上海剑桥科技股份有限公司 控股股东及其一致行动人持股比例 被动稀释触及1%刻度的提示性公告 登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： 证券代码：603083 证券简称：剑桥科技 公告编号：临2025-066 注：变动后比例按公司股份总数335,030,341股（超额配股权未获行使）计算。 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 ■ 二、持股比例被动稀释触及1%刻度的基本情况 公司将于2025年10月28日发行境外上市外资股（H股）股票并在香港联合交易所有限公司（以下简 称"香港联交所"）主板挂牌上市（以下简称"本次发行并上市"）。详见公司同日在上海证券交易所网站 （www.sse.com.cn）和指定信息披露报刊披露的《关于境外上市外资股（H股）挂牌并上市交易的公 告》（公告编号：临2025-065）。 ■ 4、公司本次发行并上市是否行使超额配股权存在不确定性，若后续发生相关权益变动事项，公司将根 据相关规定及时履行信息披露义务。 敬请广大投资者注意投资风险。 本次发行并上市完成后，公司股份总数将由268,019,8 ...

基石投资者方面，本次发行吸引了16家知名机构参与，包括霸菱资产管理(亚洲)有限公司、Morgan Stanley & Co. International plc、HCEP Management Limited、奇点资产管理有限公司、泰康人寿保险有限 责任公司、工银理财有限责任公司等。其中，奇点资产、图灵国际有限公司、Cithara Global Multi- Strategy SPC等机构各获配3,389,250股，霸菱、MSIP、3W Fund等机构各获配2,259,500股，Arc Avenue、Infini等机构各获配1,129,750股。上述基石投资者合计获配32,762,750股H股，占本次全球发售 股份总数的48.9%。 来源：新浪港股-好仓工作室 上海剑桥科技股份有限公司（股份代号：6166，股份简称：剑桥科技）公布全球发售结果，最终确定发 行价为每股H股68.88港元，该价格与招股价区间上限持平。本次全球发售的发售股份总数为67,010,500 股H股，其中基础发行股份包括香港公开发售6,701,050股及国际配售60,309,450股，同时涉及超额配售 10,051,500股H股。 根据公告 ...

（原标题：剑桥科技(06166)：香港公开发售获338.7倍认购 每股发售价68.88港元） 其中，香港公开发售获338.7倍认购，国际发售获16.5倍认购。 智通财经APP讯，剑桥科技(06166)公布配发结果，公司全球发售6710.05万股H股，香港公开发售占 10%，国际发售占90%。每股发售价68.88港元，全球发售净筹约44.8亿港元。每手50股H股，预期H股 将于2025年10月28日(星期二)上午9时正开始在香港联交所买卖。 ...

剑桥科技（603083）(06166)公布配发结果，公司全球发售6710.05万股H股，香港公开发售占10%，国际 发售占90%。每股发售价68.88港元，全球发售净筹约44.8亿港元。每手50股H股，预期H股将于2025年 10月28日(星期二)上午9时正开始在香港联交所买卖。 其中，香港公开发售获338.7倍认购，国际发售获16.5倍认购。 ...

Core Viewpoint - Cambridge Technology (06166.HK) announced a global offering of 67,010,500 H-shares at a price of HKD 68.88 per share, with net proceeds amounting to HKD 4.48 billion [1] Summary by Category - **Global Offering Details** - The global offering consists of 67,010,500 H-shares priced at HKD 68.88 each, resulting in net proceeds of HKD 4.48 billion [1] - The Hong Kong public offering accounts for 10.0% of the total shares offered, with a subscription rate of 338.7 times [1] - The international offering represents 90.0% of the total shares, with a subscription rate of 16.5 times [1] - **Trading Information** - If the global offering becomes unconditional by October 28, 2025, trading of the H-shares is expected to commence on the Hong Kong Stock Exchange at 9:00 AM (Hong Kong time) on the same day [1] - H-shares will be traded in lots of 50 shares, with the stock code being 6166 [1]

Core Viewpoint - Cambridge Technology (603083.SH) announced the global offering of H-shares, with a total of 67,010,500 shares to be issued before the exercise of the over-allotment option, aiming to raise approximately 4.48 billion HKD in net proceeds from the offering [1] Group 1: Offering Details - The global offering consists of 67,010,500 H-shares, with 6,701,050 shares (10% of the total) allocated for public offering in Hong Kong and 60,309,450 shares (90% of the total) for international offering before the exercise of the over-allotment option [1] - The offering price for each H-share is set at 68.88 HKD, leading to an estimated net proceeds of approximately 4.48 billion HKD after deducting underwriting commissions and other estimated expenses, assuming the over-allotment option is not exercised [1] Group 2: Listing Information - The shares are scheduled to be listed and traded on the Hong Kong Stock Exchange on October 28, 2025, under the Chinese name "剑桥科技" and the English name "CIG," with the stock code "6166" [1]

Core Insights - Four companies, including Baima Tea, Dipu Technology, Sany Heavy Industry, and Cambridge Technology, are entering the Hong Kong stock market, with notable performances in the dark market phase [1][2]. Group 1: Company Performances - Sany Heavy Industry experienced a decline of 2.44% in the dark market, marking it as the worst performer among the four companies [1]. - Dipu Technology, Baima Tea, and Cambridge Technology saw significant gains, with increases of 94.67%, 78.80%, and 36.90% respectively [1]. - Dipu Technology achieved an oversubscription rate of 7590 times, making it the "super subscription king" in the history of the Hong Kong main board [1][2]. Group 2: Industry Trends - Both Dipu Technology and Cambridge Technology are AI-related companies, indicating a strong market preference for technology sectors, particularly AI [2]. - The market for enterprise-level AI application solutions in China is projected to reach RMB 38.6 billion in 2024, with a CAGR of 44.0% expected until 2029 [2]. - Cambridge Technology is positioned as the first AI computing and optical module company to list in Hong Kong, with a global market share of 4.1% in the optical and wireless connection device industry [3]. Group 3: Financial Performance - Cambridge Technology reported a revenue of RMB 13.25 billion in Q3, a year-on-year increase of 32.29%, and a net profit of RMB 1.38 billion, up 92.92% [4]. - For the first three quarters, Cambridge Technology's revenue reached RMB 33.60 billion, with a year-on-year growth of 21.57% and a net profit of RMB 2.59 billion, reflecting a 70.88% increase [4]. - Dipu Technology's projected revenues for 2023, 2024, and the first half of 2025 are RMB 129 million, RMB 243 million, and RMB 132 million, respectively, but the company is currently operating at a loss [2]. Group 4: Company Backgrounds - Baima Tea is recognized as the largest high-end tea supplier in China for 2024, with a leading position in both the high-end tea market and the oolong and black tea segments [5][6]. - Sany Heavy Industry is a well-established A-share listed company, ranking as the largest engineering machinery company in China and the third largest globally, with significant market shares in excavators and concrete machinery [7].

Core Insights - Four companies, including Baima Tea, Dipo Technology, Sany Heavy Industry, and Cambridge Technology, are entering the Hong Kong market, with notable performances in the dark market phase [1][3] Group 1: Company Performances - Dipo Technology saw a remarkable increase of 94.67% in the dark market, closing at HKD 51.90, with a trading volume of 3.1654 million shares [4][6] - Baima Tea experienced a rise of 78.80%, closing at HKD 89.40, with a trading volume of 54.4884 million shares [4][11] - Cambridge Technology's stock increased by 36.90%, indicating strong investor interest in AI-related companies [3][8] - Sany Heavy Industry was the only company to decline in the dark market, dropping by 2.44% [1][13] Group 2: Market Demand and Trends - Dipo Technology achieved an oversubscription rate of 7590 times, marking it as the "super subscription king" in the history of the Hong Kong main board [6] - The current market shows a strong preference for AI and technology-related companies, as evidenced by the performance of Dipo Technology and Cambridge Technology [8] Group 3: Company Backgrounds - Dipo Technology focuses on enterprise-level AI application solutions, with a projected market size of RMB 239.4 billion by 2029, growing at a CAGR of 44.0% from 2024 to 2029 [8] - Cambridge Technology specializes in connection and data transmission devices, ranking fifth globally in the optical and wireless connection equipment industry with a market share of 4.1% [9][10] - Baima Tea is recognized as the largest high-end tea supplier in China, with a significant market presence in the high-end tea sector [11][12]

Core Viewpoint - The article discusses the recent performance of four companies entering the Hong Kong stock market, highlighting the contrasting outcomes of their dark pool trading, particularly noting the unexpected decline of SANY Heavy Industry while others saw significant gains. Group 1: Company Performance - SANY Heavy Industry experienced a decline of 2.44% in the dark pool trading, marking it as the worst performer among the four companies [2][3][12] - In contrast, Dipo Technology, Bama Tea, and Cambridge Technology saw substantial increases in their stock prices, with gains of 94.67%, 78.80%, and 36.90% respectively [4][5][9] - Dipo Technology achieved an oversubscription rate of 7590 times, making it the "super subscription king" in the history of the Hong Kong main board [6][9] Group 2: Company Profiles - Dipo Technology focuses on providing enterprise-level AI application solutions, with a projected market size of RMB 239.4 billion by 2029, growing at a CAGR of 44.0% from 2024 to 2029 [9][10] - Cambridge Technology specializes in the design and sale of connectivity and data transmission devices, ranking fifth globally in the optical and wireless connectivity device market with a 4.1% market share [10][11] - Bama Tea is recognized as the largest high-end tea supplier in China, leading in sales and store count within the high-end tea market [13][14] Group 3: Market Context - The article indicates a strong market preference for AI-related companies, as evidenced by the performance of Dipo Technology and Cambridge Technology [9][10] - SANY Heavy Industry's unexpected decline is notable given its established position as a leading engineering machinery company with a market cap nearing RMB 200 billion [15]

Core Insights - Cambridge Technology reported significant revenue and profit growth in Q3 2025, with revenue reaching 1.325 billion yuan, a year-on-year increase of 32.29%, and net profit of 138 million yuan, up 92.92% [1] - The company attributes its strong performance to the growth in high-speed optical modules and telecom broadband products, driven by increased demand in global data center construction [1][2] - The high-margin 800G optical module sales have significantly contributed to the enhanced profitability in Q3 [1] Financial Performance - In the first three quarters of 2025, Cambridge Technology achieved revenue of 3.36 billion yuan, a year-on-year increase of 21.57%, and net profit of 259 million yuan, up 70.88% [1] - The company's non-recurring net profit for the same period was 255 million yuan, reflecting a growth of 91.93% [1] Business Segments - The core drivers of the company's growth are the high-speed optical modules and telecom broadband access businesses [1] - The company has been focusing on the ICT (Information and Communication Technology) and optical communication markets for many years, specializing in the R&D, production, and sales of terminal devices and high-speed optical module products [2]