Core Viewpoint - Robotech (300757) has confirmed that its subsidiary ficonTEC's equipment can be applied in the OCS technology route, and it will disclose significant contracts according to established standards [1] Group 1: Company Operations - Robotech's subsidiary ficonTEC's equipment is applicable in OCS technology [1] - The company will adhere to legal regulations and its own internal standards for disclosing significant contracts [1] - Contracts valued at or above 100 million RMB or cumulative contracts with the same counterparty exceeding this amount within twelve months will be disclosed [1] Group 2: Investor Communication - The company responded to investor inquiries regarding the application of its equipment and related orders [1] - Specific details about orders will be found in previously disclosed announcements [1]

Core Viewpoint - Robotech (300757.SZ) announced on the investor interaction platform that its wholly-owned subsidiary ficonTEC's equipment can be applied to the OCS technology route. The company stated that related inquiries involve trade secrets, and it is not authorized to respond unilaterally [1] Group 1 - Robotech's subsidiary ficonTEC has equipment applicable to OCS technology [1] - The company emphasizes that inquiries regarding this matter involve commercial secrets [1] - Robotech is not authorized to provide unilateral responses to related questions [1]

Core Viewpoint - The company Robotech (300757) has confirmed that its subsidiary ficonTEC can provide assembly and testing equipment for optical fiber modules used in OCS technology, specifically for Google, although details on actual orders remain confidential due to commercial secrecy [1] Group 1: Company Operations - ficonTEC's equipment is applicable to the OCS technology route, indicating the company's capability to serve major clients like Google [1] - The company adheres to legal regulations and has established disclosure standards for significant contracts, specifically those exceeding 100 million RMB or cumulative contracts with the same counterparty within a year [1] Group 2: Investor Relations - The company has responded to investor inquiries regarding potential orders from Google and other related contracts, emphasizing the importance of confidentiality in commercial matters [1] - The company appreciates investor interest and engagement, indicating a commitment to transparency within the bounds of legal and commercial constraints [1]

Core Insights - The use of OCS in AI data centers is still in its early stages, with Google having achieved product implementation while most manufacturers are actively developing their technologies [1] - The feasibility of the OCS technology route is considered high, with significant advantages and strong growth certainty in the future [1] Investment Recommendations - For the complete machine segment, it is recommended to focus on manufacturers with core optical communication equipment business and OCS foundries [1] - In the core components segment, attention should be directed towards optical MEMS suppliers and foundries [1] - For the optical components segment, it is advisable to monitor domestic optical component suppliers in China [1]