金融“五篇大文章”引领，罗博特科打造半导体产业新引擎

Core Viewpoint - The China Securities Regulatory Commission has issued implementation opinions to optimize the merger and acquisition system for technology companies, supporting reasonable cross-border mergers and acquisitions, with Robotech being the only listed company currently involved in such activities [1] Group 1: Company Overview - Robotech is preparing for a secondary meeting regarding its acquisition of ficonTEC, a German company specializing in semiconductor automation and precision testing equipment [1] - ficonTEC is recognized for its advanced coupling packaging technology in cutting-edge fields such as silicon photonics and optical-electronic co-packaging, with clients including NVIDIA, Intel, and Broadcom [1] Group 2: Strategic Importance - The acquisition aligns with Robotech's strategy to expand into the semiconductor industry and support the dual-driven development strategy of "clean energy + pan-semiconductor" [2] - The advanced packaging and testing capabilities of ficonTEC will enhance the quality of development in the global computing power industry, benefiting downstream AIGC manufacturers [2] Group 3: Industry Impact - Robotech's acquisition of ficonTEC is expected to break the domestic monopoly on high-end packaging and testing equipment, addressing critical equipment shortages in the optical electronic device packaging sector [3] - This move is in line with recent merger and acquisition policy trends and is anticipated to strengthen Robotech's second growth curve while enhancing the resilience of the domestic AIGC industry chain [3]