RoboTechnik(SZ:300757) Zheng Quan Ri Bao Wang·2025-10-21 14:03Core Viewpoint - Robotech's subsidiary, ficonTEC Service GmbH, signed a procurement agreement with Wuhan Yilutong Technology Co., Ltd. for approximately $9 million, which is expected to positively impact the company's future operating performance and enhance its market competitiveness [1][2]. Group 1: Company Developments - The agreement amount of approximately 64 million yuan represents over 5.74% of the company's audited revenue for 2024 [1]. - The transaction involves automation equipment related to optical fiber preform and assembly lines, indicating a strategic move into the optical electronics equipment sector [2]. - Robotech has been accelerating its market expansion in the optical electronics and intelligent manufacturing sectors since 2025, integrating high-quality assets to extend its business boundaries into high-end semiconductor fields [2][3]. Group 2: Market Context - The global optical electronics industry is experiencing a dual benefit of technological upgrades and expanding demand, driven by applications in 5G base station construction, data center computing power needs, and automotive optical electronic systems [2]. - The recent orders, including a significant contract worth approximately 761 million yuan for photovoltaic battery solutions, demonstrate Robotech's competitive strength in both optical electronics and traditional photovoltaic automation sectors [3]. Group 3: Future Outlook - Robotech plans to disclose contract progress in accordance with relevant laws and regulations, ensuring transparency in the execution of the agreement [4]. - The ongoing demand in the optical electronics industry is expected to provide long-term growth momentum for Robotech, although attention should be paid to the progress and fulfillment of contracts [4].