截至1月20日收盘，F5G概念下跌2.97%，位居概念板块跌幅榜前列，板块内，通宇通讯跌停，剑桥科 技、震有科技、烽火通信等跌幅居前，股价上涨的有6只，涨幅居前的有亨通光电、平治信息、天地科 技等，分别上涨2.58%、1.53%、1.19%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 环氧丙烷 | 5.78 | 军工信息化 | -3.29 | | 草甘膦 | 3.45 | 卫星导航 | -3.16 | | 丙烯酸 | 2.64 | 太赫兹 | -3.15 | | NMN概念 | 1.95 | 6G概念 | -2.98 | | 培育钻石 | 1.93 | F5G概念 | -2.97 | | 租售同权 | 1.75 | 成飞概念 | -2.87 | | 水泥概念 | 1.59 | 商业航天 | -2.78 | | 啤酒概念 | 1.52 | 海南自贸区 | -2.75 | | 广东自贸区 | 1.44 | 光纤概念 | -2.66 | | 高股息精选 | 1.39 | 共封装光学(CPO) | -2.65 ...

消息面上，剑桥科技近日公告称，预计2025年度归属于上市公司股东的净利润为2.52亿元至2.78亿元， 同比增加51.19%至66.79%。据智通财经，剑桥科技2025年Q3净利1.38亿元，据此计算，2025年Q4净利 预计-0.07亿元至0.19亿元。第四季度净利润分析师一致预测是1.39亿，业绩低于预期。 剑桥科技（603083）(06166)再跌超4%，该股昨日重挫逾12%。截至发稿，跌4.51%，报78.4港元，成交 额1.45亿港元。 公告中指出，公司预计2025年度汇兑损失约为8161万元，相较于2024年度的汇兑收益1444万元，汇兑净 损益同比减少约9605万元，该损失占本期预计归属于上市公司股东的净利润的比例约29.36%至 32.38%，对本期业绩增长产生一定负面影响，但未改变业绩整体预增的趋势。 ...

Core Viewpoint - Cambridge Technology (06166) has experienced a significant decline in stock price, dropping over 4% after a previous drop of more than 12% [1] Financial Performance - The company expects a net profit attributable to shareholders for the fiscal year 2025 to be between 252 million to 278 million yuan, representing a year-on-year increase of 51.19% to 66.79% [1] - For Q3 2025, the net profit reported is 138 million yuan, leading to an estimated Q4 net profit of between -7 million to 19 million yuan, which is below the analyst consensus forecast of 139 million yuan [1] Exchange Rate Impact - The company anticipates an exchange loss of approximately 81.61 million yuan for 2025, a significant decrease from the exchange gain of 14.44 million yuan in 2024, resulting in a net change of about 96.05 million yuan [1] - This exchange loss is expected to account for approximately 29.36% to 32.38% of the projected net profit attributable to shareholders, negatively impacting the overall performance growth trend [1]

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with Tian Tong Co., Ltd. (600330) nearing the limit down, and Cambridge Technology (603083) dropping over 5% [1] - Other companies such as Xin Yi Sheng (300502) and Lian Te Technology fell more than 4%, while Yong Ding Co., Ltd. (600105), Jie Pu Te, and Guang Ku Technology (300620) saw declines exceeding 3% [1] Group 2 - Cambridge Technology (603083) recently released a performance forecast, expecting a net profit attributable to shareholders for the fiscal year 2025 to be between 252 million yuan and 278 million yuan, representing a year-on-year increase of 51.19% to 66.79% [2] - For the first three quarters of 2025, Cambridge Technology's net profit attributable to shareholders was reported at 259 million yuan, indicating that the estimated net profit for Q4 2025 is expected to be between -7 million yuan and 19 million yuan, which is below analysts' consensus forecast of 139 million yuan [2]

CPO等 算力硬件股短线下探， 通宇通讯跌超9%， 剑桥科技、 新易盛跌超5%， 胜宏科技跌超4%， 天 孚通信、 太辰光跟跌。消息面上，此前剑桥科技、胜宏科技公布的业绩逊于预期。 ...

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with Tian Tong Co. nearing the limit down, Cambridge Technology dropping over 5%, and several other companies like Xin Yi Sheng and Lian Te Technology falling more than 4% [1] - Cambridge Technology recently released a performance forecast, expecting a net profit attributable to shareholders for the fiscal year 2025 to be between 252 million to 278 million yuan, representing a year-on-year increase of 51.19% to 66.79% [1] - Based on Cambridge Technology's net profit of 259 million yuan for the first three quarters of 2025, the estimated net profit for Q4 is projected to be between -7 million to 19 million yuan, which is below analysts' consensus forecast of 139 million yuan [1] Group 2 - Tian Tong Co. reported a decline of 9.67% with a total market capitalization of 14.2 billion yuan and a year-to-date decline of 12.49% [2] - Cambridge Technology saw a decrease of 5.32% with a market cap of 39 billion yuan and a year-to-date decline of 17.70% [2] - Other companies such as Xin Yi Sheng, Yong Ding Co., and Jie Pu Te also reported declines ranging from 3.78% to 4.25% [2]

Group 1 - The A-share market saw a decline in CPO concept stocks, with Tian Tong Co. nearing the limit down, Cambridge Technology dropping over 5%, and several other companies experiencing declines of more than 3% [1] - Cambridge Technology recently released a performance forecast, expecting a net profit attributable to shareholders of 252 million to 278 million yuan for the fiscal year 2025, representing a year-on-year increase of 51.19% to 66.79% [1] - For the first three quarters of 2025, Cambridge Technology's net profit attributable to shareholders was 259 million yuan, indicating that the expected net profit for Q4 2025 is projected to be between -7 million to 19 million yuan, which is below analysts' consensus forecast of 139 million yuan [1] Group 2 - Tian Tong Co. experienced a decline of 9.67% with a total market value of 14.2 billion yuan and a year-to-date decline of 12.49% [2] - Cambridge Technology's stock fell by 5.32%, with a total market value of 39 billion yuan and a year-to-date decline of 17.70% [2] - New Yi Sheng's stock dropped by 4.25%, with a total market value of 383.7 billion yuan and a year-to-date decline of 10.41% [2]

Market Overview - The Shanghai Composite Index rose by 0.29% on January 19, with 23 out of the 28 sectors experiencing gains, led by basic chemicals and petroleum & petrochemicals, which increased by 2.70% and 2.08% respectively [1] - The computer and communication sectors were the biggest losers, declining by 1.55% and 0.96% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 35.714 billion yuan, with 13 sectors seeing net inflows [1] - The power equipment sector had the highest net inflow, with 7.597 billion yuan, followed by the basic chemicals sector with a net inflow of 1.331 billion yuan [1] Communication Sector Performance - The communication sector fell by 0.96%, with a total net capital outflow of 7.511 billion yuan [2] - Out of 124 stocks in the communication sector, 43 rose while 80 fell, with 4 hitting the daily limit down [2] - The top three stocks with the highest net inflow were NewEase, Changfei Optical Fiber, and Hengtong Optic-Electric, with net inflows of 830 million yuan, 349 million yuan, and 91 million yuan respectively [2] Communication Sector Capital Outflow - The top three stocks with the highest net capital outflow were Zhongji Xuchuang, Runze Technology, and Cambridge Technology, with outflows of 1.093 billion yuan, 910 million yuan, and 811 million yuan respectively [3] - Other notable stocks with significant outflows included Fenghuo Communication and Tianfu Communication, with outflows of 673 million yuan and 562 million yuan respectively [3]

Group 1 - F5G concept declined by 1.55%, ranking among the top declines in the concept sector, with Cambridge Technology hitting the limit down [1] - Among the F5G concept stocks, 10 stocks saw price increases, with Hengtong Optic-Electric, Zhaochi Co., and CITIC Heavy Industries leading the gains at 5.66%, 2.29%, and 2.26% respectively [1] - The F5G concept experienced a net outflow of 4.762 billion yuan, with 28 stocks seeing net outflows, and 10 stocks exceeding 100 million yuan in net outflows [2] Group 2 - The top net outflow stock in the F5G concept was Zhongji Xuchuang, with a net outflow of 1.093 billion yuan, followed by Cambridge Technology, Fenghuo Communication, and Huagong Technology with net outflows of 811 million yuan, 674 million yuan, and 409 million yuan respectively [2] - The stocks with the highest net inflows included Hengtong Optic-Electric, Zhaochi Co., and CITIC Heavy Industries, with net inflows of 91.243 million yuan, 29.834 million yuan, and 12.625 million yuan respectively [3] - The F5G concept stocks with significant net outflows included Cambridge Technology (-10.00%), Zhongji Xuchuang (-1.86%), and Huagong Technology (-2.11%) [2][3]

Group 1 - The WiFi 6 concept sector experienced a decline of 1.79%, ranking among the top losers in the concept sector, with Cambridge Technology hitting the limit down [1][2] - Within the WiFi 6 sector, 43 stocks saw net outflows from main funds, with 11 stocks experiencing outflows exceeding 100 million yuan, led by Cambridge Technology with a net outflow of 811 million yuan [2][3] - The top gainers in the WiFi 6 sector included Wanlong Optoelectronics, Guokewi, and Unisplendour, which rose by 5.39%, 4.62%, and 2.77% respectively [1][4] Group 2 - The flexible DC transmission concept led the market with a gain of 5.14%, while the WiFi 6 concept was among the worst performers [2] - Major stocks with significant net outflows included Fenghuo Communication, Xinyi Communication, and Tongyu Communication, with net outflows of 674 million yuan, 668 million yuan, and 270 million yuan respectively [2][3] - The top stocks with net inflows included Unisplendour, Oulutong, and Guokewi, with inflows of 523 million yuan, 62.97 million yuan, and 47.50 million yuan respectively [4]