CIG(SH:603083) Zhi Tong Cai Jing·2025-10-31 05:08Core Viewpoint - Cambridge Technology (603083) shares fell nearly 10% to HKD 80.2, still 16% above the IPO price of HKD 68.88, influenced by the third-quarter report and a broader decline in the A-share optical communication sector [1] Company Performance - Cambridge Technology reported third-quarter revenue of RMB 1.325 billion, a year-on-year increase of 32.29%, and a net profit attributable to shareholders of RMB 138 million, up 92.92% year-on-year [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] Industry Context - The optical communication sector in A-shares 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 core growth drivers for Cambridge Technology are its high-speed optical modules and telecom broadband access businesses, with significant demand from global data center construction boosting orders [1]