Core Viewpoint - The optical communication sector is experiencing a significant rally, driven by TSMC's announcement of a substantial increase in capital expenditure and the ongoing demand for AI computing power, which is expected to boost the optical module industry [1] Group 1: Company Performance - Cambridge Technology (603083) shares rose by 6.13%, reaching HKD 88.3 [1] - Hong Teng Precision (06088) shares increased by 5.74%, reaching HKD 4.97 [1] - Huijun Technology (01729) shares climbed by 5.43%, reaching HKD 15.54 [1] - Huahong Semiconductor (01347) shares grew by 4.33%, reaching HKD 97.6 [1] Group 2: Industry Insights - TSMC's CEO announced a capital expenditure plan for 2026 that could reach USD 56 billion, a 37% increase from the actual expenditure of USD 40.9 billion in 2025, marking a historical high for the company [1] - TSMC's management indicated that capital expenditures will significantly increase over the next three years, with a long-term gross margin target of 56% or higher [1] - Guotou Securities reported that the demand for AI computing power is expanding, leading to sustained growth in the optical module industry, which presents opportunities across the supply chain [1] - The firm anticipates that global cloud providers' capital expenditures will continue to rise in 2026, driven by AI cluster expansions, the rollout of new computing platforms, and the implementation of technologies such as 1.6T/CPO [1]

Core Viewpoint - The optical communication sector is experiencing a significant rally, driven by TSMC's announcement of a substantial increase in capital expenditure for 2026, which is expected to reach a historical high of $56 billion, a 37% increase from 2025's actual spending of $40.9 billion [1] Group 1: Company Performance - Cambridge Technology (06166) shares rose by 6.13% to HKD 88.3 [1] - Hong Teng Precision (06088) shares increased by 5.74% to HKD 4.97 [1] - Huiju Technology (01729) shares climbed by 5.43% to HKD 15.54 [1] - Hua Hong Semiconductor (01347) shares went up by 4.33% to HKD 97.6 [1] Group 2: Industry Insights - TSMC's management indicated that capital expenditures will significantly increase over the next three years, with a long-term gross margin target of 56% or higher being achievable [1] - Guotou Securities reported that the demand for AI computing power is continuously expanding, leading to sustained growth in the optical module industry, which presents opportunities across the supply chain [1] - The new round of AI computing infrastructure development is expected to drive high growth in demand for high-speed optical modules [1] - It is anticipated that global cloud vendors' capital expenditures will continue to rise in 2026, supported by AI cluster expansions, the rollout of new generation computing platforms, and the implementation of technologies such as 1.6T/CPO [1]

Group 1 - Cambridge Technology's stock price fell by 3.71% on January 13, closing at 117.40 yuan per share, with a trading volume of 2.949 billion yuan and a turnover rate of 8.95%, resulting in a total market capitalization of 41.401 billion yuan [1] - The stock has experienced a continuous decline over four days, with a cumulative drop of 6.83% during this period [1] - The company, established on March 14, 2006, and listed on November 10, 2017, focuses on the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] Group 2 - According to data, CITIC Prudential Fund holds a significant position in Cambridge Technology, with its CITIC Prudential CSI Smart Home Index (LOF) A (165524) holding 12,200 shares, accounting for 2% of the fund's net value, making it the second-largest holding [2] - The fund has incurred a floating loss of approximately 55,100 yuan today, with a total floating loss of 104,900 yuan during the four-day decline [2] - The CITIC Prudential CSI Smart Home Index (LOF) A (165524) was established on January 1, 2021, with a current scale of 46.877 million yuan, and has achieved a year-to-date return of 8.94%, ranking 1489 out of 5517 in its category [2]

证券代码：603083 证券简称：剑桥科技 公告编号：临2026-003 上海剑桥科技股份有限公司 关于控股子公司通过高新技术企业认定的公告 本次系浙江剑桥首次通过高新技术企业认定，根据《中华人民共和国企业所得税法》以及国家对高新技 术企业的相关税收规定，浙江剑桥自通过高新技术企业认定起连续三年（2025年至2027年）可享受国家 关于高新技术企业的相关税收优惠政策，即按15%的税率缴纳企业所得税。 本次认定标志着浙江剑桥在技术研发、创新能力及核心技术转化等方面获得国家相关部门的认可，有利 于提升其市场竞争力和行业影响力，对其持续健康发展产生积极作用。浙江剑桥自2025年度起适用15% 的企业所得税率，其本次通过高新技术企业认定不会影响公司2025年度经营业绩，本次认定事项亦不会 对公司当期经营业绩产生重大影响，敬请广大投资者注意投资风险。 特此公告。 上海剑桥科技股份有限公司董事会 2026年1月13日 ● 企业名称：浙江剑桥通信设备有限公司 ● 证书编号：GR202533010032 ● 发证日期：2025年12月19日 ● 有效期：三年 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 ...

格隆汇1月12日丨剑桥科技(603083.SH)公布，根据全国高新技术企业认定管理工作领导小组办公室于 2026年1月9日发布的《对浙江省认定机构2025年认定报备高新技术企业进行备案的公告》，以及科技 部、财政部、国家税务总局《高新技术企业认定管理办法》（国科发火〔2016〕32号）、《高新技术企 业认定管理工作指引》（国科发火〔2016〕195号）的有关规定，公司控股子公司浙江剑桥通信设备有 限公司（简称"浙江剑桥"）已通过高新技术企业认定，成功进入备案名单，证书编号： GR202533010032，发证日期：2025年12月19日。 ...

Core Viewpoint - Cambridge Technology (06166.HK) has successfully passed the high-tech enterprise certification for its subsidiary Zhejiang Cambridge Communication Equipment Co., Ltd., allowing it to enjoy tax benefits for three years [1] Group 1: Company Certification - Zhejiang Cambridge Communication Equipment Co., Ltd. has been recognized as a high-tech enterprise as per the announcement from the National High-tech Enterprise Recognition Management Work Leading Group Office on January 9, 2026 [1] - The certification number for Zhejiang Cambridge is GR202533010032, issued on December 19, 2025, with a validity period of three years [1] Group 2: Tax Benefits - Following the high-tech enterprise recognition, Zhejiang Cambridge will benefit from a reduced corporate income tax rate of 15% for three consecutive years, from 2025 to 2027, in accordance with the relevant tax regulations for high-tech enterprises in China [1]

Core Viewpoint - Cambridge Technology has successfully passed the high-tech enterprise certification, which will allow its subsidiary, Zhejiang Cambridge Communication Equipment Co., Ltd., to enjoy tax benefits for three years, enhancing its market competitiveness and industry influence [1][2]. Group 1 - The company announced that Zhejiang Cambridge has been recognized as a high-tech enterprise, entering the filing list as of January 9, 2026 [1]. - This is the first time Zhejiang Cambridge has received the high-tech enterprise certification, allowing it to benefit from a reduced corporate income tax rate of 15% from 2025 to 2027 [1][2]. - The recognition signifies the acknowledgment of Zhejiang Cambridge's capabilities in technology research and development, innovation, and core technology transformation [2]. Group 2 - The tax benefits from the high-tech enterprise certification will not impact the company's operating performance for the fiscal year 2025 [2].

Core Viewpoint - Cambridge Technology (06166) has announced that its subsidiary, Zhejiang Cambridge Communication Equipment Co., Ltd., has been recognized as a high-tech enterprise, allowing it to benefit from tax incentives for three years [1][2] Group 1: Recognition and Benefits - Zhejiang Cambridge has successfully passed the high-tech enterprise recognition, marking its first time achieving this status [1] - The company will enjoy a reduced corporate income tax rate of 15% from 2025 to 2027, in accordance with national tax regulations for high-tech enterprises [1][2] - This recognition enhances Zhejiang Cambridge's market competitiveness and industry influence, contributing positively to its sustainable development [2] Group 2: Impact on Financial Performance - The high-tech enterprise recognition is not expected to affect the company's operating performance for the fiscal year 2025 [2]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据全国高新技术企业认定管理工作领导小组办公室于 2026 年 1 月 9 日发 布的《对浙江省认定机构 2025 年认定报备高新技术企业进行备案的公告》，以及 科技部、财政部、国家税务总局《高新技术企业认定管理办法》（国科发火〔2016〕 32 号）、《高新技术企业认定管理工作指引》（国科发火〔2016〕195 号）的有关 规定，上海剑桥科技股份有限公司（以下简称"公司"）控股子公司浙江剑桥通 信设备有限公司（以下简称"浙江剑桥"）已通过高新技术企业认定，成功进入 备案名单，具体信息如下： 本次系浙江剑桥首次通过高新技术企业认定，根据《中华人民共和国企业所 得税法》以及国家对高新技术企业的相关税收规定，浙江剑桥自通过高新技术企 业认定起连续三年（2025 年至 2027 年）可享受国家关于高新技术企业的相关税 收优惠政策，即按 15%的税率缴纳企业所得税。 证券代码：603083 证券简称：剑桥科技 公告编号：临 2026-003 上海剑桥科技股份有限公司 关于控股子公司通过高 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603083 证券简称：剑桥科技 公告编号：临2026-001 上海剑桥科技股份有限公司 第五届董事会第二十四次会议决议公告 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 上海剑桥科技股份有限公司（以下简称"公司"）于2026年1月4日向全体董事书面发出关于召开公司第五 届董事会第二十四次会议的通知，并于2026年1月9日以通讯表决方式召开了本次会议。本次会议由董事 长Gerald G Wong先生召集，本次会议应参会董事8名，实际参会董事8名。会议的召集、召开和表决程 序符合《中华人民共和国公司法》《上海剑桥科技股份有限公司章程》以及其他相关法律、法规和规范 性文件的规定。全体董事审议并通过了如下议案并形成决议： 一、审议通过关于向商业银行申请授信额度的议案 为满足公司及子公司经营发展的需要，同意公司2026年度向相关商业银行申请总规模不超过人民币 50.50亿元的综合授信额度（最终额度以各银行实际批复的授信额度为准）。授信期限自与银行签订综 合授信合同 ...