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 ...

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [12]. Core Insights - The report highlights the rise of robotics and the low-altitude economy, emphasizing opportunities in high-end manufacturing and equipment upgrades [2][3]. - The report discusses the government's focus on integrating digital technology with manufacturing advantages, supporting the development of intelligent terminals such as smart robots and AI applications [6]. - The low-altitude economy is expected to see significant policy support and infrastructure development, with 2024 being a pivotal year for its growth [6]. - The report emphasizes the need for high-end manufacturing to benefit from technological innovation and industry integration, recommending companies in smart manufacturing and advanced equipment sectors [6]. - Equipment upgrade demands are anticipated to be released due to new policies aimed at enhancing manufacturing capabilities [6]. Summary by Sections Robotics and Intelligent Manufacturing - The report advocates for the development of intelligent terminals, including smart robots and AI applications, driven by policy support and market demand [6]. - Companies to watch include Tianzhun Technology, Kaierda, and Sanhua Intelligent Control [6]. Low-altitude Economy - The report notes the importance of developing the low-altitude economy, with a focus on commercial aerospace and general aviation [6]. - Key companies in this sector include Laies Information and Deep City Transportation [6]. High-end Manufacturing - The report stresses the integration of technology and industry innovation, with a focus on advanced manufacturing sectors [6]. - Recommended companies include Haomai Technology and Kede CNC [6]. Equipment Upgrades - The report indicates that new policies will facilitate equipment upgrades across various sectors, including engineering machinery and rail transit [6]. - Companies to consider include Sany Heavy Industry and China Railway [6].

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed [1]. Core Insights - The company, Tianzhun Technology, is positioned as a leading visual equipment platform enterprise, focusing on the integration of artificial intelligence technology to promote industrial digitalization [16]. - Tianzhun serves various industrial sectors, including electronics, semiconductors, and new automotive industries, providing advanced visual measurement and detection equipment [16]. - The company has maintained a strong commitment to R&D since its establishment in 2005, developing two major technological systems: artificial intelligence and precision optomechanics [16]. - Tianzhun has established a customer-centric organizational structure and has served over 6,000 mid-to-high-end clients globally [16]. - The company has been involved in drafting national standards and has received multiple qualifications, including "National Enterprise Technology Center" and "National Major Instrument Special Project Undertaking Unit" [16]. Summary by Sections 1. Basic Research Information - The research was conducted on February 19, 2025, focusing on Tianzhun Technology within the general equipment industry [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Haitong Securities, Shenwan Hongyuan, Northeast Securities, Suzhou Zhenhe, and Kunyi Investment [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [15]. 4. Main Content Information - Tianzhun's product, Star Intelligence 001, launched in November 2024, is designed for humanoid robots and serves as a high-performance intelligent controller [16][17]. - The Star Intelligence 001 utilizes NVIDIA Jetson AGX Orin, achieving a computing power of 275 TOPS, suitable for complex scenarios such as high-definition image processing and real-time data analysis [17]. - The company has expanded its business into humanoid robot control, building on its previous experience in unmanned logistics vehicles and intelligent driving domain controllers [18]. - Tianzhun's laser drilling machines are primarily used for HDI boards, IC substrates, and flexible-rigid combined boards [19]. - The company is optimistic about the future of the photovoltaic industry, focusing on product improvement and technological reserves during industry downturns [20].

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed. Core Insights - The company, Tianzhun Technology, is positioned as a leading visual equipment platform enterprise, focusing on the integration of artificial intelligence technology to drive industrial digitalization [17] - The company serves various sectors including electronics, semiconductors, and new automotive industries, providing advanced visual measurement and detection equipment [17] - Tianzhun has maintained a high level of R&D investment since its establishment in 2005, developing two major technology systems: artificial intelligence and precision optomechanics [17] - The company has established a strong customer base, serving over 6,000 mid-to-high-end clients globally and actively participating in the formulation of national standards and industry norms [17] Summary by Sections 1. Basic Research Information - The research was conducted on February 18, 2025, focusing on Tianzhun Technology within the general equipment industry [13] 2. Detailed Research Institutions - The research involved institutions such as Rongsheng Investment and Shenzhen Jiaxin Tianshi Industrial [14] 3. Research Institution Proportion - The report does not provide specific data on the proportion of research institutions involved. 4. Main Content Information - Tianzhun Technology has launched the Star Intelligence 001 product, a high-performance intelligent controller designed for humanoid robots, which is a key component for understanding and executing complex tasks [18] - The Star Intelligence 001 is based on NVIDIA Jetson AGX Orin, offering a computing power of 275 TOPS, suitable for high-definition image processing and real-time data analysis [18] - The company has expanded its business into humanoid robot control since 2018, leveraging its existing technology foundation and application experience [19] - The company is preparing for a convertible bond issuance, with plans to submit the application materials soon [19] - The company remains optimistic about the future of the photovoltaic industry despite current challenges, focusing on product improvement and technological reserves [20]

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 ...

证券代码：688003 证券简称：天准科技 （住所：江苏省苏州市高新区五台山路 188 号） 向不特定对象发行可转换公司债券的 论证分析报告 二〇二五年二月 第一节 本次发行证券及其品种选择的必要性 苏州天准科技股份有限公司（以下简称"公司"或"天准科技"）是在上海 证券交易所科创板上市的公司。为满足公司发展的资金需求，扩大公司经营规模， 增强公司的综合竞争力和持续盈利能力，公司结合自身实际状况，根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）以及《上市公司证券发行注册管理办法》（以下简称"《注 册管理办法》"）等有关法律、法规和规范性文件的规定，拟通过向不特定对象 发行可转换公司债券的方式募集资金。 一、发行证券的种类 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（以下简 称"可转债"）。本次可转债及未来经本次可转债转换的公司 A 股股票将在上 海证券交易所上市。 二、本次发行证券的必要性 苏州天准科技股份有限公司 本次向不特定对象发行可转债募集资金投资项目均经过公司审慎论证，项目 的实施有利于进一步提升公司的核心竞争力，增强公司 ...