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]

Core Viewpoint - Cambridge Technology (603083) has seen a significant stock increase, with a rise of over 7% in the afternoon trading session, attributed to positive investor relations disclosures regarding future product shipments and strong financial performance [1]. Group 1: Product Development and Market Strategy - The company expects to achieve mass shipments of its 1.6T optical modules by Q1 2026, with an anticipated shipment share of approximately 20% for that year, which is expected to increase over time [1]. - The 800G optical modules will remain the primary product for shipments in 2026, with both product lines' market share adjusting dynamically based on market demand and production capacity [1]. - The company aims to reach an annual production capacity of 2.3 million units by the end of this year, with the current production ramp-up progress aligning with internal operational plans [1]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported a revenue of approximately 3.36 billion yuan, reflecting a year-on-year growth of 21.57% [1]. - The net profit attributable to shareholders for the same period was approximately 259 million yuan, marking a substantial year-on-year increase of 70.88% [1]. - The strong performance is primarily driven by the core businesses of high-speed optical modules and telecom broadband access [1].

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]

Group 1 - Cambridge Technology's stock rose by 5.06% to 107.89 CNY per share, with a trading volume of 1.914 billion CNY and a turnover rate of 6.81%, resulting in a total market capitalization of 37.231 billion CNY [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] - The revenue composition of the company includes: 55.66% from telecom 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 - According to data, one fund under GF Fund holds a significant position in Cambridge Technology, with the GF CSI 1000 ETF (560010) holding 1.1291 million shares, accounting for 0.41% of the fund's net value, ranking as the fifth-largest holding [2] - The GF CSI 1000 ETF was established on July 28, 2022, with a current scale of 35.303 billion CNY, achieving a year-to-date return of 27.06%, ranking 2019 out of 4216 in its category, and a one-year return of 16.69%, ranking 2367 out of 3951 [2] Group 3 - The fund manager of GF CSI 1000 ETF is Luo Guoqing, who has a tenure of 10 years and 35 days, managing total assets of 104.711 billion CNY, with the best fund return during his tenure being 83.14% and the worst being -48.08% [3]

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。 ...

Group 1 - The core point of the article is that Cambridge Technology (06166) has deposited shares worth HKD 808 million into Guotai Junan (Hong Kong), representing 13.04% of the total [1] - Cambridge Technology announced the issuance and allocation of 10.0515 million shares on November 12, 2025, under the full exercise of the over-allotment option [1]

剑桥科技（603083）(06166)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。 ...

Core Viewpoint - Cambridge Technology (06166.HK) announced the issuance and allocation of 10.0515 million H-shares on November 12, 2025, following the full exercise of the over-allotment option [1] Group 1 - The company will issue a total of 10.0515 million H-shares [1]