Group 1 - The BC battery sector experienced a significant upward movement, with notable stock price increases among several companies [2] - Robotech saw a rise of 17.18%, indicating strong market performance [2] - JunDa shares increased by 7.07%, reflecting positive investor sentiment [2] - JiePuTe's stock rose by 5.29%, contributing to the overall growth in the sector [2] - Other companies such as DiErJiGuang, JingKeEnergy, and XieXinJieCheng also saw increases of over 3% [2]

Core Viewpoint - Robotech experienced a significant decline in stock price, with a drop of 6.68% on February 2, resulting in a trading volume of 3.01 billion yuan. The company is facing challenges in its financial performance, as indicated by a substantial decrease in revenue and net profit [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Robotech reported a revenue of 416 million yuan, representing a year-on-year decrease of 59.04% [2]. - The net profit attributable to shareholders for the same period was -74.75 million yuan, reflecting a year-on-year decline of 205.01% [2]. - Cumulative cash dividends since the company's A-share listing amount to 86.82 million yuan, with 46.75 million yuan distributed over the past three years [2]. Group 2: Stock and Financing Activity - On February 2, Robotech had a financing buy-in of 340 million yuan, with a net financing outflow of 96.07 million yuan, leading to a total financing balance of 2.81 billion yuan [1]. - The financing balance accounted for 4.99% of the circulating market value, exceeding the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, Robotech had a total of 8,040 shares available for lending, with a lending balance of 28.46 million yuan, also exceeding the 90th percentile level over the past year [1]. Group 3: Shareholder Information - As of September 30, 2025, Robotech had 38,800 shareholders, an increase of 15.91% from the previous period, while the average number of circulating shares per shareholder decreased by 14.07% to 3,802 shares [2]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF held 1.46 million shares, a decrease of 46,000 shares from the previous period [2]. - The Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 896,700 shares, down by 232,500 shares compared to the previous period [2].

Group 1 - The core viewpoint of the news highlights the strong performance of the photovoltaic industry, with the China Securities Photovoltaic Industry Index rising by 1.84% and key stocks like Dongfang Risheng and Nanjing Energy showing significant gains [1] - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism on the generation side, emphasizing the need for a reliable capacity compensation mechanism to ensure stable power supply during peak demand [1] - The reliable capacity compensation mechanism will be based on fixed costs that cannot be recovered in the energy and ancillary services markets, taking into account power supply-demand relationships and user affordability [1] Group 2 - Zhongyin Securities identifies "anti-involution" and "space photovoltaic" as the two main investment themes for 2026, with Elon Musk indicating the potential to establish a 100GW photovoltaic full industry chain, which is expected to enhance the demand for photovoltaic equipment [2] - The China Securities Photovoltaic Industry Index includes up to 50 representative listed companies involved in the photovoltaic industry chain, with the top ten weighted stocks accounting for 53.49% of the index [2] - The photovoltaic ETF fund closely tracks the China Securities Photovoltaic Industry Index, with various related index funds available for investors [2]

Fund Market - The issuance of new funds has accelerated this year, with total scale exceeding 100 billion yuan, driven by equity and FOF products [1] - 110 new funds were established by January 29, with a total issuance scale of 110.54 billion yuan, including 85 equity funds totaling 76.81 billion yuan [1] - FOF products have also maintained high popularity, with issuance scale surpassing 80 billion yuan in 2025 [1] Technology Sector - Over 260 companies on the Sci-Tech Innovation Board have released performance forecasts for 2025, with 105 companies reporting positive growth [1] - The focus on technology growth sectors such as artificial intelligence and biomedicine is expected to attract long-term capital [1] Aerospace Industry - A series of significant announcements were made at the Commercial Aerospace Action Conference, outlining the future of China's commercial aerospace sector [2] - By 2030, low-orbit satellite constellations are expected to be established, with launch costs potentially dropping below 10,000 yuan per kilogram [2] Communication Technology - China has achieved a new milestone in ground-space laser communication, with speeds reaching 120 Gbps [2] Semiconductor Development - Research teams have made advancements in two-dimensional semiconductors, specifically in the production of molybdenum disulfide films [2] Corporate Financial Performance - Apple reported a revenue of 143.8 billion USD for the quarter ending December 27, a 16% year-on-year increase, driven by strong iPhone 17 demand and a 38% increase in sales in China [3] - Adidas preliminary data indicates a fourth-quarter revenue of 6.08 billion euros, slightly below expectations, but full-year operating profit is projected at 2.06 billion euros, above estimates [4] Market Reactions - Microsoft experienced a significant stock sell-off, with a market value decrease of 357 billion USD, the second-largest single-day drop in history, attributed to concerns over AI spending and slowing cloud business growth [5][13] - Other tech stocks, including Alphabet and Nvidia, also faced substantial market value losses [5][13]

丨2026年1月30日星期五丨 1月29日，罗博特科公告称，预计2025年归属于上市公司股东的净利润为-9000万元至-6000万元。受下 游光伏行业阶段性及结构性供需压力加剧的影响，2025年公司光伏业务板块经营持续承压，需求乏力， 其营收规模同比大幅下降，毛利润水平也相应大幅下滑。2025年5月公司完成了对ficonTEC的收购，随 着硅光技术的不断发展，为了满足下游市场的需求，本报告期内ficonTEC配合重点客户开发了多项具有 广阔发展前景的新技术应用，使得报告期内的设备交付周期变长，导致实现收入未达预期；同时生产周 期拉长，使得设备成本提高。此外，ficonTEC基于应对下游产能需求，本期研发投入加大，且由于提升 生产规模、服务能力、管理团队等因素，相关费用亦有所上升。 NO.1 晶盛机电：2025年净利同比预降50%-65% 点评：罗博特科的这份亏损预告，揭示了公司正处于"新旧动能切换"的关键阵痛期。一方面，光伏行业 的周期性寒冬对公司传统业务造成了直接冲击，营收与毛利的双重下滑显示了主业面临的严峻挑战；另 一方面，被寄予厚望的收购标的ficonTEC虽然站位前沿的硅光赛道，但目前正处于"高投入、 ...

2025 年 5 月公司完成了对 ficonTEC 的收购，随着硅光技术的不断发展，为了满足下游市场的需求，本 报告期内 ficonTEC 配合重点客户开发了多项具有广阔发展前景的新技术应用，使得报告期内的设备交 付周期变长，导致实现收入未达预期；同时生产周期拉长，使得设备成本提高。此外，ficonTEC 基于 应对下游产能需求，本期研发投入加大，且由于提升生产规模、服务能力、管理团队等因素，相关费用 亦有所上升。 格隆汇1月29日丨罗博特科(300757.SZ)公布，预计2025年归属于上市公司股东的净利润-9,000万元 ～-6,000万元，同比转亏，扣除非经常性损益后的净利润-13,000万元～-9,000万元。受下游光伏行业阶 段性及结构性供需压力加剧的影响，导致需求乏力，2025年公司光伏业务板块经营持续承压，其营收规 模同比大幅下降，毛利润水平也相应大幅下滑。 ...

对于公司业绩变动的原因，罗博特科给出了三点解释。其一，受下游光伏行业阶段性及结构性供需压力 加剧的影响，导致需求乏力，2025年公司光伏业务板块经营持续承压，其营收规模同比大幅下降，毛利 润水平也相应大幅下滑。 北京商报讯(记者王蔓蕾)1月29日晚间，罗博特科（300757）发布2025年度业绩预告显示，公司预计全 年实现归属净利润亏损6000万—9000万元，同比转亏。 其二，2025年5月公司完成了对ficonTEC的收购，随着硅光技术的不断发展，为了满足下游市场的需 求，本报告期内ficonTEC配合重点客户开发了多项具有广阔发展前景的新技术应用，使得报告期内的设 备交付周期变长，导致实现收入未达预期；同时生产周期拉长，使得设备成本提高。此外，ficonTEC基 于应对下游产能需求，本期研发投入加大，且由于提升生产规模、服务能力、管理团队等因素，相关费 用亦有所上升。 其三，报告期内，预计公司非经常性损益对净利润的影响金额约为3000万元至4000万元，主要系合并日 原股权按购买日的公允价值重新计量产生的利得、收到的政府补助等。 ...

近年来市盈率变化情况（倍） 900 இ 00 354.33 300 156.39 171.89 825 0 FA6L89 -300 -273.13 -600 -900 2022-06-30 2021-06-30 ' 2021-12-37 2020-12-37 2022-12-37 : 3-06-30 23-12-37 2n- -○- 公司 -○- 行业均值 100 92o2 ହ 90 80 70 63x23 60 50 41 83 40 30 20 10 0 2027-12-37 | 2020-12-37 I 2022-12-37 1 023-12-37 1 2021-06-30 | 2022-06-30 ' 3-06-30 ' 2n- ） 制图数据来自恒生聚源数据库 中证智能财讯罗博特科（300757）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润亏损6000万元至9000万元，上年同期盈利6388.55万元；扣非 净利润亏损9000万元至1.3亿元，上年同期盈利6284.39万元。以最新收盘价计算，市净率（LF）约33.82倍，市销率（TTM）约111.27倍。 以本次披露业绩预告均值计 ...

北京 上海 深圳 杭州 广州 昆明 天津 成都 宁波 福州 西安 南京 南宁 济南 香港 巴黎 马德里 硅谷 BEIJING SHANGHAI SHENZHEN HANGZHOU GUANGZHOU KUNMING TIANJIN CHENGDU NINGBO FUZHOU XI'AN NANJING NANNING JINAN H O N G PARIS MADRID S I L I C O N 中国上海市静安区山西北路 99 号苏河湾中心 MT 25-28 层 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China 电话/Tel: +86 21 52341668 传真/Fax: +86 21 52341670 网址/Website:http://www.grandall.com.cn 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 一、股东会的召集、召开程序 2026 年 1 月 14 日，公司董事会在深圳证券交易所网站（http://www.szse.cn） 等指定信息披露媒 ...

证券代码：300757 证券简称：罗博特科 公告编号：2026-007 罗博特科智能科技股份有限公司 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：2026 年 1 月 29 日下午 15:00 开始； （2）网络投票时间为：2026 年 1 月 29 日，其中通过深圳证券交易所交易 系统投票的时间为：2026 年 1 月 29 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： 2026 年 1 月 29 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。 2026 年第一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； 二、会议的出席情况 1、出席会议的总体情况 1 通过现场和网络投票的股东及股东授权代表 276 ...