截至2026年1月30日收盘，机器人ETF(159770)全天申购6600万份，换手4.59%，成交4.49亿元。跟踪的中证机器人指数 (H30590)下跌0.45%。成分股方面涨跌互现，绿的谐波领涨7.78%，天准科技上涨6.23%，伟创电气上涨4.98%。 截至1月30日，机器人ETF(159770)近半年份额增长20.69亿份，实现显著增长。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域， 帮助投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 【热点事件】 2、北京首个人形机器人中试平台启动，实现全链路中试服务覆盖 1月29日，北京人形机器人创新中心中试验证平台正式启动，这也是北京首个人形机器人中试验证平台，包括小批量试制 线、具身智能机器人生产示范线、具身智能机器人关节生产示范线及专业测试实验室，可实现从核心部件到整机的全链路 中试服务覆盖。 【机构观点】 中信证券表示，目前人形机器人处于技术验证期，但商业化落地时间相比于新能 ...

Market Review - The A-share market for artificial intelligence and robotics showed divergent trends, with related ETFs performing inconsistently. The Sci-Tech AI ETF (589010) experienced fluctuations, closing at 1.620 yuan, up 0.809% from the opening price. Among the 30 constituent stocks, 20 declined, with Youke Technology leading the drop at 5.70%. Conversely, a few stocks surged, including Sikan Technology, which hit the daily limit, and Lanke Technology, which rose over 12% [1] - The Robotics ETF (562500) initially fell but rebounded slightly, closing at 1.064 yuan, down 0.468% from the opening price. Out of 66 constituent stocks, 34 increased, with Green Harmony leading the gain at 7.78%. However, Huachangda and Tuobang shares fell by 6.68% and 5.08%, respectively, having limited impact on the overall market. The trading volume was 1.675 billion yuan, with a turnover rate of 6.85%, indicating high trading activity [1] Hot News - The AI-exclusive social network Moltbook has rapidly gained popularity, attracting over one million AI agents that engage in various discussions and activities, including creating religions and committing fraud. This has sparked debate, with some questioning the authenticity of exaggerated claims. The platform is linked to the recently popular open-source AI agent OpenClaw, which offers extensive functionalities for users [2] - On February 1, Tencent launched its AI application Yuanbao, initiating a 1 billion yuan cash red envelope campaign for the Spring Festival. Users can claim red envelopes and earn additional lottery chances through tasks, with rewards up to 10,000 yuan that can be withdrawn to WeChat Pay. The campaign quickly gained traction on social media, generating significant user engagement [2] - On February 1, UBTECH announced the open-sourcing of its self-developed embodied intelligent model, Thinker. This model aims to provide industrial humanoid robots with rapid response and precise spatial awareness capabilities, addressing challenges in dynamic industrial environments [2] Institutional Viewpoints - CITIC Securities reported that with the arrival of key traffic windows like the Spring Festival, AI applications are poised for significant operational catalysts. Tencent's Yuanbao red envelope activity is expected to enhance user engagement and frequency of use, potentially accelerating the penetration and establishment of AI products in users' minds. The combination of high-frequency holiday traffic and strong operational incentives is likely to validate the retention, activity, and commercialization potential of AI applications, leading to increased attention in related sectors [3]

Core Viewpoint - The visual inspection system is transforming traditional industrial production by integrating automation and intelligence, moving away from reliance on manual inspection. The market size for China's visual inspection system is projected to reach approximately 3.264 billion yuan in 2024, with a year-on-year growth of 9.71% [6]. Industry Overview - The visual inspection system is an automated detection solution based on computer vision technology, utilizing industrial cameras, light sources, image processing, and algorithm modules for non-contact data collection, analysis, and judgment. It is categorized into online and offline inspection systems, with online systems providing real-time, fully automated inspection on production lines, while offline systems offer flexibility and cost advantages [1][3]. Industry Chain - The upstream of the visual inspection system industry includes components such as light sources, industrial lenses, industrial cameras, image sensors, and AI platforms. The midstream involves the manufacturing and system integration of visual inspection systems, while the downstream applications span various sectors including electronics, automotive, semiconductors, and healthcare [3]. Market Size - The visual inspection system market in China is expected to reach approximately 3.264 billion yuan in 2024, reflecting a year-on-year increase of 9.71% [6]. Key Companies' Performance - Key players in the visual inspection system industry include: - **Tianzhun Technology**: Focuses on creating a leading visual equipment platform, with a significant drop in revenue for visual inspection equipment in the first half of 2025, amounting to 0.065 billion yuan, a decrease of 70.81% year-on-year [7]. - **Dahua Technology**: Utilizes AI technology to drive intelligent video perception systems, expanding its product offerings across various sectors [9]. - **Lingyun Optical**: Achieved a revenue of 2.127 billion yuan in the first three quarters of 2025, marking a year-on-year growth of 34.30% [9]. Industry Development Trends 1. **Technological Transformation**: The core technology of visual inspection is shifting from 2D to 3D vision combined with AI, enabling the detection of complex defects and enhancing analysis efficiency [10]. 2. **Application Expansion**: The application of visual inspection technology is broadening from standardized manufacturing to flexible and diverse scenarios, including healthcare and logistics [11]. 3. **Ecosystem Development**: The focus is moving towards high-end breakthroughs and collaborative ecosystem building, emphasizing domestic innovation and reducing reliance on imports [12].

Group 1 - The company has received approval from the China Securities Regulatory Commission to issue convertible bonds totaling RMB 872 million, with a net amount of RMB 862.28 million after deducting issuance costs [2][11] - The bonds have a six-year term and a face value of RMB 100 each, with a total issuance of 872,000 bonds [2][11] - The funds from the bond issuance are intended for temporary liquidity support, with a limit of RMB 20 million to be used within 12 months [3][4] Group 2 - A tripartite supervision agreement for the management of the raised funds has been signed between the company, Ningbo Bank Suzhou Branch, and Huatai United Securities [3][5] - The special account for the raised funds has been established, and as of January 22, 2026, the account balance was zero, indicating no funds have been withdrawn yet [5][6] - The agreement stipulates that the funds can only be used for business-related operations and requires monthly reconciliation statements from the bank [5][6] Group 3 - The convertible bonds will be convertible into company shares starting from June 18, 2026, following a six-month period post-issuance [11][13] - Investors must meet the suitability requirements for trading on the Sci-Tech Innovation Board to convert their bonds into shares, otherwise, they will not be able to do so [11][12] - The company has provided detailed information regarding the bond issuance in its prospectus available on the Shanghai Stock Exchange website [14]

| 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-012 | | --- | --- | --- | | 转债代码：118062 | 转债简称：天准转债 | | 苏州天准科技股份有限公司 关于可转债投资者适当性要求的风险提示性公告 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： 根据相关法律法规规定及《苏州天准科技股份有限公司向不特定对象发 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约定，苏州天 准科技股份有限公司（以下简称"公司"）本次发行的"天准转债"自 2026 年 6 月 18 日（非交易日顺延）起可转换为公司股份。 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交 易所科创板股票投资者适当性要求的投资者所持"天准转债"不能转股的风险，提 示如下： （二）可转债上市情况 经上海证券交易所自律监管决定书〔2025〕297 号文同意，公司本次发行的 87,200.00 万元可转换公司债券于 2025 年 12 月 31 日起在上海证券交易所挂牌交 ...

| 证券代码：688003 | 证券简称：天准科技 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：118062 | 转债简称：天准转债 | | 苏州天准科技股份有限公司 关于开立募集资金临时补流专项账户 并签订募集资金专户存储三方监管协议的公告 公司向不特定对象发行 87,200.00 万元的可转换公司债券，期限为六年，每 张面值为人民币 100 元，发行数量为 87.20 万手（872 万张）。本次发行的募集 资金总额为人民币 872,000,000.00 元，扣除发行费用 9,722,406.43 元，实际募 集资金净额为 862,277,593.57 元。上述募集资金已于 2025 年 12 月 18 日到位， 中汇会计师事务所（特殊普通合伙）对公司募集资金到账情况进行了审验，并出 具了《苏州天准科技股份有限公司可转换公司债券募集资金到位情况验证报告》 （中汇会验[2025]11879 号）。 二、《募集资金专户存储三方监管协议》的签订情况和募集资金专户的开 立情况 公司于 2026 年 1 月 16 日召开第四届董事会第二十七次会议，审议通过了《关 于使用部 ...

Group 1 - The Robot ETF (562500) experienced a slight rebound after a downward trend, with the latest price at 1.070 yuan, up 0.094% from the opening price [1] - Among the 66 constituent stocks tracked by the ETF, 40 stocks showed an increase, with Green Harmony leading the gains at 8.26%, while Huachangda fell by 5.84%, having limited impact on the overall market [1] - The trading volume for the Robot ETF reached 1.42 billion yuan, with a turnover rate of 5.81%, indicating high trading activity [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots [2] - Recent adjustments to the constituent stocks have increased the humanoid robot content in the index to nearly 70%, successfully removing underperforming stocks and retaining stronger ones [2] Group 3 - A humanoid robot testing platform was officially launched in Beijing, equipped with 500 sets of production and testing equipment, capable of producing 5,000 sets of embodied intelligent robots annually [1] - CITIC Securities anticipates favorable domestic policies for the robotics sector, with ongoing developments in new product releases and IPO progress for Yushu, suggesting a focus on quality segments for future investment [1]

Group 1 - The core focus is on the domestic AI industry chain, with the Science and Technology Innovation Artificial Intelligence ETF (589520) experiencing a price increase of 1.46% after two consecutive days of net capital inflow totaling 14.72 million yuan [1][8] - Major players in the AI sector, including ByteDance and Alibaba, are set to release new AI models in mid-February 2026, marking a significant competitive shift in the AI application landscape in China [3][11] - The ETF's index comprehensively covers four key segments: application software, terminal applications, terminal chips, and cloud chips, indicating a shift from reliance on foreign technology to self-sufficiency in the AI industry [3][11] Group 2 - Notable stocks within the ETF include Sikan Technology, which saw a 20% increase, and Lanke Technology, which rose over 13%, reflecting strong market performance [2][10] - The ETF's composition includes leading domestic GPU and ASIC companies, with nearly 70% of the top ten holdings and a significant focus on the semiconductor industry, indicating a robust growth potential [6][13] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, being a financing and margin trading target [6][13]

Group 1 - The Robot ETF (562500) experienced a significant rebound after a brief dip, with a 2.30% fluctuation within 15 minutes, reaching a daily high of 1.11% and closing at 1.095 yuan, up 0.922% from the opening price [1] - Among the 66 constituent stocks tracked by the ETF, 12 stocks showed an increase, with iFlytek rising over 8%, while Weichuang Electric, Jingpin Special Equipment, and Jiangsu Beiren saw declines exceeding 5% [1] - The trading volume for the Robot ETF (562500) reached 4.52 billion yuan, with a turnover rate of 1.77%, indicating a high level of trading activity [1] Group 2 - Guojin Securities highlighted that 2026 is a critical milestone for humanoid robots, with Tesla expected to release its first mass-produced product in Q1 2026 and commence large-scale production in August [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2] - Following the adjustment of constituent stocks, the humanoid robot content in the index tracked by the Robot ETF (562500) has increased to nearly 70%, successfully removing underperforming stocks and incorporating quality ones [2]

Core Viewpoint - The Robot ETF (159770) has shown significant investor interest despite a decline in the underlying index, indicating a potential shift in market sentiment towards robotics and AI sectors [1][2]. Group 1: ETF Performance - As of January 28, 2026, the Robot ETF (159770) had a turnover rate of 4.31% with a transaction volume of 428 million yuan [1]. - The underlying index, the CSI Robot Index (H30590), experienced a decline of 2.05% [1]. - The Robot ETF saw a net subscription of 58.5 million shares, indicating strong demand [1]. Group 2: Fund Growth - Over the past three months, the Robot ETF (159770) has grown by 438 million yuan, and in the last six months, its share count increased by 1.919 billion shares [2]. - The ETF closely tracks the CSI Robot Index, focusing on core entities across the robotics industry chain [2]. Group 3: Industry Developments - Shenzhen-based Zhongqing Robotics has completed a share reform, changing its name to Shenzhen Zhongqing Robotics Technology Co., Ltd., which is seen as a step to optimize its capital structure for future operations [2]. - Zhongqing Robotics has initiated a humanoid robot space exploration project in collaboration with Chuanxuer, marking a significant milestone in China's humanoid robotics and space exploration efforts [3]. Group 4: Market Insights - Recent reports indicate a rapid acceleration in the commercialization of humanoid robots, with expectations for mass production to begin in 2025 [4]. - Companies like Yushutech and UBTECH are making significant strides, with UBTECH's Walker S2 being procured by Airbus and Tesla's Optimus robot performing tasks in factories [4]. - The investment and financing activities in the humanoid robotics sector are on the rise, with several companies completing share reforms or securing new rounds of funding [4].