Core Viewpoint - Cambridge Technology (603083) experienced a significant drop in stock price, reaching the daily limit down, with a trading volume of 5.782 billion yuan and a daily fluctuation of 15.62% [2] Trading Activity - The stock had a turnover rate of 18.08% for the day, with institutional net buying amounting to 245 million yuan and a net selling of 207 million yuan from brokerage seats [2] - The top five trading departments accounted for a total transaction of 2.236 billion yuan, with a net buying of 53.38 million yuan [2][3] Market Performance - Over the past six months, the stock has appeared on the trading leaderboard nine times, with an average price increase of 4.35% the day after being listed and an average increase of 1.94% in the following five days [3] - The stock saw a net outflow of 929 million yuan in main funds today, with large orders contributing to a net outflow of 606 million yuan [3] Financial Data - As of September 30, the stock's margin trading balance was 3.159 billion yuan, with a financing balance of 3.150 billion yuan and a securities lending balance of 8.716 million yuan [3] - The company reported a revenue of 2.035 billion yuan for the first half of the year, reflecting a year-on-year growth of 15.48%, and a net profit of 121 million yuan, up 51.12% year-on-year [3]

中国经济网北京10月9日讯剑桥科技（603083）(603083.SH)今日跌停，收报115.02元，跌幅10.00%。 龙虎榜数据显示，今日买入剑桥科技金额最大的前五名中，有1家机构专用席位。经统计，剑桥科技的机构席位今日净买入金额为24483.17万元。 | 序号 | 代码 | 名称 | 相关 | 版综合 | 涨跌幅 | 买方 3 卖方 0 | 机构买入 | 加物园出 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 机构数 机构数 | 鳥额(万) | 鳥额(万) | 净额(万) 3 号 | | d | 603083 剑桥科技 明细 股吧 115.02 | | | | -10.00% | | 24483.17 | 0.00 | 24483.17 | | Status of an | | | | | | | --- | --- | --- | --- | --- | --- | | 入金额最大的前5名 | | | | | | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 ...

Core Insights - The communication equipment sector experienced a rise of 0.54% on October 9, with GuoDun Quantum leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Summary by Category Stock Performance - GuoDun Quantum (688027) closed at 398.79, with a significant increase of 13.62% and a trading volume of 64,800 shares, amounting to a transaction value of 2.581 billion [1] - Guanghe Tong (300638) saw a rise of 10.77%, closing at 33.64 with a trading volume of 926,600 shares, totaling 3.101 billion [1] - Other notable performers included: - Shijia Technology (002796) up 9.99% at 21.46 [1] - Yongding Co. (600105) up 9.99% at 13.98 [1] - ZTE Corporation (000063) up 9.51% at 49.98 with a trading volume of 4,508,700 shares, totaling 22.121 billion [1] Market Trends - The overall communication equipment sector saw a net outflow of 804 million from institutional funds, while retail investors contributed a net inflow of 1.257 billion [2] - The sector's performance indicates a mixed sentiment among different types of investors, with retail investors showing confidence despite institutional outflows [2]

证券代码：603083 证券简称：剑桥科技 公告编号：临2025-059 上海剑桥科技股份有限公司 关于发行境外上市股份（H股）获得中国证监会备案的公告 特别提示 登录新浪财经APP 搜索【信披】查看更多考评等级 （二）自备案通知书出具之日起至本次境外发行上市结束前，公司如发生重大事项，应根据境内企业境 外发行上市相关规定，通过中国证监会备案管理信息系统报告。 （三）公司完成境外发行上市后15个工作日内，应通过中国证监会备案管理信息系统报告发行上市情 况；本次发行过程中，公司将严格遵守境内外相关法律、法规及监管规则。 （四）若自备案通知书出具之日起12个月内未完成本次境外发行上市，且公司拟继续推进该事项，须按 要求更新备案材料。 二、重要提示 （一）备案通知书仅为对公司境外发行上市备案信息的确认，不代表中国证监会对公司证券的投资价 值、投资者收益作出实质性判断或保证，亦不表明中国证监会对公司备案材料的真实性、准确性、完整 性作出保证或认定。 （二）本次发行仍需取得香港证券及期货事务监察委员会、香港联合交易所等相关监管机构及证券交易 所的批准/核准，该事项仍存在不确定性。 （三）公司将根据本次发行的进展情况，严 ...

Group 1 - The core point of the article is that five companies have recently received approval for overseas issuance and listing or "full circulation" of unlisted shares in China, with all listings taking place on the Hong Kong Stock Exchange [1] - The companies involved include Three Squirrels, Cambridge Technology, Jieng Electronics, and Sany Heavy Industry, all of which are already listed on the A-share market [1] - The proposed share issuances for these companies are as follows: Three Squirrels plans to issue up to 81.5483 million shares, Cambridge Technology up to 77.0620 million shares, Jieng Electronics up to 283 million shares, and Sany Heavy Industry up to 1.083 billion shares [1] Group 2 - Additionally, 52 shareholders of Baiwang Co., Ltd. intend to convert a total of approximately 13.5 million shares of unlisted domestic shares into H-shares [1]

Investment Rating - The industry investment rating is "Positive" [3] Core Views - The semiconductor industry is experiencing strong demand, driven by the ongoing domestic substitution and the global AI wave, which is pushing high-end chip and related manufacturing demand to remain robust [24][28] - The storage chip sector is entering a new upcycle, with DRAM prices showing a strong upward trend due to high demand from AI servers, next-generation PCs, and data centers [26][27] - The "domestic substitution" has shifted from an optional strategy to a necessary one, creating a highly certain domestic market for equipment and materials companies, which can withstand global cyclical fluctuations [4][30] Summary by Sections Weekly Market Review - The market continued a weak oscillation pattern from September 22 to 26, with the Shanghai Composite Index rising by 0.21% to 3828.11 points, the Shenzhen Component Index rising by 1.06% to 13209.00 points, and the ChiNext Index rising by 1.96% to 3151.53 points [8][10] - The semiconductor equipment ETF surged nearly 8% on September 23, with significant gains in semiconductor stocks, including Changchuan Technology and Shengmei Shanghai, which rose over 10% [31] Industry Data Tracking - The consumer electronics sector may face slowing growth in mobile phone sales, while domestic demand remains stable due to policies like "national subsidies" [20] - The semiconductor industry is currently seeing robust demand, with domestic semiconductor equipment demand remaining strong [24] - The storage chip industry is entering a new upcycle, with DRAM prices reflecting strong demand for high-performance memory [26][27] Investment Recommendations - Focus on companies that achieve technological breakthroughs in key areas and have entered the mainstream chip manufacturing supply chain, as they are likely to be the foundation for China's semiconductor industry [30] - The TMT sector is expected to be a market leader due to its high growth potential and rich themes, especially in semiconductor and AI fields [5][30] Industry News and Important Announcements - Major positive developments in the semiconductor sector include a significant increase in chip concept stocks and a strategic partnership between Nvidia and OpenAI, with Nvidia planning to invest $100 billion [31][32] - Longchuan Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025, driven by strong market demand [34]

Core Viewpoint - Cambridge Technology (603083.SH) is advancing its application for issuing overseas listed shares (H-shares) and plans to list on the main board of the Hong Kong Stock Exchange [1] Group 1 - The company has received a notification from the China Securities Regulatory Commission (CSRC) regarding the filing for overseas issuance and listing [1]

Core Viewpoint - Cambridge Technology (603083.SH) is advancing its application for issuing overseas listed shares (H-shares) and plans to list on the main board of the Hong Kong Stock Exchange [1] Group 1 - The company has received a notification from the China Securities Regulatory Commission (CSRC) regarding the filing for overseas issuance and listing [1] - The company intends to issue no more than 77.062 million overseas listed ordinary shares [1]

证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-059 上海剑桥科技股份有限公司 关于发行境外上市股份（H 股）获得中国证监会备案的公告 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"）正在推进申请发行境外上 市股份（H 股）并在香港联合交易所有限公司（以下简称"香港联合交易所"） 主板挂牌上市（以下简称"本次发行"）的相关工作。近日，公司收到中国证券 监督管理委员会（以下简称"中国证监会"）出具的《关于上海剑桥科技股份有 限公司境外发行上市备案通知书》（国合函〔2025〕1682 号，以下简称"备案 通知书"）。现将备案通知书主要内容公告如下： 一、备案核心内容 （一）公司拟发行不超过 77,062,000 股境外上市普通股并在香港联合交易所 主板挂牌上市。 （二）自备案通知书出具之日起至本次境外发行上市结束前，公司如发生重 大事项，应根据境内企业境外发行上市相关规定，通过中国证监会备案管理信息 系统报告。 （三）公司完成境外发行上市后 15 个工作日 ...

每经AI快讯，9月30日，剑桥科技(603083.SH)公告称，公司收到中国证监会出具的《关于上海剑桥科技 股份有限公司境外发行上市备案通知书》，公司拟发行不超过约7706万股境外上市普通股并在香港联合 交易所主板挂牌上市。备案通知书出具之日起12个月内未完成本次境外发行上市，且公司拟继续推进该 事项，须按要求更新备案材料。本次发行仍需取得香港证券及期货事务监察委员会、香港联合交易所等 相关监管机构及证券交易所的批准/核准。 （文章来源：每日经济新闻） ...