CPO concept stocks rally, Cambridge Technology and Gongjin hit daily limit

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โดย 上海证券报·

Summary · why it matters

On August 26, CPO concept stocks fluctuated higher during the session. By midday, Cambridge Technology and Gongjin Electronics hit their daily limit up, while Robotechnik and Dongshan Precision also rose. Cambridge Technology's half-year report shows that in the first half of the year, the company achieved operating revenue of 2.705 billion yuan, up 32.92 percent year on year; net profit attributable to the parent was 328 million yuan, up 171.08 percent; and non-GAAP net profit was 319 million yuan, up 168.42 percent. Gongjin Electronics achieved total operating revenue of 4.821 billion yuan in the first half of 2026, up 16.09 percent year on year; net profit attributable to the parent was 72.63 million yuan, up 26.33 percent; and non-GAAP net profit was 68.21 million yuan, up 34.11 percent. In related news, on August 14, Nvidia announced that its Spectrum-X Ethernet Photonics platform has entered full mass production. Compared with traditional pluggable optical module solutions, it can reduce the number of lasers by about four times, cut power consumption by about five times, and improve mean time between failures by about ten times. A research report from Soochow Securities shows that Nvidia's CPO switch has officially landed, and the industrialization of CPO is expected to accelerate.