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剑桥科技中报扣非净利润增84.21% 股价应声涨停持股基金数量增至20家
Chang Jiang Shang Bao· 2025-08-19 08:59
Group 1 - The core viewpoint of the article highlights the significant improvement in the profitability of Cambridge Technology (603083.SH), driven by strong performance in its high-speed optical module business and broadband access services [1] - In the first half of the year, the company reported a revenue of 2.035 billion yuan, representing a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million yuan, up 51.12% year-on-year [1] - The growth in performance is attributed to the robust demand for high-speed optical modules, which led to a substantial increase in orders and improved gross profit margins due to product structure optimization [1] Group 2 - In the first half of 2025, the company accelerated the commercialization of next-generation 25G/50GPON products, achieving small batch and mass shipments of the second-generation 25GPON products, while the 50GPON R&D entered the prototype stage based on ASIC commercial chips [2] - The broadband division delivered 5.276 million units, generating nearly 1.193 billion yuan in revenue, a year-on-year increase of 22.23%, with a focus on high-value products like Wi-Fi 7 and 25GPON [2] - The company invested 161 million yuan in R&D during the first half of 2025, with plans to continue focusing on the commercialization of 1.6T products and the validation of 50GPON [2] Group 3 - Following the release of the half-year results, the company's stock price surged, reaching a closing price of 64.83 yuan per share on August 19, reflecting a 137% increase since the low of 27.34 yuan per share on April 9, 2025 [3] - The number of funds holding shares in the company increased from 2 at the end of the first quarter to 20 by the end of the second quarter of 2025, indicating growing investor interest [3]