CIG(SH:603083) 智通财经网·2025-10-12 12:48Core Viewpoint - Cambridge Technology is set to list on the Hong Kong Stock Exchange, with a strong global market position in the optical and wireless connectivity device industry, ranking fifth with a market share of 4.1% in 2024 [1][3]. Company Overview - Cambridge Technology primarily engages in the design, development, and sales of connectivity and data transmission devices, generating significant revenue from broadband, wireless, and optical module technology products [3]. - The company is one of the few globally that offers all three types of technology products, with overseas market revenue accounting for 82.9%, 89.3%, 92.6%, and 94.0% of total revenue during the past reporting periods [3]. Product and Technology Development - The product portfolio includes optical modules with interconnect speeds of 100G, 400G, 800G, and 1.6T, adhering to various industry standards [3]. - The company is a pioneer in deploying 800G and 1.6T optical module products and is advancing linear pluggable optical device (LPO) technology, which is ideal for AI models and data centers due to its low power consumption and high performance [3][4]. - Cambridge Technology is also working on co-packaged optics (CPO) technology, integrating network and optical engine into a single slot, which is beneficial for AI training and inference [4]. Financial Performance - For the six months ending June 30, 2022, 2023, 2024, and 2025, the company's revenues were approximately RMB 3.78 billion, RMB 3.08 billion, RMB 3.65 billion, and RMB 2.03 billion, respectively [4][5]. - The corresponding profits for the same periods were approximately RMB 171 million, RMB 94.97 million, RMB 167 million, and RMB 117.55 million [4][5].