证券日报网讯12月10日晚间，罗博特科（300757）发布关于发行股份及支付现金购买资产并募集配套资 金之部分限售股份解禁上市流通的提示性公告称，本次申请解除限售的股份为公司发行股份及支付现金 购买资产并募集配套资金之募集配套资金向特定对象发行股份，解除限售的股份数量为3，072，245 股，占公司总股本的1.8330%。本次解除限售股份可上市流通日为2025年12月12日(星期五)。 ...

Group 1 - The company Robotech (SZ 300757) announced that approximately 3.0722 million restricted shares will be unlocked and listed for trading on December 12, 2025, representing 1.833% of the total share capital [1] - The actual number of shares available for trading is approximately 3.0722 million, which also accounts for 1.833% of the company's total share capital [1] Group 2 - As of the report, Robotech's market capitalization stands at 38.5 billion yuan [2]

证券代码：300757 证券简称：罗博特科 公告编号：2025-109 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、本次申请解除限售的股份为罗博特科智能科技股份有限公司（以下简称 "公司"、"本公司"、"罗博特科"）发行股份及支付现金购买资产并募集配套资金 之募集配套资金向特定对象发行股份，解除限售的股份数量为 3,072,245 股，占 公司总股本的1.8330%；本次解除限售后实际可上市流通的股份数量为3,072,245 股，占公司总股本的 1.8330%。 2、本次解除限售股份可上市流通日为 2025 年 12 月 12 日（星期五）。 一、公司本次解除限售股份的基本情况及股份发行完成后股本变动情况概 况 （一）本次解除限售股份的基本情况 罗博特科智能科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金之部分限售股份 解禁上市流通的提示性公告 （二）上述股份发行完成后至本公告披露日公司总股本变动情况 公司上述股份发行上市前股本为164,620,146股，发行上市后总股本为 167,692,391股。 2025年9月26日，公 ...

东方证券股份有限公司（以下简称"独立财务顾问"）作为罗博特科智能科 技股份有限公司（以下简称"罗博特科""上市公司""公司"）发行股份及支付 现金购买资产并募集配套资金（以下简称"本次重组"）的独立财务顾问，根据 《中华人民共和国公司法》《中华人民共和国证券法》《上市公司重大资产重组管 理办法》《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》等有关规定的要求，对罗博特科 本次重组募集配套资金向特定对象发行股票限售股解禁并上市流通情况进行认 真审慎的核查，并发表核查意见如下： 一、公司本次解除限售股份的基本情况及股份发行完成后股本变动情况概况 （一）本次解除限售股份的基本情况 经中国证券监督管理委员会《关于同意罗博特科智能科技股份有限公司发行 股份购买资产并募集配套资金注册的批复》（证监许可〔2025〕949号），公司已 向深圳市石泉投资管理有限公司（现已更名为"广东横琴石泉私募基金管理有限 公司"，后同）-石泉宏观对冲4号私募证券投资基金、深圳市石泉投资管理有限公 司-石泉宏观对冲私募证券投资基金、台州城投沣收一号股权投资合伙企业（有 限合伙）、中信 ...

Core Viewpoint - The company has announced the lifting of restrictions on the sale of shares, specifically related to the issuance of shares for asset acquisition and fundraising, which will allow for a total of 3.0722 million shares to be tradable starting December 12, 2025 [1] Summary by Relevant Categories Share Issuance - The number of shares subject to the lifting of restrictions is 3.0722 million shares, which represents 1.8330% of the company's total share capital [1] Market Impact - After the lifting of restrictions, the actual number of shares that will be available for trading is also 3.0722 million shares, maintaining the same percentage of 1.8330% of the total share capital [1] Timeline - The shares will become tradable on December 12, 2025 [1]

Market Overview - The Shanghai Composite Index fell by 0.37% on December 9, with five industries rising, led by the comprehensive and communication sectors, which increased by 3.45% and 2.23% respectively. The industries with the largest declines were non-ferrous metals and steel, down by 3.03% and 2.47% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 52.992 billion yuan, with only three industries experiencing net inflows. The retail trade sector saw a net inflow of 1.143 billion yuan, the comprehensive sector 432 million yuan, and the banking sector 70.578 million yuan [1] - The non-ferrous metals industry had the largest net outflow, totaling 7.937 billion yuan, followed by the computer industry with a net outflow of 5.616 billion yuan. Other industries with significant outflows included machinery, non-bank financials, and power equipment [1] Machinery Industry Performance - The machinery industry declined by 0.60%, with a total net capital outflow of 5.345 billion yuan. Out of 531 stocks in this sector, 126 rose, with three hitting the daily limit, while 403 fell [2] - Within the machinery sector, 163 stocks experienced net inflows, with 11 stocks seeing inflows exceeding 50 million yuan. The top inflow was from Zhongnan Culture, with a net inflow of 150 million yuan, followed by Lingyun Light and Ding Tai High-Tech with inflows of 125 million yuan and 117 million yuan respectively [2] Top Gainers in Machinery Sector - The top gainers in the machinery sector included: - Zhongnan Culture: +10.16%, turnover rate 9.66%, net inflow 149.88 million yuan - Lingyun Light: +3.54%, turnover rate 6.49%, net inflow 124.99 million yuan - Ding Tai High-Tech: +14.80%, turnover rate 25.11%, net inflow 117.16 million yuan [2] Top Losers in Machinery Sector - The top losers in the machinery sector included: - Aerospace Power: -3.13%, turnover rate 32.59%, net outflow -836.74 million yuan - Wuzhou New Spring: -0.83%, turnover rate 18.97%, net outflow -475.06 million yuan - Robot Technology: -2.22%, turnover rate 5.38%, net outflow -296.61 million yuan [4]

Core Insights - The silicon photonic intelligent manufacturing equipment industry is experiencing rapid growth, with a projected market size of 2 billion yuan in 2024 and a compound annual growth rate (CAGR) of 46.9% from 2020 to 2024, expected to reach 2.6 billion yuan by 2025 [2][3][13] Industry Definition and Classification - Silicon photonic intelligent manufacturing equipment refers to a complete set of automated and intelligent equipment used for the research, packaging, and mass production of silicon photonic chips, addressing issues like bandwidth limitations and high power consumption in traditional electrical interconnections [3][25][29] - The equipment includes lithography, etching, coating devices, and high-precision assembly and testing equipment for silicon photonic devices [3][25][29] Industry Chain Structure - The upstream of the silicon photonic intelligent manufacturing equipment industry includes materials, components, and software; the midstream involves the production and integration of the equipment; and the downstream consists of manufacturers of photonic and silicon photonic products, primarily applied in data communication and telecommunications [3][8][31] Market Size and Growth - The global market for silicon photonic intelligent manufacturing equipment is projected to grow to 2 billion yuan in 2024, with a CAGR of 46.9% from 2020 to 2024, and is expected to reach 2.6 billion yuan by 2025 [2][3][13] Market Segmentation - The downstream applications of silicon photonic intelligent manufacturing equipment are mainly concentrated in data communication and telecommunications, which account for over 90% of the silicon photonic chip market demand. In 2024, the data communication sector is expected to account for 51.40%, while telecommunications will account for 48.60% [4][26][31] Competitive Landscape - There are few suppliers globally capable of providing intelligent photonic and silicon photonic manufacturing solutions. Domestic companies have made technological breakthroughs in key areas, gradually narrowing the gap with large foreign enterprises. Notable companies include Robotech, YZ Technology, and others [4][26][38] Market Trends - The rapid development of artificial intelligence and high-speed communication systems is driving the demand for silicon photonic devices. Future trends indicate a shift towards low-energy consumption and sustainable materials in the development of silicon photonic intelligent manufacturing equipment [5][27]

Group 1 - The core viewpoint of the article highlights the positive performance of the ChiNext New Energy ETF (华夏, 159368), which rose by 1.85%, with significant gains in its constituent stocks such as Robotech (罗博特科) increasing over 10%, Feirongda (飞荣达) over 5%, and Defu Technology (德福科技) over 4% [1] - According to the China Passenger Car Association, the wholesale volume of new energy passenger vehicles in China is expected to reach 1.72 million units in November 2025, representing a year-on-year growth of 20% and a month-on-month increase of 7%. Cumulatively, 13.78 million units have been wholesaled this year, marking a 29% year-on-year increase [1] - Zhongyin Securities anticipates that the fourth quarter will be a peak sales season, projecting that domestic new energy vehicle sales in 2025 will continue to grow significantly year-on-year, which will drive demand for batteries and materials [1] Group 2 - The ChiNext New Energy ETF (华夏, 159368) is the largest ETF fund tracking the ChiNext New Energy Index, which encompasses various sectors within the new energy and new energy vehicle industries, including batteries and photovoltaics [1] - The ETF has the highest elasticity with a potential increase of up to 20%, the lowest fee structure with a total management and custody fee of only 0.2%, and the largest scale, reaching 829 million yuan as of October 31 [1] - The ETF has a significant storage capacity of 59% and a solid-state battery content of 32%, aligning well with current market trends [1]

Group 1 - The CPO sector in the A-share market has experienced a significant surge, with multiple companies seeing substantial gains, including Tianfu Communication rising over 16% and several others exceeding 10% [1] - Notably, Tianfu Communication, Shijia Photon, Yongding Co., Zhongji Xuchuang, and Sruy New Materials have reached historical highs [1] - Driven by the demand for AI computing power, the global optical module industry is accelerating its upgrade to 800G/1.6T, with optical isolators becoming a critical component due to a global supply shortage of Faraday rotators [1] Group 2 - Guosheng Securities highlights that the continuous implementation of AI applications will further accelerate the construction of computing infrastructure, creating investment opportunities in the related industry chain [1] - The AIDC industry chain, including optical modules, PCBs, main equipment manufacturers, and copper cables, is expected to see rapid demand release, leading to a dual boost in performance and valuation [1] - Longcheng Securities recommends ongoing attention to these sectors as they serve as the fundamental support for computing power [1]

Core Viewpoint - The article highlights the performance and characteristics of the ChiNext New Energy ETF (159368), which has shown positive growth and significant capital inflow, indicating strong investor interest in the new energy sector [1]. Group 1: ETF Performance - The ChiNext New Energy ETF (159368) increased by 0.35% on December 5, 2025, with notable gains from its holdings, including Robotech rising over 7%, Maiwei shares up over 6%, and Zhonglai shares increasing over 3% [1]. - The ETF has experienced a continuous net inflow of over 11 million yuan for three consecutive trading days, reflecting strong demand [1]. Group 2: ETF Characteristics - The ChiNext New Energy ETF (159368) is the largest ETF fund tracking the ChiNext New Energy Index, which encompasses various sectors within the new energy and electric vehicle industries, including batteries and photovoltaics [1]. - It has the highest elasticity, with a maximum increase of 20%, and the lowest fee structure, with a total management and custody fee of only 0.2% [1]. - As of October 31, 2025, the fund's size reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month [1]. - The ETF has a storage capacity of 59% and a solid-state battery content of 32%, aligning with current market trends [1].