剑桥科技跌近5% 上一交易日收涨超7% 公司预计四季度整体经营态势向好

Core Viewpoint - Cambridge Technology (603083) experienced a nearly 5% decline in stock price after a previous increase of over 7%, indicating market volatility despite positive operational updates [1] Business Performance - In Q3, the optical module business showed significant growth, particularly with the 800G optical modules, which are undergoing expansion and increasing shipment volumes [1] - The company anticipates substantial delivery pressure in Q4 across its three main business segments: broadband, wireless, and optical modules, with customer demand increasing compared to Q3 [1] - Overall operational conditions for Q4 are expected to improve, with all three business segments projected to maintain continuous growth [1] Future Projections - The company plans to achieve significant shipments of 1.6T optical modules by Q1 2026, with an expected shipment proportion of approximately 20% for that year, which is anticipated to increase over time [1] - The 800G optical modules are expected to remain the primary product for shipments in 2026, with both 800G and 1.6T module proportions adjusting dynamically based on market demand and production capacity [1] - The current progress of capacity ramp-up for both 800G and 1.6T optical modules aligns with the company's internal operational planning, aiming for an annualized capacity of 2.3 million units by the end of this year [1]