研报掘金丨太平洋：予剑桥科技“买入”评级，高速光模块交付提速

格隆汇07-29

太平洋证券研报指出，剑桥科技业绩超预期增长，高速光模块交付提速。预计上半年实现归母净利润3.10-3.59亿元，同比增加156.65%-197.18%。2026年上半年，高速光模块订单和发货金额同比大幅增长，产品结构切换进一步改善盈利质量，高端产品升级正由研发认证转入订单兑现。全球产能重构，交付韧性增强。随着嘉善爬坡效率、马来西亚扩产节奏及1.6T/CPO 验证进度加速，将直接有助海外订单承接和...

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