每经头条（nbdtoutiao）——最高返现60%！惠民保年末销售乱象调查：业务员"贴钱"冲考核，谁在"赔 本赚吆喝"？ 每经AI快讯，天准科技12月31日晚间发布公告称，苏州天准科技股份有限公司董事会于近日收到总经 理徐一华先生辞去总经理职务的书面辞呈。徐一华先生为更专注履行公司董事长职责，集中精力统筹公 司战略规划、公司治理结构优化、重大决策部署等工作，故申请辞去公司总经理职务。辞任总经理后， 徐一华先生仍将继续担任公司第四届董事会董事长、董事、董事会战略委员会主任委员、董事会提名委 员会委员、董事会薪酬与考核委员会委员和公司核心技术人员，与新任总经理和管理团队一道，持续推 动公司的长远发展和市场竞争力的提升。经公司董事长提名、董事会提名委员会审核通过，同意聘任蔡 雄飞先生为公司总经理。 （记者 曾健辉） ...

Core Viewpoint - Tianzhun Technology's stock has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth opportunities in the automation equipment sector [1][2]. Group 1: Stock Performance - On December 31, Tianzhun Technology's stock rose by 2.07%, reaching 58.61 CNY per share, with a trading volume of 60.45 million CNY and a turnover rate of 0.54%, resulting in a total market capitalization of 11.389 billion CNY [1]. - Year-to-date, the stock price has increased by 36.93%, with a 1.47% rise over the last five trading days, 9.14% over the last 20 days, and 0.95% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Tianzhun Technology reported a revenue of 977 million CNY, reflecting a year-on-year growth of 14.79%. However, the net profit attributable to shareholders was a loss of 15.169 million CNY, a decrease of 10.98% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 516 million CNY in dividends, with 268 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Tianzhun Technology increased to 13,100, up by 18.91% from the previous period, while the average number of circulating shares per shareholder decreased by 15.67% to 14,830 shares [2]. - Notable institutional holdings include the Huaxia CSI Robot ETF, which is the sixth largest shareholder with 2.667 million shares, an increase of 497,100 shares from the previous period [2].

Group 1 - The core point of the article is that Dingjie Convertible Bonds and Tianzhun Convertible Bonds were listed on December 31 [1] Group 2 - The listing of these convertible bonds indicates a potential opportunity for investors in the bond market [1] - The event reflects ongoing activities in the financial market, particularly in the area of convertible securities [1]

证券日报网讯 12月30日，天准科技在互动平台回答投资者提问时表示，在2025年，天准星智面向人形 机器人的具身智能控制器已经形成大批量销售，且新推出的基于英伟达Jetson Thor的大算力具身智能控 制器也已经开始小批量销售。天准星智已经成为多家头部人形机器人公司的主要供应商，万境千寻（北 京）科技有限公司是天准星智在此领域的客户。 （文章来源：证券日报） ...

格隆汇12月30日丨天准科技(688003.SH)在投资者互动平台表示，在2025年，天准星智面向人形机器人 的具身智能控制器已经形成大批量销售，且新推出的基于英伟达Jetson Thor的大算力具身智能控制器也 已经开始小批量销售。天准星智已经成为多家头部人形机器人公司的主要供应商，万境千寻（北京）科 技有限公司是天准星智在此领域的客户。 ...

Supply News - Anshi China has shipped over 11 billion chips since resuming shipments in mid-October, serving over 800 global customers [1][7] - In response to semiconductor-related disputes, Wentai Technology has initiated multiple legal proceedings in the Netherlands and submitted a dispute notice, potentially seeking international arbitration with claims up to $8 billion if unresolved within six months [1][7] Project Progress - The third phase of the Muling North Semiconductor Technology Co., Ltd. project has officially commenced production, with a total investment of 2 billion yuan and an annual capacity of 1 million 6-inch wafers, primarily for applications in new energy vehicles, industrial control, and photovoltaics [2][8] - The core equipment for the New Beauty Materials New Station Optical Functional Film project was moved in on December 25, marking significant progress, with a total investment of approximately 5 billion yuan and plans for five internationally leading intelligent display material production lines, expected to achieve mass production by the third quarter of 2026 [2][8] Corporate Dynamics - Zhongwei Company won a provincial patent award for its invention patent "Chemical Vapor Deposition Reactor or Epitaxial Layer Growth Reactor and Its Supporting Device" and also secured the gold award in the second "Changgao Competition" for high-value patent transformation [3][9] - Noreco announced on December 26 the launch of a new product series, Optical Critical Dimension (OCD) equipment NKShape, successfully delivered to a leading domestic customer, designed for advanced semiconductor processes [3][9] - Tianzhun Technology announced on December 28 the successful completion of its public offering of convertible bonds, totaling 872 million yuan, with the bonds set to be listed on the Shanghai Stock Exchange on December 31, 2025 [4][10] - Chipone announced on December 26 that its shareholder, the National Integrated Circuit Industry Investment Fund, plans to reduce its holdings by up to 8.9396 million shares, accounting for no more than 1.70% of the total share capital [4][10] - SK Hynix is accelerating the construction of its 2.5D packaging production line to enhance its overall packaging capabilities for AI semiconductors, including high bandwidth memory (HBM) [4][10] - Media reports indicate that MediaTek announced a strategic partnership with global automotive component supplier DENSO to jointly develop customized automotive system-on-chip (SoC) solutions for advanced driver assistance systems (ADAS) and smart cockpit applications [4][10]

Core Viewpoint - Tianzhun Technology (688003) has announced the issuance of convertible bonds totaling 872 million yuan, which will be listed on the Shenzhen Stock Exchange on December 31, 2025 [1][2]. Group 1: Bond Issuance Details - The total amount of the convertible bonds issued by Tianzhun Technology is 872 million yuan (872,000 bonds) [1][2]. - Existing shareholders have priority in the subscription, with 755,820 bonds (755.82 million yuan), accounting for approximately 86.68% of the total issuance [2]. - Public investors subscribed to 113,505 bonds (113.505 million yuan), representing about 13.02% of the total issuance, while the lead underwriter subscribed to 2,675 bonds (2.675 million yuan), making up 0.31% of the total [2]. Group 2: Company Overview - Tianzhun Technology is a well-known visual equipment platform enterprise in China, focusing on the application of artificial intelligence technology to promote industrial digitalization [2]. - The company serves various industrial sectors, including electronics, semiconductors, and new energy vehicles, providing leading high-end visual equipment products [2]. - In the electronics sector, Tianzhun Technology is a core supplier of visual equipment, offering high-end visual measurement, inspection, and process equipment [2]. Group 3: Fund Utilization - The funds raised from the bond issuance will be allocated to several projects, including the R&D and industrialization of industrial visual equipment and precision measurement instruments [3]. - The semiconductor measurement equipment project aims to tackle key technologies and promote the localization of core components, enhancing the company's competitiveness in the semiconductor measurement field [3]. - The smart driving and embodied intelligent controller project focuses on developing foundational software and hardware platforms, facilitating the implementation of domestic chip platforms in smart driving applications [3].

Group 1 - The company Tianzhun Technology announced the issuance of Tianzhun Convertible Bonds [1] - The total issuance amount is 872 million yuan, with an issuance volume of 872,000 lots [1] - The bonds will be listed on the Shanghai Stock Exchange, with a listing date set for December 31, 2025 [1]

股票简称：天准科技 股票代码：688003 苏州天准科技股份有限公司 （Suzhou TZTEK Technology Co., Ltd.） （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 上市公告书 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 二〇二五年十二月 第一节 重要声明与提示 苏州天准科技股份有限公司（以下简称"天准科技""发行人""公司"或"本 公司"）及全体董事、监事、高级管理人员保证上市公告书所披露信息的真实、 准确、完整，承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并依法 承担法律责任。 根据《中华人民共和国公司法》《中华人民共和国证券法》等有关法律、法 规的规定，本公司董事、高级管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、上海证券交易所（以下简 称"上交所"）、其他政府机关对本公司可转换公司债券上市及有关事项的意见， 均不表明对本公司的任何保证。 本 公 司 提 醒 广 大 投 资 者 认 真 阅 读 刊 载 于 上 海 证 券 交 易 所 网 站 ...

Core Viewpoint - The demand for optical modules is expected to reach tens of millions by 2026, driven by the continuous increase in computing power requirements, leading to a shift towards automation in production processes [1][2][3] Group 1: Market Demand and Trends - The demand for AI computing servers is continuously being revised upwards, which in turn boosts the demand for optical modules [2] - Google’s Gemini3 and Nvidia’s Rubin architecture are key drivers for increased server shipments and higher bandwidth requirements for optical modules [2] - The optical module is a core component for building efficient computing clusters, essential for the advancement of AI technologies [2] Group 2: Industry Transformation - Historically, the optical module industry has been labor-intensive, but technological upgrades and overseas expansion are driving the need for automation [3] - The transition from 800G to 1.6T optical modules necessitates higher precision in assembly and testing, making automation equipment essential [3] - Companies are increasingly establishing overseas production capacities, particularly in Southeast Asia, to meet North American client demands, further emphasizing the need for automation due to labor quality concerns [3] Group 3: Recommended Companies - Companies with relevant product layouts in the optical module sector are highlighted for investment opportunities, including: - Coupling equipment: Robotech (300757.SZ) - AOI testing equipment: Aotaiwei (688516.SH), Tianzhun Technology (688003.SH), Quick Intelligent (603203.SH) - Attachment equipment: Bozhong Precision (688097.SH) - Automation assembly equipment: Kaige Precision Machinery (301338.SZ) - Fiber Array Unit (FAU): Jieput (688025.SH) [1]