罗博特科公告，公司计划发行H股股票并在香港联合交易所挂牌上市。此举旨在推进"清洁能源+泛半导 体"的双轮驱动发展战略，加速产能提升、全球服务能力提升，夯实全球化战略发展，增强境外融资能 力和提升综合竞争力。相关细节尚未确定，需提交公司董事会和股东会审议，并取得中国证监会、香港 联交所和香港证券及期货事务监察委员会等相关政府机构备案、批准和/或核准。本次发行上市能否通 过审议、备案和审核程序并最终实施具有较大不确定性。 ...

Market Performance - The automation equipment sector rose by 3.45% on September 5, with Lianying Laser leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Top Gainers in Automation Equipment Sector - Lianying Laser (688518) closed at 26.20, up 13.52% with a trading volume of 310,400 shares and a transaction value of 780 million [1] - Shitianxia (688559) closed at 41.35, up 13.29% with a trading volume of 359,100 shares and a transaction value of 1.437 billion [1] - Delong Laser (688170) closed at 39.62, up 12.62% with a trading volume of 77,300 shares and a transaction value of 296 million [1] Fund Flow Analysis - The automation equipment sector saw a net inflow of 120 million from institutional investors, while retail investors contributed a net inflow of 322 million [2] - The sector experienced a net outflow of 442 million from speculative funds [2] Individual Stock Fund Flow - Huagong Technology (000988) had a net inflow of 301 million from institutional investors, while it faced a net outflow of 142 million from speculative funds [3] - Dongjie Intelligent (300486) saw a net inflow of 67.73 million from institutional investors, but a net outflow of 48.91 million from speculative funds [3] - Robotech (300757) had a net inflow of 66.72 million from institutional investors, with a net inflow of 41.57 million from speculative funds [3]

Group 1 - Xiwanda's consumer battery prices increased by 10-15% in Q3, with strong orders in energy storage and potential recovery in Q4 due to international client demand [1] - By August 2025, the production of lithium iron phosphate cathode materials is expected to increase by 51.9% year-on-year, driven by rising lithium carbonate prices leading to increased downstream purchasing, with capacity utilization reaching 69.8% [1] - Jiayuan Technology is actively expanding in the energy storage sector, with over 60% of its high-end copper foil being below 6μm, and is advancing the mass production of 4.5μm ultra-thin copper foil [1] Group 2 - As of September 5, the ChiNext New Energy ETF (159261.SZ) rose by 10.02%, with its related index, the New Energy Index (399266.SZ), increasing by 7.65% [1] - Major component stocks saw significant gains, including Sunshine Power up 11.79%, Xianlead Intelligent up 20.01%, Yiwei Lithium Energy up 9.72%, CATL up 4.84%, and Xiwanda up 12.96% [1] - According to research from Cinda Securities, the increase in AI application policies is expected to boost Nvidia's capital expenditure forecast, positively impacting the AI energy and data center supply chain [1] - Zhongyuan Securities analyzed that the concentration in the lithium battery industry continues to rise, with lithium iron phosphate installation accounting for 81.21% from January to July 2025, indicating a strong correlation between industry technology routes and policy guidance [1]

Group 1 - The New Energy sector is experiencing a strong upward trend, with the ChiNext New Energy Index rising by 4.36% as of September 5, 2025, and key stocks such as XianDao Intelligent and Dao's Technology showing significant gains of 17.22% and 8.47% respectively [1] - Global power battery installations reached 504.4 GWh in the first half of 2025, marking a year-on-year increase of 37.3%, with Chinese companies accounting for 68.79% of the top 10 [1] - China's total production of power batteries and other batteries reached 831.1 GWh from January to July 2025, reflecting a year-on-year growth of 57.5% [1] Group 2 - Zhongyuan Securities indicates that the performance of the lithium battery sector is expected to recover, driven by ongoing demand for power and energy storage batteries [2] - The demand for consumer lithium batteries is anticipated to continue growing due to increased smartphone shipments [2] - The top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with leading companies including CATL and Sungrow Power [2]

Group 1 - Recent large orders signed by listed companies indicate strong industry vitality in sectors such as optoelectronic packaging, new energy, and aerospace [1][3] - Robotech's subsidiary ficonTEC signed a significant contract worth approximately €946.50 million (about ¥78.67 million), representing over 7.11% of the company's audited revenue for 2024 [1] - Far East Smart Energy's subsidiary secured contracts totaling ¥1.689 billion in August, covering smart grid cables and green building cables [1] - Aerospace Hongtu signed a procurement contract worth ¥990 million (excluding tax) for satellite and ground systems, marking a record high for a single project contract [1] Group 2 - Tianjin Binhai Energy Development's subsidiary signed an engineering contract estimated at ¥910 million for lithium battery anode material projects [2] - Analysts suggest that the concentration of large orders reflects a deep coupling of technological iteration and market demand, particularly in the optoelectronic packaging sector driven by 5G and AI [3] - The new energy sector is experiencing expansion due to the increasing penetration of new energy vehicles and the need for lithium battery supply chain development [3] - The aerospace sector benefits from the growing demand for commercial satellite applications and international market opportunities [3] Group 3 - Three core trends are emerging from these orders: the construction of technological barriers as competitive advantages, increasing differentiation in emerging sectors like new energy and optoelectronics, and a global strategy among leading companies [4] - The concentration of large orders in high-end manufacturing and new energy sectors provides stable growth expectations for related companies and stimulates investment and employment in the supply chain [4] - Overall, the surge in large orders reflects the competitive strength of products and market expansion capabilities, signaling a positive acceleration of industrial development in China [4]

（文章来源：证券日报） 证券日报网讯罗博特科9月4日在互动平台回答投资者提问时表示，ficonTEC订单设备的交付周期会根据 项目的大小、工艺要求、当前项目集中程度等情况有所不同，目前ficonTEC正采取多种举措来提高其交 付及运营效率，进一步缩短订单设备的交付周期。 ...

Group 1 - The company, Robotech, announced a significant contract worth approximately €946.5 million (about ¥78.67 million), which accounts for over 7.11% of its audited revenue for 2024. This contract is for a fully automated silicon photonic packaging line and is expected to have a positive impact on the company [1] - The signing of this contract reflects the high recognition and trust from clients towards ficonTEC, which will help strengthen customer relationships and enhance brand influence and market competitiveness [1] - Robotech focuses on the dual strategy of "clean energy + semiconductor" and has established a complete product system encompassing R&D, design, assembly, testing, sales, and service [1] Group 2 - In the first half of 2025, Robotech successfully acquired ficonTEC, a leading manufacturer in the field of photonic and semiconductor automation packaging and testing, deepening its business layout in this sector [2] - The company faced significant performance pressure, with a revenue of ¥249 million in the first half of 2025, a decrease of 65.53% year-on-year, and a net profit loss of ¥33.33 million, down 161.47% compared to the same period last year [2] - The decline in revenue was attributed to the cyclical impact of the photovoltaic industry and overall demand shrinkage, leading to a substantial drop in net profit levels [2] Group 3 - As of June 30, 2025, Robotech and its subsidiaries have obtained a total of 488 authorized patents related to production and operations, including 44 invention patents, 434 utility model patents, and 10 design patents, along with 80 software copyrights and 27 domestic trademark registrations [3]

Market Overview - The Shanghai Composite Index fell by 1.97% to 3738.32 points, while the Shenzhen Component Index decreased by 2.37% to 12176.9 points, and the ChiNext Index dropped by 3.2% to 2806.63 points [2][3] - Over 2600 stocks in the market experienced declines, indicating a broad market downturn [2] Sector Performance - The tourism and hotel sector showed resilience with a gain of 3.21%, while the battery sector increased by 2.27% [4] - Conversely, the semiconductor sector faced significant losses, contributing to the overall market decline [2][7] Trading Volume - The total trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan, marking an increase of over 160 billion yuan compared to the previous day [8] Gold and Silver Prices - Spot gold prices fell below $3520 per ounce, reflecting a daily decrease of 1.27% [5] - Spot silver also saw a decline of 1%, trading at $40.78 per ounce [9] Futures Market - The FTSE China A50 Index futures dropped by over 2% during the trading session [6] Notable Stocks - Significant movements were observed in stocks such as Zhengye Technology, which hit a 20% limit up, and Shengli Precision, which rose by 10.09% [15][16]

Group 1 - The company confirmed that Guangku Technology is a customer of ficonTEC, but specific details of the cooperation are considered commercial secrets and cannot be disclosed without authorization [2] - The company currently has no substantial cooperation with Anjie Xun, which is identified as a potential customer of ficonTEC [2] - For more information regarding ficonTEC, the company refers to previously disclosed documents, including the draft report on the acquisition of assets and related announcements [2]

Group 1 - Hars has received approval from the China Securities Regulatory Commission for a stock issuance to specific targets [1] - Baolande's shareholders plan to reduce their holdings by up to 3% of the company's shares [1] - Zhichun Technology's controlling shareholder intends to reduce holdings by up to 2.35% of the company's shares [2] Group 2 - Yema Battery's actual controllers plan to reduce their holdings by up to 3% of the company's shares [3] - Fangda Carbon has paid a total of 51.93 million yuan in tax and late fees [3] - Robotech's subsidiary signed a contract worth approximately 946.5 million euros [4] Group 3 - Xinke Mobile's shareholders plan to reduce their holdings by up to 1% of the company's shares [5] - Tongcheng New Materials' shareholder plans to reduce holdings by up to 2.17% of the company's shares [6] - SF Holding has repurchased 1.185 million A-shares for a total amount of 49.78 million yuan [8] Group 4 - Changqing Technology plans to issue convertible bonds to raise no more than 800 million yuan [10] - Aishida's subsidiary signed a framework cooperation agreement for equipment procurement [11] - Dayu Water's subsidiary has become the first candidate for a major water supply project with a pre-bid amount of 161 million yuan [12] Group 5 - Wanlima signed a significant contract worth approximately 44.6 million yuan [13] - Tieliu Co. signed a framework agreement with a robotics research institute [14] - Gongda Keya won a project for smart heating renovation with an estimated investment of about 100 million yuan [15] Group 6 - Jiaxun Feihong signed an overseas project contract worth approximately 41.77 million yuan [16] - Xiangfenghua's shareholder plans to reduce holdings by up to 2% of the company's shares [17] - Bangjie Co.'s subsidiary has been applied for bankruptcy reorganization [18] Group 7 - *ST Lanhua plans to establish a joint venture company with a registered capital of 70 million yuan [19] - Zhongcheng Co. intends to purchase 100% equity of a clean energy company for 151 million yuan [19]