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date
29/03/2026
In the latest AI Express of Every Economic, Dongwu Securities released a research report on March 29, giving Robosteck (300757.SZ) a "buy" rating. The main reasons for the rating include: 1) Event: Robosteck's subsidiary, ficonTEC, recently secured a 600 million yuan order for silicon optical coupling equipment; 2) ficonTEC is a leading global coupling equipment supplier, with deep technological barriers and strong connections to top global clients; 3) Coupling is a core part of the optical module packaging process, with a current value accounting for approximately 40% of the packaging process; 4) The silicon optics/ CPO era presents higher requirements for coupling equipment. (Daily Economic News)
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