（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]

Summary of RoboTechnik Management Call Company Overview - **Company Name**: RoboTechnik (300757.SZ) - **Established**: 2011 - **Initial Focus**: Photovoltaic cell manufacturing equipment - **Acquisition**: Entered the CPO market by acquiring FiconTEC, a leader in automated assembly and testing systems for integrated photonic devices and high-end opto-electronic components in 2020, with FiconTEC becoming a subsidiary in 2025 [3][9] Industry Insights - **Market Segment**: Co-Packaged Optics (CPO) and Silicon Photonics (SiPh) - **Growth Drivers**: Increased demand for SiPh solutions due to rising data volumes for AI model training and the need for higher computing efficiency [5][9] - **Technological Advancements**: SiPh optical modules are expected to contribute significantly to 800G and 1.6T optical modules due to their compact structure and production efficiency [2] Key Takeaways from Management Call 1. **Automated Assembly and Testing Systems**: - RoboTechnik utilizes advanced AI and machine learning algorithms for high-precision alignments, meeting customer requirements for 800G+ SiPh or CPO products [4] - The company has developed auto align technology capable of detecting defects as small as 0.5μm [4] 2. **Business Expansion Plans**: - Equipment revenues related to optical modules and engines increased by 229% year-over-year in the first half of 2025 [9] - Plans to establish production lines in mainland China and expand sales and technical support teams to provide localized services [9] 3. **Positive Market Outlook**: - Management maintains a positive outlook on the demand for high-precision automated equipment for assembly and testing, aiming to expand capacity to meet rising end demand [1][5] 4. **Technological Capabilities**: - RoboTechnik's experience in image processing and alignment algorithms enhances the precision of their equipment, which is crucial for the evolving demands of the SiPh and CPO markets [4][8] Additional Insights - **Strategic Positioning**: The acquisition of FiconTEC positions RoboTechnik favorably within the AI infrastructure cycle, aligning with industry trends towards automation and efficiency in optical components [1][3] - **Investment Recommendations**: Analysts recommend buying stocks of companies like Innolight, Eoptolink, Landmark, VPEC, and TFC Optical, which are expected to benefit from the growth in SiPh optical modules [2] This summary encapsulates the key points discussed during the management call, highlighting RoboTechnik's strategic initiatives, market opportunities, and technological advancements within the opto-electronic components industry.

Core Viewpoint - The company is committed to a "silver-free" technology path, recognizing its potential to significantly reduce solar cell costs amid the rapid development of the photovoltaic industry and advancements in high-efficiency solar cell technologies like HJT and XBC [1] Group 1: Technology and Innovation - The company is actively investing in R&D to promote the industrialization of battery copper plating technology for HJT and XBC [1] - The company has developed unique copper plating technologies, including VDI and HDI plating solutions, which differ from existing horizontal and vertical continuous plating technologies, offering advantages such as reduced footprint and lower consumption of electricity and water [1] Group 2: Market Position and Strategy - The company has gained significant attention in the copper plating field, with some technologies already introduced to leading downstream customers, providing a competitive first-mover advantage [1] - The company is pursuing a comprehensive solution approach in the solar copper plating business, covering both graphic and metallization core segments [1] Group 3: Future Growth - The company plans to continue advancing the mass production process of copper plating equipment, which is expected to provide new performance growth points [1]

Core Viewpoint - Huaguang New Materials has indicated that a small portion of its products is used in rocket propulsion systems, contributing minimally to revenue, and investors should be aware of associated risks [1] Group 1 - The company has reported a good order situation, with production capacity utilization remaining stable compared to the third quarter [1] - Investors are advised to pay attention to the company's upcoming periodic reports for specific performance details [1]

Group 1 - The core point of the article is that Robotech (300757) has successfully completed reliability testing for the world's first 300mm double-sided wafer testing platform, developed in collaboration with TSMC and NVIDIA [1] Group 2 - The collaboration involves significant industry players, indicating a strong partnership that may enhance technological advancements in semiconductor testing [1] - The completion of reliability testing marks a critical milestone for the company and could lead to potential market opportunities in the semiconductor industry [1]

罗博特科在互动平台表示，公司与台积电、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。 ...

格隆汇12月30日丨罗博特科(300757.SZ)在互动平台表示，公司与台积电、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。 ...

格隆汇12月30日丨罗博特科(300757.SZ)在互动平台表示，公司与台积电、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。 ...

证券日报网讯12月30日，罗博特科（300757）在互动平台回答投资者提问时表示，随着下游需求的不断 增长，公司将在全球范围内扩充服务团队，优化现有团队资源调配，持续深化与客户的技术沟通与服务 对接，全力保障客户需求得到及时有效满足。 ...