智通财经APP讯，剑桥科技(06166)发布公告，鉴于中国企业会计准则及国际财务报告准则已实现实质性 趋同，为进一步提升资讯披露效率、简化财务编制流程、节约披露成本及审计费用，本公司将自2025年 年度财务报告开始，统一采用中国企业会计准则编制财务报告及披露相关财务资料。 鉴于本公司于2025年4月28日召开的2024年年度股东大会审议聘任的2025年度境内财务报告审计机构致 同会计师事务所(特殊普通合伙)已获中国财政部及中国证监会的认可，并有资格向中国发行人提供使用 中国内地审计准则的审计服务。因此，本公司将不再另行单独聘任境外财务报告审计机构，2025年度由 致同会计师事务所(特殊普通合伙)一併承担本公司A股及H股财务报告审计职责，审计报酬不发生变 化。 本公司董事会审计委员会全体委员和董事会全体董事一致认为：鉴于中国企业会计准则与国际财务报告 准则已实现实质性趋同，相关政策档亦支持内地企业采用中国准则编制H股财务报告。统一准则有利于 提升资讯披露效率，降低编制成本，且不会对财务报告的真实性、准确性及投资者决策产生重大不利影 响;境内审计机构致同会计师事务所(特殊普通合伙)具备为中国发行人提供审计服务的资 ...

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. – 1 – 根據香港聯交所於2010年12月10日刊發的《有關接受在香港上市的內地註冊成立公 司採用內地的會計及審計準則以及聘用內地會計師事務所的諮詢總結》及《香港聯合 交易所有限公司證券上市規則》（「上市規則」）第4.11(c)條及第19A.31(4)條規定，在 中國內地註冊成立為股份有限公司並在香港聯交所上市的發行人（「中國發行人」）可 採用中國企業會計準則編製其財務報表，而已在香港聯交所作主要上市的中國發行 人的年度賬目可由符合相關條件的中國執業會計師事務所審計，前提是中國發行人 已採用中國企業會計準則編製其年度財務報表；按照相互認可協議，一家獲中國財 政部及中國證券監督管理委員會（「中國證監會」）認可的中國執業會計師事務所，其 已獲認可適宜擔任在香港上市的中國內地註冊成立公司的核數師或申報會計師，並 且是香港法例第588章《會計及財務彙報局條例》第2 ...

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 光通信概念股反弹，截至发稿，长飞光纤光缆（06869）上涨7.57%，报52.75港元；剑桥科技（06166） 涨4.38%，报89.30港元。 责任编辑：卢昱君 光通信概念股反弹，截至发稿，长飞光纤光缆（06869）上涨7.57%，报52.75港元；剑桥科技（06166） 涨4.38%，报89.30港元。 ...

Group 1 - The optical communication sector is experiencing a rebound, with companies like Yangtze Optical Fibre and Cable (06869) rising by 9.6% to HKD 53.75 and Cambridge Technology (06166) increasing by 5.14% to HKD 89.95 [1] - Overnight, US optical communication stocks such as Lumentum surged over 11% and Coherent rose more than 4%, indicating strong market interest [1] - Tianfeng Securities suggests that the market size for Scale-up interconnects, which will eventually lead to Scale-up CPO, has significantly surpassed that of Scale-out networks, highlighting a shift in market dynamics [1] Group 2 - According to a report from Fangzheng Securities, the average price of G.652.D optical fiber has increased for two consecutive quarters, showing a clear price recovery trend [1] - Historical trends indicate that the optical fiber and cable market has certain cyclical characteristics, with a projected production of 125 million core kilometers of optical cables in China by the first half of 2025, despite a year-on-year decline that is narrowing [1] - The prices of common cables and fibers are beginning to rebound, and the procurement prices from operators are expected to stabilize and recover, suggesting an overall improvement in industry sentiment [1]

Group 1 - The optical communication sector is experiencing a rebound, with stocks such as Yangtze Optical Fibre (601869) and Cambridge Technology (603083) seeing significant increases of 9.6% and 5.14% respectively [1] - Overnight, US optical communication stocks like Lumentum and Coherent saw gains of over 11% and 4%, indicating strong market interest [1] - Tianfeng Securities suggests that the market size for Scale-up applications is expected to dominate, driven by the expansion of Scale-up domains and increased interconnection speeds [1] Group 2 - According to a report from Fangzheng Securities, the average price of G.652.D optical fiber has risen for two consecutive quarters, showing a clear recovery trend [1] - Historical trends indicate that the optical fiber and cable market exhibits cyclical behavior, with a projected production of 125 million core kilometers of optical cables in the first half of 2025, despite a year-on-year decline [1] - The decline in production has narrowed, and prices for common cables are beginning to rebound, suggesting that operator procurement prices may stabilize and the overall industry outlook could enter an upward phase [1]

Group 1 - The optical communication sector is experiencing a decline, with companies like Huiju Technology (01729) down 5.64% to HKD 15.9, Cambridge Technology (06166) down 5.56% to HKD 86.65, and Yangtze Optical Fibre and Cable (06869) down 3.39% to HKD 49.32 [1] - The drop in the sector is influenced by a significant decline in the US optical communication stock Lumentum, which fell over 7%, affecting market sentiment [1] - According to a recent report from Guotou Securities, the optical module market is expected to see growth driven by AI demand expansion and high-end structural releases by 2026, with a continued upward trend in global cloud vendor capital expenditures [1] Group 2 - The report highlights that the new round of AI computing power construction will drive high growth in the demand for high-speed optical modules, supported by the expansion of AI clusters and the rollout of next-generation computing platforms [1] - The industry is evolving through two main paths: Scale-out, which expands horizontally through leaf spine architecture, amplifying optical module demand through a "multiplier effect," and Scale-up, which breaks through the bandwidth and distance limitations of copper cables, accelerating the penetration of high-end optical modules in applications like GPU cabinet interconnection and memory pooling [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海劍橋科技股份有限公司 呈交日期: 2026年1月2日 FF301 第 1 頁 共 10 頁 v 1.1.1 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06166 | 說明 | H股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 77,062,000 | | 0 | | 77,062,000 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 77,062,000 | | 0 | | 77,062,000 | I. 法定/註冊股本變動 | 1. 股份分類 | 普 ...

Group 1 - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million [1] - LightCounting predicts that the global optical module market will exceed USD 37 billion by 2029, with 1.6T optical modules expected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1] - Huolong Securities believes that strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure will lead to sustained rapid growth in the optical module market [1] Group 2 - Cambridge Technology plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., focusing on capacity expansion, R&D upgrades, market expansion, and supply chain security [1] - The company expects to achieve significant shipments of 1.6T optical modules in Q1 2026, with an estimated shipment proportion of 20% for that year, which is expected to increase over time [1] - The 800G optical module will remain the main product in terms of shipments for the year, with the proportions of both 1.6T and 800G modules adjusting according to market demand and company capacity release dynamics [1]

每经AI快讯，剑桥科技(06166.HK)盘中拉升，截至发稿涨8.09%，报100.9港元，成交额3.18亿港元。 ...

Core Viewpoint - Cambridge Technology (06166) saw a significant intraday increase, rising over 8% to HKD 100.9, with a trading volume of HKD 318 million. The growth is attributed to positive market forecasts and strategic company initiatives [1]. Industry Summary - According to LightCounting, the global optical module market is expected to exceed USD 37 billion by 2029, with 1.6T optical modules projected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1]. - Huolong Securities believes that the strong demand for Ethernet switches and high-speed optical modules driven by AI infrastructure development, along with the promotion of optical interconnect technology in AI scale-up networks, will lead to sustained rapid growth in the optical module market [1]. - The demand for high-speed optical modules is expected to enhance industry profitability [1]. Company Summary - Cambridge Technology plans to raise USD 100 million through H-shares to increase capital for its wholly-owned subsidiary CIG in the U.S., focusing on capacity expansion, R&D upgrades, market development, and supply chain security [1]. - The company anticipates significant shipments of 1.6T optical modules in Q1 2026, with an expected shipment share of approximately 20% for that year, which is projected to increase over time [1]. - The 800G optical module is expected to remain the primary product in terms of shipments for the year, with both product shares adjusting according to market demand and company capacity release dynamics [1].