Group 1: Investor Relations Activities - The investor relations activities included specific object research and meetings with various investment firms and analysts [2][3] - Notable participants included representatives from Longjiang Communication, Guotai Junan, and multiple funds such as Changsheng Fund and Penghua Fund [2][3] Group 2: H-Share Listing Plans - The company plans to issue H-shares and has disclosed a preliminary announcement on September 8, 2025, regarding the listing process [3] - The core purpose of the H-share listing is to implement an "A+H" dual capital platform strategy, aimed at enhancing production capacity and global service support [3][4] - The listing will facilitate stock incentives for the core team, aligning interests between shareholders and the company [4] Group 3: Business Performance and Orders - The current order amount for the optoelectronic business is approximately CNY 662 million, with expectations for improved profitability in Q3 and Q4 [4] - The company anticipates that the demand for silicon photonics and related technologies will drive future growth [5][6] Group 4: Market Trends and Future Outlook - The semiconductor industry is entering a new era, with significant competition in photonic technologies and quantum technologies [5] - The company is actively developing solutions for 1.6T silicon photonics and collaborating on projects for 3.2T modules [6] - The photovoltaic sector is currently under pressure, but the company plans to expand into overseas markets like India and the Middle East to support its solar business [6][7] Group 5: Capacity Planning and Integration - The company is adjusting its production capacity to meet the growing demand in the optoelectronic sector, ensuring timely delivery to clients [7][8] - Following the acquisition of ficonTEC, the company aims to enhance its operational capabilities and integrate ficonTEC into its management framework [8][9]

（文章来源：证券日报） 证券日报网讯罗博特科9月4日在互动平台回答投资者提问时表示，ficonTEC订单设备的交付周期会根据 项目的大小、工艺要求、当前项目集中程度等情况有所不同，目前ficonTEC正采取多种举措来提高其交 付及运营效率，进一步缩短订单设备的交付周期。 ...

Group 1 - The company confirmed that Guangku Technology is a customer of ficonTEC, but specific details of the cooperation are considered commercial secrets and cannot be disclosed without authorization [2] - The company currently has no substantial cooperation with Anjie Xun, which is identified as a potential customer of ficonTEC [2] - For more information regarding ficonTEC, the company refers to previously disclosed documents, including the draft report on the acquisition of assets and related announcements [2]

格隆汇8月25日丨罗博特科(300757.SZ)在投资者互动平台表示，Nvidia系ficonTEC合作客户。具体合作 内容属于商业机密，公司未经授权，超过法律法规规定强制披露的信息范围无权做单方面披露，敬请理 解。具体情况请以客户官方信息为准。关于ficonTEC的具体情况详见公司已经披露的《罗博特科智能科 技股份有限公司发行股份及支付现金购买资产并募集配套资金报告书（草案）（注册稿）》及后续相关 公告。 ...

Core Viewpoint - ficonTEC is a leading manufacturer in the field of photonic and semiconductor automation packaging and testing, providing essential equipment for micro-assembly and testing of photonic semiconductors [2] Group 1: Company Overview - ficonTEC specializes in equipment for micro-assembly and testing of photonic semiconductors, including silicon photonic chips, high-speed optical modules, quantum devices, lidar, high-power lasers, optical sensors, and biosensors [2] - The company has established a long-term partnership with Valeo, a leading automotive parts supplier, providing assembly and testing equipment for lidar manufacturers [2] Group 2: Market Position and Collaborations - Valeo ranks fourth among global automotive lidar manufacturers in 2023 and holds the top market share for APA automatic parking solutions [2] - ficonTEC has successfully delivered three production lines to Valeo and is currently deploying a fourth production line at Valeo's facility [2]

格隆汇8月20日丨罗博特科(300757.SZ)在投资者互动平台表示，Meta系ficonTEC合作客户。具体合作内 容属于商业机密，公司未经授权，超过法律法规规定强制披露的信息范围无权做单方面披露，敬请理 解。 ...

Core Viewpoint - Company ficonTEC has confirmed collaborations with both Teradyne and Advantest, but specific details of these partnerships are considered trade secrets and cannot be disclosed without authorization [1] Group 1 - Company ficonTEC is engaged in partnerships with Teradyne and Advantest [1] - The nature of the collaborations is classified as commercial secrets [1] - Company emphasizes the importance of adhering to legal regulations regarding information disclosure [1]

Core Viewpoint - Robotech (300757.SZ) confirmed its collaboration with Corning and Xizhi Technology, stating that ficonTEC provides equipment to these clients. The specific details of the collaboration are considered trade secrets and cannot be disclosed without authorization [1] Group 1 - Robotech is engaged in a partnership with ficonTEC, which supplies equipment to its clients, including Corning and Xizhi Technology [1] - The company emphasizes that the specifics of the collaboration are confidential and beyond the scope of mandatory disclosure as per legal regulations [1] - Stakeholders are advised to refer to official information from the clients for further details [1]

Group 1 - The semiconductor industry is a cornerstone of information technology, and the integration and upgrading of its supply chain is crucial for cultivating new productive forces. The introduction of the "merger and acquisition six guidelines" injects strong momentum into this process [1] - The "merger and acquisition six guidelines" encourage listed companies to actively engage in mergers and acquisitions related to strategic emerging industries and future industries, focusing on unprofitable asset acquisitions that help strengthen supply chains and enhance key technology levels [1] - Following the implementation of these policies, over 70% of newly disclosed asset acquisition restructurings in the Shenzhen market are in the new productive force industries, with the semiconductor sector being a core strategic emerging industry [1] Group 2 - Fulede (301297) exemplifies cross-industry integration, transforming from a cleaning service provider to a semiconductor materials manufacturer through the acquisition of Fulehua for 6.55 billion yuan, which holds a 19% market share in the AMB substrate market [2] - The acquisition involved 59 counterparties and utilized a combination of share issuance and targeted convertible bonds to meet diverse compensation requirements, expected to increase Fulede's earnings per share by over 50% post-transaction [2] - Robotech (300757) acquired the German company ficonTEC, specializing in semiconductor automation and precision testing equipment, which is expected to break international technology barriers and accelerate domestic production in electronic packaging [3] Group 3 - Since June 2025, cities like Zhuhai, Shanghai, Guangzhou, Hangzhou, and Shenzhen have introduced new policies to support the high-quality development of the semiconductor and integrated circuit industries, aiming to enhance China's global influence in this field [4] - Shenzhen's measures focus on "strengthening, stabilizing, and supplementing the chain," proposing ten specific actions to support the research and industrialization of third-generation semiconductor materials like GaN and SiC, along with a 5 billion yuan private equity fund [4] - These policy supports, combined with market-driven mergers and acquisitions, are accelerating the integration of the semiconductor supply chain and promoting deep integration of technological innovation and industrial upgrading [4]

Group 1 - The Shenzhen Municipal Government has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, including a 5 billion yuan "Semi Industry Private Equity Fund" to support the entire industry chain optimization [1] - The China Securities Regulatory Commission (CSRC) released guidelines to deepen the reform of the listed companies' merger and acquisition (M&A) market, encouraging companies to focus on technological innovation and industrial upgrades [1][2] - The semiconductor sector has seen a significant increase in M&A activities, with over 70% of newly disclosed asset acquisitions in Shenzhen's stock market related to new productivity industries [1][2] Group 2 - Semiconductor companies are actively pursuing innovation and collaboration through M&A, transforming policy benefits into practical advancements in technology [2] - For instance, Anhui Fulede Technology Co., Ltd. plans to acquire Jiangsu Fulehua Semiconductor Technology Co., Ltd., which holds a 19% market share in the active metal brazing copper ceramic substrate market, enhancing Fulede's position in the semiconductor materials sector [2] - Another example includes Robotech's acquisition of the German company ficonTEC, which specializes in semiconductor automation and testing equipment, aiming to accelerate domestic production in electronic packaging [3] Group 3 - The current wave of technological revolution and industrial transformation is driving the need for effective M&A strategies to enhance resource allocation and accelerate technology transfer, particularly in the semiconductor industry [4] - Policies have been implemented to support M&A activities, including financial subsidies to reduce initial costs and direct participation from industry funds, providing dual support for companies [4][5] - The semiconductor M&A market is experiencing not only an increase in transaction volume but also an improvement in the quality of mergers, with larger companies using M&A to build ecological barriers and smaller firms leveraging it as a growth opportunity [5]