惠州硕贝德无线科技股份有限公司 2025 年第三季度报告 证券代码：300322 证券简称：硕贝德 公告编号：2025-097 惠州硕贝德无线科技股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 1 惠州硕贝德无线科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 （二） 非经常性损益项目和金额 ☑适用 □不适用 单位：元 | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | --- | --- | --- | --- | | 非流动性资产处置损益（包括已计提资产减值 准备的冲销部分） ...

Core Insights - A total of 123 companies have announced their performance forecasts for the first three quarters, with 96 companies expecting profit increases, representing 78.05% of the total [1] - The overall proportion of companies reporting positive forecasts is 85.37%, with 9 companies expecting profits and 11 and 3 companies forecasting profit declines and losses, respectively [1] - Among the companies expecting profit increases, 44 are projected to have net profit growth exceeding 100%, while 41 companies are expected to see growth between 50% and 100% [1] Company Performance - Xinda Co. is expected to have the highest net profit growth, with a median increase of 3009.81% for the first three quarters [2] - Chuangjiang New Material and Shuo Bei De are projected to have median net profit growth of 2150.09% and 1285.82%, ranking second and third, respectively [2] - The average increase in stock prices for companies expected to double their profits since July is 25.57%, outperforming the Shanghai Composite Index [2] Industry Insights - The sectors with the most companies expecting profit increases include electronics, basic chemicals, and non-ferrous metals, with 10, 7, and 5 companies, respectively [1] - The main board, ChiNext, and STAR Market have 28, 8, and 8 companies, respectively, that are expected to double their profits [1] Stock Performance - Among the stocks, Northern Rare Earth has seen the largest increase since July, with a cumulative rise of 99.80% [2] - In terms of capital flow, the stocks with significant net inflows in the past five days include Shengyi Electronics, Yahua Group, and Guangdong Mingzhu, with net inflows of 189.65 million, 105.79 million, and 66.45 million, respectively [2] - Conversely, Northern Rare Earth, Shenghe Resources, and Chuangjiang New Material experienced significant net outflows, with amounts of 2478.92 million, 881.76 million, and 771.45 million, respectively [2]

Core Insights - On October 22, ShuoBeide's stock fell by 3.07%, with a trading volume of 420 million yuan [1] - The company experienced a net financing outflow of 532.19 million yuan on the same day, with a total financing balance of 616 million yuan, representing 6.05% of its market capitalization [1] - ShuoBeide's main business includes the development, production, and sales of wireless communication terminal antennas, with revenue contributions from antennas at 50.50%, harnesses and connectors at 26.34%, smart sensor modules at 13.73%, and heat dissipation components at 8.86% [1] Financial Performance - As of June 30, ShuoBeide reported a revenue of 1.208 billion yuan for the first half of 2025, marking a year-on-year growth of 48.50% [2] - The net profit attributable to the parent company reached 33.53 million yuan, showing a significant increase of 981.11% compared to the previous period [2] - The company has distributed a total of 116 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 58,900, with an average of 7,485 circulating shares per person, a decrease of 2.45% from the previous period [2] - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 11.4313 million shares, an increase of 9.1216 million shares from the previous period [2]

证券代码：300322 证券简称：硕贝德 公告编号：2025-093 惠州硕贝德无线科技股份有限公司 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，公司与中国建设银行股份有限公司惠州市分行签署《本金最高额保证 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。 上述担保属于公司 2024 年度股东大会已审批通过的担保额度范围内，无需 另行提交董事会、股东大会审议。 三、被担保人基本情况 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 ...

Group 1: Market Overview - The global smart glasses market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [1] - By 2029, the global smart glasses market is expected to exceed 40 million units, with China's market share steadily increasing and a five-year compound annual growth rate (CAGR) of 55.6%, the highest globally [1] Group 2: Company Performance - Among the 10 AI glasses concept stocks that released Q3 2025 forecasts, 9 companies expect positive results, with only Guangpu Co. predicting a decline [1] - Companies like Luxshare Precision, Lianyi Intelligent Manufacturing, and Ruixin Microelectronics are expected to report net profits exceeding 500 million yuan for the first three quarters, with Luxshare Precision leading at 11.12 billion yuan [1] - Suobede's net profit is projected to grow by 1258.39% to 1313.24%, driven by significant increases in production and delivery of key products [2] - Luxshare Precision anticipates a net profit growth of 20% to 25%, supported by its strong technological foundation and global layout [2] Group 3: Investment Trends - Smart glasses are becoming a primary focus for major tech companies, transitioning from niche products to mainstream computing devices [3] - In the first three quarters of this year, 12 AI glasses concept stocks saw net inflows exceeding 1 billion yuan, with Luxshare Precision receiving the highest net buy amount of 5.007 billion yuan [3]

Group 1 - The core viewpoint of the news is that ShuoBeide experienced a decline in stock price while showing significant financing activity, indicating high investor interest despite the drop [1] - On October 20, ShuoBeide's stock fell by 1.19% with a trading volume of 455 million yuan, and the net financing purchase was 6.96 million yuan, suggesting active trading [1] - As of October 20, the total margin balance for ShuoBeide was 609 million yuan, which represents 5.89% of its circulating market value, indicating a high level of financing compared to the past year [1] Group 2 - As of June 30, ShuoBeide had 58,900 shareholders, an increase of 1.37% from the previous period, while the average circulating shares per person decreased by 2.45% [2] - For the first half of 2025, ShuoBeide reported a revenue of 1.208 billion yuan, a year-on-year increase of 48.50%, and a net profit attributable to shareholders of 33.53 million yuan, a significant increase of 981.11% [2] - Since its A-share listing, ShuoBeide has distributed a total of 116 million yuan in dividends, with no dividends paid in the last three years [2]

Group 1 - The global smart glasses (AI glasses) market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [1] - In the AI glasses concept stocks, 12 stocks have seen a net inflow of over 1 billion yuan in financing in the first three quarters of this year, with Luxshare Precision leading at 5.007 billion yuan [1] - As of October 20, 10 AI glasses concept stocks have released their Q3 2025 reports, with Luxshare Precision, Linying Intelligent Manufacturing, and others reporting net profits exceeding 500 million yuan [1] Group 2 - Luxshare Precision reported a net profit of 11.117 billion yuan for Q3, with a year-on-year increase of 22.5% [3] - Linying Intelligent Manufacturing achieved a net profit of 2.005 billion yuan, reflecting a year-on-year growth of 42.26% [3] - Several companies, including Ruixin Microelectronics and Sitwei, reported net profits that doubled year-on-year, indicating strong performance in the AI glasses sector [1][3]

Core Viewpoint - The upcoming third-quarter earnings reports for 2025 are expected to show significant positive growth for many companies, with a notable focus on those in resource cycles and technology sectors [1][2]. Group 1: Earnings Forecasts - As of October 15, 126 companies have released earnings forecasts, with 105 indicating year-on-year profit growth, representing 83.33% of the total [1]. - Companies benefiting from rising product prices, such as resource cycle firms, are expected to report strong earnings growth [2]. Group 2: Notable Companies - Xinda Co. is projected to have a net profit increase of 2807% to 3211%, driven by a significant rise in the market price of its main product, and operational reforms that improved efficiency [3]. - Shenghe Resources anticipates a net profit of approximately 740 million to 820 million yuan, reflecting a year-on-year increase of 696.82% to 782.96%, due to favorable market conditions and effective cost management [3]. - Suobede is expected to report a net profit of 49.53 million to 51.53 million yuan, marking a year-on-year increase of 1258.39% to 1313.24%, attributed to the ramp-up of production and successful collaborations with major clients [4]. Group 3: Market Trends - The market is showing increased attention to earnings reports as the disclosure period approaches, with a peak expected in late October [5][6]. - The correlation between stock price movements and earnings performance is anticipated to strengthen as the earnings disclosure period progresses [7].

Market Overview - As of 14:00, the Shanghai Composite Index is at 3859.80 points, with an increase of 0.52% [1] - The total trading volume of A-shares today is 1,431.28 billion yuan [1] Technical Analysis - A total of 84 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - The stocks with the largest distance between their 5-day and 10-day moving averages include: - Yunnan Zhenye: 5-day MA is -2.45% below the 10-day MA [1] - Qiangli New Materials: 5-day MA is -2.22% below the 10-day MA [1] - Feirongda: 5-day MA is -2.14% below the 10-day MA [1] Individual Stock Performance - Yunnan Zhenye (002428): Today's change is -0.93%, with a 5-day MA of 27.71 yuan and a 10-day MA of 28.41 yuan [1] - Qiangli New Materials (300429): Today's change is +0.53%, with a 5-day MA of 13.95 yuan and a 10-day MA of 14.26 yuan [1] - Feirongda (300602): Today's change is +1.03%, with a 5-day MA of 33.00 yuan and a 10-day MA of 33.72 yuan [1] - Other notable stocks include: - Warner Pharmaceuticals (688799): Today's change is +0.43%, with a 5-day MA of 55.41 yuan [1] - Blue Ying Equipment (300293): Today's change is +0.34%, with a 5-day MA of 24.48 yuan [1] Additional Stock Data - The following stocks also show a downward trend in their 5-day moving averages compared to their 10-day moving averages: - Nanya New Materials (688519): -0.90% change, 5-day MA of 74.18 yuan [1] - Aerospace Morning Light (600501): -2.84% change, 5-day MA of 23.60 yuan [1] - Haichen Pharmaceutical (300584): +1.92% change, 5-day MA of 57.39 yuan [1]

Core Insights - A total of 133 A-share listed companies have released performance forecasts for the first three quarters of 2025, indicating a significant level of market activity [1] - Among these, 9 companies, including Xinda Co., Chujian New Materials, Yinglian Co., Shobead, Guangdong Mingzhu, Rongzhi Rixin, Shenghe Resources, Limin Co., and Chenguang Biological, are expected to see their net profits increase by over 400% year-on-year [1] Group 1 - 133 A-share listed companies have published performance forecasts for the first three quarters of 2025 [1] - 9 companies are projected to have net profit growth exceeding 400% year-on-year [1] - Guangdong Mingzhu's performance forecast announcement led to a significant stock price increase, with the stock closing at a 6-day, 3-board rise [1]