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Cig Shanghai: It is expected that demand for high-speed optical modules from operators will increase by 2025.
On February 28, Gelonghui reported that Cig Shanghai stated on its interactive platform that with the acceleration of Datacenter construction, especially for AI computing power, the demand for high-speed optical modules by operators is expected to grow by 2025. On one hand, the Global optical module market is showing a growth trend, and the company has launched related products. On the other hand, the construction of 5G networks and the development of the Industrial Internet will also bring incremental demand. However, competition in the Industry is intense; if Other manufacturers launch more competitive products, or if operators adjust their construction plans, it could affect the sales of the company's high-speed optical module products.
Cig Shanghai (603083.SH): The vast majority of products exported to the USA are produced in factories in Malaysia.
On February 28, Gelonghui reported that Cig Shanghai (603083.SH) stated on the investor interaction platform that there would be no significant impact. The US government will impose a 10% tariff on all products originating from China starting on February 4, 2025. Currently, the majority of the company's products exported to the USA are produced in factories in Malaysia, thus they will not be affected at all; the proportion of products produced domestically and exported to the USA is relatively small, and most of the shipping and tariff costs are borne by the customers. Therefore, from an overall perspective, the recent tariff increase will not have a noticeable direct impact on the company. The company will continue to expand the production capacity of its overseas factories to meet customer demand.
Cig Shanghai (603083.SH): Kangyi Bridge has completely divested 0.4325% of the company's shares.
On February 24, 2025, Cig Shanghai (603083.SH) announced that it received a "Notification of Shareholding Reduction Plan Results" from Kangyqiao. As of February 21, 2025, during the shareholding reduction period, Kangyqiao reduced its holdings in the company by 737,307 shares through centralized bidding, accounting for 0.2751% of the total shares; it reduced its holdings by 422,000 shares through block trading, accounting for 0.1574% of the total shares; the total reduction amounted to 1,159,307 shares, accounting for 0.4325% of the total shares.
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