Core Viewpoint - The CPO concept stocks in the A-share market continue to show strong performance, with several companies reaching new historical highs in their stock prices [1]. Group 1: Stock Performance - LianTe Technology (301205) increased by 13.24%, with a total market value of 14.4 billion and a year-to-date increase of 46.78% [2]. - Jingwang Electronics (603228) hit the daily limit with a 10% increase, having a market value of 76 billion and a year-to-date increase of 184.10% [2]. - Dekeli (688205) rose by 8.89%, with a market value of 18.3 billion and a year-to-date increase of 66.20% [2]. - Yongding Co., Ltd. (600105) increased by 7.79%, with a market value of 23.7 billion and a year-to-date increase of 228.98% [2]. - Founder Technology (600601) rose by 6.84%, with a market value of 54.7 billion and a year-to-date increase of 191.80% [2]. - JepuTe (688025) increased by 4.16%, with a market value of 14.3 billion and a year-to-date increase of 218.53% [2]. - Zhongji Xuchuang (300308) rose by 3.98%, with a market value of 588 billion and a year-to-date increase of 330.63% [2]. - Xinyi Sheng (300502) increased by 3.66%, with a market value of 416.2 billion and a year-to-date increase of 409.25% [2]. - Cambridge Technology (603083) rose by 3.59%, with a market value of 41.3 billion and a year-to-date increase of 205.17% [2]. - Tianfu Communication (300394) increased by 3.22%, with a market value of 152.5 billion and a year-to-date increase of 203.14% [2]. - Sry New Materials (688102) rose by 2.60%, with a market value of 15.2 billion and a year-to-date increase of 125.09% [2]. - Tongfu Microelectronics (002156) increased by 2.18%, with a market value of 68.1 billion and a year-to-date increase of 52.21% [2]. Group 2: Historical Highs - Notable companies such as Founder Technology, Zhongji Xuchuang, Xinyi Sheng, and Sry New Materials have reached new historical highs in their stock prices [1].

Core Viewpoint - The CPO concept stocks in the A-share market continue to show strong performance, with several companies experiencing significant price increases [1] Company Performance - LianTe Technology saw a rise of over 13% - Jingwang Electronics hit the daily limit with a 10% increase - DeKeLi increased by over 8% - YongDing shares rose by over 7% - Fangzheng Technology increased by over 6% - JiePuTe rose by over 4% - Zhongji Xuchuang, Xinyi Sheng, Cambridge Technology, and Tianfu Communication all saw increases of over 3% [1] Historical Performance - Fangzheng Technology, Zhongji Xuchuang, Xinyi Sheng, and SiRui New Materials reached new historical highs [1]

Market Overview - On October 28, the A-share market saw all three major indices open lower but then rise, with the Shanghai Composite Index surpassing the 4000-point mark for the first time in 10 years, closing at 4000.22, up 0.08% [1][2]. Sector Performance - The Shenzhen Component Index reached 13506.13, with a slight increase of 0.12%, while the ChiNext Index surged by 40.55% to 3252.37 [2]. - Sectors that performed well included mineral products, transportation services, and trade agency, while coal, communication equipment, semiconductors, components, internet, and non-ferrous metals sectors faced declines [2]. Fujian Sector Strength - The Fujian sector continued its strong performance, with Pingtan Development (000592) achieving six consecutive trading limits in eight days, and Fujian Cement securing two consecutive trading limits [4]. - The opening of the first fifth freedom passenger route from Cambodia to Fuzhou and Tokyo is seen as a significant milestone for Fujian's openness and business environment [5]. New Listings - Eight Horse Tea's stock surged over 70% on its debut, trading at 85.9 HKD per share, with a global offering of 9 million shares and a net fundraising of approximately 390 million HKD [12][13]. - Cambridge Technology also saw a strong debut, with its stock rising over 50% initially and closing with a 44% increase, focusing on connection and data transmission devices [14][15]. Emerging Concepts - The controllable nuclear fusion concept saw initial gains, with companies like Antai Technology and Dongfang Tantalum Industries experiencing price increases [6][8]. - The domestic software sector also showed upward movement, with stocks like Rongji Software hitting the daily limit [10].

Core Viewpoint - Cambridge Technology has officially listed on the Hong Kong Stock Exchange, marking a significant milestone as the first CPO stock and AI computing power communication and optical module stock in the Hong Kong market, as well as the first "A+H" listed company in this field [1] Group 1: IPO Details - The IPO was well-received, with a listing price of HKD 68.88 per share, potentially raising up to USD 682 million if the over-allotment option is fully exercised [2] - The company raised approximately RMB 368 million during its A-share listing in 2017, and the current fundraising exceeds 13 times that amount, highlighting its rapid growth under internationalization and AI computing power expansion [2] - On the first day of trading, the stock opened at HKD 94.00 per share, a 36.47% increase from the issue price [2] Group 2: Investor Participation - Cambridge Technology attracted 16 cornerstone investors, including major firms like Baillie Gifford and MSIP, with a total subscription amount of USD 290 million, accounting for 48.89% of the offering [3] - The public offering was oversubscribed by 338.7 times, while the international offering saw a 16.5 times subscription, indicating strong confidence from top-tier global investors [3] Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenue of RMB 3.36 billion, a year-on-year increase of 21.57%, and a net profit of RMB 259 million, up 70.88% year-on-year [4] - The third quarter alone saw revenue of RMB 1.325 billion, a 32.29% increase, and a net profit of RMB 138 million, reflecting a 92.92% year-on-year growth [4] Group 4: Business Drivers - The core drivers of high growth are the high-speed optical modules and telecom broadband access businesses, with a significant increase in orders driven by global data center construction [5] - The company has improved its production capacity and supply chain efficiency, leading to a higher sales proportion of high-margin 800G optical modules [5] Group 5: Market Demand and Capacity Expansion - The demand for high-speed optical modules is expected to surge, with the global 800G optical module market projected to grow by 60% year-on-year in 2025 [6] - Cambridge Technology is actively expanding its production capacity, with plans to increase the annual production of 800G products to 200,000 units by the end of this year [7] Group 6: Future Outlook - With the funds raised from the H-share listing, the company plans to enhance R&D investment, expand production capacity, and explore global markets to capitalize on growth opportunities from AI computing power [8]

Group 1 - Cambridge Technology (06166) has successfully listed its shares at a price of HKD 68.88 per share, issuing a total of 67.01 million shares, resulting in a net proceeds of approximately HKD 4.48 billion [1] - The stock has seen a significant increase of 36.47%, trading at HKD 94 with a transaction volume of HKD 527 million [1] - The company primarily engages in the design, development, and sales of connectivity and data transmission devices, generating revenue mainly from broadband, wireless, and optical module technology products [1] Group 2 - Cambridge Technology is one of the few companies globally that offers a combination of broadband, wireless, and optical module technology products [1] - The company has a strong international presence, with overseas market revenue accounting for 82.9%, 89.3%, 92.6%, and 94.0% of total revenue during the past reporting periods [1] - The company has established a joint headquarters in the United States, with R&D centers in the U.S. and Japan, sales offices in the U.S. and Italy, and manufacturing bases in the U.S., Germany, and Malaysia [1] Group 3 - In the optical module product segment, Cambridge Technology's product portfolio includes interconnect speeds of 100G, 400G, 800G, and 1.6T, compatible with a wide range of industry-standard packaging formats [2] - The company is among the first globally to deploy 800G and 1.6T optical module products, showcasing its innovative capabilities [2] - Ongoing research in silicon photonic modules enables the company to achieve high transmission rates at low costs, which is crucial for supporting exponential growth in computing power [2] Group 4 - Cambridge Technology is advancing linear pluggable optical device (LPO) technology, which offers low power consumption, low latency, and high performance, making it ideal for artificial intelligence models and data centers [2] - The company is also developing immersion liquid cooling optical electronic devices to enhance server efficiency and thermal management [2]

Group 1 - Cambridge Technology's stock price has increased by 50%, currently trading at 104.1 HKD [1]

Core Viewpoint - Cambridge Technology (06166) has successfully listed its shares at a price of HKD 68.88, raising approximately HKD 4.48 billion, with a significant initial trading increase of 36.47% to HKD 94 [1] Group 1: Company Overview - Cambridge Technology specializes in the design, development, and sales of connectivity and data transmission devices, generating revenue primarily from broadband, wireless, and optical module technology products [1] - The company is one of the few globally to offer all three types of technology products, with overseas market revenue accounting for 82.9%, 89.3%, 92.6%, and 94.0% of total revenue during the past reporting periods [1] Group 2: Product and Technology Development - The product portfolio includes optical modules with interconnect speeds of 100G, 400G, 800G, and 1.6T, compatible with a wide range of industry-standard packaging formats [2] - The company is among the first globally to deploy 800G and 1.6T optical module products, leveraging pioneering research in silicon photonic modules to achieve high transmission rates at low costs [2] - Ongoing advancements include the development of Linear Pluggable Optical (LPO) technology, which offers low power consumption, low latency, and high performance, making it ideal for AI models and data centers [2] - Additionally, the company is working on immersive liquid-cooled optoelectronic devices to enhance server efficiency and thermal management [2]

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。 ...