Financial Performance - The estimated net profit for the first three quarters of 2025 is projected to be between ¥49.53 million and ¥51.53 million, representing a year-on-year increase of 1,258.39% to 1,313.24% compared to ¥3.65 million in the same period last year[3]. - The estimated net profit for the third quarter of 2025 is projected to be between ¥16 million and ¥18 million, reflecting a year-on-year growth of 2,836.86% to 3,203.96% compared to ¥0.5448 million in the same period last year[3]. - The net profit after deducting non-recurring gains and losses for the first three quarters of 2025 is expected to be between ¥44.44 million and ¥46.44 million, marking a significant increase of 4,785.14% to 5,005.01% from ¥0.9096 million last year[3]. - The net profit after deducting non-recurring gains and losses for the third quarter of 2025 is projected to be between ¥16 million and ¥18 million, compared to a loss of ¥0.20656 million in the same period last year, indicating a growth of 874.59% to 971.42%[3]. - The performance forecast is based on preliminary estimates by the company's finance department and has not been audited by an accounting firm[4]. - The detailed financial data will be disclosed in the third quarter report of 2025[7]. Business Growth - The company has entered mass production with well-known domestic AI glasses clients for smart wearable antennas, contributing to significant revenue growth[6]. - The automotive antenna and wiring harness businesses are experiencing rapid growth, with net profits achieving multiple-fold increases; the automotive antenna has gained global supplier qualification from a renowned international car manufacturer[6]. - The company has achieved small batch shipments of thermal siphon and PCS liquid cooling plates, while gaming console SOC cooling modules have reached mass production peak[6]. - The company is actively expanding into server liquid cooling and other related businesses[6].

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - On October 9, the top ten stocks by purchase frequency in the stock group included companies such as Xiechuang Data (sz300857) and Lankai Technology (sh688008) [2] - The top ten stocks by purchase amount on the same day featured companies like SMIC (sh688981) and Lankai Technology (sh688008) [3] - The data for the top ten buy stocks/ETFs is based on the frequency of purchases by all participating contestants, while the top ten by purchase amount reflects the highest monetary investments [4]

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]. Listed Companies - Feirongda (300602) is a leading expert in electromagnetic shielding and thermal management solutions, providing a complete product chain from thermal conductive materials to liquid cooling plates and heat spreaders. 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 including graphite heat dissipation films and modules. The company has notable clients such as Xiaomi and Google [18][20]. - Suzhou Tianmai (301626) is recognized for its comprehensive thermal management solutions, with a strong emphasis on self-developed thermal interface materials and gel products, serving clients like Huawei and BYD [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 significant revenue growth in 2024 [26][28]. - Lingyi Zhi Zao (002600) provides intelligent manufacturing services, with thermal management business revenue reaching 4.107 billion in 2024, showcasing a diverse product range [30][34]. - AAC Technologies (02018) leads in perception experience solutions, with its thermal business achieving substantial growth, particularly in the smartphone market [35]. - Shuo Beide (300322) offers antennas and thermal devices, reporting a revenue of 1.28 billion from thermal products in 2024 [36]. Financial Performance - Feirongda reported a revenue of 5.031 billion in 2024, 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's revenue for 2024 was 942 million, with a slight increase of 1.62% year-on-year [25]. - Zhongshi Technology's revenue reached 15.66 billion in 2024, with a net profit of 2.01 billion, indicating a 24.51% growth [29]. - Lingyi Zhi Zao's total revenue for 2024 was 442 billion, with a net profit of 17.59 billion, showing a 29.56% increase [34]. - AAC Technologies reported a revenue of 326 million from its thermal business, a 40.1% increase [35]. - Shuo Beide's thermal device revenue was 1.28 billion in 2024, with a total revenue of 18.6 billion [36]. Industry Trends - The thermal materials industry is characterized by rapid technological advancements and increasing domestic production capabilities, driven by the demand for efficient thermal management solutions in various high-tech applications [2]. - The article highlights the competitive landscape of the thermal materials sector, with numerous companies innovating to meet the growing needs of the electronics and automotive industries [2][3].

Group 1 - The company Shuo Bei De (300322.SZ) has announced small batch shipments of its millimeter-wave AiP antennas [1]

Company Overview - Shuo Bei De Wireless Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on February 17, 2004. The company was listed on June 8, 2012. Its main business involves the research, development, production, and sales of wireless communication terminal antennas [1][2]. Financial Performance - For the first half of 2025, Shuo Bei De achieved operating revenue of 1.208 billion yuan, representing a year-on-year growth of 48.50%. The net profit attributable to the parent company was 33.53 million yuan, showing a significant increase of 981.11% [2]. - Since its A-share listing, the company has distributed a total of 116 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Performance - As of September 29, the stock price of Shuo Bei De increased by 2.01% to 23.30 yuan per share, with a total market capitalization of 10.719 billion yuan. The stock has risen by 77.73% year-to-date, but has seen a decline of 7.10% over the last five trading days and 13.06% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on August 7, where it recorded a net purchase of 533 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Shuo Bei De was 58,900, an increase of 1.37% from the previous period. The average number of circulating shares per person was 7,485, a decrease of 2.45% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 11.4313 million shares, which is an increase of 9.1216 million shares compared to the previous period [3]. Industry Classification - Shuo Bei De is classified under the electronic industry, specifically in the consumer electronics sector, focusing on consumer electronic components and assembly. The company is involved in various concept sectors, including NFC, mobile payments, Beidou navigation, drones, and satellite internet [2].

（编辑 姚尧） 证券日报网讯 9月26日晚间，硕贝德发布公告称，本次注销的回购股份数量为773，292股，占注销前公 司总股本的比例为0.17%，本次注销完成后，公司总股本由460，811，445股变更为460，038，153股； 经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股份注销事宜已于2025年9月25 日办理完成。 ...

南财智讯9月26日电，硕贝德公告，公司'汽车业务总部项目'原计划投资金额未披露具体数额，资金来 源于募集资金，主要用于汽车业务总部的建设和运营。由于项目所需的建设用地规划、方案设计及行政 审批等工作流程较复杂，耗费时间较长，且公司综合考虑市场环境变化以及经营发展规划等因素，在募 投项目实施过程中相对谨慎，主动放缓建设进度，导致项目进展不及预期。因此，公司决定将该项目的 预定可使用状态日期从2025年09月30日延期至2027年09月30日。此次延期是公司基于项目实际进展情况 作出的决定，符合公司的长远发展规划，不会对募投项目的实施产生实质性影响，不存在变相改变募集 资金投向和损害股东利益的情形，亦不会对公司的正常经营产生不利影响。公司已通过董事会和监事会 审议，中信证券对此无异议。 ...

证券代码：300322 证券简称：硕贝德 公告编号：2025-090 惠州硕贝德无线科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 一、本次现金管理产品的赎回情况 | | | | | | | | 单位：万元 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 委托方 | 受托方 | 产品名称 | 产品类型 赎回金额 | 起息日 | 到期日 | 预期年化收 | 现金管 | | | | | | | | | 益率 | 理收益 | | 1 | 广州硕贝德 | 中国银行 | 人民币结构性存款 | 保本浮动收益型 1,813.00 | 2025/4/2 | 2025/9/15 | 0.84%/3.33% | 6.93 | | 2 | | | 人民币结构性存款 | 保本浮动收益型 1,887.00 | 2025/4/2 | 2025/9/17 | 0.85%/3.34% | 29.01 | 注：现金管理收益为财务部计算结果，未经审计。 二、本次使用部分闲置募集资金进行现金管理的基本情况 | 单位：万元 | | --- | | ...

截至 2025 年 6 月 30 日，公司募集资金使用情况如下： 中信证券股份有限公司关于惠州硕贝德无线科技股份有限公司 募集资金投资项目延期的核查意见 中信证券股份有限公司（以下简称"中信证券"或 "保荐机构"）作为惠州硕贝德 无线科技股份有限公司（以下简称"硕贝德"或"公司"）向特定对象发行股票的保荐机 构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《深圳证券交 易所上市公司自律监管指引第 2 号——创业板上市公司规范运作（2025 年修订）》《深圳 证券交易所创业板股票上市规则（2025 年修订）》等有关法律法规的规定，对硕贝德募集 资金投资项目延期的事项进行了核查。核查的具体情况及核查意见如下： 一、募集资金的基本情况 经中国证券监督管理委员会出具的《关于同意惠州硕贝德无线科技股份有限公司向 特定对象发行股票注册的批复》（证监许可[2020]1963号）同意，公司向14名特定对象 发行人民币普通股（A股）58,976,577股，发行价格为11.53元/股，募集资金总额为人民 币679,999,932.81元，扣除本次发行费用（不含税）人民币4,983,123.36元后，实际募集 ...