CIG(SH:603083) 智通财经网·2025-10-31 03:44Core Viewpoint - Cambridge Technology (06166) experienced a nearly 10% drop in stock price, influenced by the third-quarter report and the overall decline in the A-share optical communication sector [1] Group 1: Company Performance - Cambridge Technology reported third-quarter revenue of 1.325 billion yuan, representing a year-on-year increase of 32.29% [1] - The net profit attributable to the parent company for the same period was 138 million yuan, showing a year-on-year growth of 92.92% [1] - The company primarily generates revenue from the sale of broadband, wireless, and optical module technology products, being one of the few globally to offer all three types [1] Group 2: Market Context - The optical communication sector in the A-share market has been experiencing a continuous pullback, with companies like New Ease and Tianfu Communication seeing a halt in their revenue growth trend after a period of sequential increases [1] - The strong performance of Cambridge Technology's high-speed optical module business is driven by the surge in global data center construction demand, leading to a significant increase in orders [1] - The company has achieved high-quality growth through continuous capacity enhancement and an efficient supply chain [1]