国家知识产权局信息显示，苏州天准科技股份有限公司取得一项名为"一种硅片满篮检测预选对接装置 及预选对接方法"的专利，授权公告号CN 119297114 B，申请日期为2024年09月。 天眼查资料显示，苏州天准科技股份有限公司，成立于2009年，位于苏州市，是一家以从事仪器仪表制 造业为主的企业。企业注册资本19244.5万人民币。通过天眼查大数据分析，苏州天准科技股份有限公 司共对外投资了15家企业，参与招投标项目68次，财产线索方面有商标信息77条，专利信息809条，此 外企业还拥有行政许可28个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - The report indicates that the market is in a bullish atmosphere, with conditions for a bull market gradually being established due to cyclical improvements in fundamentals and the potential initiation of incremental capital circulation [6][14]. - The previous gold stock combination from August 1 to August 29, 2025, achieved a return of 12.33%, outperforming the Shanghai Composite Index and the CSI 300 Index by 5.23 and 2.87 percentage points, respectively [6][15]. - The report highlights a cumulative increase of 374.99% for the gold stock combination since its inception on March 28, 2017, with the A-share combination rising by 297.73% [6][15]. Group 2 - The recommended investment strategy focuses on breakthroughs in domestic technology chains and advanced manufacturing, emphasizing sectors with high global market share and the "anti-involution" trend [6][14]. - The report suggests that the "iron triangle" stocks, which include Zhuhai Guanyu, Luxi Chemical, and Tianzhun Technology, are key picks due to their strong growth prospects and market positioning [6][17]. - Other recommended stocks include Anfu Technology, Changjiu Logistics, China Shipbuilding, Zhongshan Public Utilities, Alibaba-W (Hong Kong), Greentown China (Hong Kong), and Fourth Paradigm (Hong Kong) [6][17][18]. Group 3 - Zhuhai Guanyu is noted for its high growth in consumer battery sales and technological advantages in steel shell and silicon-carbon batteries, with significant revenue and profit improvements expected [6][17][20]. - Luxi Chemical is benefiting from a recovery in market conditions and improvements in supply-demand dynamics for caprolactam and organosilicon, with ongoing project developments enhancing long-term growth potential [6][17][20]. - Tianzhun Technology is recognized as a partner of NVIDIA's Jetson Thor platform, with growth in humanoid robot controller business and deep collaborations with leading humanoid robot clients [6][17][20].

Group 1 - The core viewpoint of the news is the strategic collaboration among Suzhou High-tech Zone, Suzhou University, and Tianzhun Technology to enhance the integration of basic research, technological breakthroughs, achievement commercialization, and technology finance [1] - Suzhou High-tech Zone is recognized as a significant engine for innovation and development in Suzhou, ranking among the top in the country [1] - Suzhou University has notable research advantages in fields such as nanotechnology, artificial intelligence, and electronic information, producing a number of internationally leading innovative results [1] Group 2 - The collaboration aims to establish an innovative system led by the government, driven by the market, and centered on enterprises, focusing on the photonics and integrated circuit industries [2] - Suzhou High-tech Zone has formed a working group and established a coordination mechanism to enhance collaborative innovation with universities, specifically targeting the photonics and integrated circuit sectors [2] - The initiative includes the creation of a "Five Ones" integration development system, which specifies one industry direction, relies on one innovation platform, appoints one leading talent, supports one conversion fund, and cultivates a batch of benchmark projects [2]

Investment Rating - The report maintains a positive outlook on the automotive industry, indicating an "Overweight" rating for the sector, suggesting it will outperform the overall market [4][16]. Core Insights - The report highlights the strong performance of Tianzhun Technology, Fuyao Glass, and Xingyu Co., emphasizing their competitive advantages and growth potential in the automotive sector [3][4][6][7]. - Tianzhun Technology is expected to benefit significantly from the release of NVIDIA's Orin chip, enhancing its position in the Jetson platform and leading to a potential valuation increase [3][5]. - Fuyao Glass has revised its annual profit guidance upwards, projecting a profit of 10 billion yuan for 2025, supported by a 17% year-on-year revenue growth in the first half of 2025 [4][6]. - Xingyu Co. reported a 28.3% year-on-year revenue increase in Q1 2025, with expectations for continued strong performance in subsequent quarters [4][7]. - Top Group is anticipated to rebound due to expected improvements in Tesla's performance and the upcoming launch of its third-generation humanoid robot [4][9]. - Leap Motor has shown significant improvement, achieving profitability in the first half of 2025, with a focus on high-margin products and strategic partnerships [4][10]. Summary by Company Tianzhun Technology - Anticipated to gain a competitive edge with the release of NVIDIA's Orin chip, enhancing its capabilities in the Jetson platform [3][5]. - The report suggests a clear trend of computational power inflation, with expectations of reaching hundreds of TeraFLOPS [5]. Fuyao Glass - Achieved a revenue of 21.447 billion yuan in H1 2025, a 17% increase year-on-year, with a projected profit of 10 billion yuan for the full year [4][6]. - The growth is attributed to increased market share and the rising demand for high-value glass applications in the automotive sector [6]. Xingyu Co. - Reported a revenue of 3.09 billion yuan in Q1 2025, marking a 28.3% increase year-on-year, with strong performance expected to continue [4][7]. - The company is well-positioned in the global market, benefiting from competitors' struggles [7]. Top Group - Experienced a significant stock price drop due to underperformance from Tesla, but is expected to recover with upcoming product launches [4][9]. - The anticipated release of Tesla's third-generation humanoid robot is seen as a major catalyst for growth [9]. Leap Motor - Achieved profitability in H1 2025, with a focus on high-end product lines and strategic partnerships contributing to revenue growth [4][10]. - The D series is expected to differentiate itself in the market, leading to increased sales and profitability [10].

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]

Core Viewpoint - Tianzhun Technology experienced a net sell-off in margin trading, indicating potential investor caution or profit-taking behavior [1] Group 1: Financing Data - On August 22, Tianzhun Technology had a financing buy-in amount of 0.79 billion yuan, ranking 412th in the two markets [1] - The financing repayment amount on the same day was 1.47 billion yuan, resulting in a net sell-off of 68.28 million yuan [1] - Over the last three trading days (August 20-22), the financing buy-in amounts were 0.96 billion yuan, 1.07 billion yuan, and 0.79 billion yuan respectively [1] Group 2: Securities Lending Data - On August 22, the company had a securities lending sell-out of 140 shares, with a net sell-out of 20 shares [1]

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 ...