（编辑 李家琪） 证券日报网讯 8月19日晚间，剑桥科技发布公告称，公司A股股票于2025年8月18日和8月19日连续两个 交易日内日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动的情况。经核实，公司前期披露 的信息不存在需要更正、补充之处；公司经查询，未发现近期公共传媒报道了可能或已经对公司股票交 易价格产生较大影响的未公开重大信息；公司近期经营情况及内外部经营环境未发生重大变化。 ...

上海剑桥科技股份有限公司 股票交易异常波动公告 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： 上海剑桥科技股份有限公司（以下简称"公司"）A 股股票于 2025 年 8 月 18 日和 8 月 19 日连续两个交易日内日收盘价格涨幅偏离值累计达到 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 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。 公司敬请广大投资者关注本公告正文第三部分提示的相关风险，理性决 策，审慎投资。 一、股票交易异常波动的具体情况 证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-050 公司 A 股股票（证券代码：603083，证券简称 ...

编辑 杨娟娟 新京报贝壳财经讯 8月19日，剑桥科技发布公告称，公司A股股票于2025年8月18日和8月19日连续两个 交易日内日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动。经核实，公司日常经营情况未 发生重大变化，不存在应披露而未披露的重大信息。 ...

Group 1 - The core viewpoint of the article highlights the significant improvement in the profitability of Cambridge Technology (603083.SH), driven by strong performance in its high-speed optical module business and broadband access services [1] - In the first half of the year, the company reported a revenue of 2.035 billion yuan, representing a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million yuan, up 51.12% year-on-year [1] - The growth in performance is attributed to the robust demand for high-speed optical modules, which led to a substantial increase in orders and improved gross profit margins due to product structure optimization [1] Group 2 - In the first half of 2025, the company accelerated the commercialization of next-generation 25G/50GPON products, achieving small batch and mass shipments of the second-generation 25GPON products, while the 50GPON R&D entered the prototype stage based on ASIC commercial chips [2] - The broadband division delivered 5.276 million units, generating nearly 1.193 billion yuan in revenue, a year-on-year increase of 22.23%, with a focus on high-value products like Wi-Fi 7 and 25GPON [2] - The company invested 161 million yuan in R&D during the first half of 2025, with plans to continue focusing on the commercialization of 1.6T products and the validation of 50GPON [2] Group 3 - Following the release of the half-year results, the company's stock price surged, reaching a closing price of 64.83 yuan per share on August 19, reflecting a 137% increase since the low of 27.34 yuan per share on April 9, 2025 [3] - The number of funds holding shares in the company increased from 2 at the end of the first quarter to 20 by the end of the second quarter of 2025, indicating growing investor interest [3]

Market Overview - On August 19, the communication equipment sector rose by 2.79% compared to the previous trading day, with Zhao Long Interconnection leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Top Gainers in Communication Equipment Sector - Zhao Long Interconnection (300913) closed at 59.80, up 11.46% with a trading volume of 346,000 shares and a transaction value of 2.005 billion [1] - Cambridge Technology (603083) closed at 64.83, up 9.99% with a trading volume of 207,600 shares and a transaction value of 1.317 billion [1] - Tianfu Communication (300394) closed at 121.98, up 9.80% with a trading volume of 533,400 shares and a transaction value of 6.470 billion [1] - Other notable gainers include De Ke Li (688205), Gao Xin Xing (300098), and Lian Te Technology (301205) with respective increases of 8.55%, 8.19%, and 7.98% [1] Top Losers in Communication Equipment Sector - Hengbao Co., Ltd. (002104) closed at 28.40, down 6.89% with a trading volume of 2,684,500 shares and a transaction value of 7.874 billion [2] - Ding Tong Technology (688668) closed at 112.67, down 6.15% with a trading volume of 79,100 shares and a transaction value of 910 million [2] - Te Fa Information (000070) closed at 10.01, down 5.57% with a trading volume of 1,303,700 shares and a transaction value of 1.328 billion [2] Capital Flow Analysis - On the same day, the communication equipment sector experienced a net outflow of 618 million from institutional investors and 1.228 billion from speculative funds, while retail investors saw a net inflow of 1.846 billion [2][3] - The capital flow data indicates that major stocks like Zhongji Xuchuang (300308) and Xin Yisheng (300502) faced significant net outflows from both institutional and speculative investors [3]

Group 1 - A-shares experienced significant market activity on August 19, with 104 stocks hitting the daily limit up and 10 stocks hitting the limit down [1] - The elevator concept stocks were particularly active, with Shanghai Mechanical and Electrical reaching the limit up [1] - Liquid metal concept stocks also showed strength, with Yian Technology hitting the limit up [1] - CPO concept stocks saw an increase, with Cambridge Technology achieving two consecutive limit ups [1] Group 2 - *ST Aowei achieved 9 limit ups in 10 days, while *ST Huarong recorded 7 consecutive limit ups [1] - Huasheng Tiancai had 6 limit ups in 9 days, and Zhongtong Electronics had 6 limit ups in 7 days [1] - Other notable stocks include Zhongdian Xinlong and Electronic City with 4 limit ups in 6 days, and Tenglong Co. with 4 limit ups in 5 days [1] Group 3 - *ST Gaohong faced a continuous decline with 7 consecutive limit downs [2] - Other stocks such as *ST Suwu, ST Jinhong, and Dayuan Pump Industry also hit the limit down [2]

8月19日上午，A股市场盘初走高，短线跳水后持续震荡。截至午间收盘，上证指数、深证成指均涨0.3%，创业板指涨0.39%。 全市场半日成交额达1.68万亿元，超3200只个股上涨。 盘面上，上午通信、计算机、食品饮料、房地产等板块走强，光模块、稀土、白酒、华为鸿蒙等概念股活跃；国防军工、非银金融、石油石化等板块回 调。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 稀土 | 白酒 | 光模块(CPO) | 光通信 | 4.74% | 4.56% | 3.38% | 3.43% | | 华为鸿蒙 | 光芯片 | 饮料制造 | 消费电子代工 | 2.87% | 2.86% | 2.86% | 2.69% | | 稀有金属 | 华为鲲鹏 | PEEK材料 | 光刻机 | -0.69% | -0.71% | 2.67% | 2.58% | | 化学原料 | 玻璃纤维 | 航母 | 挖掘机 | -0.83% | -0.86% | -0.87% | -0.95% | | 军工信息化 | 中航系 | 大飞机 ...

Market Overview - A-shares opened higher on August 19, with the Shanghai Composite Index and Shenzhen Component Index both up by 0.3%, and the ChiNext Index up by 0.39% at midday [2] - The total market turnover reached 1.68 trillion yuan, with over 3,200 stocks rising [3] Sector Performance - Strong sectors included telecommunications, computers, food and beverage, and real estate, while defense, non-bank financials, and oil and petrochemicals experienced pullbacks [3] - Notable gainers included: - Optical modules up 4.74% - Rare earths up 4.56% - Liquor up 3.43% [4] Hong Kong Market - The Hong Kong market also saw a synchronized fluctuation, with the Hang Seng Index up by 0.19%, the Hang Seng Tech Index up by 0.1%, and the Hang Seng China Enterprises Index up by 0.13% [5] Pharmaceutical Sector - The pharmaceutical sector experienced a surge, particularly in innovative drugs, with several stocks hitting the daily limit up [6][7] - Key stocks included: - Tuo Jing Life up 20.01% - Fu Rui Shares up 20.00% - Bo Ji Pharmaceutical up 19.98% [8] Optical Module Industry - The optical module industry is expected to enter a prosperous cycle starting in 2025, with significant growth anticipated in 2026 [10] - Domestic optical module giants have established a strong foothold in the global market, particularly through partnerships with North American cloud providers [10] AI and Robotics Development - Shanghai has launched an initiative to accelerate the integration of AI in manufacturing, aiming to implement smart applications in 3,000 manufacturing enterprises [12][13] - The initiative includes the deployment of industrial robots in high-risk and repetitive tasks to enhance production efficiency and safety [13] Stock Movements in AI and Robotics - Stocks related to AI and robotics saw significant gains, with companies like Nan Fang Precision Engineering hitting the daily limit up and reaching historical highs [14][15] - Notable performers included: - Far East Holdings up 10.03% - Chongda Technology up 9.99% - Shanghai Mechanical and Electrical up 9.99% [16] Smartphone Market Trends - The Chinese smartphone market saw a 4.1% decline in Q2, with a total shipment of 68.86 million units, marking the end of six consecutive quarters of growth [17] - Huawei regained the top position among manufacturers after four years, followed by Vivo, OPPO, Xiaomi, and Apple [17]

Group 1 - The CPO concept sector leads the market with an increase of 2.14% [1] - Dekoli saw a significant rise of 14.12% [1] - Cambridge Technology increased by 9.99% [1] - Lantech Technology rose by 7.08% [1] - Guangxun Technology, Guangku Technology, and Yueling Co. all experienced gains exceeding 5% [1]

Group 1 - The optical communication module sector leads the market with an increase of 1.91% [1] - Tengjing Technology saw a significant rise of 14.3% [1] - Cambridge Technology increased by 9.18% [1] - Guangku Technology rose by 6.18% [1] - Fuxin Technology, Liante Technology, and Guangxun Technology all experienced gains of over 4% [1]