重要消息 1~7月份，全国规模以上工业企业实现利润总额40203.5亿元；实现营业收入78.07万亿元， 同比增长2.3%。 重要的消息有哪些 今日10时将举办九三阅兵首场记者招待会。 商务部副部长盛秋平在国新办新闻发布会上透露，扩大服务消费的若干政策举措将于近期推 出。 英伟达最新财报出炉，营收、净利润、业绩指引均超预期，但数据中心营收不及预期。 1．据央视新闻， 中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动新闻中心将在梅地亚新闻中 心二层新闻发布厅举办3场记者招待会、3场记者见面会。8月28日上午10时，举办第一场记者招待会，请 外交部部长助理洪磊，文化和旅游部副部长卢映川，阅兵领导小组办公室副主任、中央军委联合参谋部作 战局少将副局长吴泽棵，北京市委常委、常务副市长夏林茂介绍中国人民抗日战争暨世界反法西斯战争胜 利80周年纪念活动有关筹备进展，并回答记者提问。 2． 工业和信息化部近日印发《关于优化业务准入促进卫星通信产业发展的指导意见》，提出到2030年， 卫星通信管理制度及政策法规进一步完善，产业发展环境持续优化，各类经营主体创新活力充分迸发，基 础设施、产业供给、技术标准、国际合作等综合 ...

Mergers and Acquisitions - Yongji Co., Ltd. has announced the termination of its plan to issue shares for the acquisition of Nanjing Tena Fei Electronic Technology Co., Ltd. due to the lack of readiness for a major asset restructuring [1] - Debang Lighting plans to acquire at least 51% of Zhejiang Jiali (Lishui) Industrial Co., Ltd. through cash transactions, which is expected to constitute a major asset restructuring [2] Performance Disclosure - Dameng Data reported a 98.36% year-on-year increase in net profit attributable to shareholders, with revenue of 523 million yuan, up 48.65% [3] - Shandong Gold announced a 102.98% year-on-year increase in net profit attributable to shareholders, with revenue of 56.766 billion yuan, up 24.01% [4] - China Life reported a 6.9% year-on-year increase in net profit attributable to shareholders, achieving net investment income of 96.067 billion yuan [5] - Huqin Technology reported a 46.30% year-on-year increase in net profit attributable to shareholders, with revenue of 83.939 billion yuan, up 113.06% [6] Shareholding Changes - Fulaite announced that several shareholders plan to collectively reduce their holdings by up to 2.1% of the company's shares, totaling approximately 49.98 million shares [7] - Hehui Optoelectronics disclosed that the Shanghai Integrated Circuit Industry Investment Fund plans to reduce its holdings by up to 2% of the company's shares, totaling approximately 27.6 million shares [8] - Kangchen Pharmaceutical's executive plans to reduce holdings by up to 0.22% of the company's shares, totaling approximately 87,500 shares [9] Risk Matters - Longjin Technology has received a notice from the China Securities Regulatory Commission regarding an investigation into the company and its actual controller for suspected violations of information disclosure laws [10] - Cambridge Technology's controlling shareholder reduced its holdings by 1.8 million shares, while the company is currently not producing chips containing CPO technology, with related core components still in the development stage [11]

据统计，8月27日，盘后中红医疗披露增持情况。包括科大智能、卫宁健康、精研科技、国芯科技、亚 联发展（维权）、东芯股份、新亚强、杭州园林、妙可蓝多、复旦张江、康辰药业、和辉光电、福莱 特、剑桥科技、拓荆科技、浩瀚深度、红星发展、望变电气、浙大网新、友发集团、恒银科技在内的21 家A股上市公司披露减持情况。 | | | 8.27上市公司盘后增持情况 | | --- | --- | --- | | 1 | 中红医疗 | 总经理杨浩拟增持不低于5万股公司股份 | | | | 8.27上市公司盘后减持情况 | | 1 | 科大智能 | 实控人黄明松8月26日至27日累计减持450万股公司股票 | | 2 | 卫宁健康 | 董事、高级管理人员王涛和王利计划减持公司股份 | | 3 | 国心科技 | 国家集成电路产业基金等股东计划合计减持不超5%公司股份 | | 4 | 精研科技 | 股东史娟华拟减持不超0.89%公司股份 | | 5 | 亚联发展 | 持股5%以上股东乾德精一计划减持不超过2.0000%公司股份 | | 6 | 新网号 | 红塔创新与孙秀杰拟合计减持不超过2%股份 | | 7 | 杭州园林 | 股东拟合 ...

Group 1 - In July, profits of medium and small enterprises in the industrial sector improved, with medium-sized enterprises' profits growing by 1.8% and small enterprises' profits growing by 0.5%, reversing declines of 7.8% and 9.7% in June respectively [2] - Private enterprises saw a profit increase of 2.6% in July, outperforming the average profit growth of all large-scale industrial enterprises by 4.1 percentage points [2] - High-tech manufacturing profits experienced rapid growth in July, indicating a significant leading role in the industrial sector [2] Group 2 - The Ministry of Commerce announced upcoming policies to promote service exports and expand service consumption [2] - The Ministry of Industry and Information Technology issued guidelines to optimize business access and promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [2] - Jilin Province will implement a tax refund policy for overseas travelers starting September 1, 2025 [2] Group 3 - The Jiangsu Provincial Government and the Ministry of Commerce released a plan to support the biopharmaceutical industry, emphasizing financial support for innovative enterprises through various financing methods [3] - The plan encourages the establishment of investment funds for the biopharmaceutical sector and supports the issuance of real estate investment trusts (REITs) for qualifying projects [3] - Shanghai's government issued opinions to accelerate the renovation of urban villages, prioritizing areas with urgent community needs and safety concerns [3] Group 4 - Meituan reported a revenue of 91.8 billion yuan for the second quarter, reflecting a year-on-year growth of 11.7% [5] - Cambridge Technology's major shareholder reduced their stake by 1.8 million shares through block trading [5] - Jack Shares plans to change its stock name to "Jack Technology" and is expected to release a high-end AI sewing machine in the second half of the year [5] - Debang Lighting intends to acquire at least 51% of Jiali Shares, which is expected to constitute a major asset restructuring [5] - Honghe Technology reported a net profit of 87.3751 million yuan for the first half of the year, marking a year-on-year increase of 10,587.74% [5] - Wens Foodstuff Group achieved a net profit of 3.475 billion yuan in the first half of the year, a year-on-year increase of 159.12% [5] - Five Grains Liquid reported a net profit of 19.492 billion yuan for the first half of the year, reflecting a year-on-year growth of 2.28% [5]

Core Insights - Cambridge Technology (603083.SH) clarifies that it currently does not produce chips containing CPO (Co-Packaged Optics) technology, and that the core components related to CPO are still in the collaborative research and design phase, with no business revenue generated yet [1] - The LPO (Linear Drive Optical) business has sent samples for testing to several major North American clients, but the cumulative order and shipment amount for the first half of 2025 accounts for only about 0.03% of the company's revenue during the same period, indicating minimal contribution to current performance [1] - The company advises investors to rationally assess the progress in emerging technology fields and not to overinterpret the impact of these related businesses on short-term performance, highlighting the uncertainty risks associated with business implementation [1]

证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-053 上海剑桥科技股份有限公司（以下简称"公司"）A 股股票（以下简称 "股票"， 证券代码：603083，证券简称：剑桥科技）于 2025 年 8 月 22 日、8 月 25 日和 8 月 26 日连续三个交易日内日收盘价格涨幅偏离值累计达到 20%。 2025 年 8 月 27 日，公司股票再次涨停，即四个交易日已连续三个交易日以涨停 价收盘，短期内股价涨幅较大。公司郑重提醒广大投资者，股价走势具有不确 定性，敬请注意二级市场交易风险，理性决策，审慎投资。 经向本公司控股股东 Cambridge Industries Company Limited（以下简称 "CIG 开曼"）、实际控制人 Gerald G Wong 先生及其一致行动人赵海波先生书 面征询核实，截至目前，控股股东、实际控制人及其一致行动人不存在涉及公 司的应披露而未披露的重大信息，不存在可能对公司股价形成重大影响的敏感 事项。 关于市场关注的 CPO（共封装光学）和 LPO（线性驱动光引擎）相关 业务，公司特别说明如下：公司目前不生产含 CPO 技术的芯片，CPO 相关 ...

Mergers and Acquisitions - Huayu Automotive plans to acquire 49% stake in SAIC Qingtao for 206 million yuan [2] - Debang Lighting intends to gain control of Jiali Co. by acquiring at least 51% of its shares, expected to constitute a major asset restructuring [3] Financial Performance - Honghe Technology reported a net profit of 87.3751 million yuan for the first half of 2025, a year-on-year increase of 10,587.74% [4] - China Pacific Insurance achieved a net profit of 26.53 billion yuan in the first half of 2025, up 16.9% year-on-year [5] - Juhua Co. reported a net profit of 2.051 billion yuan, reflecting a 146.97% increase year-on-year [6] - Transsion Holdings experienced a net profit decline of 57.48%, reporting 1.213 billion yuan for the first half of 2025 [7] - China Life Insurance's net profit reached 40.931 billion yuan, a 6.9% increase year-on-year [8] - Shandong Gold reported a net profit of 2.808 billion yuan, up 102.98% year-on-year, and plans to distribute a cash dividend of 1.8 yuan per 10 shares [9] - China Aluminum's net profit was 7.071 billion yuan, a slight increase of 0.81% year-on-year [10] Shareholding Changes - Hehui Optoelectronics announced that Shanghai Integrated Circuit Industry Investment Fund plans to reduce its stake by up to 2% [12] - Cambridge Technology's controlling shareholder reduced its stake by 1.8 million shares through block trading [13]

Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]

Core Viewpoint - The stock price of Cambridge Technology has experienced significant fluctuations, with a cumulative increase of 20% over three consecutive trading days, prompting the company to remind investors of market risks and the uncertainty of stock price movements [1][2][3] Company Operations - The company has confirmed that there have been no significant changes in its daily operations, market environment, or industry policies, and that production costs and sales have not experienced substantial fluctuations [3][4] - The company is currently not producing chips with CPO technology, and the related core components are still in the research and design phase, generating no business revenue [2][4] - The LPO business has sent samples to several major North American clients, but the cumulative orders and shipment amounts for the first half of 2025 account for only about 0.03% of the total revenue, indicating minimal contribution to current performance [2][4] Stock Trading Risks - The company has issued a warning regarding the risks associated with stock trading, particularly due to the recent abnormal price fluctuations, which have led to consecutive trading days of price increases [2][3] - The company has confirmed that there are no undisclosed significant matters that could impact stock prices, including major asset restructuring or significant transactions [3][4] Shareholder Actions - The controlling shareholder, CIG Cayman, and its associates have plans to reduce their holdings through block trades, with a total of up to 8,041,254 shares, representing 3.00% of the company's total shares [5][6] Future Developments - The company has submitted an application for issuing overseas listed foreign shares (H shares) and plans to list on the Hong Kong Stock Exchange, which is still subject to approval from relevant regulatory bodies [6][7]

剑桥科技8月27日公告，公司目前不生产含CPO技术的芯片，CPO相关核心部件光引擎与外置光源 ELSFP分别处于合作研发和设计阶段，尚未产生业务收入；LPO业务虽已向多家北美大客户送样测试， 但2025年上半年累计订单及发货金额占同期营业收入比例仅约0.03%，对公司当前业绩贡献极小。敬请 投资者理性看待公司在新兴技术领域的布局进展，勿过度解读相关业务对短期业绩的影响，关注业务落 地的不确定性风险。此外，8月27日，公司控股股东Cambridge Industries Company Limited通过大宗交易 的方式减持其持有的公司股份180万股。 ...