证券之星消息，罗博特科(300757)12月10日在投资者关系平台上答复投资者关心的问题。 投资者提问：公司在互动易中提到，公司设备可应用于OCS中，请问有无应用案例，今年是否有签订相 关订单？ 罗博特科回复：您好！全资子公司ficonTEC的设备可应用于OCS技术路线。公司及公司子公司将严格按 照相关法律法规及公司于2022年7月11日召开第二届董事会第二十二次会议，审议通过的《关于确定日 常经营重大合同自愿性披露标准的议案》，对单笔合同金额达到1亿元人民币以上（含1亿元人民币）或 者连续十二个月内与同一交易对手方签署累计达到1亿元以上（含1亿元人民币）的合同，或单笔合同金 额虽未达到上述标准，但公司认为所签合同对公司产生重要影响的情况，按照《深圳证券交易所创业板 上市公司自律监管指南第2号——公告格式：第17号上市公司日常经营重大合同（框架性协议）公告格 式》及时进行对外披露。订单的具体情况详见公司已经披露的相关公告。感谢您对公司的关注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇11月25日丨罗博特科(300757.SZ)在投资者互动平台表示，全资子公司ficonTEC的设备可应用于 OCS技术路线。相关问题涉及商业秘密，公司未经授权无权单方面答复。 ...

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]