一是采购配套生产设备，扩张剑桥科技在北美及东南亚地区高速光模块产能配套，提升全球交付能力； 二是提升海外研发规模和能力，加速新技术和新产品的开发及技术迭代，确保公司产品的技术领先性； 三是加大市场营销力度，拓展重点市场和客户，构建销售渠道和客户服务体系，支撑业务长期高速成 长；四是加大关键元器件的战略性采购和储备力度，稳定并增强核心元器件的供应能力，确保交付的稳 定及高速增长；五是参与产业链协同，通过战略性合作提升全球供应链安全；六是补充运营资金。 12月8日晚间，剑桥科技（603083）公告称，拟以H股募集资金向全资子公司CIG美国增资1亿美元，用 于采购配套生产设备，扩张公司在北美及东南亚地区高速光模块产能配套，提升全球交付能力等。 公告显示，剑桥科技于2025年10月20日刊发的H股招股说明书披露，公司H股发行的募集资金核心投向 为"加强研发投入、扩大生产能力、拓展全球市场"，以支持剑桥科技海外业务的进一步开发和持续扩 张，完善公司全球业务布局，并巩固剑桥科技在国际市场的竞争力。 CIG美国作为落实上述募资投向的重要实施主体之一，将在研发投入、业务扩展、客户服务、全球化产 能配套及供应链协同方面发挥重要 ...

Company Overview - Tongling Jeya Biotechnology Co., Ltd. was established in 1999, specializing in the research, production, and sales of wet wipes, with over 20 years of industry experience [3]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is currently advancing its fundraising projects [3]. Financial Performance - For the first three quarters of 2025, the company reported a revenue of CNY 565 million and a net profit of CNY 6.79 million [3]. - The primary reason for the revenue growth in 2025 is attributed to an increase in orders from foreign clients [3]. Business Strategy and Operations - The company is accelerating its global business layout, with expectations that foreign sales will account for over 50% of total business this year [3]. - The current capacity utilization rate is over 80%, and new capacity can be added within three to six months [3]. Future Plans - The U.S. factory is currently under construction, with plans to introduce automated production lines and optimize management processes to control costs, aiming for production in 2026 [3]. - Key future growth drivers include deepening cooperation with existing international brand clients and the new market opportunities presented by the U.S. factory [4]. Risk Factors - Investment risks associated with the U.S. factory include potential delays in production, customer approval processes, and cultural differences affecting production efficiency [3]. Competitive Advantages - The company has developed significant core competitive advantages in technology research and development, production processes, quality control, customer resources, and product variety through years of focused development in the wet wipes market [4].

Core Insights - The company plans to establish an advanced integrated packaging system (OPS) production facility in Saudi Arabia, highlighting its global strategy to strengthen its position in the polyolefin industry and ensure local production of high-quality OPS products for Saudi customers [1] Group 1: Investment and Production Plans - The new state-of-the-art factory is expected to be completed by 2028 and will be wholly owned by the company, producing a range of SonGNOX OPS high-performance additive mixtures to support efficient polyolefin resin production [1] - The facility aims to enhance local production capacity and improve supply chain flexibility, thereby better serving the rapidly growing polyolefin market in the Middle East [1] Group 2: Strategic Commitment - The CEO emphasized that this investment is a significant step in expanding the company's global OPS business footprint and reflects its commitment to the key polyolefin market and Saudi Arabia's Vision 2030 [1] - The new factory is expected to open new possibilities for growth and future expansion, enabling the company to provide reliable and effective services to customers in the Middle East and beyond [1] Group 3: Regional Impact - The regional manager highlighted that the strategically located new factory will complement the existing production network and enhance the company's ability to effectively serve customers in Saudi Arabia [1] - This move not only demonstrates the company's commitment to the important region but also reflects its determination to lead in operational excellence and sustainable development [1]

Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999, specializing in the research, production, and sales of wet wipes, with over 20 years of industry experience [2] - The company went public on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2] Financial Performance - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 1,006.27 million yuan [2] Business Expansion - The company aims to increase its overseas orders to over 50% in 2025, focusing on core customer global business expansion [3] - The U.S. wet wipes factory is currently under construction and is expected to commence production next year [3] Cost Management - The U.S. factory will enhance operational efficiency and optimize cost structure through automation and improved management processes [3] Investment Risks - Key investment risks for the U.S. factory include uncertainties in facility renovation and approval processes, customer audit outcomes, potential production delays, and cultural differences affecting efficiency [3] Current Business Status - Since Q2 2025, the wet wipes business has seen stable orders from existing clients and has taken on new business from key clients in Europe and Canada [3] - The cosmetics business primarily focuses on OEM for international brands, with ongoing efforts to expand domestic client orders, albeit at a smaller scale [3] - The collagen business, established in partnership with Jiangsu Chuangjian, is currently undergoing strategic adjustments due to rapid market changes [3] Brand Development - The company's self-branded initiatives, previously funded, have not met expectations, leading to a significant reduction in investment while continuing to pursue brand development [3] Future Business Drivers - Future growth will rely on expanding existing brand client business, including product categories and sales regions, as well as leveraging the U.S. factory [4] Compliance and Governance - The investor communication event adhered to the Shenzhen Stock Exchange's regulations, ensuring no significant undisclosed information was leaked [4]