羅博特科(300757.SZ):公司認為ficonTEC未來發展空間潛力無限
格隆匯9月13日丨羅博特科(300757.SZ)近期在接待機構投資者調研時表示,公司對切入硅光電子領域的關注和佈局早在2019年就已經開始了,公司上市時的招股説明書中也明確了公司產品不僅可應用於光伏電池領域,還可應用於電子及半導體、汽車精密零部件、食品藥品等領域,這也為公司目前以“清潔能源+泛半導體”雙輪驅動的發展戰略進行了鋪墊。眾所周知光伏行業是技術迭代很快速的一個行業,作為光伏自動化設備廠商,下游投資需求的放緩將對上游造成連鎖影響,因此公司在上市後就已經開始佈局規劃雙主業的發展戰略。
公司的實際控制人、董事長兼CEO戴軍先生作為公司技術的領頭人,擁有在美國環球儀器、漢高、以色列華萊等電子半導體行業公司多年的從業經驗,依託其較強的電子、半導體設備領域的技術背景,結合對公司的長遠規劃,公司選擇切入熟悉的硅光電子領域。隨着戴軍先生了解到ficonTEC本身的核心算法和專有技術(Know-How)後,經過審慎分析,認為ficonTEC匹配公司的戰略定位,公司逐步確認了切入硅光電子領域賽道的發展戰略。此外,ficonTEC具有雄厚的技術實力,通過先進的精密自動控制技術和軟件算法能夠實現光電子封裝過程中對微小光學元器件的精準定位,提供納米級高精度光器件耦合,在硅光電子、光電共封裝(CPO)等前沿領域具備全球領先的技術水平,公司認為ficonTEC未來發展空間潛力無限。
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