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天准科技股价连续5天下跌累计跌幅11.5%,博时基金旗下1只基金持96.82万股,浮亏损失655.47万元
Xin Lang Cai Jing· 2025-10-14 07:13
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%。 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。 截至发稿,李庆阳累计任职时间1年256天,现任基金资产总规模59.97亿元,任职期间最佳基金回报 155.42%, 任职期间最差基金回报26.6%。 从天准科技十大流通股东角度 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243.02万元。连续5天下跌期间浮亏损失655.47万元。 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26.93%。 10月14日,天准科技跌4.6%,截至发稿 ...
转债周度专题:转债新券有何看点?-20251012
Tianfeng Securities· 2025-10-12 11:44
1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core Viewpoints of the Report - Since August, the pace of changes in the supply - demand structure of the convertible bond market has accelerated. On the demand side, insurance funds have rapidly and significantly reduced their holdings of convertible bonds, while the demand from public funds has remained stable. On the supply side, although the number of forced redemptions has increased significantly since August, the enthusiasm for new convertible bond proposals has been high, and the review speed has marginally accelerated [1][10][14]. - The A - share market fluctuated sharply this week. The current A - share market valuation has significantly recovered. Large - scale equipment renewal and consumer product trade - in measures are expected to boost domestic demand, and the export growth rate may decline. The Fed has re - entered the interest rate cut cycle, and the weak resonance between the domestic economic fundamentals and the capital side is expected to gradually start [27]. - Considering the impact of refinancing policies, the subsequent issuance pressure of convertible bonds is expected to be low. The risk of a correction in convertible bond valuations has been temporarily alleviated. However, in the context of stock market volatility and the strong "taking - profits" sentiment of institutions in the fourth quarter, the short - term profit - making effect of the convertible bond market may be weak. Attention should be paid to the band - trading opportunities of convertible bonds in a volatile market [28]. 3. Summary According to the Directory 1. Convertible Bond Weekly Special Topic and Outlook 1.1 What are the Highlights of New Convertible Bond Issues? - Since August, the demand - side of the convertible bond market has seen insurance funds significantly reducing their holdings, while public funds have increased their positions. On the supply - side, new convertible bond proposals have been actively submitted, and the review speed has accelerated. For example, in August, 18 new convertible bond proposals passed the board of directors, reaching the level of March 2023. In September, 17 proposals passed the general meeting of shareholders, and 7 passed the listing committee review, reaching the level of January 2024 [1][10][14]. - As of October 10, there are 4 convertible bond proposals awaiting issuance after obtaining the CSRC's approval for registration, and 8 public convertible bond proposals have passed the listing committee review, with a total scale of 530.5 million yuan. The industry distribution of these convertible bonds is mainly in TMT, advanced manufacturing, and cyclical industries [15][20]. 1.2 Weekly Review and Market Outlook - This week, the A - share market fluctuated sharply. Before the holiday, the A - share market rose, with the new energy industry chain and semiconductors leading the gains. After the holiday, the market first rose and then fell. The current A - share market valuation has recovered, and domestic demand is expected to be boosted, but the export growth rate may decline [27]. - In the convertible bond market, the subsequent issuance pressure is expected to be low. The short - term profit - making effect may be weak, and attention should be paid to band - trading opportunities. Industries to focus on include popular themes such as semiconductors and AI, domestic - demand - oriented sectors, and central state - owned enterprises under the China - specific valuation system [28][29]. 2. Weekly Tracking of the Convertible Bond Market 2.1 The Equity Market Style is Differentiated, and Pro - cyclical Sectors are Strengthening - From September 29 to October 10, the equity market showed mixed performance. The market style was more inclined to large - cap growth stocks. 26 Shenwan industry indices rose, and 5 declined. The non - ferrous metals, steel, and basic chemical industries led the gains [32][34]. 2.2 The Convertible Bond Market Rose Narrowly, and the Premium Rate for 100 - yuan Par Value Rebounded - From September 29 to October 10, the convertible bond market rose. The average daily trading volume decreased. Most individual bonds rose. The non - ferrous metals, beauty care, and non - bank financial industries led the gains in the convertible bond market, while the communication industry declined [38][39]. - The weighted conversion value of the entire market increased, and the premium rate rose. The median price of convertible bonds increased, and the number of medium - and low - priced convertible bonds decreased [45][49]. 2.3 High - frequency Tracking of Different Types of Convertible Bonds 2.3.1 Classification Valuation Changes - This week, the valuations of equity - biased and balanced convertible bonds increased. Among different par - value convertible bonds, the valuation of 80 - 90 yuan par - value convertible bonds increased more significantly. The valuations of AA + and AA - rated convertible bonds decreased, while those of other ratings increased. The valuations of large - cap and small - cap convertible bonds increased significantly, while those of other scales decreased [60]. - Since the beginning of 2024, the conversion premium rates of equity - biased and balanced convertible bonds have rebounded from the bottom [60]. 2.3.2 Market Index Performance - This week, convertible bonds of all ratings and scales rose. Since 2023, high - rated AAA convertible bonds have shown stable performance, while low - rated convertible bonds have shown weaker anti - decline ability and greater rebound strength [71]. 3. Tracking of Convertible Bond Supply and Terms 3.1 This Week's Primary Proposals Issuance - This week, there were no newly listed convertible bonds, and there were 3 convertible bonds awaiting listing, with a total scale of 730.2 million yuan. The number of primary approvals was 10 [76]. - From the beginning of 2023 to October 10, 2025, there were 103 convertible bond proposals in total, with a total scale of 15.8329 billion yuan. The number and scale of proposals at different stages vary [77]. 3.2 Downward Revision & Redemption Clauses - This week, 9 convertible bonds were expected to trigger downward revisions, 4 announced no downward revisions, 0 proposed downward revisions, and 1 actually carried out a downward revision. Six convertible bonds were expected to trigger redemptions, 0 announced no redemptemptempt 0 announced no redemptions, and 5 announced early redemptions [5][83][84]. - As of the end of this week, there were 0 convertible bonds in the put - option declaration period and 9 in the company's capital - reduction repayment declaration period [88].
天准科技跌2.02%,成交额1.50亿元,主力资金净流入250.12万元
Xin Lang Cai Jing· 2025-09-30 06:24
Core Points - Tianzhun Technology's stock price decreased by 2.02% on September 30, trading at 57.68 CNY per share with a market capitalization of 11.198 billion CNY [1] - The company has seen a year-to-date stock price increase of 34.76%, with a 0.75% rise over the last five trading days [1] - Tianzhun Technology's main business includes industrial vision equipment development, production, and sales, with revenue contributions from various segments [1] Financial Performance - For the first half of 2025, Tianzhun Technology reported revenue of 597 million CNY, a year-on-year increase of 10.32% [2] - The company experienced a net profit loss of 14.1923 million CNY, but this represented a 45.92% improvement compared to the previous year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 7.37% to 11,000, while the average number of circulating shares per person decreased by 6.87% to 17,586 shares [2] - The company has distributed a total of 516 million CNY in dividends since its A-share listing, with 268 million CNY distributed over the last three years [3] - Notable institutional shareholders include Huaxia CSI Robot ETF and Xingquan Multi-Dimensional Value Mixed Fund, both of which increased their holdings [3]
苏州天准科技股份有限公司关于选举职工代表董事的公告
Shang Hai Zheng Quan Bao· 2025-09-26 19:26
Core Points - Suzhou Tianzhun Technology Co., Ltd. held its first employee representative meeting on September 26, 2025, where Mr. Chen Jiantao was elected as the employee representative director for the fourth board of directors [1] - The company appointed Mr. Huang Huan and Mr. Zhou Ming as vice general managers during the 21st meeting of the fourth board of directors on September 26, 2025 [3] Group 1: Election of Employee Representative Director - The board consists of 7 directors, including 1 employee representative director elected by the employee representative assembly [1] - Mr. Chen Jiantao, born in 1981, has been with the company since August 2015 and currently serves as the HR Director and Union Chairman [2] - Mr. Chen holds 10,000 shares of the company and meets all legal and regulatory requirements to serve as a director [2] Group 2: Appointment of Vice General Managers - Mr. Huang Huan and Mr. Zhou Ming were appointed as vice general managers, effective from the date of the board's approval [3] - Mr. Huang, born in 1983, has been with the company since August 2013 and currently serves as the General Manager of a division [4] - Mr. Zhou, born in 1980, joined the company in December 2014 and also serves as the General Manager of a division [5]
天准科技(688003) - 关于聘任公司副总经理的公告
2025-09-26 08:15
证券代码:688003 证券简称:天准科技 公告编号:2025-052 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 9 月 26 日召开 第四届董事会第二十一次会议,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 任黄沄先生、周明先生为公司副总经理,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。 黄沄先生与周明先生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。相关人员简历详见附件。 特此公告。 苏州天准科技股份有限公司董事会 2025 年 9 月 27 日 1 附件: 黄沄先生,1983 年出生,中国国籍,无境外永久居留权,本科学历。2013 年 8 月加入公司,历任公司机械设计部经理、产品部总监,现任公司事业部总经 理。 ...
天准科技(688003) - 关于选举职工代表董事的公告
2025-09-26 08:15
1 附件: 陈建涛先生,1981 年出生,中国国籍,无境外永久居留权,本科学历。2015 年 8 月加入公司,历任公司企业文化经理、人事经理,现任公司人事部总监、工 会主席。 根据《中华人民共和国公司法》《上海证券交易所科创板上市公司自律监管 指引第 1 号——规范运作》《上市公司章程指引》等法律法规和规范性文件,以 及《苏州天准科技股份有限公司章程》的规定,苏州天准科技股份有限公司(以 下简称"公司")董事会由 7 名董事组成,其中 1 名职工代表董事由公司职工代 表大会选举产生。 公司于 2025 年 9 月 26 日召开 2025 年第一次职工代表大会,选举陈建涛先 生担任公司第四届董事会职工代表董事,任期自本次职工代表大会选举通过之日 起至第四届董事会届满之日止。公司第四届董事会中兼任公司高级管理人员以及 由职工代表担任的董事人数未超过公司董事总数的二分之一,符合有关法律法规 及《公司章程》的规定。职工代表董事简历见附件。 特此公告。 苏州天准科技股份有限公司董事会 2025 年 9 月 27 日 证券代码:688003 证券简称:天准科技 公告编号:2025-051 苏州天准科技股份有限公司 关于选 ...
天准科技:聘任黄沄、周明为公司副总经理
Xin Lang Cai Jing· 2025-09-26 08:09
Core Points - The company announced the appointment of two new vice presidents, Huang Huan and Zhou Ming, during the 21st meeting of the fourth board of directors held on September 26 [1] Group 1 - The board of directors approved the proposal to appoint Huang Huan and Zhou Ming as vice presidents [1] - The term for the newly appointed vice presidents will last until the end of the current board's term [1]
上纬新材“20CM”涨停,机器人ETF(159770)获实时净申购1200万份,科创综指ETF天弘(589860)涨近1%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 03:12
Group 1 - The A-share technology stocks continue to strengthen, with the Sci-Tech Innovation Index rising nearly 1% on September 25, 2023 [1] - The Tianhong Sci-Tech Innovation Index ETF (589860) increased by 0.90%, with a trading volume exceeding 28 million yuan, indicating active trading [1] - In the robotics sector, the Robotics ETF (159770) rose by 0.44%, with a trading volume exceeding 200 million yuan and a turnover rate of over 2.5% [1] Group 2 - The Robotics ETF (159770) received a net subscription of 12 million units, reflecting strong investor interest [2] - The Tianhong Sci-Tech Innovation Index ETF closely tracks the Sci-Tech Innovation Index, which covers approximately 97% of the market capitalization of the Sci-Tech Innovation Board, focusing on small-cap hard technology companies [2] - The Robotics ETF tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2] Group 3 - Alibaba Cloud and NVIDIA have reached a collaboration in the Physical AI field, integrating NVIDIA's software stack into Alibaba's AI platform to enhance development cycles for applications like embodied intelligence and assisted driving [3] - Qualcomm's China Chairman indicated that the future scale of robotics and wearable devices could equal or exceed that of smartphones, highlighting the growth potential in these sectors [3] - Recent developments in the robotics industry, including Tesla's announcement of a compensation plan linked to the delivery of 1 million Optimus humanoid robots, have boosted market sentiment [3] Group 4 - CITIC Securities noted that the humanoid robotics index's performance is significantly influenced by Tesla's advancements in robotics, with a shift from theme investment to production expectations [4] - The upcoming Gen3 hardware release is expected to provide clearer production guidance and present historic opportunities for the sector [4] - The focus on supply chain certainty and new hardware directions is crucial for the industry, along with attention to the progress of domestic applications [4]
天准科技:关于持股5%以上股东所持部分股份解除冻结的公告
Zheng Quan Ri Bao· 2025-09-24 10:13
Group 1 - The core point of the article is that Tianzhun Technology announced the lifting of judicial freeze on 65,990 shares held by its major shareholder, Ningbo Zhunzhi Venture Capital Partnership [2] Group 2 - The shares that were released from judicial freeze represent a significant development for the company, potentially improving its stock liquidity and investor confidence [2]
天准科技(688003) - 关于持股5%以上股东所持部分股份解除冻结的公告
2025-09-24 09:00
证券代码:688003 证券简称:天准科技 公告编号:2025-050 二、本次股份被解除冻结情况 苏州天准科技股份有限公司 关于持股 5%以上股东所持部分股份解除冻结的公告 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: 苏州天准科技股份有限公司(以下简称"公司"或"天准科技")通过中国 证券登记结算有限责任公司上海分公司系统查询获悉公司持股 5%以上股东宁波 准智所持有公司的 65,990 股股份被解除司法冻结,具体情况如下: 一、本次解除冻结的股份原冻结情况 2024 年 7 月 10 日,宁波准智所持有的公司 65,990 股股份被司法冻结,本 次司法冻结系宁波准智因涉及服务合同纠纷,对方向苏州仲裁委员会申请仲裁, 并申请财产保全所致。详情请见公司于 2024 年 7 月 13 日在上海证券交易所网站 (www.sse.com.cn)披露的《关于持股 5%以上股东所持部分股份被冻结的公告》 (公告编号:2024-038)。 1 本次股份解除冻结的公司股东为宁波准智创业投资合伙企业(有限合伙) (以下 ...