智通财经APP获悉，剑桥科技(06166)午后涨超7%，截至发稿，涨6.81%，报83.15港元，成交额4189.76万港元。
消息面上，近日，剑桥科技披露投资者关系活动记录表。公司表示，1.6T光模块预计于2026年一季度实现大量发货。2026年，公司1.6T光模块的出货占比预计约为20%，且该占比后续呈上升趋势；800G光模块仍将是当年出货主力，二者占比将随市场需求与公司产能释放动态调整。公司800G与1.6T光模块的产能爬坡进度，当前整体进展符合公司内部经营规划节奏，力争于本年底实现年化230万只的产能规模。
剑桥科技10月26日晚间披露2025年三季报。前三季度，公司共实现营业收入约为33.6亿元，同比增长21.57%；实现归属于上市公司股东的净利润约为2.59亿元，同比增长70.88%。报告期内，公司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。
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