以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 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方E公司自2025年9 月24日至2026年1月26日期间签署日常经营合同累计金额约为921.60万美元（不含税，折合人民币约 6405.12万元），占公司2024年度经审计营业收入的比例超过了5.79%。其中，2026年1月26日签订的订 单金额约为547.20万美元（不含税，折合人民币约3803.04万元），系单面晶圆测试设备及服务的量产化 订单。该合同的顺利履行预计将对公司本年度经营业绩产生积极影响。 ...

证券代码：300757 证券简称：罗博特科 公告编号：2026-005 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 对公司本年度经营业绩产生积极影响。 4、根据《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》等相关法律法规及公司 保密制度的相关规定，本次交易对手方信息及合同具体细节为商业秘密，履行 披露义务可能会引致不当竞争，损害公司及投资者利益，公司已履行内部涉密 信息披露豁免流程，对本次交易对手方信息及合同具体细节进行豁免披露。 5、公司不存在最近三年披露的相关合同无进展或进展未达预期的情况。 敬请广大投资者注意投资风险。 一、合同签署情况 ...

Group 1 - The automation equipment sector increased by 1.37% on January 27, with Kaidi Co. leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] - Key stocks in the automation equipment sector showed significant price increases, with Kaidi Co. rising by 10.00% to a closing price of 131.42 [1] Group 2 - The sector experienced a net outflow of 9.53 billion yuan from institutional investors, while retail investors saw a net inflow of 9.97 billion yuan [2] - Major stocks like Dongjie Intelligent and Robotech also saw notable price increases, with Dongjie Intelligent up 9.90% and Robotech up 4.21% [1][2] - The trading volume for Kaidi Co. reached 1.22 million shares, contributing to a total transaction value of 1.54 billion yuan [1]

01月27日消息，截止11:00，CPO概念板块强势，天孚通信、罗博特科、中际旭创等个股涨幅居前。 责任编辑：小浪快报 ...

格隆汇1月27日｜A股市场CPO概念股普涨，其中，炬光科技涨超10%，可川科技10CM涨停，天孚通信 涨超8%，汇绿生态涨超6%，罗博特科、华天科技、中际旭创涨超5%，蘅东光、沃格光电、新易盛、光 库科技涨超4%。 ...

Group 1 - The A-share market saw a significant rise in CPO concept stocks, with notable increases in several companies' stock prices [1] - Key performers included Juguang Technology, which rose by 10.42%, and Kecuan Technology, which hit the daily limit with a 10% increase [2] - Other companies such as Tianfu Communication and Huilv Ecology also experienced substantial gains, with increases of 8.81% and 6.23% respectively [1][2] Group 2 - The total market capitalization for Juguang Technology is 18.8 billion, while Kecuan Technology has a market cap of 10.6 billion [2] - Year-to-date performance shows Kecuan Technology leading with a 78.86% increase, followed by Juguang Technology at 19.27% [2] - Other companies like Luobotek and Huatians Technology also reported strong year-to-date gains of 51.54% and 28.08% respectively [2]

Summary of Conference Call Notes Company and Industry Involved - The discussion centers around **CITIC Telecom** and its subsidiary **Fi-c-o-n-T-EC**, which specializes in photonic and semiconductor automation packaging and testing equipment. Core Points and Arguments - **Optical Testing vs. Electrical Testing**: - Optical testing has a significantly higher barrier to entry compared to electrical testing due to precision requirements. Electrical probes can have an error margin of approximately **5 micrometers**, while optical testing requires an error margin of **0-5 micrometers**, leading to over **50%** optical attenuation if not met [1] - Optical probes require more control dimensions, needing adjustments in **six dimensions** (up/down, left/right, and rotational), compared to the three dimensions (XYZ) for electrical probes, increasing the complexity of control [2] - Active alignment is crucial, as variations in volume after adhesive curing and temperature changes during use can cause micrometer-level deviations, necessitating extensive experience, data, and algorithms for prediction [3] - **Fi-c-o-n-T-EC's Technological Leadership**: - Established in **2001** and headquartered in **Lower Saxony, Germany**, Fi-c-o-n-T-EC is a market leader in the field of photonic and semiconductor automation packaging and testing equipment, with technological advantages recognized globally [1] - The company has developed a proprietary **6-axis coupling engine** that achieves linear precision of **5 nanometers** and angular precision of **2 arc seconds** (1/1800 degrees), with repeatable coupling precision controlled within **20 nanometers**, making it the only supplier to reach such precision in photonic packaging [2] - The **Au-toAl-i-gn** multi-axis calibration technology, combined with a unique visual recognition system and AI deep learning defect detection, enables millisecond-level active alignment, significantly improving coupling efficiency and yield rates compared to competitors [3] - Fi-c-o-n-T-EC is the first to introduce **300mm double-sided optoelectronic wafer testing equipment**, compatible with existing semiconductor ATE architectures, and is the only supplier providing a comprehensive solution from silicon photonic wafer testing to backend coupling packaging [1] Other Important but Possibly Overlooked Content - Fi-c-o-n-T-EC serves as a testing and coupling equipment supplier for major global CPO players, including **NVIDIA**, **TSMC**, and **Broadcom**, indicating its strong industry position and recognition [3]

本报记者 陈潇 算力基础设施加速建设，光通信行业景气度持续攀升。近期，多家光通信相关上市公司披露2025年业绩 预告，预计净利润同比增幅普遍在30%以上，部分企业甚至有望实现翻倍乃至数倍增长。 与此同时，多家公司同步披露新订单进展，业绩增长与订单落地形成共振，行业高景气特征进一步凸 显。 多家企业业绩增长 从业绩表现来看，光通信相关企业盈利能力显著提升。 例如，1月21日晚间，天孚通信发布2025年业绩预告，预计全年实现归属于上市公司股东的净利润18.81 亿元至21.50亿元，同比增长40%至60%；扣非归母净利润同比增幅同样接近六成。公司表示，人工智能 行业加速发展及全球数据中心建设提速，带动高速光器件需求持续增长。 天孚通信此前在接受机构调研时透露，公司已具备800G及1.6T高速光引擎的量产能力，1.6T产品已实现 正常交付，并持续推进性能优化与成本控制。在行业需求快速增长的背景下，部分物料存在阶段性提产 瓶颈，公司正通过加强供应链协同来保障交付能力。 同样受益于AI算力与数据中心建设的还有剑桥科技。1月16日，剑桥科技公告称，预计2025年实现归母 净利润2.52亿元至2.78亿元，同比增长51.1 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report emphasizes the acceleration of the CPO (Co-Packaged Optics) industry driven by the silicon photonics trend, highlighting the increasing demand for CPO, optical modules, and liquid cooling solutions [4][5] - NVIDIA's recent product launches, including the Vera Rubin AI supercomputer, are expected to boost the demand for CPO and related technologies [4][5] - The report identifies key investment opportunities in the silicon photonics and CPO supply chain, recommending specific companies as potential beneficiaries [7] Summary by Sections Industry Overview - The report indicates a clear trend towards silicon photonics and CPO development, with significant implications for various sectors [6] Key Technologies and Products - The Vera Rubin NVL72 cabinet features advanced specifications, including 20 trillion transistors and enhanced memory capacities, which are expected to drive demand for related technologies [4] - The NVIDIA Spectrum-X Ethernet CPO supports significant bandwidth expansion, facilitating cluster scaling [5] Investment Opportunities - The report highlights four key focus areas in silicon photonics: silicon photonic engines, CW light sources, optical interconnects, and passive components, recommending specific companies for investment [6][7] - Recommended companies include: - "Four Key Focus" companies: Zhongji Xuchuang, Xinyi Sheng, Yuanjie Technology, and Tianfu Communication - "Three Small Dragons" in silicon photonics equipment and optical interconnects: Robotek, Zhishang Technology, and Juguang Technology [7]

Group 1 - The automation equipment sector increased by 2.87% on January 21, with Robotech leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Notable stocks in the automation equipment sector included Robotech, which rose by 14.73% to a closing price of 335.00, and Inno Laser, which increased by 10.19% to 61.66 [1] Group 2 - The automation equipment sector saw a net inflow of 607 million yuan from institutional investors, while retail investors contributed a net inflow of 242 million yuan [2] - Major stocks with significant net inflows included Zhongkong Technology with 248 million yuan and Huagong Technology with 164 million yuan [3] - Conversely, retail investors showed net outflows in several stocks, including Dazhu Laser and Saiteng Co., with outflows of 124 million yuan and 124 million yuan respectively [3]