The Zhitong Finance App learned that Cambridge Technology (06166) rose by nearly 11%. As of press release, it had risen 10.55% to HK$100.6, with a turnover of HK$1,046 billion.
According to the news, recently, Cambridge Technology announced its 2026 interim results, with operating income of about 2.705 billion yuan, up 32.92% year on year; net profit attributable to shareholders of listed companies was about 328 million yuan, up 171.08% year on year; net profit after deducting non-recurring profit and loss was 319 million yuan, up 168.42% year on year; basic earnings per share were 0.93 yuan. During the reporting period, the high-speed optical module business performed particularly well. On the one hand, strong market demand led to a sharp increase in orders, and the company supported a sharp year-on-year increase in delivery amounts with high quality and timely delivery; on the other hand, the optimization of the product structure drove a significant increase in gross sales margin.
Everbright Securities pointed out that benefiting from the strong demand brought about by the AI model and global data center construction, the increase in market demand led to a sharp increase in orders. Cambridge Technology supported a sharp year-on-year increase in delivery amounts with high-quality and timely delivery; at the same time, product structure optimization promoted a significant increase in gross sales margin. Under the trend of high-speed upgrading in the industry, the company's 800G optical modules have been certified by many major overseas customers and delivered in large quantities at 26H1; the company has accelerated the 1.6T high-speed optical module product layout and promoted production capacity construction for related products.