Group 1: Company Overview and Strategy - The company has defined a dual-driven development strategy focusing on "Clean Energy + General Semiconductor" [1] - The clean energy sector primarily involves photovoltaic equipment, expanding both horizontally and vertically [1] - The company aims to provide highly integrated intelligent manufacturing solutions across the entire photovoltaic industry chain [1] Group 2: Business Expansion and Collaborations - Horizontal expansion includes the development of wet process equipment and copper plating equipment, with successful collaboration with State Power Investment Corporation [3] - The company has entered the optoelectronics and semiconductor high-end equipment industry through the acquisition of ficonTEC, creating a second growth curve [3] - As of the end of 2022, the company's order backlog was approximately RMB 1.217 billion, with continuous growth in new orders [3] Group 3: Product Development and Market Demand - ficonTEC's equipment is primarily used in the semiconductor automation micro-assembly and precision testing sectors, with applications in five key areas including optical communication and quantum computing [4] - In Q1, ficonTEC saw over 90% of new equipment orders related to 800G optical modules, indicating strong market demand [5] - The company is advancing its copper plating equipment, with the second phase of testing meeting the agreed indicators with State Power Investment Corporation [6] Group 4: Technological Innovations and Advantages - The company is focused on reducing costs and improving efficiency in copper plating technology, aiming to replace silver with copper in photovoltaic applications [6] - The new copper plating equipment has increased production capacity from 600MW to 1GW while reducing the footprint by 20% [7] - The company emphasizes the advantages of its copper plating solutions in terms of space, energy, and water requirements compared to other solutions [6]
罗博特科(300757) - 罗博特科调研活动信息