本期业绩持续增长，直接驱动力仍为公司三大核心业务——高速光模块、宽带接入及无线接入业务的协 同发展。其中，高速光模块业务受益于人工智能和全球数据中心建设提速带来的旺盛市场需求，以及公 司通过嘉善新生产基地投产、马来西亚生产基地产能爬坡及国内外基地规划扩产的持续性产能布局，订 单规模与发货数量同比均大幅增长;同时公司持续推进产品技术迭代与结构优化，高速率、高毛利产品 占比显著提升，带动整体销售毛利率进一步改善;宽带接入与无线接入业务凭借稳定的客户合作关系及 产品竞争力，发货量与发货金额保持稳步增长，为公司业绩提供坚实支撑。 智通财经APP讯，剑桥科技(603083.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为2.52亿元至2.78亿元，与上年同期相比，将增加8,531.88万元至11,131.88万元，同比增加51.19%至 66.79%。 ...

新京报贝壳财经讯剑桥科技（603083）1月16日公告，预计2025年度实现归属于上市公司股东的净利润 2.52亿元至2.78亿元，同比增加51.19%至66.79%。报告期内，公司高速光模块业务受益于人工智能和全 球数据中心建设提速带来的旺盛市场需求，以及公司通过嘉善新生产基地投产、马来西亚生产基地产能 爬坡及国内外基地规划扩产的持续性产能布局，订单规模与发货数量同比均大幅增长。 ...

Core Viewpoint - Cambridge Technology (603083.SH) expects a significant increase in net profit for the fiscal year 2025, driven by strong demand in its core business segments, including high-speed optical modules, broadband access, and wireless access [1] Financial Performance - The company anticipates net profit attributable to shareholders to be between RMB 252 million and RMB 278 million, representing an increase of RMB 85.32 million to RMB 111.32 million, or a year-on-year growth of 51.19% to 66.79% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between RMB 249 million and RMB 275 million, indicating an increase of RMB 97.75 million to RMB 123.75 million, or a year-on-year growth of 64.62% to 81.81% [1] Business Drivers - The continuous growth in performance is primarily driven by the synergistic development of the company's three core businesses: high-speed optical modules, broadband access, and wireless access [1] - The high-speed optical module business benefits from strong market demand due to artificial intelligence and accelerated global data center construction, alongside ongoing capacity expansion in both domestic and international production bases [1] - The company has seen a significant increase in order volume and shipment quantity, with a notable improvement in overall sales gross margin due to the continuous iteration and optimization of product technology [1] - The broadband and wireless access businesses maintain steady growth in shipment volume and revenue, supported by stable customer relationships and product competitiveness [1]

Core Viewpoint - Cambridge Technology (603083) expects a net profit attributable to shareholders of 252 million to 278 million yuan for the fiscal year 2025, representing a year-on-year increase of 51.19% to 66.79% [1] Group 1: Business Performance - The company's high-speed optical module business is benefiting from strong market demand driven by artificial intelligence and accelerated global data center construction [1] - The production capacity expansion through the new production base in Jiashan and the ramp-up of the Malaysian production base is contributing to significant growth in order volume and shipment quantity year-on-year [1]

重要内容提示： 证券代码：603083 证券简称：剑桥科技 公告编号：临 2026-006 上海剑桥科技股份有限公司 2025 年度业绩预增公告 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。 本次业绩预告的具体适用情形 实现盈利，且归属于上市公司股东的净利润与上年同期相比上升 50%以上。 业绩预告相关的主要财务数据情况 上海剑桥科技股份有限公司（以下简称"公司"）预计 2025 年度实现归属 于上市公司股东的净利润为人民币 25,200 万元至 27,800 万元（以下"万元"均 指人民币万元），与上年同期相比，将增加 8,531.88 万元至 11,131.88 万元，同 比增加 51.19%至 66.79%；预计 2025 年度实现归属于上市公司股东的扣除非经 常性损益后的净利润为 24,900 万元至 27,500 万元，与上年同期相比，将增加 9,774.57 万元至 12,374.57 万元，同比增加 64.62%至 81.81%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日 ...

Group 1 - Su Dawei Ge's wholly-owned subsidiary plans to invest in a fund focusing on semiconductor, new energy, AI, and aerospace sectors, contributing 20 million yuan for a 10.2302% stake [2] - Shimao Energy terminates plans for a change in control after failing to reach consensus on key terms, with stock resuming trading on January 19 [3] - Huatian Hotel's controlling shareholder is planning a merger and restructuring, potentially changing the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [4] Group 2 - Jinpu Titanium's subsidiary Xuzhou Titanium will cease production due to intensified market competition, which is expected to significantly impact revenue in 2026 [5] - Dingxin Communications' deputy general manager is under investigation by the CSRC for suspected short-term trading of company stock, but it will not affect the company's operations [6] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan to explore new growth points [7] Group 3 - Hualan Co.'s controlling shareholder raises the upper limit of its share buyback plan from 58.08 yuan to 86.66 yuan per share [8] - Wanhua Chemical's MDI Phase II facility has resumed normal production after maintenance [9] - Junsheng Electronics introduces a strategic investor, with a 1 billion yuan investment aimed at reducing overall debt [10] Group 4 - Jiangbolong announces five shareholders plan to transfer 3% of the company's shares through a pricing inquiry [11] - Haitai Technology expects a net profit increase of 226.86% to 323.97% in 2025, driven by high industry demand and increased orders [13] - Northern Rare Earth anticipates a net profit increase of 116.67% to 134.6% in 2025 due to successful market expansion [14] Group 5 - Lanke Technology forecasts a net profit increase of 52.29% to 66.46% in 2025, benefiting from the AI industry trend [15] - Keda expects a net profit increase of 52.21% to 67.43% in 2025, driven by growth in data center and new energy sectors [16] - Cambridge Technology predicts a net profit increase of 51% to 67% in 2025, supported by strong demand in core business areas [17] Group 6 - China Electric Research anticipates a net profit of 533 million yuan in 2025, a 14.04% increase year-on-year [18] - China Automotive Research expects a net profit of 1.06 billion yuan in 2025, a 17.85% increase year-on-year [19] - Zhongcheng Co. forecasts a net profit of 276 million to 414 million yuan in 2025, recovering from a previous loss [20] Group 7 - Junda Co. expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, worsening from a previous loss of 591 million yuan [21] - Guangdian Network anticipates a net loss of 1.29 billion to 1.55 billion yuan in 2025, attributed to declining traditional business revenue [22] - Jiugang Hongxing predicts a net loss of approximately 1.879 billion yuan in 2025, an improvement from a previous loss of 2.617 billion yuan [23] Group 8 - Jinbo Co. expects a net loss of around 1.4 billion yuan in 2025, worsening from a previous loss of 815 million yuan [24] - Dongjiang Environmental anticipates a net loss of 1.05 billion to 1.35 billion yuan in 2025, due to ongoing industry adjustments [25] - Daqing Energy forecasts a net loss of 1 billion to 1.3 billion yuan in 2025, despite improvements in production costs [26] Group 9 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan in 2025, impacted by macroeconomic factors [27] - Weiyuan Co. anticipates a net loss of 950 million to 1.05 billion yuan in 2025, turning from profit to loss [28] - Huanghe Xuanfeng predicts a net loss of 850 million yuan in 2025, an improvement from a previous loss of 983 million yuan [29] Group 10 - Fushun Special Steel expects a net loss of 770 million to 870 million yuan in 2025, turning from profit to loss [30] - China First Heavy Industries anticipates a net loss of 310 million to 460 million yuan in 2025, significantly reducing losses compared to the previous year [31] - Jishi Media forecasts a net loss of 364 million to 455 million yuan in 2025, with overall revenue expected to remain stable [33] Group 11 - Guangxi Energy expects a net loss of 170 million to 220 million yuan in 2025, turning from profit to loss [34] - Baike Bio anticipates a net loss of 220 million to 280 million yuan in 2025, turning from profit to loss due to declining vaccine sales [35] - Zhongtai Auto expects to remain in a loss position for 2025, with a projected positive net asset value by year-end [36] Group 12 - Nasda anticipates a loss for 2025 due to significant asset sales and industry policy adjustments [37] - Rongsheng Development expects to report a loss for 2025, with the amount not exceeding the previous year's audited net assets [38] Group 13 - China National Materials signs a contract worth 299 million Canadian dollars for engineering services in Canada [40] - Dayu Water-saving's subsidiary wins a project worth 133 million yuan for water source guarantee engineering [41] - Hailu Heavy Industry reports new orders totaling 1.941 billion yuan for 2025 [42]

每经AI快讯，1月16日，剑桥科技公告，公司预计2025年度实现归属于上市公司股东的净利润为人民币 25,200万元至27,800万元，与上年同期相比，将增加8,531.88万元至11,131.88万元，同比增加51.19%至 66.79%；预计2025年度实现归属于上市公司股东的扣除非经常性损益后的净利润为24,900万元至27,500 万元，与上年同期相比，将增加9,774.57万元至12,374.57万元，同比增加64.62%至81.81%。 ...

剑桥科技1月16日公告，预计2025年归属母公司净利润2.52亿元-2.78亿元，同比增长51.19%-66.79%。本 期业绩持续增长，直接驱动力仍为公司三大核心业务——高速光模块、宽带接入及无线接入业务的协同 发展。其中，高速光模块业务受益于人工智能和全球数据中心建设提速带来的旺盛市场需求，以及公司 通过嘉善新生产基地投产、马来西亚生产基地产能爬坡及国内外基地规划扩产的持续性产能布局，订单 规模与发货数量同比均大幅增长；同时公司持续推进产品技术迭代与结构优化，高速率、高毛利产品占 比显著提升，带动整体销售毛利率进一步改善；宽带接入与无线接入业务凭借稳定的客户合作关系及产 品竞争力，发货量与发货金额保持稳步增长，为公司业绩提供坚实支撑。 ...

Group 1 - The CPO concept in the A-share market has seen significant gains, with multiple companies experiencing notable stock price increases [1] - Notable performers include LianTe Technology, which rose by 10.30%, and KeChuan Technology, which increased by 10.01% [2] - Other companies such as ChangDian Technology and RoboTech also saw substantial gains, with increases of 10% and 9.66% respectively [2] Group 2 - The total market capitalization of LianTe Technology is 28.2 billion, while KeChuan Technology has a market cap of 9.521 billion [2] - Year-to-date performance shows that KeChuan Technology has increased by 60.60%, indicating strong growth potential [2] - Companies like ChangDian Technology and RoboTech have year-to-date increases of 31.57% and 36.39% respectively, reflecting positive market sentiment [2]

证券代码：603083 证券简称：剑桥科技 公告编号：临2026-004 上海剑桥科技股份有限公司 第五届董事会第二十五次会议决议公告 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。 上海剑桥科技股份有限公司（以下简称"公司"）于2026年1月15日向全体董事书面发出关于召开公司第 五届董事会第二十五次会议的通知，并于2026年1月15日以通讯表决方式召开了本次会议，全体董事一 致同意豁免本次董事会的通知时限要求。本次会议由董事长Gerald G Wong先生召集，本次会议应参会 董事8名，实际参会董事8名。会议的召集、召开和表决程序符合《中华人民共和国公司法》《上海剑桥 科技股份有限公司章程》以及其他相关法律、法规和规范性文件的规定。全体董事审议并通过了如下议 案并形成决议： 一、审议通过关于调整董事会专门委员会成员的议案 因公司独立董事刘贵松先生任期届满辞任相关职务，同意对独立董事刘贵松辞任后各董事会专门委员会 成员进行调整，调整后各专门委员会成员构成情况如下： 上海剑桥科技股份有限公司董事会 董事会战略与ESG ...