对于公司业绩变动的原因，罗博特科给出了三点解释。其一，受下游光伏行业阶段性及结构性供需压力 加剧的影响，导致需求乏力，2025年公司光伏业务板块经营持续承压，其营收规模同比大幅下降，毛利 润水平也相应大幅下滑。 北京商报讯(记者王蔓蕾)1月29日晚间，罗博特科（300757）发布2025年度业绩预告显示，公司预计全 年实现归属净利润亏损6000万—9000万元，同比转亏。 其二，2025年5月公司完成了对ficonTEC的收购，随着硅光技术的不断发展，为了满足下游市场的需 求，本报告期内ficonTEC配合重点客户开发了多项具有广阔发展前景的新技术应用，使得报告期内的设 备交付周期变长，导致实现收入未达预期；同时生产周期拉长，使得设备成本提高。此外，ficonTEC基 于应对下游产能需求，本期研发投入加大，且由于提升生产规模、服务能力、管理团队等因素，相关费 用亦有所上升。 其三，报告期内，预计公司非经常性损益对净利润的影响金额约为3000万元至4000万元，主要系合并日 原股权按购买日的公允价值重新计量产生的利得、收到的政府补助等。 ...

Core Viewpoint - Silicon photonics is recognized as a disruptive technology that combines the characteristics of integrated circuits, such as large scale, high precision, and low manufacturing costs, with the advantages of photonic technology, including ultra-high speed, low power consumption, and high anti-interference capabilities [1][5] Group 1: Competition Overview - The "Zhangjiang Cup Silicon Photonics Innovation and Entrepreneurship Competition" concluded with various roadshow activities focusing on "Optical Interconnect + Optical Computing" and "Optical Sensing + Open" categories [1][3] - A total of 19 innovative silicon photonics projects from enterprises, universities, and research institutes across the country entered the finals [3] Group 2: Award Winners - In the "Optical Interconnect + Optical Computing" category, Shanghai Lankun Microelectronics Technology Co., Ltd. won the first prize for its "Micro-ring Photonic Integrated Interconnect Chip" project [3] - The second prize was awarded to projects from Qiming Photonics (Beijing) Technology Co., Ltd. and Shanghai Jiao Tong University, while the third prize went to Shanghai University of Science and Technology and the Shanghai Institute of Microsystem and Information Technology [3] - In the "Optical Sensing + Open" category, Shanghai Jiao Tong University won the first prize for its "Integrated Optical Coherence Tomography System Based on Silicon Photonic Chips" [3] Group 3: Industry Support and Development - The competition was organized by the Silicon Photonics Innovation Alliance, which includes over 70 leading technology enterprises, key universities, and research institutions [6] - The Shanghai Silicon Photonics Future Industry Cluster was officially launched in June, with eight companies signing agreements to establish operations [5][6] - The Shanghai Future Industry Fund, in collaboration with eight quality market-oriented funds, launched a matrix for the Silicon Photonics Future Industry Fund, emphasizing the importance of project layout, platform construction, and ecosystem development [5][6]