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1.6T硅光方案的量产化设备
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罗博特科:公司目前已经帮助客户提供了批量化的1.6T硅光方案的量产化设备
证券日报网讯 罗博特科9月12日发布公告,在公司回答调研者提问时表示,公司目前已经帮助客户提供 了批量化的1.6T硅光方案的量产化设备,同时公司和客户端已经在合作项目中共同开发针对3.2T硅光模 块的工艺,具体细节涉及商业机密,不便披露。 (编辑 袁冠琳) ...
罗博特科(300757) - 300757罗博特科投资者关系管理信息20250912
2025-09-12 00:30
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]