（文章来源：证券日报） 证券日报网讯 9月24日晚间，硕贝德发布公告称，公司及控股子公司无逾期对外担保，无涉及诉讼的对 外担保及不存在因担保被判决败诉而应承担损失的情形。 ...

证券代码：300322 证券简称：硕贝德 公告编号：2025-086 惠州硕贝德无线科技股份有限公司 关于公司为子公司提供担保的进展公告 公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、担保事项概述 惠州硕贝德无线科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开第五届董事会第二十次会议和第五届监事会第二十次会议、于 2025 年 5 月 21 日召开 2024 年度股东大会审议通过《关于公司为子公司提供担保额度预计 的议案》，同意公司对合并报表范围内的子公司提供累计不超过 93,000 万元人 民币的连带责任保证担保（含以前年度有效的担保），具体内容详见公司于 2025 年 4 月 28 日在巨潮资讯网上披露的《关于公司为子公司提供担保额度预计的公 告》。 二、担保进展情况 近日，公司与中国银行股份有限公司惠州分行签署《最高额保证合同》，为 惠州硕贝德汽车智联科技有限公司（以下简称"汽车智联"）的融资授信提供担 保；与厦门国际银行股份有限公司珠海分行签署《保证合同》，为惠州市硕众导 热科技有限公司（以下简称"惠州硕众"）的融资授信提供 ...

Core Viewpoint - The article emphasizes the growing importance of thermal management solutions in the electronics industry, driven by advancements in high-end smartphones, AI computing demands, and the increasing power density of electric vehicle control systems. The thermal materials industry is rapidly evolving, showcasing a vibrant ecosystem of domestic companies and innovative technologies [2]. Group 1: Listed Companies - Feirongda (300602) is a leading expert in electromagnetic shielding and thermal management solutions, providing a complete product chain including thermal conductive materials, graphite films, and liquid cooling plates. The company serves major clients like Huawei and BYD in the communication and new energy sectors [3][5]. - Siquan New Materials (301489) focuses on thermal management materials, offering a comprehensive range of products such as graphite heat dissipation films and modules. The company has notable clients including Xiaomi and Google [18][20]. - Suzhou Tianmai (301626) is recognized for its comprehensive thermal management solutions, with products like thermal interface materials and heat pipes, serving major clients in the telecommunications and new energy vehicle sectors [22][23]. - Zhongshi Technology (300684) specializes in high-performance synthetic graphite thermal solutions, becoming a core supplier for top global consumer electronics brands like Apple. The company reported a revenue of 1.566 billion in 2024, with a 24.51% year-on-year increase [26][28]. - Lingyi Zhi Zao (002600) provides intelligent manufacturing services, with thermal management business revenue reaching 4.107 billion in 2024, reflecting a 9.20% increase from the previous year [30][34]. - AAC Technologies (02018) reported a significant growth of 40.1% in its thermal business, achieving a revenue of 326 million in 2024, and holds over 50% market share in the domestic flagship smartphone thermal market [35]. - Shuo Beid (300322) offers thermal products and reported a revenue of 1.86 billion in 2024, with a 12.37% increase from the previous year [36]. Group 2: Financial Performance - Feirongda's 2024 revenue reached 5.03 billion, with a net profit of 173 million, reflecting a 15.76% year-on-year growth [17]. - Siquan New Materials achieved a revenue of 656 million in 2024, marking a 51.10% increase compared to the previous year [21]. - Suzhou Tianmai reported a revenue of 943 million in 2024, with a slight increase of 1.62% year-on-year [25]. - Zhongshi Technology's revenue for 2024 was 1.566 billion, showing a 24.51% increase from 2023 [29]. - Lingyi Zhi Zao's total revenue for 2024 was 442 billion, with a 29.56% increase from the previous year [34]. - AAC Technologies' thermal business revenue reached 326 million in 2024, reflecting a 40.1% growth [35]. - Shuo Beid's revenue for 2024 was 1.857 billion, with a 12.37% increase from the previous year [36].

Group 1 - The company announced a share repurchase of 773,292 shares, which represents 0.17% of its total share capital [2]

Core Viewpoint - Qinghai Chaidamu Xinghua Lithium Salt Co., Ltd. has been reported for illegally burying a large amount of industrial hazardous waste, leading to environmental concerns and potential regulatory actions [1][4]. Company Overview - Xinghua Company primarily produces lithium chloride and boric acid using brine resources from the Daban Dan salt lake, generating significant hazardous waste during its operations [7]. - The company has a lithium salt production capacity of 10,000 tons, with financial difficulties reflected in its 2024 revenue of 19.9 million yuan and a loss of 66.5 million yuan [8]. Shareholder Information - The major shareholders of Xinghua Company are Shenzhen Xiaozhou Investment Co., Ltd. and Yiwei Lithium Energy, which announced plans to transfer 49% of its stake in Xinghua to Shuo Beid Holdings for 600 million yuan [8][9]. - Yiwei Lithium Energy acquired its stake in Xinghua in 2022 for a total of 204 million yuan, indicating a potential profit from the upcoming sale [9]. Regulatory and Environmental Concerns - The company has faced multiple fines for environmental violations in 2023 and 2024, raising concerns about its compliance with hazardous waste management regulations [8]. - The local government has initiated an investigation into the reported illegal activities and will take legal action based on the findings [4]. Management and Control - Zhao Penglong is identified as the actual controller of Xinghua Company, with a history of legal issues and allegations of fraudulent activities [10][11]. - The company has been described as a "mining bully" due to its aggressive business practices and past disputes with partners [10].

Core Viewpoint - The illegal disposal of hazardous waste by Qinghai Xinhua Lithium Salt Company has raised significant concerns, leading to government investigations and potential legal repercussions [1][3]. Group 1: Company Background - Qinghai Xinhua Lithium Salt Company is a developer of the Daban Salt Lake in Qinghai, with a designed capacity of producing 10,000 tons of high-purity lithium chloride and 25,000 tons of boric acid annually [3]. - The company commenced trial operations for its first phase of lithium chloride and boric acid production in December 2016, with the second phase starting in May 2018 [3]. Group 2: Environmental Violations - The company has been reported for illegally burying over ten thousand tons of industrial hazardous waste, which has caused secondary environmental damage [1]. - In 2023, the company received multiple administrative penalties from the Haixi Environmental Protection Bureau for various environmental violations, including improper disposal of solid waste [6][8]. - Specific violations included the illegal dumping of solid waste outside the factory premises and evidence of liquid leakage from newly constructed facilities [8] [9]. Group 3: Financial and Operational Status - The company has faced significant operational challenges, leading to a reported revenue of only 1.99 million yuan in 2024, with no revenue generated in the first half of 2025 [5]. - The company has been in a state of suspension since February 2024 due to internal adjustments and safety inspections [6]. Group 4: Ownership and Management - The ownership structure of Qinghai Xinhua Lithium Salt Company includes Shenzhen Xiaozhou Investment Co., Ltd. and Huizhou Yiwei Lithium Energy Co., Ltd., with the latter planning to transfer its 49% stake to Tibet Shuo Beid Holdings Co., Ltd. for 600 million yuan [4]. - The actual controller of the company, Zhao Penglong, has a history of legal issues, including a conviction for bribery [9].

Group 1: Business Capacity and Growth - The current antenna production capacity is not expected to become a bottleneck for business development, with future growth anticipated in phased array antennas for fields such as millimeter-wave communication and automotive radar [2] - The utilization rate of the wire harness production capacity is currently at a high level, with expectations for continued growth in the future [3] - The company is actively expanding its international market presence while consolidating and expanding its domestic customer base [3] Group 2: Product Development and Market Trends - The company has ongoing collaborations with North American clients, including the supply of products related to AI glasses [3] - In the AI infrastructure sector, the company offers products such as thermal management solutions, antennas, and harnesses for smart vehicles and wearables [3] - The company is optimistic about the liquid cooling industry, focusing on technological innovation and expanding order volumes to improve profit margins [4] Group 3: Financial Performance and Shareholder Engagement - The company is currently in a positive growth trend, with expectations for revenue growth in the current year [3] - The company plans to repurchase shares, with a budget of 10 million yuan, and can complete the buyback within 2-3 days due to the small number of shares involved [4] - The number of shareholders as of September 10, 2025, is not disclosed, and inquiries for specific shareholder data require verification [3]

Group 1 - The company Shobeyde (300322.SZ) announced a share buyback on September 18, 2025, repurchasing 773,292 shares, which represents 0.17% of its total share capital [1] - The highest transaction price during the buyback was 26.56 CNY per share, while the lowest was 25.49 CNY per share [1] - The total amount spent on the buyback was approximately 20,027,059.05 CNY [1]

Company Summary - Shuo Bei De (SZ 300322) announced on September 19 that it repurchased approximately 770,000 shares through a special securities account via centralized bidding, accounting for 0.17% of the company's total share capital [1] - The highest transaction price was 26.56 CNY per share, while the lowest was 25.49 CNY per share, with a total transaction amount of approximately 20.03 million CNY [1] - As of the report, Shuo Bei De's market capitalization stands at 11.4 billion CNY [1] Industry Overview - For the year 2024, Shuo Bei De's revenue composition is entirely from the manufacturing of communication equipment and computers and other electronic devices, with a 100% share [1]

证券代码：300322 证券简称：硕贝德 公告编号：2025-085 惠州硕贝德无线科技股份有限公司 关于首次回购公司股份及回购股份实施完成 暨股份变动的公告 公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 惠州硕贝德无线科技股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日召开第五届董事会第二十一次临时会议和第五届监事会第二十一次临时会议， 于 2025 年 7 月 24 日召开 2025 年第二次临时股东大会，审议通过了《关于回购 公司股份方案的议案》，同意公司使用不低于人民币 2,000 万元（含），不超过 人民币 3,000 万元的自有资金和自筹资金以集中竞价交易方式回购公司部分股份， 用于注销并减少公司注册资本，回购价格不超过人民币 19.50 元/股（含），具体 内容详见公司于 2025 年 7 月 25 日在巨潮资讯网上披露的《回购报告书》（公告 编号：2025-070）。 本次回购金额已达到回购股份方案中的回购资金总额下限，且不超过回购资 金总额上限，本次回购事项已实施完毕。前述回购符合相关法律法规、规范性文 件及公司回购股份方案的要 ...