金吾财讯 | 罗博特科（03757）盘中涨超9%，最新报434.40港元，涨幅9.31%，成交额1.14亿港元。消息面上，国元证券研究指，罗博特科为A+H两地上市的智能制造装备企业。公司业务由传统光伏智能制造装备进一步延伸至硅光及光电子封测智能制造装备；其于2025年完成对德国ficonTEC的收购后，获得光子芯片自动化封装及测试装备能力。按灼识咨询资料，以2025年收入计，公司在硅光智能制造设备领域全球排名第一，市场份额为20.5%。该机构表示，公司稀缺性主要来自ficonTEC在硅光、CPO及高端光电子封装自动化设备中的技术积累和国际客户资源。公司在光伏设备业务之外切入AI算力基础设施的上游装备环节，若硅光技术渗透、光互联升级和CPO产业化持续推进，相关设备需求有望形成新增成长曲线。
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