CIG(SH:603083) Ge Long Hui A P P·2026-02-13 09:48Core Viewpoint - Cambridge Technology (603083.SH) has confirmed that there are no shutdown issues in the fourth quarter and anticipates that the demand growth will lead to supply chain tensions [1] Group 1: Supply Chain Management - The company has proactively established a multi-dimensional supply chain assurance system to address the tight supply of materials in the industry [1] - It has planned ahead by utilizing raised funds to set up a special supply assurance industrial fund and directly invest in the supply chain to promote upstream and downstream collaboration [1] - The company is increasing investments in upstream supply chain capacity through various methods such as advance payments, strategic material reserves, capital expenditures, equity investments, and convertible loans [1] Group 2: Material Supply and Production - The company has completed reasonable reserves of core materials for the entire year of 2026, and the long-term locking of core materials is progressing as planned [1] - This strategy is expected to effectively support the company's production and delivery needs, ensuring that there will be no shutdowns due to material supply issues [1] - However, the industry still faces ongoing material supply tensions with a degree of unpredictability [1]