罗博特科获台积电英伟达订单 拟港股融资扩产

Core Insights - Company Robotech (300757) has recently secured key orders in the CPO (Co-Packaged Optics) sector and plans to raise funds through the Hong Kong stock market to expand production capacity [1][3] - The company’s wholly-owned subsidiary ficonTEC has also received significant orders for OCS packaging lines [1] Stock Performance - Robotech (300757.SZ) has made progress in technology advancement and customer collaboration within the CPO industry. Industry reports indicate a substantial upward revision in expected CPO port shipment volumes, with Nvidia and Broadcom planning small-scale deliveries of CPO switches by 2026 [2] - The company has received mass production orders for a 300mm dual-side wafer testing platform developed in collaboration with TSMC and Nvidia, marking a transition from testing to mass production [2] Business Development - During investor relations activities, the company revealed plans to finance through the Hong Kong market, focusing on capacity expansion and the construction of a global service network to meet the rapid growth demands of core businesses such as CPO and OCS [3] Project Progress - Since 2026, ficonTEC has consistently secured large orders, including a significant OCS packaging line order signed with a leading Swiss company, with a contract value of approximately 63.08 million yuan, accounting for over 5.7% of the company's projected revenue for 2024 [4]