证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-055 业务板块层面，电信宽带业务累计发货 527.6 万台，实现营收 11.93 亿元， 同比增长 22.23%，产品结构向 Wi-Fi 7、25G PON 等高附加值品类迁移，XGS PON 产品成功切入数据中心接入场景；无线网络与小基站业务依托 Optim 云平台实现 1 上海剑桥科技股份有限公司 2025 年度"提质增效重回报"行动方案半年度评估报告 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。 为深入贯彻国务院《关于进一步提高上市公司质量的意见》及上海证券交易 所《关于开展沪市公司"提质增效重回报"专项行动的倡议》要求，切实落实公 司《2025 年度"提质增效重回报"行动方案》（以下简称"专项行动方案"） 各项部署，公司结合 2025 年上半年（或称"报告期"）经营实际、财务数据及 战略推进情况，对专项行动方案半年度实施成效进行了全面评估，并于 2025 年 9 月 5 日以通讯表决方式召开了第五届董事会第十七次会议，全体董事一致审议 通 ...

证券代码：603083 证券简称：剑桥科技 公告编号：临2025-056 上海剑桥科技股份有限公司 控股股东及其一致行动人减持股份结果公告 特别提示 本公司董事会、全体董事及相关股东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： 控股股东及其一致行动人持股的基本情况 上海剑桥科技股份有限公司（以下简称"公司"）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"）系本公司控股股东，在本次减持计划实施前持有公司股份 36,556,453 股， 占减持计划披露日公司股份总数（268,041,841 股，下同）的 13.64%；公司 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"）系本公司 控股股东的一致行动人，在本次减持计划实施前持有公司股份 7,451,076 股，占 减持计划披露日公司股份总数的 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 ...

Group 1 - F5G concept declined by 4.87%, ranking among the top declines in concept sectors, with companies like Cambridge Technology, Huagong Technology, and Guangxun Technology hitting the limit down [1] - Major funds saw a net outflow of 5.911 billion yuan from the F5G concept sector today, with 29 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Zhongji Xuchuang, with a net outflow of 2.003 billion yuan, followed by Huagong Technology, Taicheng Light, and Cambridge Technology [2] Group 2 - The top gainers in the F5G concept sector included Chuangwei Digital and Meiansen, with increases of 4.56% and 0.67% respectively [3] - The overall market performance showed that the F5G concept was among the sectors with significant losses, alongside sectors like CPO and advanced packaging [2] - The trading volume for Zhongji Xuchuang was 8.49%, indicating a high turnover rate despite the decline [3]

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, dropping over 6%. Retail and food stocks rose, with companies like Guoguang Chain and Anji Food hitting the daily limit. Financial stocks such as Pacific Securities and Agricultural Bank reached historical highs [1] - The total trading volume for the day was 2.58 trillion [1] Consumer Sector Highlights - The consumer sector showed strong performance, with stocks like Anzheng Fashion and Huijia Times hitting the daily limit. The Zhejiang Shaoxing government announced a new consumption policy aimed at boosting spending through 15 measures, including consumption vouchers and promoting cultural and tourism integration [4][6] - The upcoming Mid-Autumn Festival and National Day holidays have led to a significant increase in domestic flight ticket bookings, with over 1.76 million tickets reserved, marking a 24% increase compared to the same period last year [4] Paper Industry Activity - The paper sector was active, with companies like Jingxing Paper and Songyang Resources hitting the daily limit. Major paper manufacturers announced price increases due to rising raw material costs, with expectations for continued price hikes as the industry enters its traditional peak season [7][8] - Analysts predict that the paper price will continue to rise, supported by seasonal demand and cost pressures, potentially improving profitability for the industry [8] Other Sector Movements - The Apple supply chain, energy storage, and large financial sectors showed localized activity, while AI hardware stocks faced significant declines [9] - The market saw a continuous trading volume exceeding 2 trillion, indicating robust activity in the financial sector [11]

Market Overview - On September 4, the A-share market experienced a significant decline, with the Shanghai Composite Index dropping by 1.25%, the Shenzhen Component Index falling by 2.83%, the ChiNext Index decreasing by 4.25%, and the STAR 50 Index declining by over 6% [3][13]. - A total of 2,297 stocks rose, 43 stocks hit the daily limit up, while 2,990 stocks fell [3]. Sector Performance - Retail and food consumption stocks saw gains, with companies like Guoguang Chain and Anji Food hitting the daily limit up [5]. - Financial stocks, including brokerages and banks, were active despite the market downturn, with Pacific Securities hitting the daily limit up and Agricultural Bank of China reaching a new high [7][9]. Notable Stock Movements - Several stocks recorded significant gains, including: - Huijia Times (10.05% increase) at 10.84 [6] - Guoguang Chain (10.03% increase) at 21.95 [6] - Agricultural Bank of China (5.17% increase) at 7.52 [9] - Conversely, semiconductor stocks faced heavy losses, with companies like Xinyi Technology and Jianming Technology dropping over 10% [10][11]. Analyst Insights - Analysts attribute the market's sharp adjustment to profit-taking pressure following a rapid rise in stock prices, compounded by misleading rumors [13]. - The overall outlook for the Chinese market remains positive, with expectations of sustainable upward momentum [13]. - Historical patterns suggest that adjustments in bull markets are typically short-lived, with potential for new highs following such corrections [13].

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and the Sci-Tech Innovation 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The micro-cap stock index increased by 1.32% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] - A total of 2629 stocks rose, 32 stocks hit the daily limit, and 2606 stocks fell [5] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The power battery index, energy storage index, and lithium battery index rose by 2.65%, 2.32%, and 1.43% respectively [6] - Yiwei Lithium Energy (300014) surged by 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [6] - Notable performers included Tianhong Lithium Battery, which hit the daily limit, and other companies like Tongrun Equipment and Tianji Technology, which also saw substantial gains [7][8] - Data from the Passenger Car Association indicated that 1.079 million new energy passenger vehicles were sold in August, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [9] CPO Concept Stocks - CPO concept stocks, including optical modules and optical chips, experienced a significant decline after a previous surge [11] - The CPO concept sector fell by 10% on September 4, following a 7.04% increase on September 1 [12] - Major stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication led the decline, each dropping over 11% [13] - The FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, including the addition of companies like BeiGene and Xinyi Technology [14] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector increasing by nearly 2% [15] - Companies such as Lingnan Holdings and Changbai Mountain saw significant gains, with some hitting the daily limit [15] - The Ministry of Culture and Tourism projected that domestic tourism will reach 1.43 billion trips by 2025, recovering to 112% of 2019 levels [15] - A report from Caitong Securities indicated that the restaurant industry is in a recovery phase, with government policies expected to stimulate consumption, particularly in wedding and group dining scenarios [15]

Group 1 - The CPO concept stocks in the A-share market have experienced a significant decline, with several companies seeing drops exceeding 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng, Zhongji Xuchuang, and Tongfu Microelectronics also reported declines ranging from 5% to 9% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows that Shijia Photon has increased by 349.85%, and Tianfu Communication has risen by 184.56% [2] - Companies like Xinyi Sheng and Zhongji Xuchuang have year-to-date increases of 307.30% and 217.84%, respectively [2]

Group 1 - The CPO concept stocks in the A-share market experienced a significant pullback, with several companies seeing declines of over 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng and Zhongji Xuchuang also faced declines exceeding 8% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows Shijia Photon with a gain of 349.85%, and Tianfu Communication with a gain of 184.56% [2] - The overall trend indicates a mixed performance among CPO stocks, with some companies still showing strong year-to-date gains despite recent declines [1][2]

证券代码：603083 证券简称：剑桥科技 公告编号：临2025-054 上海剑桥科技股份有限公司 2025年第二次临时股东会决议公告 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2025年9月3日 (二)股东会召开的地点：上海市闵行区浦星公路800号A栋上海浦江智选假日酒店多功能厅 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次会议由公司董事会召集，经董事长Gerald G Wong先生提议和半数以上董事共同推举，本次会议由 董事赵海波先生主持，以现场投票与网络投票相结合的方式表决。会议的召集和召开、出席会议的股东 人数及表决方式均符合《公司法》《证券法》和《公司章程》的有关规定。公司聘请的德恒上海律师事 务所指派律师对本次临时股东会发表了见证法律意见。 (五)公司董事和董事会秘书的出席情况 1、公司在任董事7人 ...

证券日报网讯 9月3日晚间，剑桥科技发布公告称，公司2025年第二次临时股东会于2025年9月3日召 开，审议通过了《关于调整2025年半年度现金分红预案并制定2025年半年度现金分红方案的议案》等多 项议案。 （编辑 楚丽君） ...