罗博特科年内签超2亿元经营合同 业绩承压首季亏2617万元或现转机

Core Viewpoint - Company Robotech has signed a significant operating contract worth approximately $1.418 million (about 102 million RMB), which accounts for 9.19% of its audited revenue for 2024, indicating a positive impact on its future performance and competitive edge in the optoelectronic packaging equipment sector [1] Group 1 - The recent contract is the second large operating contract disclosed by Robotech since acquiring ficonTEC, with a total contract value exceeding 2 billion RMB for 2025 [2] - The overseas business growth from the ficonTEC acquisition is estimated to contribute approximately 22.01% to Robotech's audited revenue for 2024 [2] Group 2 - Robotech plans to acquire 81.18% of Suzhou Ficontec Technology Co., Ltd. and other stakes for a total consideration of 1.012 billion RMB, with the acquisition process facing scrutiny from the Shenzhen Stock Exchange [3] - In Q1 2024, Robotech reported a revenue decline of 63.24% year-on-year, resulting in a net loss of 26.17 million RMB, contrasting with a profit in the same period of the previous year [3] Group 3 - Industry experts suggest that the new contracts signed in 2025 are expected to improve the company's performance, as evidenced by a recent stock price increase of 13.25% over three trading days [4]