CIG(SH:603083) Zhi Tong Cai Jing·2025-11-13 05:50Core Viewpoint - Cambridge Technology (603083) has seen a significant stock increase, with a rise of over 7% in the afternoon trading session, attributed to positive investor relations disclosures regarding future product shipments and strong financial performance [1]. Group 1: Product Development and Market Strategy - The company expects to achieve mass shipments of its 1.6T optical modules by Q1 2026, with an anticipated shipment share of approximately 20% for that year, which is expected to increase over time [1]. - The 800G optical modules will remain the primary product for shipments in 2026, with both product lines' market share adjusting dynamically based on market demand and production capacity [1]. - The company aims to reach an annual production capacity of 2.3 million units by the end of this year, with the current production ramp-up progress aligning with internal operational plans [1]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported a revenue of approximately 3.36 billion yuan, reflecting a year-on-year growth of 21.57% [1]. - The net profit attributable to shareholders for the same period was approximately 259 million yuan, marking a substantial year-on-year increase of 70.88% [1]. - The strong performance is primarily driven by the core businesses of high-speed optical modules and telecom broadband access [1].