（文章来源：证券日报） 证券日报网讯 2月13日，剑桥科技在互动平台回答投资者提问时表示，公司光模块产线具备较好的柔性 调整能力，可根据市场订单需求灵活适配不同规格产品的生产，现有产能已达计划目标，并将根据需求 持续扩充。公司1.6T光模块已获主要客户认可，产品性能对标行业主流水平，目前处于小批量供货阶 段，营收占比低，量产工作正按计划推进，后续将根据市场需求动态优化产能布局与产品结构。相关产 能建设、供应链保障及物料储备均在有序落地，以支撑产品按计划交付。鉴于行业发展仍存在不确定 性，具体经营情况请以公司在指定信息披露媒体发布的公告为准，请投资者理性投资，注意投资风险。 ...

Group 1 - The company, Tengjing Technology, has established partnerships with well-known domestic and international optical module manufacturers and optical communication system manufacturers in the optical communication field [1]

Core Viewpoint - Cambridge Technology (603083) emphasizes its focus on high-speed optical modules and its strong customer relationships with major global information and communication technology manufacturers, telecom operators, and data center service providers, while not disclosing specific client names or cooperation details [1] Group 1 - The company states that its Hong Kong IPO prospectus indicates a high proportion of revenue from overseas markets, but does not provide specific details on individual clients [1] - The company operates in the high-speed optical module sector, utilizing JDM or ODM models to establish deep partnerships with core clients across various countries and regions [1] - The company has not disclosed specific cooperation details with particular enterprises in the optical module business, and advises investors to refer to official announcements and the H-share prospectus for accurate information [1] Group 2 - The company is committed to ongoing customer expansion and deepening cooperation, urging investors to make rational investment decisions [1]

（编辑 姚尧） 证券日报网讯 2月13日，剑桥科技在互动平台回答投资者提问时表示，公司1.6T光模块产品测试数据与 行业头部企业水平基本相当，部分产品已进入小批量供货阶段，目前营收占比低，量产相关工作正按计 划有序推进。公司1.6T光模块的研发与量产推进安排将基于自身技术储备及市场需求作出，具体进度受 客户需求、配套设备成熟度等多重因素影响存在不确定性，相关进度请以公司在指定信息披露媒体发布 的定期报告为准。 ...

（文章来源：证券日报） 证券日报网讯 2月13日，剑桥科技在互动平台回答投资者提问时表示，公司光模块业务聚焦800G及1.6T 等高速产品，其中800G光模块已实现硅光方案量产并批量发货；1.6T光模块已有部分产品进入小批量 供货阶段，营收占比低。国内布局方面，公司在上海等地设有研发中心，浙江嘉善工厂已投产并稳步推 进800G等产品产能提升，同时积极拓展国内客户，并持续加深国内供应链的深度协同。中东地区作为 新兴市场，公司正稳步推进市场开拓节奏，通过直接或间接方式扩大业务覆盖。相关具体经营数据及业 务进展具有不确定性，请以公司在指定信息披露媒体发布的公告为准，敬请投资者理性投资，注意投资 风险。 ...

Market Overview - On February 13, the A-share market experienced a collective decline across the three major indices, with the Shanghai Composite Index falling by 1.26% to close at 4082.07 points, the Shenzhen Component Index down 1.28% to 14100.19 points, and the ChiNext Index decreasing by 1.57% to 3275.96 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 199.91 billion, a decrease of 16.19 billion compared to the previous day [1] Sector Performance - The military industry sector showed strong performance, with key stocks like Yaxing Anchor Chain hitting the daily limit [1] - The semiconductor sector was active, with concepts such as photolithography machines and photolithography adhesives seeing rapid increases, exemplified by Guofeng New Materials achieving two consecutive limits in four days [1] - The paper-making sector also performed well, with Wuzhou Special Paper hitting the daily limit [1] - Conversely, the port and shipping sector saw significant declines, with China Merchants Energy and China Merchants Shipping experiencing substantial drops [1] Stock Highlights - A total of 32 stocks hit the daily limit, with five stocks achieving consecutive limits, and 11 stocks failed to maintain their limits, resulting in a limit rate of 74% (excluding ST and delisted stocks) [1] - Notable stocks included Zhangyue Technology, which achieved five consecutive limits, and Yunnan Energy Holdings, which reached three consecutive limits [1]

专题：资本市场蛇年盘点：创业板涨近60% 专题：资本市场蛇年盘点：创业板涨近60% 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月13日消息，A股市场农历乙巳蛇年（2025年1月29日—2026年2月16日）十大人气股出炉，数据显 示，光模块龙头中际旭创全年总成交金额高达3.04万亿元居首，新易盛、东方财富分列第二、三位，总 成交额均超2万亿元。 2月13日消息，A股市场农历乙巳蛇年（2025年1月29日—2026年2月16日）十大人气股出炉，数据显 示，光模块龙头中际旭创全年总成交金额高达3.04万亿元居首，新易盛、东方财富分列第二、三位，总 成交额均超2万亿元。 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪声明：此消息系转载自新浪合作 ...

格隆汇2月13日｜就"网传公司光模块被第一大客户思科延迟提供光芯片，也传公司业绩不及预期，是否 真实？"的问题，剑桥科技在互动平台回复称，网上相关信息与公司实际经营情况并不相符。公司2025 年四季度产品交付与上游客供物料供应密切相关，公司与客户保持积极沟通协调，确保交付满足客户需 求。 ...

Core Viewpoint - Tengjing Technology (688195.SH) has completed the construction of a high-speed optical engine production trial line at its wholly-owned subsidiary in Wuhan, indicating significant progress in its manufacturing capabilities [1] Group 1 - The company has mastered key processes in optical engine packaging, including high-precision chip mounting, gold wire bonding, optical path coupling, and aging testing [1] - Multiple samples of high-speed EML/silicon photonic COB optical engines suitable for pluggable optical modules have been produced [1]

Market Performance - On the last trading day of the Year of the Snake, the three major indices opened lower and subsequently declined, each falling over 1%. The Shanghai Composite Index dropped by 1.26%, closing below 4100 points, while the Shenzhen Component Index fell by 1.28% and the ChiNext Index decreased by 1.57% [1][2]. Yearly Overview - Throughout the Year of the Snake (from February 5, 2025, to February 13, 2026), all three major indices recorded gains. The Shanghai Composite Index increased by over 25%, the Shenzhen Component Index rose by nearly 39%, and the ChiNext Index surged by over 58% [4]. - The total trading volume for the year reached 20 trillion, with over 3800 stocks experiencing declines [4]. Sector Performance - In terms of sector performance, the non-ferrous metals and oil & gas sectors saw the largest declines, while shipping, steel, and building materials also faced downturns. Conversely, sectors such as commercial aerospace, robotics, and memory storage showed resilience and performed well [4].