Core Viewpoint - The company has made significant progress in its "Quality Improvement and Efficiency Enhancement" action plan for 2025, achieving notable growth in revenue and profit while focusing on core business areas and enhancing shareholder returns [1][15]. Group 1: Action Plan Progress - In the first half of 2025, the company achieved operating revenue of 2.035 billion yuan, a year-on-year increase of 15.48%, and a net profit attributable to shareholders of 121 million yuan, up 51.12% [1][15]. - The company focused on six core objectives, including improving operational quality and optimizing investor returns, which led to significant growth across its three main business segments [1][15]. Group 2: Business Segment Performance - The telecommunications broadband business shipped 5.276 million units, generating revenue of 1.193 billion yuan, a 22.23% increase year-on-year, with a shift towards high-value products like Wi-Fi 7 and 25G PON [2]. - The wireless network and small base station business achieved commercial success in North America, while the high-speed optical module business became a core growth driver, completing certifications for its 800G products [2]. Group 3: R&D and Technological Advancements - The company invested 214 million yuan in R&D, representing 10.52% of its first-half revenue, focusing on high-speed optical modules and next-generation broadband technologies [3]. - Significant technological breakthroughs include the development of a 1.6T optical module prototype based on a 3nm DSP chip, with plans for commercial release in 2026 [3][4]. Group 4: Shareholder Return Mechanism - The company adjusted its cash dividend plan to distribute approximately 12.11 million yuan, representing 10.02% of its net profit for the first half of 2025, ensuring alignment with shareholder expectations [6][15]. Group 5: Investor Communication and Governance - The company enhanced its investor communication strategy, disclosing 2 regular reports and 38 announcements in the first half of 2025, including its first ESG report, which received independent verification [7][8]. - Governance improvements included the establishment of a three-tier ESG governance structure and the revision of internal control systems to align with new regulations [9][10]. Group 6: ESG Performance - The company received an AA rating for its ESG report, ranking in the top 2% among over 12,000 companies, reflecting its commitment to sustainable development and environmental responsibility [14][18]. Group 7: Challenges and Future Measures - The company identified areas for improvement, including expanding its presence in emerging markets and accelerating the release of new products like the 800G optical module [19][20]. - Future measures will focus on capacity expansion, cash flow management, and enhancing investor communication to ensure the successful implementation of the action plan [23][28].

7月15日， 剑桥科技 （603083.SH）发布2025年半年度业绩预告。公告显示，公司预计2025年上半年归 属于上市公司股东的净利润为12,010万元至12,810万元，同比增加50.12%至60.12%；扣除非经常性损益 后的净利润为11,920万元至12,730万元，同比增加84.47%至97.01%。业绩增长主要由高速光模块和电信 宽带接入业务贡献，高速光模块业务需求旺、订单增、毛利率升，且日元升值带来汇兑损益同比增加约 2,378万元。虽本期无上年同期同类政府补助致其他收益减少，但主营业务增长推动净利润上升。 剑桥科技作为一家立足于中国，服务于全球的ICT新型企业，持续深耕ICT及 光通信 相关市场多年，在 宽带接入、无线网络以及高速光模块领域积累了丰富的技术研发及产品开发经验。据悉，4月28日，剑 桥科技正式提交H股发行上市申请，冲刺AI通信"A+H"第一股。 当前，全球算力竞赛已进入"军备升级"新阶段。 英伟达 GB300 AI 服务器 的即将发布直接拉动1.6T光模 块需求跃升，而Marvell将2028年数据中心资本开支预期上调至万亿美元规模，则从产业维度印证了算 力投资的长期景气度。 ...