本期业绩持续增长，直接驱动力仍为公司三大核心业务——高速光模块、宽带接入及无线接入业务的协 同发展。其中，高速光模块业务受益于人工智能和全球数据中心建设提速带来的旺盛市场需求，以及公 司通过嘉善新生产基地投产、马来西亚生产基地产能爬坡及国内外基地规划扩产的持续性产能布局，订 单规模与发货数量同比均大幅增长;同时公司持续推进产品技术迭代与结构优化，高速率、高毛利产品 占比显著提升，带动整体销售毛利率进一步改善;宽带接入与无线接入业务凭借稳定的客户合作关系及 产品竞争力，发货量与发货金额保持稳步增长，为公司业绩提供坚实支撑。 智通财经APP讯，剑桥科技(603083.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为2.52亿元至2.78亿元，与上年同期相比，将增加8,531.88万元至11,131.88万元，同比增加51.19%至 66.79%。 ...

剑桥科技1月16日公告，预计2025年归属母公司净利润2.52亿元-2.78亿元，同比增长51.19%-66.79%。本 期业绩持续增长，直接驱动力仍为公司三大核心业务——高速光模块、宽带接入及无线接入业务的协同 发展。其中，高速光模块业务受益于人工智能和全球数据中心建设提速带来的旺盛市场需求，以及公司 通过嘉善新生产基地投产、马来西亚生产基地产能爬坡及国内外基地规划扩产的持续性产能布局，订单 规模与发货数量同比均大幅增长；同时公司持续推进产品技术迭代与结构优化，高速率、高毛利产品占 比显著提升，带动整体销售毛利率进一步改善；宽带接入与无线接入业务凭借稳定的客户合作关系及产 品竞争力，发货量与发货金额保持稳步增长，为公司业绩提供坚实支撑。 ...

Core Viewpoint - In the context of the global competition for 6G, China Information Communication Technologies (CICT) is leveraging "light" as a pivotal point to drive the future communication revolution, with FiberHome Technologies (600498.SH) serving as its innovation engine, transforming "hardcore technology" into industrial competitiveness [1] Financial Performance - In Q1 2025, FiberHome Technologies reported a revenue of 4.049 billion yuan and a net profit attributable to shareholders of 55.2 million yuan, marking a year-on-year increase of 33.08% [1] - The company's net profit growth was achieved through refined management and cost control, with a non-recurring net profit of 53.95 million yuan, up 28.96% year-on-year [1] R&D Investment - From 2019 to 2024, FiberHome Technologies has invested approximately 19 billion yuan in R&D, with a notable increase in investment from 2.333 billion yuan in 2019 to a peak of 4.102 billion yuan in 2022, reflecting a structural optimization [4] - In Q1 2025, the company allocated 692 million yuan to R&D, focusing on cutting-edge areas such as 50G PON, hollow-core fiber, and marine communication [4] Market Position and Strategy - FiberHome Technologies maintains a leading position in the global optical communication sector, particularly in optical transmission, access, and fiber optic cable, and has secured a core supplier status for 400G OTN procurement from three major telecom operators in 2024 [2] - The company is expanding its market presence in Southeast Asia and Europe, with the OPTISEN fiber optic cable industrial base in Thailand officially commencing operations [2] Technological Advancements - The sustained R&D investment has led to significant technological breakthroughs in four strategic areas: optical transmission chips, all-optical networks, computing infrastructure, and marine communication, with multiple technologies achieving international leadership [4] - FiberHome Technologies has incubated five national-level specialized "little giant" subsidiaries, maintaining global competitiveness in OTN and broadband access products [5]