Group 1 - The stock price of Robotech on July 30 was 177.04 yuan, down by 7.79 yuan, representing a decline of 4.21% [1] - The trading volume on that day was 85,528 hands, with a transaction amount of 1.522 billion yuan [1] - Robotech operates in the specialized equipment manufacturing industry, focusing on the research, production, and sales of intelligent manufacturing equipment [1] Group 2 - The company conducts business in the field of optoelectronic device packaging and testing equipment through its subsidiary ficonTEC [1] - ficonTEC has the technology to provide a full-process production line for optical fiber preform equipment, with high production line efficiency [1] - The 800G optical module production equipment offered by ficonTEC can be vertically upgraded to 1.6T optical module production equipment [1] Group 3 - Notable clients of ficonTEC include Corning and Xizhi Technology [1] - On July 30, the net outflow of main funds for Robotech was 319.8793 million yuan, accounting for 1.22% of the circulating market value [1]

格隆汇7月30日丨罗博特科(300757.SZ)于投资者互动平台表示，ficonTEC具备提供光纤预制设备全流程 生产线的技术，目前产线单产效率高，可以实现FA-MT组件的全流程高效集成，同时能够提高组装的 精度和良品率。 ...

格隆汇7月30日丨罗博特科(300757.SZ)于投资者互动平台表示，康宁、曦智科技均系ficonTEC合作客 户，ficonTEC为其提供设备。具体合作内容属于商业机密，公司未经授权，超过法律法规规定强制披露 的信息范围无权做单方面披露，敬请理解。具体情况请以客户官方信息为准。 ...

Group 1 - The core viewpoint is that the recent increase in polysilicon futures prices has positively influenced the sentiment in the photovoltaic sector, with notable stock performances from companies like Foster, which hit the daily limit up [1] - As of July 29, 2025, the CSI Photovoltaic Industry Index (931151) rose by 0.37%, with key stocks such as Foster increasing by 9.21%, and other companies like Dier Laser and Daquan Energy also showing significant gains [1] - The Photovoltaic ETF Fund (516180) increased by 0.33%, with a recent price of 0.61 yuan, and has seen a cumulative increase of 1.50% over the past week, ranking 3rd out of 10 comparable funds [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the CSI Photovoltaic Industry Index (931151) include companies like Sungrow Power, LONGi Green Energy, and TCL Technology, which collectively account for 55.39% of the index [2]

Group 1 - CPO concept stocks experienced a rebound in the afternoon, with LianTe Technology (301205) rising over 10% [1] - Guangku Technology (300620) saw an increase of over 7% [1] - Other stocks such as Demingli (001309), Robotco (300757), and Yongding Co. (600105) also followed with gains [1] Group 2 - There is a notable influx of dark pool funds into these stocks [1]

国浩律师(上海)事务所 国浩律师（上海）事务所 关于罗博特科智能科技股份有限公司 2025年第三次临时股东会之法律意见书 致： 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》"）、中国证券监督管理委员会《上市 公司股东会规则》（以下简称"《股东会规则》"）和《深圳证券交易所创业板 股票上市规则》（以下简称"《上市规则》"）有关法律、法规、规范性文件以 及《罗博特科智能科技股份有限公司章程》（以下简称"《公司章程》"）的规 定，国浩律师（上海）事务所接受罗博特科智能科技股份有限公司（以下简称"公 司"）董事会的聘请，指派律师出席并见证了公司于 2025 年 7 月 22 日（星期二） 下午 15:00 在苏州市工业园区唯亭街道港浪路 3 号罗博特科 A 栋一楼会议室召开 的 2025 年第三次临时股东会，并对本次股东会的召集、召开程序、出席人员资 格、大会表决程序等事宜进行了审查，现发表法律意见如下： 一、股东会的召集、召开程序 2025 年 7 月 5 日，公司董事会在深圳证券交易所网站（www.szse.cn）等指 定信息披露媒体上发布了《罗博特科智 ...

证券代码：300757 证券简称：罗博特科 公告编号：2025-062 （2）网络投票时间为：2025 年 7 月 22 日，其中通过深圳证券交易所交易 系统投票的时间为：2025 年 7 月 22 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通 过深圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）投票的时间为： 2025 年 7 月 22 日 9:15-15:00 期间的任意时间。 2、现场会议召开地点：苏州市工业园区唯亭街道港浪路 3 号罗博特科 A 栋 一楼会议室。 罗博特科智能科技股份有限公司 2025 年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情形； 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议的召开情况 1、会议召开的时间 （1）现场会议召开时间为：2025 年 7 月 22 日下午 15:00 开始； 3、会议召开方式：现场投票与网络投票相结合的方式。 4、会议召集人：罗博特科智能科技股份有限公司 ...

Group 1 - The report aims to summarize important weekly deep reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Core stocks identified by the team include Huada Jiutian, Shanghai Yanpu, Zhejiang Rongtai, and others [1] - The core portfolio consists of companies such as Sany Heavy Industry, XCMG Group, and others, indicating a focus on key players in the manufacturing sector [1] Group 2 - As of July 18, 2025, the best-performing indices in the last week included Communication (+8%), Pharmaceutical Biology (+4%), and Automotive (+3%) [2][13] - The top three indices in the large manufacturing sector were Changjiang Lithium Battery Equipment Index (+5%), Automotive Parts (+4%), and Automotive (+3%) [2][15] - A deep report on Xuguang Electronics highlights its leadership in domestic vacuum devices and growth potential in controllable nuclear fusion and electronic materials [4] Group 3 - The report indicates that the total investment of approximately 1.2 trillion yuan in the Yarlung Zangbo River downstream hydropower project has commenced, driving demand for construction machinery [3] - The defense sector is expected to benefit from military trade leading to strategic reassessment, particularly in regions like the Middle East [3] - The competitive landscape for vacuum arc extinguishing chambers shows a high concentration in the domestic market, with a CR2 of about 60% [5] Group 4 - The report forecasts a revenue CAGR of approximately 35% for the megawatt-level electronic tube segment from 2024 to 2027 [4] - The power equipment business is expected to achieve a revenue CAGR of about 10% during the same period, driven by ongoing investments in the power grid [4] - The military business is projected to benefit from increased defense spending, with precision structural components expected to account for 58% of military revenue in 2024 [5] Group 5 - The report anticipates that the company will achieve revenues of 1.95 billion, 2.39 billion, and 3.03 billion yuan from 2025 to 2027, with a CAGR of 24% [4] - The expected net profit for the same period is projected to be 170 million, 210 million, and 270 million yuan, with a CAGR of 39% [4] - The report highlights the company's strong position in the domestic aluminum nitride materials market, benefiting from domestic substitution trends [5] Group 6 - The report notes that the company has a high market share in the medical information technology sector, covering approximately 60% of tertiary hospitals by the end of 2024 [6] - The expected growth in the domestic medical software industry is projected at a CAGR of 11.5% from 2024 to 2029 [6] - The company is collaborating with major players like Huawei to develop a comprehensive intelligent medical information platform [6]

证券代码：300757 证券简称：罗博特科 公告编号：2025-061 罗博特科智能科技股份有限公司（以下简称"公司"）于 2025 年 6 月 12 日、2025 年 6 月 30 日分别召开第三届董事会第二十九次会议、2024 年年度股东 会，审议通过了《关于变更公司注册资本及修订<公司章程>的议案》，同意将 公司注册资本由人民币 15,503.8368 万元变更为人民币 16,769.2391 万元，并同意 对应修改《公司章程》相关条款。具体内容请详见公司于 2025 年 6 月 13 日和 2025 年 6 月 30 日在巨潮资讯网(http://www.cninfo.com.cn)上披露的相关公告。 近日，公司已完成了工商变更登记手续并取得苏州市数据局换发的《营业执 照》。 二、新《营业执照》的具体信息 公司新取得的《营业执照》具体信息如下： 6、注册资本：16,769.2391 万元整 罗博特科智能科技股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、基本情况 1、统一社会信用代码：91320594573 ...

Group 1 - The A-share BC battery sector experienced a significant surge at the beginning of trading, with Dongcai Technology rising over 9% [1] - Xiexin Integration saw an increase of more than 6.6% [1] - Robotec gained over 5% in value, while Huabao New Energy, Robotec, and TCL Zhonghuan also showed upward trends [1]