格隆汇8月27日｜剑桥科技发布股票交易风险提示性公告称，公司目前生产经营活动保持正常，未发生 影响公司股票交易价格异常波动的重大事宜。公司主营业务涉及PON、高速光模块等通信设备制造，行 业发展与全球通信技术迭代、下游客户资本开支计划密切相关。若未来行业政策调整、市场需求不及预 期、核心原材料供应短缺或价格大幅上涨，可能对公司生产经营、产品成本及盈利能力产生不利影响。 2025年8月27日，公司控股股东Cambridge Industries Company Limited通过大宗交易的方式减持其持有的 公司股份180万股。 ...

Group 1 - After the Labor Day holiday, Shanghai aluminum futures continued to decline, with the main contract dropping to a low of 19,300 yuan/ton, driven by market uncertainty and expectations of weaker future demand [1] - Analysts indicate that the bearish sentiment in the market is partly due to the transition from the peak consumption season to a period of lower demand, as well as the impact of U.S. tariff policies on exports [1][3] - The supply of electrolytic aluminum remains at historically high levels, while downstream processing rates have begun to decline, leading to an accumulation of nearly 40,000 tons of aluminum ingot and aluminum rod inventory during the holiday [1][3] Group 2 - The average cost of electrolytic aluminum is around 16,500 yuan/ton, influenced by a significant drop in alumina prices, which may exert further downward pressure on aluminum prices amid weakening consumption expectations [3][5] - The macroeconomic environment, including potential monetary easing and the easing of U.S.-China trade tensions, could provide some support for aluminum prices, although concerns about the negative impact of tariffs on global demand persist [4][5] - The market is closely monitoring the performance of inventory and the spot market, as well as the upstream alumina prices, to gauge future trends in aluminum pricing [5]