剑桥科技上市后连续下挫 今日午后再跌超8% 较招股价仅高一成

Group 1 - Cambridge Technology (603083) experienced a significant price fluctuation on its first trading day, reaching a high of 109 HKD before declining to a low of 76.45 HKD, representing a gain of just over 10% from the IPO price of 68.88 HKD [1] - The third-quarter reports have negatively impacted the optical communication sector, with companies like NewEase (300502) and Tianfu Communication (300394) reporting slight declines in revenue, breaking their continuous growth trend [1] - Despite the overall industry performance being relatively flat in Q3, Zhongji Xuchuang (300308) maintained growth in both year-on-year and quarter-on-quarter revenue, indicating stable performance [1] Group 2 - According to Guosheng Securities (002670), the optical communication industry is currently in a transitional phase from 800G to 1.6T, leading to short-term performance fluctuations during the technology generational shift [1] - The industry is expected to enter a new growth cycle as the market conditions improve in Q4 [1] - Cambridge Technology generates revenue primarily from the sales of broadband, wireless, and optical module technology products, and is one of the few companies globally offering these three types of products [1] Group 3 - The Q3 performance report for Cambridge Technology indicates high-quality growth driven by its two main businesses: high-speed optical modules and telecom broadband access [1] - The high-speed optical module business has shown remarkable performance, driven by the surge in demand for global data center construction, leading to a significant increase in orders [1] - The company has achieved high-quality delivery through continuous capacity enhancement and an efficient supply chain [1]