Core Viewpoint - The company Robotech (300757.SZ) announced a significant contract with a subsidiary of a leading Swiss company, indicating a strong position in the automated optical switch packaging market [1] Group 1 - The contract amount is approximately €7.7 million, showcasing the financial scale of the agreement [1] - This contract represents the second fully automated OCS packaging line order signed by ficonTEC with this customer, highlighting ongoing business relationships and potential for future orders [1]

Core Viewpoint - The company Robotech (300757.SZ) announced that its wholly-owned subsidiary ficonTEC Service GmbH has signed a contract worth approximately €7.7 million with a subsidiary of a leading Swiss company, marking the second fully automated OCS (Optical Circuit Switch) packaging line order with this client [1] Group 1 - The contract amount is approximately €7.7 million [1] - This is the second fully automated OCS packaging line order signed by ficonTEC with the client [1]

人民财讯1月6日电，罗博特科（300757）1月6日公告，公司全资子公司ficonTEC近日与交易对手方瑞士 某头部公司C的子公司签署的单笔合同金额约为770万欧元(折合人民币约6307.84万元)，占公司2024年 度经审计营业收入的比例超过了5.70%，该合同单笔金额重大，且系fconTEC与该客户签订的第二条全 自动OCS(光交换机)封装整线订单，对公司将产生重要积极影响，达到公司自愿披露日常重大经营合同 的披露标准。 ...

Core Viewpoint - Robotech Co., Ltd. announced a significant contract with a Swiss company, which is expected to positively impact its financial performance for the year [1] Group 1: Contract Details - Robotech's wholly-owned subsidiary, ficonTEC Service GmbH, signed a contract worth approximately €7.7 million, which accounts for over 5.70% of the company's audited revenue for 2024 [1] - This contract represents the second fully automated OCS (Optical Switch) packaging line order between ficonTEC and the client [1] Group 2: Financial Impact - The execution of the contract is anticipated to have a positive effect on the company's operating performance for the current year [1] - Potential risks to the contract's fulfillment may arise from unpredictable policy and market conditions, as well as force majeure factors [1]

证券代码：300757 证券简称：罗博特科 公告编号：2026-001 罗博特科智能科技股份有限公司 关于签订日常经营重大合同的公告 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。 特别提示： 1、合同生效条件：双方签字之日起生效。 2、合同的重大风险及重大不确定性：合同虽已正式签署并正式生效，但在 合同履行过程中，如遇政策、市场环境等不可预计或不可抗力因素的影响，可 能会导致合同无法如期或全面履行。 3、合同履行对上市公司本年度经营成果的影响：本合同的顺利履行预计将 对公司本年度经营业绩产生积极影响。 4、根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第 2 号——创业板上市公司规范运作》等相关法律法规及公司 保密制度的相关规定，本次交易对手方信息及合同具体细节为商业秘密，履行 披露义务可能会引致不当竞争，损害公司及投资者利益，公司已履行内部涉密 信息披露豁免流程，对本次交易对手方信息及合同具体细节进行豁免披露。 5、公司不存在最近三年披露的相关合同无进展或进展未达预期的情况。 敬请广大投资者注意投资风险。 一、合同签署情况 ...

Group 1 - The automation equipment sector experienced a slight decline of 0.01% on January 6, with Robotech leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Notable gainers in the automation equipment sector included Haixi Communications, which rose by 16.85% to a closing price of 29.61, and Xingchen Technology, which increased by 11.87% to 25.82 [1] Group 2 - The automation equipment sector saw a net outflow of 1.546 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.103 billion yuan [2] - Key stocks with significant net inflows from retail investors included Haixi Communications and Xingchen Technology, with net inflows of 651,500 yuan and 865,100 yuan respectively [3] - The overall trading volume in the automation equipment sector was highlighted, with Haixi Communications achieving a transaction amount of 321 million yuan [1]

华光新材1月5日大宗交易平台共发生4笔成交，合计成交量24.27万股，成交金额1149.18万元。成交价格 均为47.35元，相对今日收盘价折价15.13%。从参与大宗交易营业部来看，机构专用席位共出现在2笔成 交的买方或卖方营业部中，合计成交金额为710.25万元，净买入710.25万元。 两融数据显示，该股最新融资余额为2.49亿元，近5日减少1613.69万元，降幅为6.09%。（数据宝） 1月5日华光新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 8.00 | 378.80 | 47.35 | -15.13 | 机构专用 | 中国银河证券股份有 | | | | | | | 限公司浙江分公司 | | 7.00 | 331.45 | 47.35 | -15.13 | 机构专用 | 中国银河证券股份有 | | | | | | | 限公司浙江分公司 | | 5.00 ...

Group 1 - The A-share market saw a significant rise in CPO concept stocks, with notable increases in share prices [1] - Companies such as Hengdongguang and Robotec experienced over a 14% increase, while Kewan Technology and Fenghuo Communication hit the 10% limit up [1] - Other companies like Sruy New Materials, Yongding Co., and Taicheng Light also reported substantial gains, with increases of over 8%, 7%, and nearly 6% respectively [1]

（文章来源：每日经济新闻） 2026年1月5日，2026年首个交易日上证指数重回4000点。创业板新能源ETF华夏（159368）早盘涨幅扩 大至1.64%。盘面上，罗博特科大涨15.73%，道氏技术上涨10.54%，新强联、英搏尔等涨超4%；截至 发文，创业板新能源ETF华夏（159368）成交额达2711万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 年12月30日，规模达6.76亿元；成交额最大，近一月日均成交7075万元。其储能+固态电池占比近 90%，契合当下市场热点。 消息面上，据2025年12月30日互动消息，罗博特科旗下德国子公司ficonTEC与台积电、英伟达共同开发 的全球首个300mm双面晶圆测试平台已完成可靠性测试，测试效率提升60%，适配台积电3nmMRM工 艺，助力英伟达GB200服务器CPO良率提升。同时fi ...

Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [2] Macro News Summary - The first batch of 625 billion yuan of ultra-long special government bonds for supporting the consumption upgrade plan has been allocated ahead of schedule for 2026 [6] - In 2026, continued support for new energy city buses and battery updates has been announced by two departments [7] - Four departments are promoting the large-scale application of intelligent robots in welding, spraying, and assembly in the automotive industry [7] Industry Latest Developments - The Ministry of Education will systematically promote artificial intelligence education and applications, with related stocks including Dou Shen Education (300010) and Kede Education (300192) [9] - Four departments are pushing for the large-scale application of intelligent robots in various segments of the automotive industry, with related stocks including Junsheng Electronics (600699) and Sanhua Intelligent Control (002050) [9] - A new type of simulation computing chip has been successfully developed in China, achieving a thousand-fold increase in energy efficiency, with related stocks including Shengbang Co., Ltd. (300661) and Tulan Micro (600460) [9] Focus on Listed Companies - Lexin Technology (688018) announced a partnership with Bosch Sensortec to jointly launch an innovative human-machine interaction solution based on motion perception and large model capabilities [11] - Robotec (300757) stated on its interactive platform that the world's first 300mm double-sided wafer testing platform, developed in collaboration with TSMC and NVIDIA, has completed reliability testing [11] - Xicai Testing (301306) has officially signed a strategic cooperation agreement with Shaanxi Huada, moving from single business cooperation to a new stage of comprehensive and in-depth collaborative development [11] Market Review and Outlook - On December 31, the total trading volume of the two markets was 20,451 billion yuan, with 2,359 stocks rising and 2,608 stocks falling. The net capital outflow was 546.32 billion yuan, with a decrease in trading volume of 972 billion yuan compared to the previous day [13] - The Shanghai Composite Index opened slightly higher but showed a narrow range of fluctuations, forming a doji candlestick pattern, while the Shenzhen Component Index opened higher but closed lower [13] - Market hotspots included satellite navigation, AI agents, and commercial aerospace sectors, which saw significant capital inflows, while sectors like pharmaceuticals and liquor experienced declines [13] - The report indicates that if the Shanghai Composite Index cannot maintain volume to absorb profit-taking pressure, it may test the strong support level of 3,930 points [14]