消息面上，11月10日，剑桥科技披露投资者关系活动记录表。公司指出，三季度光模块业务增长表现尤 为突出，800G光模块持续推进扩产，产能逐步释放的同时发货量亦同步提升。四季度宽带、无线、光 模块三大业务板块均面临较大交付压力，客户需求较三季度进一步增长，公司核心工作将围绕订单交付 展开，从当前情况判断，四季度整体经营态势向好，三大业务板块均将保持持续增长。 此外，1.6T光模块预计于2026年一季度实现大量发货。2026年，公司1.6T光模块的出货占比预计约为 20%，且该占比后续呈上升趋势；800G光模块仍将是当年出货主力，二者占比将随市场需求与公司产 能释放动态调整。公司800G与1.6T光模块的产能爬坡进度，当前整体进展符合公司内部经营规划节 奏，力争于本年底实现年化230万只的产能规模。 剑桥科技（603083）(06166)跌近5%，昨日收涨超7%。截至发稿，跌4.7%，报80.05港元，成交额 8746.74万港元。 ...

Core Viewpoint - The company anticipates a strong production season in the second half of the year, with revenue in the fourth quarter expected to align with market demand [1] Group 1: Revenue and Profit Outlook - The company expects an increase in operating profit alongside revenue growth in the fourth quarter [1] - However, the company also anticipates higher depreciation costs due to the launch of new production lines, which will incur expenses during the certification and ramp-up phases [1] Group 2: New Product Development - The new production lines are being prepared for a diverse product line and customer base for the upcoming year, with expectations of entering a favorable state in 2024 [1] - The optical module business has seen significant breakthroughs compared to the same period last year, with a substantial increase in revenue [1] - Currently, the company primarily caters to the demand for 1.6T optical modules [1]