Xin Lang Cai Jing·2026-02-11 05:24Core Viewpoint - Robotech has emerged as a "long bull stock" in the A-share market, driven by the explosive demand for AI computing power, with a significant price increase and market capitalization growth over the past two years [2][7]. Group 1: Stock Performance - As of February 11, the stock price reached 405.10 yuan, marking a nearly 74% increase year-to-date and a total market value of 67.9 billion yuan [2][7]. - From the low point in February 2024, the stock has seen a cumulative increase of 1212.82%, achieving over 12 times growth in two years [2][7]. - The stock price hit a historical low of 39.63 yuan on February 6, 2024, before experiencing a recovery [9]. Group 2: Analyst Coverage - Analyst Qiu Shiliang from Zheshang Securities has been consistently tracking Robotech, having previously published a report in November 2021 when the stock closed at 61.30 yuan [2][7]. - Qiu's team recommended Robotech multiple times throughout early 2024, contributing to its price recovery by March [9]. Group 3: Strategic Developments - On May 28, 2025, a deep research report highlighted Robotech's acquisition of global coupling packaging equipment leader ficonTEC, positioning the company in the silicon photonics and CPO sectors [9]. - By February 3, 2026, Robotech remained a core recommended stock, with a focus on growth driven by AI [9]. Group 4: Price Fluctuations - The stock reached a peak of 306.68 yuan on September 18, 2025, followed by a correction to around 200 yuan by November [9]. - After a low of 189.21 yuan on November 24, 2025, the stock surged again, reaching a new high of 449 yuan on February 9, 2026, with an increase of approximately 125.7% [9]. - The annual growth rates from 2023 to 2025 were 55.14%, 286.2%, and 3.55%, with a cumulative increase exceeding 528% and a peak increase close to 630% during this period [9].