Summary of Conference Call Records Company and Industry Involved - The discussion revolves around a technology company involved in the optical and semiconductor industry, specifically focusing on optical modules and related equipment. Core Points and Arguments 1. **Optimistic Outlook for Future Orders** The company anticipates a positive outlook for future orders, particularly in 2025, despite challenges in accurately predicting order volumes due to the current market dynamics [1][2][3]. 2. **Challenges in Order Volume** There has been a noted decrease in order volume since July, with new orders being limited. The company acknowledges that the order process requires time and is not a one-time event, indicating a gradual increase rather than a sudden spike [1][2][3]. 3. **Market Demand and Capacity Matching** The company emphasizes the importance of matching production capacity with market demand. It is noted that production plans will be adjusted based on actual market needs rather than speculative forecasts [3][4]. 4. **Technological Advancements and Client Relationships** The company highlights its strong relationships with major clients, particularly in North America, and the ongoing technological advancements in the CPU and optical module sectors. This includes a focus on domestic market growth and the need for continuous innovation [3][4][5]. 5. **Complexity of Equipment and Production Processes** The discussion touches on the complexity of production processes and the variability in equipment requirements based on different client specifications. The company notes that production efficiency can vary significantly depending on the technology and design used by clients [5][6][7]. 6. **Competitive Landscape** The company acknowledges the competitive landscape, particularly with traditional optical module manufacturers. It emphasizes the need for automation and advanced technology to maintain a competitive edge [12][14][19]. 7. **Challenges in Standardization** There is a significant challenge in standardizing equipment and processes within the optical industry, which affects production efficiency and cost structures. The company notes that each client's requirements can lead to different production setups, complicating the overall process [7][8][9]. 8. **Investment in Automation and Technology** The company is focused on investing in automation and advanced technology to improve production efficiency and reduce reliance on manual labor. This shift is seen as crucial for maintaining competitiveness in the market [12][14][20]. 9. **Collaboration with Major Tech Firms** The company has established collaborations with major technology firms, which enhances its technological capabilities and market reach. This includes partnerships that leverage shared knowledge and resources [18][19][20]. 10. **Future Growth Potential** The company expresses confidence in its growth potential, particularly in the domestic market, as it continues to innovate and adapt to changing market conditions. The emphasis is on leveraging existing capabilities to meet future demands [21][22][23]. Other Important but Possibly Overlooked Content - The company discusses the importance of understanding client needs and the specific requirements for optical modules, which can vary widely. This understanding is crucial for designing equipment that meets market demands effectively [17][18]. - There is a mention of the historical context of the company's technology development, indicating a long-term commitment to innovation and adaptation in a rapidly evolving industry [20][21]. - The conversation also highlights the need for ongoing training and development of personnel to ensure that the company can meet future technological challenges and market demands effectively [22][23].

从半导体的制程来讲 那么它所需要的光刻机也好它所需要制成可能我最多可能做到就是因为我只有电的部分我可能需要做到比如说7纳米才可能有需求对光的来讲可能30纳米就够了成光的东西30纳米就够了但是我现在的话对于国外来讲它是把光和电混合成一个晶片这样的话我就可能会有一些制成上的一些匹配的问题 光可能也要去做7纳米的它不需要7纳米 还需要30纳米需要通过其他的方案来做包括我们的一纸集成 变相集成等等类似于这样的一些方案就达到最后我的整个的电荷光的集成我们叫2D的封装 2.5D的封装通过这样的方法完成 这个技术演进趋势其实是非常路线还有趋势是非常明确的也就是往这样一个方向来国外是往这个方向来的就是我们国内来讲是跟还是不跟那就是这样子的就是你不跟那你就可能别人现在的成本来讲国内的成本作为一个光棍块的成本还比 就是为什么银条卖不过新衣裳也卖不过虚创对吧便宜啊成本的问题但是人家做这种高级传话越做越小功耗越来越低了同时我这种流片的这种就是燃料比率越来越高了那我的成本自然就下去了 对吧那到最后面如果我类似于现在比如说我去做一个CPU或GPU这样的一种工艺了对吧如果变成这样的工艺变成一个光的引擎对吧我们最后就一个transceive ...

Group 1: Company Overview and Strategic Partnerships - ficonTEC maintains strong long-term cooperative relationships with leading research institutions and universities, including the Fraunhofer Society, Trinity College Dublin, Karlsruhe Institute of Technology, and others, which support its technological advancements in optoelectronics and quantum fields [2] - The company's business model transitions from prototype development to small-batch trial production and then to large-scale manufacturing, continuously improving product functionality and efficiency based on customer needs [2] Group 2: Acquisition and Market Outlook - The acquisition process is progressing, with substantial updates disclosed on December 19, 2024, regarding the restructuring and related documents [1] - ficonTEC anticipates significant growth in orders for 2025, driven by the rapid development of silicon photonics technology in various markets, including North America and Taiwan [4] Group 3: Production and Localization Plans - ficonTEC has initiated preparations for domestic production, including hiring automation engineers in Shanghai and sourcing local suppliers for materials and components [2] - The company plans to start assembling basic equipment models in 2024 and full machine installation and debugging in 2025, aiming to enhance product gross margins through localization [5] Group 4: Core Competencies and Competitive Barriers - The company's core competitiveness stems from its collaborative research with top international institutions, creating a high barrier to entry for competitors [4] - ficonTEC's knowledge base, developed through extensive practical experience, is integrated into its core control algorithm software, enhancing its technological edge [2]

证券代码：300757 证券简称：罗博特科 公告编号：2024-099 罗博特科智能科技股份有限公司 关于深圳证券交易所上市审核中心审核公司发行股份及支付现金购 买资产并募集配套资金事项会议安排的公告 告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 所申请中止发行股份及支付现金购买资产并募集配套资金暨关联交易审核的公 特此公告。 罗博特科智能科技股份有限公司董事会 二O二四年十二月二十日 记载、误导性陈述或重大遗漏。 罗博特科智能科技股份有限公司（以下简称"公司"或"罗博特科"）拟以 发行股份及支付现金方式购买建广广智（成都）股权投资中心（有限合伙）、苏 州工业园区产业投资基金（有限合伙）、苏州永鑫融合投资合伙企业（有限合伙）、 上海超越摩尔股权投资基金合伙企业（有限合伙）、尚融宝盈（宁波）投资中心 （有限合伙）、常州朴铧投资合伙企业（有限合伙）、南通能达新兴产业母基金 合伙企业（有限合伙）持有的苏州斐控泰克技术有限公司合计 81.18%的股权； 拟以支付现金方式购买境外交易对方 ELAS Technologies Investment GmbH 持有 ficonTEC Service ...

4-2 本次资产重组涉及的拟购买资产的评估报告及评估说明,或者 估值报告 | 序号 | 文件名称 | 页码 | | --- | --- | --- | | 4-2-1 | 罗博特科智能科技股份有限公司拟以发行股份等方式收购苏州斐控 | | | | 泰克技术有限公司股权所涉及的股东全部权益价值项目资产评估报 | | | | 告 | | | | 罗博特科智能科技股份有限公司拟以发行股份等方式收购苏州斐控 | | | | 泰克技术有限公司股权所涉及的股东全部权益价值项目资产评估说 | 72 | | | 태 | | | 4-2-2 | 罗博特科智能科技股份有限公司拟支付现金收购 ficonTEC Service | 324 | | | GmbH 及 ficonTEC Automation GmbH 股权所涉及的股东全部权益价 | | | | 值项目资产评估报告 | | | | 罗博特科智能科技股份有限公司拟发行股份收购 ficonTEC Service | | | | GmbH 及 ficonTEC Automation GmbH 股权所涉及的股东全部权益价 | 382 | | | 值项目资产评估说明 | | 本报告 ...

天道亨嘉资产评估有限公司 对罗博特科智能科技股份有限公司关于深圳证券交易所 《关于罗博特科智能科技股份有限公司发行股份购买资产并募 集配套资金申请的审核问询函》的回复（修订稿）之核查意见 深圳证券交易所： 贵所于 2023 年 11 月 14 日下发了《关于罗博特科智能科技股份 有限公司发行股份购买资产并募集配套资金申请的审核问询函》（审 核函〔2023〕030016 号），罗博特科智能科技股份有限公司（以下简 称"上市公司"）及相关中介机构就《审核问询函》所提问题进行了 认真讨论分析与核查，并按照要求在《罗博特科智能科技股份有限公 司发行股份及支付现金购买资产并募集配套资金报告书（草案）》（以 下简称"重组报告书"）中进行了补充披露，天道亨嘉资产评估有限 公司作为本次交易的资产评估机构，就上市公司对贵所所提问题的回 复进行了认真核查，现对上市公司《审核问询函回复》（修订稿）之 核查意见附后，请予审核。 问题七： 申请文件显示：（1）本次交易对斐控泰克采用资产基础法进行评 估，评估增值率 15.07%，对目标公司采用收益法和市场法进行评估， 选取市场法评估结果作为结论，目标公司所有者权益账面值为 1,597. ...

目 录 | 一、关于经营情况………………………………………………… | 第 | 1—78 | 页 | | --- | --- | --- | --- | | 二、关于受限资产、存货、应收账款及第三方回款情况…… | 第 | 78—110 | 页 | | 三、关于商誉……………………………………………………第 | | 110—125 | 页 | | 四、关于关联交易………………………………………………第 | | 125—135 | 页 | 问询函专项说明 天健函〔2024〕1194 号 深圳证券交易所： 我们已对《关于罗博特科智能科技股份有限公司发行股份购买资产并募集配 套资金申请的审核问询函》（审核函〔2023〕030016 号，以下简称问询函）所 提及的罗博特科智能科技股份有限公司（以下简称罗博特科或公司）财务事项进 行了审慎核查，并出具了《问询函专项说明》（天健函〔2023〕435 号）。因公 司补充了最近一期财务数据，我们为此作了追加核查，现汇报如下。（如无特别 注明，金额单位为人民币万元） 一、关于经营情况 申请文件显示：（1）天健会计师事务所（特殊普通合伙）编制了目标公司 报告期的模拟合并财务报表； ...

国浩律师（上海）事务所 关 于 罗博特科智能科技股份有限公司发行股份 及支付现金购买资产并募集配套资金 之 补充法律意见书（七） 上海市北京西路 968 号嘉地中心 23-25 层 邮编：200041 23-25th Floor, Garden Square, No. 968 West Beijing Road, Shanghai 200041, China 电话/Tel: +86 21 5234 1668 传真/Fax: +86 21 5234 1670 网址/Website: http://www.grandall.com.cn 2024 年 11 月 国浩律师(上海)事务所 补充法律意见书 | | | | 释义 | | --- | | 第一节 引言 ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………7 | | 一、律师事务所及经办律师简介 . | | 二、出具法律涉及的主要工作过程 . | | 三、律师应当声明的事项 ...

东方证券股份有限公司 关于 罗博特科智能科技股份有限公司 发行股份及支付现金购买资产 并募集配套资金 之 独立财务顾问报告 二〇二四年十二月 声明及承诺 东方证券股份有限公司（以下简称―东方证券‖或―本独立财务顾问‖）接受罗 博特科智能科技股份有限公司（以下简称―罗博特科‖或―上市公司‖）的委托，担 任发行股份及支付现金购买资产并募集配套资金（以下简称―本次交易‖或―本次 重组‖）的独立财务顾问，并就本次交易出具独立财务顾问报告。本独立财务顾 问报告是依据《公司法》《证券法》《上市公司重大资产重组管理办法（2023 年修订）》《深圳证券交易所创业板股票上市规则（2023 年 8 月修订）》《创 业板上市公司持续监管办法（试行）》《上市公司并购重组财务顾问业务管理办 法》等相关法律法规和交易各方提供的董事会决议、相关协议、审计报告、资产 评估报告以及本独立财务顾问在工作中形成的有关记录等文件，按照证券行业公 认的业务标准、道德规范和诚实信用、勤勉尽责精神，经审慎尽职调查后出具。 本报告旨在对本次交易作出独立、客观和公正的评价，供广大投资者及有关方面 参考。 一、本独立财务顾问作如下声明 1、本独立财务顾问与上市 ...