Gelonghui, June 14 丨 Zheshang Securities's research report on the 13th pointed out that silicon optical integration has become the mainstream technology trend in the optical module industry, and domestic and foreign giants are speeding up their deployment. Robotec (300757.SZ) previously disclosed that its participating subsidiary FiconTec has always provided equipment to Nvidia, and has also had in-depth cooperation with Nvidia in 1.6T optical module process development; ficonTec has had a good cooperative relationship with Intel for many years, and is still cooperating with Intel. Intel is the world leader in silicon optical technology. Currently, more than 90% of FICONTEC's new equipment orders in the field of optical modules are applied to 800G optical module equipment. FICONTEC's overall sales in the first quarter increased dramatically compared to the same period last year. With the gradual release of customer demand in the second half of this year, FICONTEC's order growth in the silicon optical business field will further increase. The company stated that there was no resistance to the acquisition of FiConTec and that the company would take the appropriate opportunity to start the acquisition of FiConTec. At the same time, TopCon battery production was greatly expanded in 2023. Currently, the company's on-hand orders exceed 1.2 billion yuan, and the development momentum of automation equipment, which is the main business, is strong. As a leader in high-end automation equipment, the company is expected to increase its two-wheel drive performance and maintain its “buy” rating in the future.