华鑫证券指出，AI应用正在给北美云厂商巨头业绩赋能，并且都给下一个季度提供积极的业绩指引， 对于AI算力硬件以及IDC的部署都提出了积极的需求，在全球云厂商巨头AI应用业绩持续超预期增长的 背后，能够显现AI算力设施资源的紧缺。建议关注国产AI算力相关标的。 5月6日，A股三大指数集体高开，光通信等板块反弹，截至发稿，科创AI指数涨0.32%。相关ETF中， 科创板人工智能ETF（588930）截至发稿涨0.34%，溢折率0.07%，盘中频现溢价交易；成分股中，有 方科技涨超5%，金山办公、天准科技、芯海科技涨超3%。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面上，近日，广东省人民政府办公厅印发《广东省进一步激发市场主体活力加快建设现代化产业体 系的若干措施》，其中提出，大力开发应用场景。打造场景创新生态，以场景为牵引、应用为导向，定 期发布前沿赛道产业应用场景机会清单，实施应 ...

Market Overview - The AI and robotics sector showed strong performance on April 30, 2025, with the Huaxia AI ETF (589010) rising by 4.07%, led by stocks such as Lexin Technology, Haitan Ruisheng, and Tianzhun Technology, all gaining over 7% [1] - The Robotics ETF (562500) increased by 3.13%, with leading stocks including Ruisheng Technology, Tianzhun Technology, and Maihe Co., Ltd. [1] - The trading volume reached 1.04 billion yuan, making it the most active ETF in its category [1] Key Developments - During the May Day holiday, Qingcheng Mountain introduced new technology experiences, including an exoskeleton hiking aid that reduces energy consumption by over 30% and a drone delivery system [1] - Uber announced a partnership with Momenta to introduce autonomous vehicles in international markets outside of China and the U.S., with plans to deploy robot taxis in Europe by early 2026 [1] Institutional Insights - Huaxi Securities indicated that the domestic technology industry is at a critical breakthrough point, supported by government policies for "new productive forces" [3] - Chinese companies are beginning to demonstrate top-tier product capabilities in AI, robotics, smart manufacturing, and biomedicine, with potential for improved valuations as trade shocks and overseas tech stock corrections ease [3] Popular ETFs - The Robotics ETF (562500) is the largest robot-themed ETF in the market, facilitating investor access to the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% price fluctuation range and the ability to capture the "singularity moment" in the AI industry [5]

Group 1 - The Zhongzheng All-Index Software Development Index showed active performance with an intraday increase of 2.75% [1] - The Software ETF Fund experienced a strong performance, with an intraday increase of 3.23%, and several component stocks, including Creative Software, reached the daily limit, while Xinghuan Technology-U and Zhongke Star Map rose over 6% [1] - The 2024 annual performance briefing for the AI and software industry on the Sci-Tech Innovation Board will be held on April 29, with 23 companies participating, indicating positive developments in order situations driven by AI [1] Group 2 - Ping An Securities noted that the DeepSeek series of large models has gained widespread attention due to its open-source, low-cost, and high-performance characteristics, which will accelerate the application of large models in B-end and C-end scenarios [2] - The overall demand for computing power is expected to continue to rise, with inference and edge computing power anticipated to grow faster, driven by the adaptation of DeepSeek with domestic AI chips [2] - The computer industry’s 2024 performance forecast indicates that computer equipment will outperform software development and IT services, while the latter shows better performance in turning losses into profits, suggesting growth potential in the industry [2]

人形机器人概念股震荡走高，凯尔达涨近10%，嵘泰股份（605133）涨超8%，超捷股份（301005）、 精工科技（002006）、天准科技跟涨。 ...

Group 1 - The core viewpoint highlights the active performance of the robotics sector in the A-share market, with significant inflows into the robotics ETF and strong gains among constituent stocks [1] - The robotics ETF (159770) has seen a net inflow of 490 million yuan over the past 10 trading days, with its latest circulation size reaching 5.439 billion yuan, marking a historical high [1] - The human-shaped robot innovation center predicts that human-shaped robots will enter the general product category by 2026, with production or sales reaching 100,000 units, indicating a broad application across various fields [1] Group 2 - Recent developments in the domestic and international industrial sectors have led to increased participation from major companies like Huawei, ByteDance, BYD, Xiaomi, and others in embodied intelligence [2] - The emergence of DeepSeek AI is seen as a catalyst for the development of general-purpose robotic models, pushing the human-shaped robot industry into a phase of diverse competition [2] - The trend of human-shaped robots entering industrial applications is recognized as a high-certainty trend both domestically and internationally, with expectations for commercial viability [2]

Group 1 - The company reported a revenue of 219 million yuan for Q1 2025, a year-on-year increase of 13.14%, while the net profit attributable to shareholders was a loss of 32 million yuan, a reduction of 15% in losses [1] - Q1 2025 marks the highest revenue for the company in the first quarter over the past three years, indicating a recovery in performance [1] - The company has secured orders for testing equipment for thin smartphones and foldable screen products from major clients, establishing a solid foundation for business growth in 2025 [1] Group 2 - The PCB business is expected to grow significantly, with a projected revenue increase of 50% in 2024 compared to 2023, supported by collaborations with leading clients [2] - The semiconductor segment has seen successful validation of multiple defect detection equipment across various technology nodes, indicating strong market demand [2] - The company is set to launch the "Xingzhi 001" intelligent controller in November 2024, enhancing robotics capabilities and establishing partnerships with several mainstream robotics companies [2] Group 3 - The company is recognized as a leader in machine vision, with ongoing progress in diversified business layouts [3] - Revenue projections for 2025-2027 are 1.856 billion, 2.073 billion, and 2.277 billion yuan, with net profits expected to be 179 million, 237 million, and 260 million yuan respectively [3] - Corresponding price-to-earnings ratios are forecasted at 49.84, 37.62, and 34.24 times, maintaining a "buy" rating [3]

□ 本报记者胡春春 当前，2025年一季报进入披露高峰期。据不完全统计，截至目前，约有近百家江苏上市公司，或在一季 报、或在与投资者交流过程中，明确表示订单充足、订单增长。从整体观察看，今年以来，新兴产业订 单增量较大，传统行业努力稳住营收，海外市场拓展成绩陆续落地，呈现出大单"亮眼"、海外订单占比 增加、高端制造占据盈利点C位等特点，尤其是许多企业海外订单营收占比超过了50%。 政策利好，手握大额订单 扬杰科技董秘范锋斌介绍，目前公司处于满产满销状态，越南二期项目也已启动，预计在2025年底实现 量产。未来公司有望凭借海外渠道和品牌优势加速海外市场渗透，全球化战略将进一步提升公司在国际 市场的综合实力。 无锡的德科立是光电子器件行业比较有代表性的江苏企业。光电子器件企业的发展，离不开国际市场锤 炼与竞争。和扬杰科技一样，德科立也非常重视海外市场的布局。去年，该公司实现营业总收入8.41亿 元，同比增长2.79%；归属净利润1亿元，同比增长9.07%，其中海外市场收入占比逾30%。德科立相关 负责人表示，随着泰国制造基地的投产运营，未来3—5年内，公司海外需求有望攀升，收益弹性或将远 超国内。 光通信行业龙头 ...

Core Viewpoint - The recent merger of Guotai Junan and Haitong Securities has led to significant personnel changes, particularly in the sponsorship representatives, which has garnered attention within the industry [2][6]. Group 1: Personnel Changes - Since the restructuring and listing of Guotai Haitong (601211.SH) in April, at least eight listed companies have announced changes in their sponsorship representatives, all of whom were originally from Haitong Securities [2][3]. - The companies that have changed their sponsorship representatives include Haosen Intelligent, Tianyong Intelligent, Rujing Technology, Tianzhun Technology, Aorite, Lian Technology, Huaci Co., and Guoyi Bidding [3][4]. Group 2: Reasons for Changes - The reasons provided for the changes in sponsorship representatives vary, with some citing personal reasons and others indicating work arrangement changes [4][5]. - For instance, Chengdu Purui Eye Hospital stated that the original representative, Zhu Yufeng, could not continue due to work arrangements, while Tianzhun Technology and Rujing Technology cited personal reasons for their changes [4][5]. Group 3: Background of Replaced Representatives - The replaced sponsorship representatives generally have extensive experience in underwriting and sponsorship, with many having long tenures at Haitong Securities [4][5]. - Notably, Zhang Gang has been with Haitong Securities since 2003, while Zhu Yufeng joined in 2008, and both have been involved in significant projects during their careers [5][6].

证券代码：688003 证券简称：天准科技 公告编号：2025-025 苏州天准科技股份有限公司 关于召开2024年年度股东大会的通知 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 5 月 19 日 14 点 30 分 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2024年年度股东大会 召开地点：江苏省苏州市高新区五台山路 188 号公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 19 日 至2025 年 5 月 19 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东大会召开日期：2025年5月19日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 东大会召开当日的交易 ...

证券代码：688003 证券简称：天准科技 公告编号：2025-022 苏州天准科技股份有限公司 第四届监事会第十三次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 苏州天准科技股份有限公司(以下简称"公司")第四届监事会第十三次会议 （以下简称"本次会议"）于 2025 年 4 月 25 日在公司会议室召开。本次会议的 通知于 2025 年 4 月 23 日通过书面及电话等方式送达全体监事。本次会议应参加 监事 3 名，实际参加监事 3 名，会议由监事会主席陆韵枫女士主持，本次会议的 召集、召开方式符合《中华人民共和国公司法》等法律、法规、规章、规范性文 件及《公司章程》的规定。 二、监事会会议审议情况 本次会议以记名投票方式审议通过了以下议案： 1、审议通过《关于调整公司向不特定对象发行可转换公司债券方案的议案》 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券发 行注册管理办法》等法律法规及规范性文件的有关规定并结合公司实际经营情况， 公司拟对本次向不特定对象发 ...