Core Viewpoint - Cambridge International (06166) has seen a stock price increase of over 4%, attributed to its strategic partnerships and advancements in silicon photonics technology, which are expected to drive future growth in high-speed optical modules and telecom broadband access [1] Company Summary - Cambridge Technology is collaborating with three suppliers in the silicon photonics chip sector, ensuring supply through agreements and investments, focusing on 800G and above optical modules primarily based on silicon photonics technology [1] - The company has made key material reserves and is continuously advancing in the silicon photonics technology roadmap, including the development and sample preparation of CPO integrated silicon photonic engines and high-power laser technology CPO devices [1] - In its recent quarterly report, Cambridge Technology reported high-quality growth driven by its core businesses in high-speed optical modules and telecom broadband access [1] Industry Summary - Coherent, a leader in optical communications, reported strong performance in its latest fiscal results, exceeding market expectations, indicating a growing demand for optical components driven by AI data centers and data center interconnects [1] - The core value of silicon photonics technology lies in chip design and wafer manufacturing, shifting the industry paradigm from "packaging-led" to "chip design-led" [1] - The shortage of traditional EML chips is benefiting silicon photonics due to its high integration, low loss performance advantages, and flexible production capacity, leading to an increasing market share [1] - Leading optical communication companies with forward-looking layouts and excellent chip design capabilities are expected to continue expanding their advantages and benefit from the high demand for computing power [1]

Core Viewpoint - Cambridge International (06166) saw a stock increase of over 4%, currently at 83.8 HKD with a trading volume of 80.09 million HKD, driven by developments in silicon photonics technology and strong performance in core business areas [1] Group 1: Company Developments - Cambridge Technology (603083) announced collaboration with three suppliers in the silicon photonics chip sector, securing supply through agreements and investments, focusing on 800G and above optical modules [1] - The company has made key material reserves and is advancing the development and sample preparation of CPO integrated silicon photonic engines and high-power laser technology CPO devices [1] - In its third-quarter report, Cambridge Technology highlighted high-quality growth in performance, primarily driven by its high-speed optical modules and telecom broadband access businesses [1] Group 2: Industry Insights - Guosheng Securities (002670) reported that Coherent's latest quarterly financial results exceeded market expectations, indicating strong performance in the optical communication sector, benefiting from increased demand for optical components driven by AI data centers and data center interconnects [1] - The core value of silicon photonics technology lies in chip design and wafer manufacturing, shifting the industry paradigm from "packaging-led" to "chip design-led" [1] - Traditional EML chip shortages are being addressed by silicon photonics, which offers high integration, low loss, production flexibility, and cost advantages, leading to an increasing market share [1] - Leading optical communication companies with forward-looking layouts and excellent chip design capabilities are expected to continue expanding their advantages and benefit from the high demand for computing power [1]

Core Viewpoint - Cambridge Technology (06166) has shown significant growth in its financial performance, driven by its core businesses in high-speed optical modules and telecom broadband access [2] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of approximately 3.36 billion yuan, representing a year-on-year increase of 21.57% [2] - The net profit attributable to shareholders for the same period was about 259 million yuan, marking a substantial year-on-year growth of 70.88% [2] Shareholder Activity - On November 17, shareholders transferred shares from Guotai Junan (Hong Kong) to Morgan Stanley Hong Kong Securities, with a transfer market value of 566 million HKD, accounting for 9.17% of the total shares [2]

Core Insights - Cambridge Technology (06166) shareholders transferred stocks from Guotai Junan (Hong Kong) to Morgan Stanley Hong Kong Securities, with a transfer market value of HKD 566 million, accounting for 9.17% of the total shares [1] Financial Performance - For the first three quarters of 2025, the company reported total revenue of approximately CNY 3.36 billion, representing a year-on-year growth of 21.57% [1] - The net profit attributable to shareholders for the same period was approximately CNY 259 million, showing a significant year-on-year increase of 70.88% [1] Business Drivers - The company's high-quality growth is primarily driven by its two main businesses: high-speed optical modules and telecom broadband access [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CIG SHANGHAI CO., LTD. 上海劍橋科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6166） 海外監管公告 投資者關係活動記錄表 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列上海劍橋科技股份有限公司（「本公司」）在上證e互動平台(sns.sseinfo.com)本 公司的「上市公司發佈」欄目刊登的投資者關係活動記錄表，僅供參閱。 承董事會命 上海，2025年11月13日 於本公告日期，本公司董事會包括：(i)執行董事Gerald G Wong先生、趙海波先 生、趙宏偉先生及張傑先生；(ii)獨立非執行董事秦桂森先生、劉貴松先生、姚明龍 先生及袁淑儀女士。 证券代码：603083 证券简称：剑桥科技 上海剑桥科技股份有限公司 投资者关系活动记录表 上海劍橋科技股份有限公司 Gerald G Wong先生 董事長、執行董事及 ...

Group 1 - Cambridge Technology (06166.HK) saw its stock price increase by over 7% in the afternoon trading session, reaching a peak increase of 6.81% at 83.15 HKD per share [2] - The trading volume for Cambridge Technology was reported at 41.8976 million HKD [2]

Core Viewpoint - Cambridge Technology (06166) has seen a significant stock price increase, attributed to positive developments in its product offerings and strong financial performance [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of approximately 3.36 billion yuan, representing a year-on-year growth of 21.57% [1] - The net profit attributable to shareholders was about 259 million yuan, showing a substantial increase of 70.88% year-on-year [1] - The company's performance is driven by high-quality growth in its core businesses of high-speed optical modules and telecom broadband access [1] Product Development - The company plans to achieve mass shipments of its 1.6T optical modules by the first quarter of 2026, with an expected shipment proportion of about 20% for that year, which is anticipated to increase over time [1] - The 800G optical modules will remain the main product for shipments in 2026, with both product lines' proportions adjusting dynamically based on market demand and production capacity [1] - The production ramp-up for both 800G and 1.6T optical modules is progressing according to the company's internal operational plans, aiming for an annualized production capacity of 2.3 million units by the end of this year [1]

Group 1 - The core point of the article is that Cambridge Technology (06166) has deposited shares worth HKD 808 million into Guotai Junan (Hong Kong), representing 13.04% of the total [1] - Cambridge Technology announced the issuance and allocation of 10.0515 million shares on November 12, 2025, under the full exercise of the over-allotment option [1]

Core Viewpoint - Cambridge Technology (06166.HK) announced the issuance and allocation of 10.0515 million H-shares on November 12, 2025, following the full exercise of the over-allotment option [1] Group 1 - The company will issue a total of 10.0515 million H-shares [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 上海劍橋科技股份有限公司 呈交日期： 2025年11月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 06166 | 說明 | H股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔 ...