（文章来源：证券日报） 证券日报网讯 2月13日，剑桥科技在互动平台回答投资者提问时表示，公司光模块业务聚焦800G及1.6T 等高速产品，其中800G光模块已实现硅光方案量产并批量发货；1.6T光模块已有部分产品进入小批量 供货阶段，营收占比低。国内布局方面，公司在上海等地设有研发中心，浙江嘉善工厂已投产并稳步推 进800G等产品产能提升，同时积极拓展国内客户，并持续加深国内供应链的深度协同。中东地区作为 新兴市场，公司正稳步推进市场开拓节奏，通过直接或间接方式扩大业务覆盖。相关具体经营数据及业 务进展具有不确定性，请以公司在指定信息披露媒体发布的公告为准，敬请投资者理性投资，注意投资 风险。 ...

Core Viewpoint - Cambridge Technology (603083) has successfully submitted design and testing results for its 1.6T optical module products to multiple manufacturers, receiving positive feedback and entering the small batch supply phase, although current revenue contribution remains low [1] Group 1: Product Development and Testing - The company is conducting product and equipment compatibility testing with clients, with some products already in small batch supply [1] - Customer certification work is progressing as planned, indicating a structured approach to product rollout [1] Group 2: Business Planning and Market Conditions - The operational plans discussed during investor communications are preliminary analyses based on the current market environment and business progress, and do not constitute performance commitments [1] - The company acknowledges that actual operating results may significantly differ due to various uncertainties such as market demand fluctuations, supply chain disruptions, industry technology iterations, and policy adjustments [1] Group 3: Production and Disclosure - The company will adjust mass production schedules based on the maturity of customer equipment and will proceed with expansion and order delivery as planned [1] - All operational plans and business progress will adhere to regulatory disclosure obligations, ensuring transparency and avoiding any "empty promises" [1]

证券日报网讯2月13日，剑桥科技（603083）在互动平台回答投资者提问时表示，公司800G光模块产品 目前已具备较好的毛利水平，且毛利率与行业头部企业相当。随着公司持续扩产带来规模效应释放，叠 加硅光技术规模化应用带动物料成本下降、供应链效率优化等因素，800G光模块毛利率有望保持平 稳。公司在投资者关系活动记录表中已披露，2026年光模块业务整体毛利率将力争维持在合理水平， 800G产品毛利表现有望受益于产品结构优化与成本控制措施落地。上述相关表述为基于当前业务情况 的初步判断，不构成盈利预测或业绩承诺，且受市场需求变化、供应链波动、行业技术迭代、政策调整 等多重不确定因素影响，实际经营结果可能与该等预测存在重大差异。具体财务数据请以公司在指定信 息披露媒体发布的定期报告为准，敬请投资者注意投资风险。 ...

格隆汇2月13日丨剑桥科技(603083.SH)在投资者互动平台表示，公司1.6T光模块产品测试数据与行业头 部企业水平基本相当，部分产品已进入小批量供货阶段，目前营收占比低，量产相关工作正按计划有序 推进。公司1.6T光模块的研发与量产推进安排将基于自身技术储备及市场需求作出，具体进度受客户需 求、配套设备成熟度等多重因素影响存在不确定性，相关进度请以公司在指定信息披露媒体发布的定期 报告为准。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

（编辑 丛可心） 证券日报网讯 2月13日，剑桥科技在互动平台回答投资者提问时表示，根据信息披露公平性原则及证券 监管相关规定，公司将在定期报告中面向所有投资者统一披露截至报告期末的股东户数。根据公司最近 一期已披露的定期报告，截至2025年9月30日，公司普通股股东总数为67020户。此外，公司计划在2026 年3月31日披露的2025年年度报告中统一披露截至2025年12月31日的股东人数。敬请投资者关注公司在 指定信息披露媒体发布的定期报告，理性投资，注意投资风险。 ...

Core Viewpoint - Cambridge Technology (603083.SH) has confirmed that there are no shutdown issues in the fourth quarter and anticipates that the demand growth will lead to supply chain tensions [1] Group 1: Supply Chain Management - The company has proactively established a multi-dimensional supply chain assurance system to address the tight supply of materials in the industry [1] - It has planned ahead by utilizing raised funds to set up a special supply assurance industrial fund and directly invest in the supply chain to promote upstream and downstream collaboration [1] - The company is increasing investments in upstream supply chain capacity through various methods such as advance payments, strategic material reserves, capital expenditures, equity investments, and convertible loans [1] Group 2: Material Supply and Production - The company has completed reasonable reserves of core materials for the entire year of 2026, and the long-term locking of core materials is progressing as planned [1] - This strategy is expected to effectively support the company's production and delivery needs, ensuring that there will be no shutdowns due to material supply issues [1] - However, the industry still faces ongoing material supply tensions with a degree of unpredictability [1]

Core Viewpoint - The company has addressed rumors regarding delays in chip supply from its largest customer, Cisco, and reassured that its operational performance is on track, with proactive measures in place to ensure supply chain stability and growth [1][2]. Group 1: Operational Response - The company confirmed that online rumors about delays in chip supply do not align with its actual business operations [1]. - It is maintaining active communication with customers to ensure product delivery meets demand, particularly in relation to the supply of upstream materials [1]. - The company has implemented supply chain optimization measures to enhance supply assurance capabilities in anticipation of increased demand [1]. Group 2: Strategic Initiatives - The company has established a special industrial fund for supply assurance and is directly investing in the supply chain to promote collaborative development [1]. - It is utilizing a combination of prepayments, strategic material reserves, capital expenditures, equity investments, and convertible loans to increase investment in upstream supply chain capacity [1]. - The company aims to secure material supply and raw material capacity early on, while continuously strengthening supply chain resilience [1]. Group 3: Financial Performance - The company has projected a significant increase in its 2025 annual net profit, expecting a year-on-year growth of 51.19% to 66.79%, with a non-recurring net profit growth of 64.62% to 81.81% [2]. - The third quarter of 2025 is also expected to show strong growth, driven primarily by the core businesses of high-speed optical modules and telecom broadband access [2]. - All information disclosed in investor relations activities is consistent with public announcements, adhering strictly to disclosure regulations [2].

格隆汇2月13日丨剑桥科技(603083.SH)在投资者互动平台表示，公司与北美大客户的工厂审核相关工作 正按计划正常推进中，相关厂审及配套产品验证工作同步开展，目前各项筹备与执行环节均有序落地。 厂审的完成时间受客户审核流程推进、综合评估等多重因素影响，公司正积极配合大客户完成各项审核 工作，相关工作按计划有序推进。 ...

Core Viewpoint - Cambridge Technology refutes rumors regarding delays in optical chip supply from its largest customer, Cisco, and asserts that its operational performance is on track, with expected significant profit growth in 2025 [1] Group 1: Operational Performance - The company states that the online rumors do not align with its actual operational situation [1] - Cambridge Technology maintains active communication with customers to ensure product delivery meets demand [1] - Anticipating supply chain pressures due to increased demand, the company has optimized its supply chain to enhance supply assurance [1] Group 2: Strategic Initiatives - The company has proactively established a supply guarantee special industrial fund and made direct investments in the supply chain to promote collaboration [1] - It is increasing investments in upstream supply chain capacity through various financial strategies, including prepayments and strategic material reserves [1] - The company aims to strengthen supply chain resilience by locking in material supply and raw material capacity early [1] Group 3: Financial Outlook - Cambridge Technology expects its net profit attributable to shareholders for 2025 to increase by 51.19% to 66.79% year-on-year [1] - The company forecasts a year-on-year growth of 64.62% to 81.81% in net profit after deducting non-recurring items for 2025 [1] - The third quarter of 2025 is also projected to show strong growth, driven by high-speed optical modules and telecom broadband access business [1]

格隆汇2月13日｜就"网传公司光模块被第一大客户思科延迟提供光芯片，也传公司业绩不及预期，是否 真实？"的问题，剑桥科技在互动平台回复称，网上相关信息与公司实际经营情况并不相符。公司2025 年四季度产品交付与上游客供物料供应密切相关，公司与客户保持积极沟通协调，确保交付满足客户需 求。 ...