CIG(603083) 证券时报网·2025-04-07 15:10Core Insights - Cambridge Technology (603083) reported a revenue of 3.652 billion yuan for 2024, marking an 18.31% year-on-year increase, with a net profit of 167 million yuan, up 75.42% [1] - The company plans to distribute a cash dividend of 2.20 yuan per 10 shares, totaling 58.9692 million yuan [1] - The growth in performance is attributed to significant increases in the shipment volume and revenue of its core products: broadband access, wireless access, and high-speed optical modules [1] Revenue Breakdown - The broadband product line saw a transformation towards 10G GPON, with revenue from GPON and 10G GPON being comparable [1] - The wireless product line experienced substantial growth due to the deep promotion of Wi-Fi gateways and self-organizing network products in overseas markets [2] - The optical module product line achieved the development and mass production of new 400G and 800G silicon photonic products, with expectations for large-scale shipments in 2025 [2] R&D and Innovation - The company invested 409 million yuan in R&D for 2024, representing 11.19% of its revenue [2] - A total of 23 patents were applied for, including 14 invention patents, with 9 patents granted, of which 4 are invention patents [2] Global Manufacturing and Tariff Impact - The company made significant progress in its global manufacturing layout, with the Shanghai factory transitioning multiple 400G optical modules to mass production [3] - The Malaysian production base expanded its cleanroom facilities, allowing for the production of 400G DR4 optical modules [3] - The company's global capacity layout mitigated the impact of U.S. tariffs, as most products exported to the U.S. are produced in Malaysia, which is not subject to the new tariff policy [3] - The company is exploring solutions with clients to address new tariff measures [4]