幅为23.91%，涨跌月数比为1/0，上涨月份平均收益率为15.47%，月 盈利百分比为100.00%，月盈利概率为91.18%。回撤方面，截至2025年3月25日，科创板人工智能ETF， 相对基准回撤3.33%。跟踪精度方面，截至2025年3月25日，科创板人工智能ETF今年以来跟踪误差为 0.493%，在可比基金中跟踪精度最高。 相关产品：科创板人工智能ETF（588930） （文章来源：界面新闻） 调整后再出发？科创板人工智能ETF(588930)持续 向上，恒玄科技、芯原股份、中邮科技、天准科技 等领涨 民生证券表示，半导体作为科技产业支柱，经历回调后逐步复苏。AI+自主可控是2025年主要投资 方向，云厂商合作伙伴和端侧落地成AI产业重点。国产替代逻辑强劲，外部环境变化加速自主可控需 求，先进制造、半导体设备及材料国产化迎机遇。先进封装成高成长细分赛道，算力芯片海外代工限制 下，国产先进封装产业链需求弹性显现，COWOS和HBM封装技术成主流，国产厂商积极布局产能及材 ...

Core Viewpoint - Suzhou Tianzhun Technology Co., Ltd. has announced the successful internal validation of its TB2000 wafer defect detection equipment, marking a significant milestone in the domestic production of advanced semiconductor detection equipment [1][2]. Group 1: Product Development and Capabilities - The TB2000 is capable of mass production defect detection for advanced processes of 14nm and below, following the TB1500's breakthrough at the 40nm node [2][3]. - The TB2000 utilizes a fully self-developed high-power wide-spectrum laser excitation plasma light source system, deep ultraviolet high-flux imaging system, high-frequency TDI camera, and ultra-precision high-speed motion platform, combined with AI image processing algorithms to enhance defect detection sensitivity and speed [2][3]. Group 2: Market Position and Strategy - With the launch of TB2000, Tianzhun becomes one of the few manufacturers globally capable of delivering bright field detection equipment for 14nm and below technology nodes, gradually achieving domestic substitution in advanced process defect detection equipment [3][7]. - Tianzhun's product matrix now covers all process nodes for bright field defect detection, with a complete system from TB1000/TB1100 (65-90nm), TB1500 (40nm), to TB2000 (14nm), meeting various customer needs in logic and storage processes [3][5]. Group 3: Industry Outlook - According to the World Semiconductor Association (WICA), the global semiconductor market is expected to reach $718.9 billion by 2025, growing by 13.2%, with the high-end detection equipment market for 14nm and below continuing to grow rapidly due to technological advancements and market demand [5][7]. - Tianzhun aims to build a technological moat covering key detection nodes in chip manufacturing, with a commitment to annual product iterations and continued investment in R&D to overcome technological barriers in the Chinese semiconductor industry [7].

Investment Rating - The report maintains an "Outperform" rating for the telecommunications industry, indicating an expected performance exceeding the benchmark index by more than 10% [1][38]. Core Insights - The launch of the AI agent platform Manus signifies a maturation of intelligent agent capabilities, with significant market interest and a rapid increase in computational token consumption [4][11]. - Manus is designed to integrate various capabilities, including planning, tool usage, and memory, which are essential for executing complex tasks and will lead to a substantial increase in computational demand [4][12]. - The report emphasizes that the domestic computational power sector is currently the largest investment theme, with recommendations to focus on companies benefiting from capital expenditures by CSPs and operators [5][13]. Summary by Sections Industry Investment Rating - The telecommunications industry is rated as "Outperform" with expectations of exceeding the benchmark index by over 10% [1][38]. Market Performance - The overall market saw an increase during the week of March 3 to March 9, 2025, with the Shenwan Communications Index rising by 2.81% and the STAR Market Index increasing by 2.67% [6][14]. Key Developments - The Manus AI platform has been released, showcasing advanced capabilities in handling various tasks, which has garnered significant attention in the market [4][11]. - The report highlights that the introduction of Manus will lead to a dramatic increase in the consumption of computational tokens, with a single task running cost estimated at approximately $2, significantly lower than previous models [4][12]. Investment Recommendations - The report suggests focusing on domestic computational power, particularly in sectors such as servers, switches, optical modules, and IDC infrastructure, which are expected to benefit from increased capital expenditures [5][13]. - It also recommends monitoring overseas computational sectors for innovations in NV technology and ASIC capital expenditures, especially with upcoming events like GTC2025 [5][14]. - Attention is drawn to edge AI applications, particularly in IoT modules and edge computing, as they align with privacy compliance requirements [5][14]. Notable Companies to Watch - Domestic computational power: Unisplendour, Ruijie Networks, Guangxun Technology, Huagong Technology, Guanghuan New Network, Aofei Data, Chaoxun Communication, Langwei Co [5][15]. - Overseas computational power: NewEase, Tianfu Communication, Zhongji Xuchuang, Taicheng Light, Guangku Technology, Dingtong Technology, Wolong Nuclear Materials [5][15]. - Edge AI: Guanghetong, Yiyuan Communication, Meige Intelligent, Yuntian Leifeng, Yinghantong, Tianzhun Technology, Heertai, Tuobang Co [5][15].

好的各位投资人各位飞机师大家早上好主持人现在能听到吗可以听到的杨总 好的这次那个新鲜融资呢是放我们是第二次第二次融资啊这个我们在23年23年的时候那个年中吧我们做了一轮啊做了一个多月一个一个融资呃这一次呢大概融资金额是两个亿左右两个亿左右呃方向的话还是呃一方面就是说我们嗯40纳米65纳米开始进入量产阶段啊开始呃呃做相关的一些准备工作呃为未来这个量产做一个呃准备的一个准备吧 大家都知道现在因为简词不是说想发就能发的所以我们这个事情其实是提前做了一个申请昨天突然接到通知突然接到通知我们才临时把这封公告才发出来了然后实际上这个简词的一个具体情况公告也说明了就是我们这个所属企业的持空平台这边有五个人这次简词是三个高管三个高管我们的那个持空人徐总徐总是个简词的 然后那个徐伟的个人也是不剪辞的因为上一次我们在去年年底十一月底十一月底的时候我们做了一个所以这次就是剩下的这个除了石峰人以外还剩三位包括我们的一个稳高的一个剪辞石峰人还是这个金银行公司暂时没有这样的一个剪辞的一个需求这个剪辞的一个具体的用途呢主要还是说 一方面大家我们看到最近我们发了一个转赛的预案那也因为有这么一个事情我们这个老多普通有这么一个机会也是想这个我们 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-010 苏州天准科技股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 宁波准智创业投资合伙企业（有限合伙）持有上市公司 36,840,045 股，占 上市公司总股本的 19.03%，上述股份为公司首次公开发行前取得股份，已于 2022 年 7 月 22 日解除限售并上市流通。宁波准智为公司实际控制人徐一华先生控制 的企业。公司控股股东苏州青一投资有限公司、实际控制人徐一华先生均不参与 本次减持计划。 减持计划的主要内容 因自身资金需求，宁波准智拟通过集中竞价或大宗交易的方式减持公司股份 不超过 1,935,950 股，合计减持股份比例不超过公司股份总数的 1%。 减持期间为自本公告披露之日起 15 个交易日后的 3 个月内。 若减持计划实施期间公司有派息、送股、资本公积金转增股本、配股等除权 除息事项，减持股份数将进行相应调整。 公司收到宁波准智创业投资合伙企业（有 ...

大家晚上好我是天准科技的董秘洋葱主持人能够听到声音可以听到杨总好的我们今天下午发布了20年业绩快报的一个公告我大概把这个公告的主要的数据先做一个简要介绍 然后再把公司近期的一些关注点的一些情况做一个介绍后面再留一些时间进行互动交流24年我们的营业收入16.08亿相对于去年是下滑了2.4%规模净利润我们是1.24亿1.25亿相较于23年的2.15亿下滑了42% 扣费后下滑的是34%这样一个主要的一个数据情况对于规模经济论下降42%对应的金额是9000毛利的影响在营业收入同比下降4000万的这样一个情况下我们毛利率基本上是在41%点几将近42%跟去年 第二三年基本持平啊所以这边导致的这个毛利的影响是减少了一千七百多万影响比较大的呢是第二个方面薪酬啊薪酬我们同比增长了三千将近三千六百万主要还是公司在电子半导体包括这个新汽车一些业务上还是在还是在持续投入啊所以考虑到其实行业里面 在一些板块里面竞争还是比较激烈的所以我们还是要保持一个有竞争力的一个薪酬所以整体全年的薪酬是有一定的上涨另外就是由于光复行业行业波动的原因整个行业变慢我们回款变慢我们应收账款的记题比前一个年度是有明显的增长 这里面信用减至1800万里面的光复 ...

Core Viewpoint - The article discusses the evolving landscape of robotics, particularly focusing on the integration of AI into robotic systems and the potential for hardware standardization while emphasizing the importance of the AI "brain" in determining functionality [2][3]. Group 1: Robotics Market Trends - A German company has acquired Yush Robot and integrated ChatGPT for training, with the base model Yush G1 priced at €23,000 and the upgraded model at €59,900 [2]. - The future of robotics may see hardware provided for free, with the real value lying in the AI models, suggesting a shift towards standardized hardware and differentiated functionality based on the AI "brain" [3]. Group 2: Current Focus and Investment Opportunities - Current market attention is on components like screws, reducers, and sensors, as the hardware solutions are not yet standardized, with no single technology route proven superior [3]. - Companies are focusing on developing AI model algorithms while seeking outsourcing for hardware production, with notable players including Tencent, Zhiyuan, and Galaxy General [3]. - Domestic companies specializing in AI for robotics are limited, with Tianzhun Technology being a notable example, having launched the Star Intelligence 001 brain controller based on the NVIDIA Jetson Orin platform [4].

Financial Performance - Total revenue for 2024 was RMB 1,608,011,820.51, a decrease of 2.43% compared to RMB 1,648,022,914.60 in the previous year[3] - Net profit attributable to shareholders of the parent company was RMB 124,797,486.58, down 42.00% from RMB 215,172,445.39 year-on-year[3] - The basic earnings per share decreased to RMB 0.6494, a decline of 42.10% from RMB 1.1217 in the previous year[3] Assets and Equity - Total assets at the end of the reporting period were RMB 3,620,098,639.17, an increase of 12.14% from RMB 3,228,205,714.64 at the beginning of the period[3] - The company's equity attributable to shareholders of the parent company increased by 0.54% to RMB 1,930,499,449.32[3] Expenses and Impacts - The company recognized share-based payment expenses of RMB 17,875,400, which impacted net profit by RMB 13,816,200 after tax considerations[5] - The decrease in net profit was primarily due to a reduction in gross profit of RMB 17,335,700, attributed to a decline in revenue of RMB 40,011,100[6] - The company experienced an increase in salary expenses of RMB 35,946,900 due to competitive compensation strategies in the electronics, semiconductor, and new energy vehicle sectors[7] - Credit impairment losses increased by RMB 18,235,600, influenced by slower customer payments in the photovoltaic industry[7] Sector Performance - The gross profit from the photovoltaic sector decreased by RMB 72,891,800, significantly affecting overall net profit, while other business segments saw a gross profit increase of RMB 55,556,100[7]

中国经济网北京2月13日讯 天准科技(688003.SH)昨晚披露《向不特定对象发行可转换公司债券预案》 称，本次发行证券的种类为可转换为公司A股股票的可转换公司债券。 本次可转换公司债券及未来转换的公司A股股票将在上海证券交易所科创板上市。 本次发行的可转换公司债券每张面值为人民币100元，按面值发行。 本次发行的可转换公司债券期限为自发行之日起6年。 本次可转债的具体发行方式由公司股东大会授权董事会与保荐机构（主承销商）协商确定。 本次可转换公司债券的发行对象为持有中国证券登记结算有限责任公司上海分公司证券账户的自然人、 法人、证券投资基金、符合法律规定的其他投资者等（国家法律、法规禁止者除外）。 本次发行的可转换公司债券向公司原股东优先配售，原股东有权放弃优先配售权。 本次发行的可转债不提供担保。 资信评级机构将为公司本次发行的可转债出具资信评级报告。 天准科技于2019年7月22日在上交所上市，发行价格为25.50元/股。 本次发行的可转换公司债券票面利率的确定方式及每一计息年度的最终利率水平，由公司股东大会授权 董事会在发行前根据国家政策、市场状况和公司具体情况与保荐机构（主承销商）协商确定。 本次 ...