智通财经APP获悉，剑桥科技(06166)午前跌近10%，低见80.2港元，较招股价68.88港元仍高16%。截至发稿，跌9.68%，报80.2港元，成交额1.47亿港元。
消息面上，受三季报影响，A股光通信板块连续回调。新易盛自2023年第一季度起，天孚通信自2024年第一季度起，两家公司均实现营业收入连续环比增长。而根据最新财报数据，这一连增趋势目前已告终结。此外，剑桥科技近期发布业绩，第三季度实现营收为13.25亿元，同比增长32.29%；归母净利润为1.38亿元，同比增长92.92%。
据招股书披露，剑桥科技主要从销售宽带、无线及光模块技术产品产生收入。根据弗若斯特沙利文的资料，公司是少数向全球客户提供上述三种技术产品的公司之一。公司2025年三季度业绩报告显示，期内业绩实现高质量增长，核心驱动力来自高速光模块与电信宽带接入两大主营业务。其中高速光模块业务表现突出，全球数据中心建设需求带动订单激增，公司通过持续提升产能与高效供应链实现高质量发货。
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