异动解读|剑桥科技盘中上涨5.32%,中报净利大增171%叠加光模块产能扩张计划延续涨势

行情直击
Aug 27

8月27日,剑桥科技盘中上涨5.32%,报104.9港元,成交额8.53亿港元。

消息面上,公司近日披露半年报,上半年营收27.05亿元,同比增长32.92%;归母净利润3.28亿元,同比增长171.08%;毛利率达30.77%,同比提升约8.8个百分点。800G光模块已完成多家海外大客户认证并实现大批量发货,1.6T光模块预计下半年放量。公司计划年底光模块年化产能不少于600万支,墨西哥、马来西亚工厂产能持续提升。行业层面,机构预测全球以太网光模块销售额同比增长73%,高速光模块需求延续高景气。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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