三、请就你公司设立及历次股权变动是否合法合规进行核查，并出具结论性意见。 四、请你公司对照《境内企业境外发行证券和上市管理试行办法》第八条的规定，补充说明你公司及所 有下属企业是否存在境外发行上市禁止性情形。 五、请详细说明你公司募集资金用途。 智通财经APP获悉，12月12日，中国证监会公布《境外发行上市备案补充材料要求(2025年12月8日— 2025年12月12日)》。中国证监会国际司共对8家企业出具补充材料要求，其中，要求罗博特科 (300757.SZ)补充说明募集资金用途等事项。据港交所10月28日披露，罗博特科递表港交所主板，华泰 国际、花旗、东方证券国际为其联席保荐人。 中国证监会请罗博特科补充说明以下事项，请律师核查并出具明确的法律意见： 一、你公司及下属公司业务及经营范围包含光伏制造，电池解决方案，研发、组装生产、销售新能源设 备、LED及半导体领域相关生产设备，半导体设备的研发，光伏及LED设备研究与开发，半导体器件专 用设备制造，光伏设备及元器件制造等的具体情况，请补充说明是否实际开展相关业务及具体运营情 况，是否已取得必要的资质许可。 二、关于你公司本次发行方案的发行数量上限，你公司备 ...

Core Viewpoint - The recent bull market in China's capital market is primarily driven by the technology sector, with the optical module CPO being a standout area, particularly highlighted by the performance of the "three giants" in the A-share market [1] Company Performance - Robotech (300757.SZ) has experienced significant stock price fluctuations this year, with its financial performance failing to meet growth expectations, leading to a stagnation in stock price despite a previous surge [1] - The company's revenue for 2022, 2023, and 2024 was reported at 901 million yuan, 1.57 billion yuan, and 1.104 billion yuan respectively, while net profits were 25.6 million yuan, 79.5 million yuan, and 63.2 million yuan [1] - For the first three quarters of 2024, Robotech reported revenue of 416 million yuan and a net loss of 74.7 million yuan, indicating a negative growth trend in core financial metrics [2] Strategic Developments - The acquisition of ficonTEC, a leader in high-precision coupling equipment, is a milestone for Robotech, providing proprietary technology for assembling and testing silicon photonic devices [3] - Following the acquisition, ficonTEC is expected to contribute significantly to Robotech's revenue, with projections indicating a net profit margin increase from 13.1% in 2025 to 22.6% by 2028 [3] Revenue Structure - The majority of Robotech's revenue has historically come from photovoltaic manufacturing solutions, accounting for 92.8% in 2022, but this share is declining as the company begins to see revenue from its silicon photonic assembly and testing equipment business, which reached 18.7% in the first half of 2024 [4][5] Market Position - Robotech holds a 25.5% market share in the silicon photonic smart manufacturing equipment market, ranking first globally, and is the only supplier capable of providing end-to-end solutions in this space [7][9] - The company has established itself as a key player in the high-end coupling equipment market, with ficonTEC being the sole supplier for certain products, including those for Broadcom and Nvidia [9][10] Future Outlook - The company is actively seeking to cultivate new growth points to offset declines in its main business, including expanding into international markets like India and enhancing its semiconductor packaging capabilities [6][10] - The success of Robotech's future performance is contingent on the stabilization of its photovoltaic equipment business and the realization of growth in its silicon photonic and CPO sectors, with the upcoming Hong Kong listing expected to enhance its investment appeal [10]

Core Viewpoint - The Chinese capital market has experienced significant changes since September 24, 2024, with technology, particularly optical modules and CPO, being a key focus. Robotech (300757.SZ), involved in silicon photonics and CPO, has shown volatile stock performance despite the overall bullish trend in the market [1]. Financial Performance - Robotech's revenue for 2022, 2023, and 2024 was 900.1 million yuan, 1.57 billion yuan, and 1.104 billion yuan, respectively, with net profits of 25.6 million yuan, 79.5 million yuan, and 63.2 million yuan [1]. - For the first three quarters of 2024, Robotech reported revenue of 416.3 million yuan and a net loss of 74.7 million yuan, indicating negative growth in core financial metrics [2]. - The company's operating cash flow was 55.9 million yuan, with a basic and diluted earnings per share of -0.25 yuan [2]. Business Overview - Robotech specializes in high-precision smart manufacturing equipment and systems, focusing on solutions for silicon photonics and photovoltaic cell manufacturing [3]. - The acquisition of ficonTEC, a leader in high-precision coupling equipment, has been a significant milestone, enhancing Robotech's technological capabilities and market position [3][6]. Revenue Structure - The majority of Robotech's revenue has historically come from photovoltaic manufacturing solutions, accounting for 92.8% in 2022 and 72.6% in the first half of 2024. However, the contribution from silicon photonics assembly and testing equipment is beginning to grow, reaching 18.7% in the first half of 2024 [6][7]. Market Position - Robotech holds a 25.5% market share in the silicon photonics smart manufacturing equipment market, ranking first globally. It is the only supplier capable of providing end-to-end solutions in this niche [9][10]. - The company has established itself as a key player in the high-precision silicon photonics assembly and testing equipment sector, with a unique capability to achieve ultra-high precision levels [9]. Future Growth Potential - The demand for automated packaging and coupling equipment is expected to rise alongside the rapid development of silicon photonics and CPO technologies, positioning Robotech to benefit significantly [11]. - The company is actively expanding its international presence, particularly in the growing Indian market, and plans to introduce efficient battery-related solutions [8][11]. - The successful completion of its Hong Kong listing could enhance Robotech's investment value and operational capabilities, allowing better utilization of its production capacities in Germany and Estonia [11].

Core Viewpoint - Robotech has submitted an application for listing on the Hong Kong Stock Exchange, aiming for a main board listing, with Huatai International, Citigroup, and Orient Securities International as joint sponsors [1] Company Overview - Robotech is a supplier of intelligent manufacturing equipment and systems, focusing on providing critical devices to enhance computing power and empower AI [1] - The company specializes in high-precision assembly and testing equipment for silicon photonic devices, as well as manufacturing solutions for photovoltaic cells [1] Industry Insights - The global market for silicon photonic intelligent manufacturing equipment is rapidly growing, with an expected market size of 23.3 billion RMB by 2029 and 115 billion RMB by 2035 [1] - In the photovoltaic manufacturing sector, Robotech offers high-speed, high-throughput manufacturing equipment and a smart Manufacturing Execution System (MES), ranking fourth globally in automated manufacturing equipment for smart photovoltaic cells [1] - By 2024 revenue estimates, eight out of the top ten global photovoltaic manufacturers are clients of Robotech [1]

Core Viewpoint - Robotech Intelligent Technology Co., Ltd. has submitted an application to list on the Hong Kong Stock Exchange, with Huatai International, Citigroup, and Orient Securities International as joint sponsors [1]. Company Overview - Robotech is a high-precision intelligent manufacturing equipment and systems supplier, focusing on automation equipment and smart factory solutions for manufacturing optical interconnects, optical sensors, optical computing products, and photovoltaic (PV) cells [3][4]. - The company specializes in providing high-precision assembly and testing equipment for silicon photonic devices and PV cell manufacturing solutions [4]. Market Opportunity - The silicon photonics intelligent manufacturing equipment market is experiencing rapid growth, with the global market size projected to increase from RMB 400 million in 2020 to RMB 2 billion in 2024, representing a compound annual growth rate (CAGR) of 46.9%. By 2029, the market is expected to reach RMB 23.3 billion, with a CAGR of 63.8%, and further grow to RMB 115 billion by 2035, with a CAGR of 30.5% [4]. - The company has fully acquired ficonTEC, gaining proprietary and hard-to-replicate core technologies for assembling and testing silicon photonic devices, covering the entire high-precision manufacturing process [4]. Financial Performance - For the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, the company reported revenues of approximately RMB 901 million, RMB 1.57 billion, RMB 1.1 billion, and RMB 248 million, respectively. The corresponding net profits were approximately RMB 25.6 million, RMB 79.5 million, RMB 63.2 million, and a loss of RMB 12.2 million [6][7]. - In the PV manufacturing sector, the company ranks fourth globally in the smart PV cell automation manufacturing equipment market by revenue in 2024, with eight of the top ten global PV manufacturers as clients [6].