Group 1 - Cambridge Technology experienced a decline of 5.2% on November 14, with a stock price of 101.49 CNY per share, a trading volume of 581 million CNY, a turnover rate of 2.10%, and a total market capitalization of 35.022 billion CNY [1] - The company, established on March 14, 2006, and listed on November 10, 2017, is located in Shanghai and specializes in the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] - The revenue composition of the company includes: 55.66% from telecommunications broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [1] Group 2 - In terms of fund holdings, one fund under Invesco Great Wall has a significant position in Cambridge Technology, with the Invesco Great Wall CSI 1000 Index Enhanced A (015495) holding 3,900 shares, representing 0.53% of the fund's net value, making it the fourth-largest holding [2] - The fund has a total scale of 52.0359 million CNY and has achieved a year-to-date return of 34.34%, ranking 1553 out of 4216 in its category, with a one-year return of 27.52%, ranking 1333 out of 3955 [2]

Core Viewpoint - The optical module (CPO) index experienced a decline of 2.25% at the beginning of trading on November 14, indicating a bearish trend in the sector [1] Group 1: Market Performance - The leading stock, Yuanjie Technology, saw a significant drop of 5.00% [1] - Other notable declines included Shijia Photon at 4.24%, Zhongji Xuchuang at 3.29%, Dongshan Precision at 3.01%, and Cambridge Technology at 2.80% [1]

Core Viewpoint - Cambridge Technology (603083) announced that its 1.6T optical module products have testing data comparable to leading companies in the industry, with some products already entering small batch supply phase and expected to achieve mass shipment by Q1 2026 [1] Group 1 - The company has achieved testing data for its 1.6T optical module products that is on par with industry leaders [1] - Some of the company's products have already entered the small batch supply stage [1] - The company anticipates mass shipments of its products to commence by the first quarter of 2026 [1]

Core Viewpoint - Cambridge Technology (603083.SH) has announced that its 1.6T optical module products are performing at a level comparable to leading companies in the industry, with some products entering small batch supply phase and expected to achieve mass shipments by Q1 2026 [1] Group 1: Product Development - The development and mass production of the 1.6T optical module are based on the company's technological reserves and market demand [1] - The optical module products primarily utilize silicon photonics technology, with the 1.6T optical module employing advanced technology that matches the performance of industry leaders [1] Group 2: Customer Collaboration - The company is deeply binding core customers through the JDM model, ensuring supply chain stability [1] - There is strong demand for both 800G and 1.6T optical modules, and the company is advancing product validation with multiple new customers [1] Group 3: Capacity Expansion - The company is continuously expanding production capacity, with the Jiaxing and Malaysia factories gradually releasing capacity [1] - The construction of the production base in Mexico is also being promoted, with annual capacity targets to be adjusted and increased based on customer demand [1]

Core Viewpoint - The communication equipment sector experienced a decline of 0.42% on November 13, with Dekoli leading the drop, while the Shanghai Composite Index rose by 0.73% and the Shenzhen Component Index increased by 1.78% [1][2]. Group 1: Market Performance - The communication equipment sector's individual stock performance showed significant variations, with Yongding Co. rising by 9.99% to a closing price of 15.30, while Dekoli fell by 4.35% to 97.13 [1][2]. - The total trading volume for the communication equipment sector was substantial, with Yongding Co. recording a volume of 240.17 million shares [1]. Group 2: Capital Flow - The communication equipment sector saw a net inflow of 1.579 billion yuan from institutional investors, while retail investors experienced a net outflow of 736 million yuan [2][3]. - Major stocks like Yongding Co. attracted significant institutional investment, with a net inflow of 1.171 billion yuan, while other stocks like Zhongji Xuchuang faced substantial outflows from retail investors [3].

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]

消息面上，近日，剑桥科技披露投资者关系活动记录表。公司表示，1.6T光模块预计于2026年一季度实 现大量发货。2026年，公司1.6T光模块的出货占比预计约为20%，且该占比后续呈上升趋势；800G光模 块仍将是当年出货主力，二者占比将随市场需求与公司产能释放动态调整。公司800G与1.6T光模块的 产能爬坡进度，当前整体进展符合公司内部经营规划节奏，力争于本年底实现年化230万只的产能规 模。 剑桥科技（603083）(06166)午后涨超7%，截至发稿，涨6.81%，报83.15港元，成交额4189.76万港元。 剑桥科技10月26日晚间披露2025年三季报。前三季度，公司共实现营业收入约为33.6亿元，同比增长 21.57%；实现归属于上市公司股东的净利润约为2.59亿元，同比增长70.88%。报告期内，公司业绩实现 高质量增长，核心驱动力来自高速光模块与电信宽带接入两大主营业务。 ...

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]

11月13日，剑桥科技涨5.06%，截至发稿，报107.89元/股，成交19.14亿元，换手率6.81%，总市值 372.31亿元。 截至发稿，罗国庆累计任职时间10年35天，现任基金资产总规模1047.11亿元，任职期间最佳基金回报 83.14%， 任职期间最差基金回报-48.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金重仓剑桥科技。广发中证1000ETF（560010）三季度持有股数112.91万 股，占基金净值比例为0.41%，位居第五大重仓股。根据测算，今日浮盈赚取约587.11万元。 广发中证1000ETF（560010）成立日期2022年7月28日，最新规模353.03亿。今年以来收益27.06%，同 类排名2019/4216；近一年收益16.69%，同类排名2367/3951；成立以来收益8.68%。 广发中证1000ETF（560010）基金经理为罗国庆。 资料显示，上海剑桥科技股份有限公司位 ...

香港联交所最新资料显示，11月12日，剑桥科技（603083）(06166)股东将股票存入国泰君安(香港)，存 仓市值8.08亿港元，占比13.04%。 剑桥科技发布公告，于2025年11月12日根据悉数行使超额配售权而发行及配发1005.15万股股份。 ...