转自：智通财经 【8天5板剑桥科技：控股股东今日减持其持有的公司股份180万股】智通财经8月27日电，剑桥科技 (603083.SH)发布股票交易风险提示性公告称，公司目前生产经营活动保持正常，未发生影响公司股票 交易价格异常波动的重大事宜。公司主营业务涉及PON、高速光模块等通信设备制造，行业发展与全球 通信技术迭代、下游客户资本开支计划密切相关。若未来行业政策调整、市场需求不及预期、核心原材 料供应短缺或价格大幅上涨，可能对公司生产经营、产品成本及盈利能力产生不利影响。2025年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。 ...

Core Viewpoint - Cambridge Technology has issued a risk warning regarding stock trading, stating that its production and operational activities remain normal and there are no significant events affecting abnormal fluctuations in stock prices [1] Company Overview - The company specializes in the manufacturing of communication equipment, including PON and high-speed optical modules, which are closely related to global communication technology iterations and the capital expenditure plans of downstream customers [1] Industry Context - Future adjustments in industry policies, lower-than-expected market demand, shortages of core raw materials, or significant price increases may adversely affect the company's production operations, product costs, and profitability [1] Shareholder Activity - On August 27, 2025, the company's controlling shareholder, Cambridge Industries Company Limited, reduced its holdings by 1.8 million shares through a block trade [1]

(本文来自第一财经) 剑桥科技发布股票交易风险提示性公告称，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。2025年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。 ...

Core Viewpoint - Cambridge Technology has issued a risk warning regarding its stock trading, indicating that the company currently does not produce chips containing CPO technology and that related core components are still in the collaborative research and design phase, with no business revenue generated yet [1] Business Development - The LPO business has sent samples for testing to several major North American customers, but the cumulative orders and shipment amounts for the first half of 2025 are expected to account for only about 0.03% of the company's revenue during the same period, contributing minimally to current performance [1] Investor Guidance - Investors are advised to view the company's progress in emerging technology fields rationally and not to overinterpret the impact of related businesses on short-term performance, while also being aware of the uncertainties associated with business implementation [1] Shareholder Activity - On August 27, 2025, the company's controlling shareholder, Cambridge Industries Company Limited, reduced its holdings by 1.8 million shares through a block trade [1]

Core Viewpoint - The Co-Packaged Optics (CPO) sector has shown a slight increase of 0.18%, ranking third among concept sectors, with notable performances from several stocks, while some experienced declines [1][2]. Group 1: Sector Performance - The CPO concept saw 39 stocks rise, with Dongtian Micro achieving a 20% limit-up, followed by Cambridge Technology and Founder Technology, both hitting the limit-up as well [1]. - Other significant gainers included Shijia Photon, Changxin Bochuang, and Xinyi Sheng, which rose by 14.93%, 12.49%, and 9.32% respectively [1]. - Conversely, the biggest decliners were Weiteng Electric, Lian Te Technology, and Juguang Technology, which fell by 8.76%, 7.73%, and 6.29% respectively [1]. Group 2: Capital Flow - The CPO sector experienced a net outflow of 2.7 billion yuan, with 40 stocks receiving net inflows from major funds [2]. - Founder Technology led the net inflow with 1.219 billion yuan, followed by Industrial Fulian, Taicheng Light, and Yongding Shares, which saw net inflows of 550 million yuan, 362 million yuan, and 350 million yuan respectively [2]. - In terms of net inflow ratios, Cambridge Technology, Founder Technology, and Xuguang Electronics had the highest rates at 38.19%, 22.29%, and 16.79% respectively [3][4].

Group 1 - F5G concept stocks increased by 0.46%, leading the sector gains, with 14 stocks rising, including Dongtian Microelectronics and Cambridge Technology hitting the daily limit up [1][2] - Notable gainers included Shijia Photon and Changxin Bochuang, which rose by 14.93% and 12.49% respectively, while the biggest losers were Kereis, Huamai Technology, and Jinxin Nuo, which fell by 6.38%, 4.92%, and 4.72% respectively [1][2] Group 2 - In terms of capital flow, the F5G concept saw a net outflow of 0.46 billion yuan, with 16 stocks experiencing net inflows, and 8 stocks receiving over 50 million yuan in net inflows [2][3] - The top net inflow stock was Taicheng Light, with a net inflow of 3.62 billion yuan, followed by Dongtian Microelectronics and Cambridge Technology with net inflows of 1.70 billion yuan and 1.32 billion yuan respectively [2][3] Group 3 - The net inflow ratios for leading stocks were Cambridge Technology at 38.19%, Dongtian Microelectronics at 12.62%, and Taicheng Light at 7.31% [3] - The trading performance of F5G concept stocks showed significant turnover rates, with Dongtian Microelectronics at 26.23% and Taicheng Light at 20.63% [3][4]

Group 1: Market Performance - The CPO concept stocks in the A-share market continue to perform strongly, with notable gains from companies such as Shijia Photon (+13.34%), Xinyi Sheng (+11.60%), and Cambridge Technology reaching a 10% limit up [1][2] - Other companies like Changxin Bochuang, Fangzheng Technology, and Tianfu Communication also saw significant increases, with growth rates exceeding 7% [1][2] Group 2: Company Earnings and Announcements - Zhongji Xuchuang reported a revenue of 14.789 billion yuan for the first half of 2025, representing a year-on-year growth of 36.95%, and a net profit of 3.995 billion yuan, up 69.40% year-on-year [1] - The company plans to distribute a cash dividend of 4 yuan per 10 shares to all shareholders, based on a total of 1.111 billion shares [1] Group 3: Business Development and Risks - Cambridge Technology clarified that it does not currently produce chips containing CPO technology, and that its related core components are still in the collaborative research and design phase, with no business revenue generated yet [1] - The LPO business has sent samples for testing 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 company's revenue during the same period, indicating minimal contribution to current performance [1]

在技术澄清背后，剑桥科技的实际业绩呈现稳健增长态势。公司半年报显示，2025年上半年公司实现营 收20.35亿元，同比增长15.48%；净利润1.21亿元，同比增长51.12%。 8月26日晚间，上海剑桥科技股份有限公司（603083.SH，下称"剑桥科技"）发布股票交易异常波动公 告，针对近期市场热炒的CPO（共封装光学）和LPO（线性驱动光引擎）技术作出明确澄清。 公告指出，公司目前不生产含CPO技术的芯片，相关核心部件尚处研发设计阶段，尚未产生收入；LPO 业务虽已向北美客户送样测试，但上半年订单占比仅0.03%，对业绩贡献"极小"。 这一声明发布于公司股价连续大涨之际。 截至8月26日收盘，剑桥科技股价报80.17元，当日涨停，总市值达214.9亿元。该股在最近7个交易日内 斩获4个涨停板，8月22日至26日期间累计涨幅达27.92%。 记者：李昕 业绩增长主要来源于高速光模块和电信宽带接入两大核心业务。在高速光模块领域，公司已完成第二代 1.6T OSFP DR8光模块样机开发，多款800G OSFP光模块已进入海外核心客户测试环节。 但公司当前的估值水平引发担忧。截至8月25日，剑桥科技静态市盈率 ...

Group 1 - The CPO concept stocks in the A-share market continue to perform strongly, with notable increases in share prices for companies such as Shijia Photon (up 13.34%), Xinyi Sheng (up 11.60%), and Cambridge Technology (up 10.00%) [1][2] - The total market capitalization of these companies varies significantly, with Xinyi Sheng having a market cap of 312.8 billion and Shijia Photon at 36.6 billion [2] - Year-to-date performance shows substantial growth, with Shijia Photon up 388.17% and Xinyi Sheng up 282.81% [2] Group 2 - Zhongji Xuchuang reported a revenue of 14.789 billion for the first half of 2025, representing a year-on-year growth of 36.95%, and a net profit of 3.995 billion, up 69.40% [2] - The company plans to distribute a cash dividend of 4 yuan per 10 shares based on 1.111 billion shares [2] Group 3 - Cambridge Technology clarified that it does not currently produce chips containing CPO technology, and its related core components are still in the research and design phase, with no business revenue generated yet [3] - The LPO business has sent samples to several North American clients, but the cumulative orders and shipment amounts for the first half of 2025 account for only about 0.03% of the company's revenue during the same period [3] - Investors are advised to rationally assess the company's progress in emerging technologies and not to overinterpret the short-term impact on performance [3]

证券时报·数据宝统计，两融数据来看，该股最新（8月26日）两融余额为14.67亿元，其中，融资余额 14.61亿元，较前一个交易日减少3633.94万元，环比下降2.43%，近3日累计减少2537.47万元，环比下降 1.71%。 剑桥科技盘中涨停，已连收3个涨停板，截至9:25，该股报88.19元，换手率0.39%，成交量105.01万股， 成交金额9260.62万元，涨停板封单金额为11.58亿元。连续涨停期间，该股累计上涨33.12%，累计换手 率为3.35%。最新A股总市值达236.37亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.26 | 10.00 | 0.92 | 8769.01 | | 2025.08.25 | 10.01 | 2.04 | 20497.36 | | 2025.08.22 | 5.71 | 17.19 | 11555.84 | | 2025.08.21 | -5.97 | 18.69 | -20941.15 | | 2025.08.20 | 2.81 | 23.9 ...