港股异动 | 剑桥科技(06166)涨超7% 三季度高速光模块业务突出 1.6T光模块预计明年一季度实现大量发货
CIGCIG(SH:603083) 智通财经网·2025-11-13 05:50

Core Viewpoint - Cambridge Technology (06166) has seen a significant stock price increase, attributed to positive developments in its product offerings and strong financial performance [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of approximately 3.36 billion yuan, representing a year-on-year growth of 21.57% [1] - The net profit attributable to shareholders was about 259 million yuan, showing a substantial increase of 70.88% year-on-year [1] - The company's performance is driven by high-quality growth in its core businesses of high-speed optical modules and telecom broadband access [1] Product Development - The company plans to achieve mass shipments of its 1.6T optical modules by the first quarter of 2026, with an expected shipment proportion of about 20% for that year, which is anticipated to increase over time [1] - The 800G optical modules will remain the main product for shipments in 2026, with both product lines' proportions adjusting dynamically based on market demand and production capacity [1] - The production ramp-up for both 800G and 1.6T optical modules is progressing according to the company's internal operational plans, aiming for an annualized production capacity of 2.3 million units by the end of this year [1]