银河中证通信设备主题指数发起式A（021988）基金经理为黄栋。 截至发稿，黄栋累计任职时间13年120天，现任基金资产总规模16.31亿元，任职期间最佳基金回报 116.91%， 任职期间最差基金回报-21.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，上海剑桥科技股份有限公司位于上海市闵行区陈行公路2388号8幢5楼,香港铜锣湾希慎道33 号利园1期19楼1901室，成立日期2006年3月14日，上市日期2017年11月10日，公司主营业务涉及基于合 作模式(主要为JDM和ODM模式)进行家庭、企业及工业应用类ICT终端领域产品的研发、生产和销售。 主营业务收入构成为：电信宽带55.66%，无线网络与小基站28.82%，高速光模块13.46%，边缘计算与 工业互联产品2.01%，其他(补充)0.06%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓剑桥科技。银河中证通信设备主题指数发起式A（021988）三季 度持有股数1.52万股，占 ...

Group 1 - Cambridge Technology's stock price fell by 3.71% on January 13, closing at 117.40 yuan per share, with a trading volume of 2.949 billion yuan and a turnover rate of 8.95%, resulting in a total market capitalization of 41.401 billion yuan [1] - The stock has experienced a continuous decline over four days, with a cumulative drop of 6.83% during this period [1] - The company, established on March 14, 2006, and listed on November 10, 2017, focuses on the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] Group 2 - According to data, CITIC Prudential Fund holds a significant position in Cambridge Technology, with its CITIC Prudential CSI Smart Home Index (LOF) A (165524) holding 12,200 shares, accounting for 2% of the fund's net value, making it the second-largest holding [2] - The fund has incurred a floating loss of approximately 55,100 yuan today, with a total floating loss of 104,900 yuan during the four-day decline [2] - The CITIC Prudential CSI Smart Home Index (LOF) A (165524) was established on January 1, 2021, with a current scale of 46.877 million yuan, and has achieved a year-to-date return of 8.94%, ranking 1489 out of 5517 in its category [2]

Core Viewpoint - Cambridge Technology's stock has experienced a decline of 8.11% year-to-date, with a notable drop of 10.59% over the last five trading days, despite a 21.34% increase over the past 60 days [2] Group 1: Stock Performance - As of January 8, Cambridge Technology's stock price was 123.48 CNY per share, with a trading volume of 1.746 billion CNY and a turnover rate of 5.07%, resulting in a total market capitalization of 43.545 billion CNY [1] - The stock has seen a net outflow of 204 million CNY from major funds, with large orders buying 431 million CNY (24.68%) and selling 537 million CNY (30.76%) [1] Group 2: Company Overview - Cambridge Technology, established on March 14, 2006, and listed on November 10, 2017, is located in Shanghai and specializes in the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications [2] - The company's revenue composition includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [2] - The company is classified under the communication equipment sector and is associated with concepts such as 5G, overseas expansion, and liquid cooling [2] Group 3: Financial Performance - For the period from January to September 2025, Cambridge Technology reported a revenue of 3.36 billion CNY, reflecting a year-on-year growth of 21.57%, and a net profit attributable to shareholders of 259 million CNY, marking a significant increase of 70.88% [2] - Since its A-share listing, the company has distributed a total of 163 million CNY in dividends, with 115 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Cambridge Technology was 67,000, a decrease of 0.64% from the previous period, with an average of 3,999 circulating shares per shareholder, an increase of 0.64% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3]

Group 1 - Cambridge Technology's stock price increased by 2.24% to 115.03 CNY per share, with a trading volume of 1.187 billion CNY and a market capitalization of 40.565 billion CNY as of December 19 [1] - The company has seen a year-to-date stock price increase of 185.19%, with a recent decline of 3.66% over the last five trading days and a 17.38% increase over the last 20 days [1] - Cambridge Technology has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on October 9, where it recorded a net purchase of 53.381 million CNY [1] Group 2 - Cambridge Technology, established on March 14, 2006, and listed on November 10, 2017, specializes in the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications [2] - The company's revenue composition includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [2] - As of September 30, 2025, Cambridge Technology reported a revenue of 3.36 billion CNY, a year-on-year increase of 21.57%, and a net profit attributable to shareholders of 259 million CNY, a year-on-year increase of 70.88% [2] Group 3 - Since its A-share listing, Cambridge Technology has distributed a total of 163 million CNY in dividends, with 115 million CNY distributed over the past three years [3] - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3] - New shareholders include Rongtong Industry Trend Selected Stock A, holding 2.1994 million shares, while several funds have exited the top ten circulating shareholders list [3]

Core Viewpoint - Cambridge Technology's stock has shown significant growth this year, with a year-to-date increase of 178.62%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Cambridge Technology achieved a revenue of 3.36 billion yuan, representing a year-on-year growth of 21.57% [2]. - The net profit attributable to shareholders for the same period was 259 million yuan, reflecting a substantial increase of 70.88% year-on-year [2]. Stock Market Activity - On November 28, the stock price rose by 2.03% to 112.38 yuan per share, with a trading volume of 2.256 billion yuan and a turnover rate of 7.45% [1]. - The stock has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on October 9, where it recorded a net purchase of 53.38 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders was 67,000, a decrease of 0.64% from the previous period, while the average number of circulating shares per person increased by 0.64% to 3,999 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3].

国联安中证1000指数增强A（016962）成立日期2022年12月5日，最新规模1.47亿。今年以来收益 33.17%，同类排名1085/4206；近一年收益37.43%，同类排名990/4006；成立以来收益30.37%。 11月27日，剑桥科技涨5.69%，截至发稿，报109.86元/股，成交7.21亿元，换手率2.45%，总市值387.42 亿元。 资料显示，上海剑桥科技股份有限公司位于上海市闵行区陈行公路2388号8幢5楼,香港铜锣湾希慎道33 号利园1期19楼1901室，成立日期2006年3月14日，上市日期2017年11月10日，公司主营业务涉及基于合 作模式(主要为JDM和ODM模式)进行家庭、企业及工业应用类ICT终端领域产品的研发、生产和销售。 主营业务收入构成为：电信宽带55.66%，无线网络与小基站28.82%，高速光模块13.46%，边缘计算与 工业互联产品2.01%，其他(补充)0.06%。 从基金十大重仓股角度 数据显示，国联安基金旗下1只基金重仓剑桥科技。国联安中证1000指数增强A（016962）三季度持有 股数1.06万股，占基金净值比例为0.79%，位居第二大重仓股。根据 ...

Group 1 - Cambridge Technology's stock rose by 5.04% to 99.06 CNY per share, with a trading volume of 1.231 billion CNY and a turnover rate of 4.72%, resulting in a total market capitalization of 34.184 billion CNY [1] - The company, established on March 14, 2006, and listed on November 10, 2017, specializes in the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] - The revenue composition of the company includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Taikang Asset Management holds shares in Cambridge Technology, specifically the Taikang CSI 1000 Index Enhanced Fund A (019185), which held 1,200 shares, accounting for 0.6% of the fund's net value, making it the third-largest holding [2] - The Taikang CSI 1000 Index Enhanced Fund A was established on October 26, 2023, with a latest scale of 17.4315 million CNY, achieving a year-to-date return of 24.65% and a one-year return of 27.4%, ranking 1611 out of 4206 and 1384 out of 3983 respectively [2]

Group 1 - Cambridge Technology's stock price fell by 5.15% on November 24, closing at 92.95 yuan per share, with a trading volume of 1.475 billion yuan and a turnover rate of 5.74%, resulting in a total market capitalization of 32.075 billion yuan [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 13.81% during this period [1] - The company, established on March 14, 2006, and listed on November 10, 2017, specializes in the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] Group 2 - According to data, one fund under GF Fund holds a significant position in Cambridge Technology, specifically the GF CSI 1000 ETF (560010), which held 1.1291 million shares in the third quarter, accounting for 0.41% of the fund's net value, making it the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 5.7017 million yuan, with a total floating loss of 17.7261 million yuan during the three-day decline [2] - The GF CSI 1000 ETF was established on July 28, 2022, with a current scale of 35.303 billion yuan, achieving a year-to-date return of 20% and a one-year return of 14.26% [2]

Core Viewpoint - Cambridge Technology's stock has experienced significant volatility, with a year-to-date increase of 138.01% but a recent decline of 10.28% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Cambridge Technology reported a revenue of 3.36 billion yuan, representing a year-on-year growth of 21.57% [2] - The net profit attributable to shareholders for the same period was 259 million yuan, showing a substantial increase of 70.88% year-on-year [2] Stock Market Activity - As of November 24, the stock price was 96.00 yuan per share, with a market capitalization of 33.128 billion yuan [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) nine times this year, with the most recent appearance on October 9, where it saw a net buy of 53.38 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders was 67,000, a decrease of 0.64% from the previous period [2] - The average number of circulating shares per shareholder increased by 0.64% to 3,999 shares [2] Dividend Distribution - Since its A-share listing, Cambridge Technology has distributed a total of 163 million yuan in dividends, with 115 million yuan distributed over the past three years [3] Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3] - New entrants among the top ten circulating shareholders include融通产业趋势臻选股票A, holding 2.1994 million shares [3]

Core Viewpoint - Cambridge Technology's stock has experienced significant fluctuations, with a year-to-date increase of 163.39% but a recent decline in the last five trading days by 3.86% [2] Group 1: Stock Performance - As of November 17, Cambridge Technology's stock price was 106.24 CNY per share, with a market capitalization of 36.66 billion CNY [1] - The stock has seen a trading volume of 1.265 billion CNY, with a turnover rate of 4.36% [1] - Year-to-date, the stock has been on the leaderboard nine times, with a total net buy of 1.145 billion CNY, accounting for 19.80% of total trading volume [2] Group 2: Financial Performance - For the period from January to September 2025, Cambridge Technology reported a revenue of 3.36 billion CNY, representing a year-on-year growth of 21.57% [3] - The net profit attributable to shareholders for the same period was 259 million CNY, showing a substantial increase of 70.88% year-on-year [3] Group 3: Shareholder and Dividend Information - Since its A-share listing, Cambridge Technology has distributed a total of 163 million CNY in dividends, with 115 million CNY distributed over the last three years [4] - As of September 30, 2025, the number of shareholders was 67,000, a decrease of 0.64% from the previous period [3] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.85 million shares, an increase of 4.99 million shares from the previous period [4]