Market Overview - On September 11, A-shares opened mixed, with major indices collectively turning positive as the Shenzhen Component Index rose over 1% and the ChiNext Index increased by 1.7% [1][2] - The Hong Kong market saw declines, with the Hang Seng Technology Index and Hang Seng China Enterprises Index both dropping over 1% [2][4] Sector Performance - The pharmaceutical and biotechnology sectors experienced significant declines, while agriculture stocks initially rose. However, light module and PCB concept stocks saw collective gains [2][3] - The light module index increased by 5.82%, and the PCB index rose by 4.50%, indicating strong performance in these sectors [3] Notable Stocks - Fourhui Fushi (SZ:300852) hit the daily limit up with a 20% increase, closing at ¥44.29, while other PCB stocks like Jingwang Electronics and Jin'an Guoji also reached their daily limits [9][12] - Industrial Fulian reached a new historical high with a market capitalization of ¥1.17 trillion, reflecting strong investor interest [12][13] Company-Specific Developments - Foxconn's Zhengzhou plant is ramping up production for the iPhone 17 series, leading to increased labor demand and heightened overtime work since August [15] - In the pharmaceutical sector, Ji Min Health achieved a 10.02% increase, while Zhen De Medical also saw a 10.02% rise, indicating a partial recovery in the sector [16][17] Regulatory News - Baiyin Nonferrous Metals faced a trading halt due to a disclosure violation, with shares dropping 9.91% to ¥3.82 [19][21] - The company, involved in the mining and processing of various metals, had previously seen a surge in stock price due to rising international metal prices [21]

Group 1 - The AI computing power sector in A-shares has experienced significant growth, with major companies like Industrial Fulian (601138) hitting the daily limit for two consecutive days, and CPO giants such as Xinyi Sheng (300502) and Zhongji Xuchuang (300308) rising over 8% [1] - The 5G communication ETF increased by 5.1%, while the AI-focused ETF from the ChiNext market rose by 4.27%, indicating strong investor interest in AI and related technologies [1] Group 2 - Notable stock performances include Cambridge Technology (603083) and Jingwang Electronics (603228), both achieving a 10% increase, while other companies like Fangzheng Technology (600601) and Lian Te Technology (301205) also saw significant gains [2] - Oracle's stock surged nearly 36% after its earnings report, with its cloud business growth forecast raised from 70% to 77%, and a $300 billion computing power agreement signed with OpenAI [2] Group 3 - Citigroup has raised the target price for "Yizhong Tian," suggesting that despite recent price increases in Chinese optical module stocks, the visibility of demand through 2027 warrants a reevaluation to over 20 times the price-to-earnings ratio [3] Group 4 - The 5G communication ETF (515050) is primarily weighted towards communication equipment, consumer electronics, and optical modules, while also covering AI computing hardware and PCB companies [4] - The ChiNext AI ETF (159381) has the highest CPO content and lowest fee rate, including major stocks like Xinyi Sheng and Zhongji Xuchuang [4] - The AI ETF (515070) covers the entire AI industry chain, including AI chips, computing infrastructure, and algorithm applications [4]

Core Viewpoint - Shanghai Cambridge Technology Co., Ltd. announced its semi-annual profit distribution plan for 2025, which includes a cash dividend of 0.0452 RMB per share, amounting to a total distribution of approximately 12.11 million RMB [2][4]. Distribution Plan - The distribution is based on the total share capital of 268,019,841 shares prior to the implementation of the plan [4]. - The cash dividend will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [3]. Relevant Dates - The profit distribution plan was approved at the second extraordinary general meeting of shareholders held on September 3, 2025 [2]. - The distribution will be executed through the clearing system of China Securities Depository and Clearing Corporation Limited, and shareholders can collect their dividends at their designated securities firms on the distribution date [5]. Taxation Information - Individual shareholders holding shares for less than one month will be taxed at a rate of 20% on the full amount of dividends received [8]. - For shares held between one month and one year, the taxable amount is reduced by 50%, resulting in a 10% tax rate [8]. - Shareholders holding shares for over one year are exempt from individual income tax on dividends [8]. - For Qualified Foreign Institutional Investors (QFII), a 10% withholding tax will be applied, resulting in a net cash dividend of 0.04068 RMB per share [9][10].

Group 1 - The core point of the announcement is that Cambridge Technology has declared a cash dividend of 0.0452 yuan per share (tax included) for the first half of 2025 [1] - The record date for the dividend is set for September 16, 2025, while the ex-dividend date and the date of cash dividend distribution are both scheduled for September 17, 2025 [1]

证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-057 上海剑桥科技股份有限公司 2025年半年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.0452元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/16 | － | 2025/9/17 | 2025/9/17 | 差异化分红送转：否 三、相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/16 | － | 2025/9/17 | 2025/9/17 | 一、通过分配方案的股东会届次和日期 本次利润分配方案经上海剑桥科技股份有限公司（以下简称"公司"）于2025 年 9 月 3 日召开的20 ...

Group 1 - Cambridge Technology's stock price increased by 2.06% on September 9, reaching 81.69 CNY per share, with a trading volume of 520 million CNY and a turnover rate of 2.43%, resulting in a total market capitalization of 21.895 billion CNY [1] - Year-to-date, Cambridge Technology's stock price has risen by 102.30%, with a recent decline of 3.39% over the last five trading days, a 57.76% increase over the last 20 days, and an 81.61% increase over the last 60 days [1] - The company has appeared on the trading leaderboard six times this year, with the most recent appearance on September 2, where it recorded a net buy of -16.7516 million CNY [1] Group 2 - Cambridge Technology, established on March 14, 2006, and listed on November 10, 2017, specializes in the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models (mainly JDM and ODM) [2] - The company's revenue composition includes: 55.66% from telecommunications 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 [2] - As of June 30, 2025, Cambridge Technology reported a revenue of 2.035 billion CNY, a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million CNY, a year-on-year increase of 51.12% [2] Group 3 - Since its A-share listing, Cambridge Technology has distributed a total of 151 million CNY in dividends, with 103 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 10.8612 million shares, an increase of 9.4939 million shares from the previous period [3] - New shareholders include Southern Growth Pioneer Mixed A, holding 2.1188 million shares, while other shareholders like Huaxia Industry Prosperity Mixed have seen a decrease in holdings [3]

中国经济网北京9月8日讯 剑桥科技(603083.SH)近日发布控股股东及其一致行动人减持股份结果公告。 剑桥科技首次公开发行股票（以下简称"IPO"）前股东Cambridge Industries Company Limited（以下简 称"CIG开曼"）系剑桥科技控股股东，在本次减持计划实施前持有剑桥科技股份36,556,453股，占减持 计划披露日剑桥科技股份总数（268,041,841股，下同）的13.64%；剑桥科技IPO前股东上海康令科技合 伙企业（有限合伙）（以下简称"康令科技"）系剑桥科技控股股东的一致行动人，在本次减持计划实施 前持有剑桥科技股份7,451,076股，占减持计划披露日剑桥科技股份总数的2.78%；上述股份均来源于 IPO前已持有的股份以及2017年度、2018年度和2019年度利润分配暨资本公积转增的股份，且全部已于 2020年11月10日解除限售上市流通。 其中，CIG开曼于2025年7月18日至2025年9月3日期间，减持剑桥科技总金额284,913,485.86元，减持价 格区间46.50元/股至91.72元/股；康令科技于2025年6月9日至2025年8月28日期间， ...

Group 1 - Cambridge Technology's stock price decreased by 2.00% on September 8, trading at 79.18 CNY per share, with a total transaction volume of 1.457 billion CNY and a turnover rate of 6.76%, resulting in a total market capitalization of 21.222 billion CNY [1] - Year-to-date, Cambridge Technology's stock price has increased by 96.09%, but it has seen a decline of 15.72% over the last five trading days, while it has risen by 53.42% over the last 20 days and 72.32% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on September 2, where it recorded a net buy of -16.7516 million CNY [1] Group 2 - Shanghai Cambridge Technology Co., Ltd. was established on March 14, 2006, and listed on November 10, 2017, focusing on the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models [2] - The company's main business revenue composition includes: telecommunications broadband (55.66%), wireless networks and small base stations (28.82%), high-speed optical modules (13.46%), edge computing and industrial interconnection products (2.01%), and others (0.06%) [2] - As of June 30, 2025, Cambridge Technology reported a revenue of 2.035 billion CNY, a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million CNY, a year-on-year increase of 51.12% [2] Group 3 - Since its A-share listing, Cambridge Technology has distributed a total of 151 million CNY in dividends, with 103 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 10.8612 million shares, an increase of 9.4939 million shares from the previous period [3] - New shareholders include Southern Growth Pioneer Mixed A, holding 2.1188 million shares, while other shareholders like Huaxia Industry Prosperity Mixed have seen a decrease in holdings [3]

Core Viewpoint - The company has made significant progress in its "Quality Improvement and Efficiency Enhancement" action plan for 2025, achieving notable growth in revenue and profit while focusing on core business areas and enhancing shareholder returns [1][15]. Group 1: Action Plan Progress - In the first half of 2025, the company achieved operating revenue of 2.035 billion yuan, a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million yuan, up 51.12% [1][15]. - The company focused on six core objectives, including improving operational quality and optimizing investor returns, which led to significant growth across its three main business segments [1][15]. Group 2: Business Segment Performance - The telecommunications broadband business shipped 5.276 million units, generating revenue of 1.193 billion yuan, a 22.23% increase year-on-year, with a shift towards high-value products like Wi-Fi 7 and 25G PON [2]. - The wireless network and small base station business achieved commercial success in North America, while the high-speed optical module business became a core growth driver, completing certifications for its 800G products [2]. Group 3: R&D and Technological Advancements - The company invested 214 million yuan in R&D, representing 10.52% of its first-half revenue, focusing on high-speed optical modules and next-generation broadband technologies [3]. - Significant technological breakthroughs include the development of a 1.6T optical module prototype based on a 3nm DSP chip, with plans for commercial release in 2026 [3][4]. Group 4: Shareholder Return Mechanism - The company adjusted its cash dividend plan to distribute approximately 12.11 million yuan, representing 10.02% of its net profit for the first half of 2025, ensuring alignment with shareholder expectations [6][15]. Group 5: Investor Communication and Governance - The company enhanced its investor communication strategy, disclosing 2 regular reports and 38 announcements in the first half of 2025, including its first ESG report, which received independent verification [7][8]. - Governance improvements included the establishment of a three-tier ESG governance structure and the revision of internal control systems to align with new regulations [9][10]. Group 6: ESG Performance - The company received an AA rating for its ESG report, ranking in the top 2% among over 12,000 companies, reflecting its commitment to sustainable development and environmental responsibility [14][18]. Group 7: Challenges and Future Measures - The company identified areas for improvement, including expanding its presence in emerging markets and accelerating the release of new products like the 800G optical module [19][20]. - Future measures will focus on capacity expansion, cash flow management, and enhancing investor communication to ensure the successful implementation of the action plan [23][28].

Core Viewpoint - The announcement details the shareholding structure and the results of the share reduction plan by the major shareholders of Shanghai Cambridge Technology Co., Ltd, highlighting the total shares reduced and the methods used for the reduction [1][2][4]. Shareholding Structure - Cambridge Industries Company Limited (CIG Cayman) holds 36,556,453 shares, accounting for 13.64% of the total shares as of the reduction plan disclosure date [1]. - Shanghai Kangling Technology Partnership (Limited Partnership) holds 7,451,076 shares, representing 2.78% of the total shares as of the same date [1]. Reduction Plan Implementation Results - As of September 5, 2025, CIG Cayman reduced its holdings by a total of 4,530,718 shares, which is 1.69% of the total shares disclosed at the beginning of the reduction plan [2]. - The reduction included 2,144,118 shares through centralized bidding and 2,386,600 shares through block trading [2]. - Kangling Technology reduced its holdings by 1,600,600 shares, which is 0.597% of the total shares [3]. Financial Details - The total amount raised from the share reduction by CIG Cayman was approximately 284,913,485.86 RMB [3]. - The price range for the shares sold through block trading was between 46.50 and 91.72 RMB per share [3]. - The total amount raised from Kangling Technology's share reduction was approximately 27,580,512.00 RMB [3]. Compliance with Reduction Plan - The actual reduction was consistent with the previously disclosed reduction plan, and the plan was fully implemented [4]. - The shareholders did not terminate the reduction plan early, confirming that the planned reductions were achieved [4].