CIG(SH:603083) Xin Lang Cai Jing·2026-02-13 09:21Core Viewpoint - Cambridge Technology refutes rumors regarding delays in optical chip supply from its largest customer, Cisco, and asserts that its operational performance is on track, with expected significant profit growth in 2025 [1] Group 1: Operational Performance - The company states that the online rumors do not align with its actual operational situation [1] - Cambridge Technology maintains active communication with customers to ensure product delivery meets demand [1] - Anticipating supply chain pressures due to increased demand, the company has optimized its supply chain to enhance supply assurance [1] Group 2: Strategic Initiatives - The company has proactively established a supply guarantee special industrial fund and made direct investments in the supply chain to promote collaboration [1] - It is increasing investments in upstream supply chain capacity through various financial strategies, including prepayments and strategic material reserves [1] - The company aims to strengthen supply chain resilience by locking in material supply and raw material capacity early [1] Group 3: Financial Outlook - Cambridge Technology expects its net profit attributable to shareholders for 2025 to increase by 51.19% to 66.79% year-on-year [1] - The company forecasts a year-on-year growth of 64.62% to 81.81% in net profit after deducting non-recurring items for 2025 [1] - The third quarter of 2025 is also projected to show strong growth, driven by high-speed optical modules and telecom broadband access business [1]