证券代码：300757 证券简称：罗博特科 公告编号：2025-060 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：双方签字盖章之日起生效。 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 对公司本年度及未来年度经营业绩产生积极影响。 司自愿披露日常重大经营合同的披露标准。 现将合同以列表方式汇总披露如下： | 序 | 合同范围 | 交易对手方名 | | 合同金额（含税） | | 合同标的 | | --- | --- | --- | --- | --- | --- | --- | | 号 | ficonTEC 并表日前与公 | 称 | | | | | | | 司 及其子公司已经签订 B | | | | | | | 1 | 但尚未确认收入的日常经 | 公司 B | 及其子 | 约 ...

智通财经7月13日电，罗博特科(300757.SZ)公告称，公司全资子公司ficonTEC及其子公司与同一交易对 手美国某头部公司B及其子公司在ficonTEC并表日前已签订但尚未确认收入的日常经营合同金额及并表 日后至2025年7月11日签订的日常经营合同金额约为1,418万美元，占公司2024年度经审计营业收入的比 例超过了9.19%。该合同的顺利履行预计将对公司本年度及未来年度经营业绩产生积极影响。 罗博特科：截至7月11日全资子公司ficonTEC签订1418万美元日常经营重大合同 ...

Market Overview - The Shanghai Composite Index closed at 3546.50 points, above the annual line, with a gain of 1.05% [1] - The total trading volume of A-shares reached 10310.63 billion yuan [1] Stocks Breaking Annual Line - A total of 55 A-shares have broken above the annual line today, with notable stocks including XWANDA, Fuxing Co., and Guolian Minsheng, showing divergence rates of 5.64%, 3.70%, and 3.15% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Wangfujing, Tonghe Pharmaceutical, and Sanxia Water Conservancy [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - XWANDA (9.13% increase, 5.12% turnover rate, latest price 21.16 yuan, divergence rate 5.64%) [1] - Fuxing Co. (4.31% increase, 5.52% turnover rate, latest price 2.42 yuan, divergence rate 3.70%) [1] - Guolian Minsheng (6.66% increase, 3.68% turnover rate, latest price 11.21 yuan, divergence rate 3.15%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuoer Si (3.05% increase, 3.72% turnover rate, latest price 18.56 yuan, divergence rate 2.82%) [1] - ST Huaming (4.83% increase, 10.28% turnover rate, latest price 10.21 yuan, divergence rate 2.73%) [1] - Green Beauty (3.01% increase, 2.26% turnover rate, latest price 6.50 yuan, divergence rate 2.32%) [1]

Group 1 - The semiconductor industry is a cornerstone of information technology, and the integration and upgrading of its supply chain is crucial for cultivating new productive forces. The introduction of the "merger and acquisition six guidelines" injects strong momentum into this process [1] - The "merger and acquisition six guidelines" encourage listed companies to actively engage in mergers and acquisitions related to strategic emerging industries and future industries, focusing on unprofitable asset acquisitions that help strengthen supply chains and enhance key technology levels [1] - Following the implementation of these policies, over 70% of newly disclosed asset acquisition restructurings in the Shenzhen market are in the new productive force industries, with the semiconductor sector being a core strategic emerging industry [1] Group 2 - Fulede (301297) exemplifies cross-industry integration, transforming from a cleaning service provider to a semiconductor materials manufacturer through the acquisition of Fulehua for 6.55 billion yuan, which holds a 19% market share in the AMB substrate market [2] - The acquisition involved 59 counterparties and utilized a combination of share issuance and targeted convertible bonds to meet diverse compensation requirements, expected to increase Fulede's earnings per share by over 50% post-transaction [2] - Robotech (300757) acquired the German company ficonTEC, specializing in semiconductor automation and precision testing equipment, which is expected to break international technology barriers and accelerate domestic production in electronic packaging [3] Group 3 - Since June 2025, cities like Zhuhai, Shanghai, Guangzhou, Hangzhou, and Shenzhen have introduced new policies to support the high-quality development of the semiconductor and integrated circuit industries, aiming to enhance China's global influence in this field [4] - Shenzhen's measures focus on "strengthening, stabilizing, and supplementing the chain," proposing ten specific actions to support the research and industrialization of third-generation semiconductor materials like GaN and SiC, along with a 5 billion yuan private equity fund [4] - These policy supports, combined with market-driven mergers and acquisitions, are accelerating the integration of the semiconductor supply chain and promoting deep integration of technological innovation and industrial upgrading [4]

Market Overview - The Shanghai Composite Index rose by 0.48% on July 10, with 18 out of 28 sectors experiencing gains, led by real estate and petrochemicals, which increased by 3.19% and 1.54% respectively [1] - Conversely, the automotive and media sectors saw declines of 0.62% and 0.54% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 13.025 billion yuan, with 10 sectors seeing net inflows [1] - The non-bank financial sector had the highest net inflow, amounting to 3.470 billion yuan, while the real estate sector followed with a net inflow of 2.228 billion yuan [1] Mechanical Equipment Sector Performance - The mechanical equipment sector experienced a slight decline of 0.05%, with a total net capital outflow of 2.771 billion yuan [2] - Out of 531 stocks in this sector, 219 stocks rose, while 294 stocks fell, with 3 stocks hitting the daily limit up [2] - The top three stocks with net inflows were: - Houp Co., Ltd. (厚普股份) with a net inflow of 154 million yuan and a rise of 15.72% - Beijing Capital Co., Ltd. (京城股份) with a net inflow of 136 million yuan and a rise of 6.37% - Robotec Co., Ltd. (罗博特科) with a net inflow of 97 million yuan and a rise of 4.09% [2] Mechanical Equipment Sector Outflow - The top three stocks with significant net outflows were: - Giant Lifting (巨力索具) with a net outflow of 350.79 million yuan and a decline of 6.09% - Dafeng Industrial (大丰实业) with a net outflow of 181.79 million yuan and a rise of 3.59% - Rifa Precision Machinery (日发精机) with a net outflow of 179.38 million yuan and a decline of 3.91% [3]

Group 1 - The core viewpoint is that the photovoltaic industry is experiencing a significant price increase in silicon wafers, with various sizes seeing price hikes between 8% and 11.7% [1] - The photovoltaic industry index (931151) has shown strong performance, with component stocks such as Hongyuan Green Energy (603185) and Xiexin Integration (002506) rising by 6.84% and 6.15% respectively [1] - The photovoltaic ETF fund (159863) has also increased by 1.26%, reflecting the overall positive trend in the industry [1] Group 2 - The current focus for the photovoltaic industry is to break away from "involutionary" competition, which is crucial for policy and corporate self-rescue [2] - This transformation is expected to shift the industry from "price wars" to "quality for price," allowing for the orderly exit of backward production capacity [2] - The top ten weighted stocks in the photovoltaic industry index account for 55.39% of the index, indicating a concentration of market influence among leading companies [3]

Group 1 - The Shenzhen Municipal Government has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, including a 5 billion yuan "Semi Industry Private Equity Fund" to support the entire industry chain optimization [1] - The China Securities Regulatory Commission (CSRC) released guidelines to deepen the reform of the listed companies' merger and acquisition (M&A) market, encouraging companies to focus on technological innovation and industrial upgrades [1][2] - The semiconductor sector has seen a significant increase in M&A activities, with over 70% of newly disclosed asset acquisitions in Shenzhen's stock market related to new productivity industries [1][2] Group 2 - Semiconductor companies are actively pursuing innovation and collaboration through M&A, transforming policy benefits into practical advancements in technology [2] - For instance, Anhui Fulede Technology Co., Ltd. plans to acquire Jiangsu Fulehua Semiconductor Technology Co., Ltd., which holds a 19% market share in the active metal brazing copper ceramic substrate market, enhancing Fulede's position in the semiconductor materials sector [2] - Another example includes Robotech's acquisition of the German company ficonTEC, which specializes in semiconductor automation and testing equipment, aiming to accelerate domestic production in electronic packaging [3] Group 3 - The current wave of technological revolution and industrial transformation is driving the need for effective M&A strategies to enhance resource allocation and accelerate technology transfer, particularly in the semiconductor industry [4] - Policies have been implemented to support M&A activities, including financial subsidies to reduce initial costs and direct participation from industry funds, providing dual support for companies [4][5] - The semiconductor M&A market is experiencing not only an increase in transaction volume but also an improvement in the quality of mergers, with larger companies using M&A to build ecological barriers and smaller firms leveraging it as a growth opportunity [5]

Group 1 - The company has approved a guarantee of up to 400 million RMB for its wholly-owned subsidiary FiconTEC Service GmbH (FSG) to support its business development [2][4] - The guarantee will be subject to the actual approval amount by the bank and requires shareholder meeting approval to take effect [2][4] - The total amount of guarantees provided by the company and its subsidiaries will reach 1,424.78 million RMB, which is 141.41% of the latest audited net assets [4] Group 2 - As of the announcement date, the company and its subsidiaries have a cumulative external guarantee amount of 434.78 million RMB, accounting for 43.15% of the latest audited net assets [4] - FSG's financial performance shows a total revenue of 48,203.68 million RMB for the year 2024 and a loss of 1,376.13 million RMB for the first quarter of 2025 [3][4] - The board believes that the guarantee will help FSG meet its business needs and promote its sustainable development, while the overall risk is considered controllable [4]

Core Viewpoint - The company plans to provide a guarantee for its wholly-owned subsidiary, ficonTEC Service GmbH (FSG), to apply for bank credit of up to 400 million RMB, subject to shareholder approval [1][2]. Group 1: Company Financials - As of March 31, 2025, FSG's total assets amounted to 517.40 million RMB, with total liabilities of 440.57 million RMB, resulting in a liability ratio of 85.15% [1]. - The total amount of guarantees provided by the company and its subsidiaries will reach 1.42 billion RMB if the current guarantee is approved, which represents 141.41% of the latest audited net assets [2]. - The cumulative actual amount of external guarantees provided by the company and its subsidiaries is 434.78 million RMB, accounting for 43.15% of the latest audited net assets [2]. Group 2: Risk Management - The company has no overdue guarantee amounts or guarantees involved in litigation, and there are no losses due to guarantees resulting from court judgments [2]. - Although the total guarantee amount exceeds 100% of the latest audited net assets, the company states that the financial risk remains within a controllable range as all guarantees are provided to wholly-owned subsidiaries [2].

证券代码：300757 证券简称：罗博特科 公告编号：2025-059 罗博特科智能科技股份有限公司 关于公司为全资子公司向银行申请授信提供担保的公告 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。 特别风险提示： 罗博特科智能科技股份有限公司（以下简称"公司"）及控股子公司提供担保 总额已超过公司最近一期经审计净资产 100%，上述担保均为对合并报表范围内 全资子公司提供的担保，财务风险处于公司可控范围内，敬请投资者充分关注担 保风险。 一、担保情况概述 为支持公司全资子公司 ficonTEC Service GmbH（以下简称"FSG"）业务发 展，公司于 2025 年 7 月 4 日召开第三届董事会第三十次会议审议通过了《关于 公司为全资子公司向银行申请授信提供担保的议案》，拟为全资子公司 FSG 申 请银行授信提供不超过 4 亿元人民币（或等值外币）额度的担保。前述额度最终 以银行实际审批的金额为准，公司将根据实际额度另行签署担保函等文件。 根据《上市公司监管指引第 8 号——上市公司资金往来、对外担保的监管要 求》《深圳证券交易所创业板股票上市规则》 ...