Group 1 - The Terahertz concept sector increased by 3.01%, ranking 7th among concept sectors, with 13 stocks rising, including Changfei Optical Fiber which hit the daily limit, and Tianyin Electromechanical, Chuangyuan Xinke, and Hengtong Optic-Electric showing significant gains of 9.17%, 8.48%, and 7.96% respectively [1] - The Terahertz concept sector experienced a net outflow of 935 million yuan, with 10 stocks seeing net inflows, and 5 stocks receiving over 100 million yuan in net inflows, led by Hengtong Optic-Electric with a net inflow of 298 million yuan [2] - In terms of capital inflow ratios, Changfei Optical Fiber, Shenglu Communication, and Hengtong Optic-Electric had the highest net inflow rates at 36.14%, 10.11%, and 9.21% respectively [3] Group 2 - The top gainers in the Terahertz concept included Hengtong Optic-Electric with a 7.96% increase, and Tianyin Electromechanical with a 9.17% increase, while the top losers included Taihao Technology with a 3.04% decrease [4] - The overall performance of the Terahertz concept was part of a broader market trend, with various sectors experiencing mixed results, such as Rare Earth Permanent Magnets rising by 4.88% and the Horse Racing concept declining by 0.49% [2]

（文章来源：证券日报） 证券日报网讯 8月25日晚间，硕贝德发布公告称，近日，公司与珠海华润银行股份有限公司惠州分行签 署《最高额保证合同》，为惠州市硕众导热科技有限公司的融资授信提供2000万元人民币连带责任保证 担保。截至本公告披露日，公司及控股子公司实际对外提供担保总余额为39，428.62万元，占公司2024 年经审计净资产的40.72%。 ...

证券代码：300322 证券简称：硕贝德 公告编号：2025-079 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，公司与珠海华润银行股份有限公司惠州分行签署《最高额保证合同》， 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 ...

Summary of Key Points Core Viewpoint - As of August 25, 1687 companies have released their semi-annual reports for 2025, with 977 reporting a year-on-year increase in net profit, while 710 reported a decline. Additionally, 1039 companies saw an increase in operating revenue, while 648 experienced a decrease. A total of 771 companies reported simultaneous growth in both net profit and operating revenue, while 442 companies saw declines in both metrics. Notably, 228 companies achieved a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1]. Company Performance - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%. Its operating revenue reached 19265.03 million, reflecting a 16.10% increase [1]. - Fujilay (301258) achieved a net profit of 4307.66 million, with a year-on-year increase of 12430.96% and operating revenue of 22390.97 million, up by 3.36% [1]. - Taiji Holdings (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41% and operating revenue of 17878.78 million, up by 4.18% [1]. - Other notable companies include: - Lian Di Xin (839790) with a net profit of 1012.23 million, a year-on-year increase of 3149.79%, but a decline in operating revenue by 8.10% [1]. - Shanda Holdings (603086) reported a net profit of 13603.97 million, with a year-on-year increase of 2561.58% and operating revenue of 142261.73 million, up by 11.82% [1]. Revenue and Profit Trends - A total of 771 companies reported simultaneous growth in both net profit and operating revenue, indicating a positive trend in the market [1]. - Conversely, 442 companies experienced declines in both metrics, highlighting potential challenges within certain sectors [1]. - The overall performance of companies shows a mixed landscape, with significant outliers achieving extraordinary growth while others face difficulties [1].

Company Overview - ShuoBeide Wireless Technology Co., Ltd. is located in Huizhou, Guangdong Province, established on February 17, 2004, and listed on June 8, 2012. The company specializes in the research, development, production, and sales of wireless communication terminal antennas [1][2]. Financial Performance - For the first half of 2025, ShuoBeide achieved operating revenue of 1.208 billion yuan, representing a year-on-year growth of 48.50%. The net profit attributable to shareholders was 33.53 million yuan, showing 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 [3]. Stock Performance - As of August 25, ShuoBeide's stock price increased by 100.92% year-to-date, with a recent decline of 7.55% over the last five trading days. The stock has risen by 39.37% over the past 20 days and 75.02% over the past 60 days [1]. - The stock's trading volume on August 25 was 336 million yuan, with a turnover rate of 2.91% and a total market capitalization of 12.138 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for ShuoBeide was 58,900, an increase of 1.37% from the previous period. The average circulating shares per person decreased by 2.45% to 7,485 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder, holding 11.4313 million shares, an increase of 9.1216 million shares from the previous period [3]. Business Segments - The main business revenue composition of ShuoBeide includes antennas (55.16%), wiring harnesses and connectors (24.27%), smart modules (12.52%), heat dissipation components and modules (6.88%), and others (1.18%) [1]. Industry Classification - ShuoBeide is classified under the electronic industry, specifically in the consumer electronics sector, focusing on consumer electronic components and assembly. The company is associated with concepts such as 5.5G, Apple, Samsung, drones, Beidou navigation, and 5G [2].

Core Insights - The company ShuoBeide (300322) reported significant growth in both revenue and net profit for the first half of 2025, with total revenue reaching 1.208 billion yuan, a year-on-year increase of 48.5%, and net profit attributable to shareholders amounting to 33.53 million yuan, up 981.11% compared to the previous year [1][3]. Financial Performance - Total revenue for Q2 2025 was 691 million yuan, reflecting a 54.04% year-on-year increase [1]. - The net profit for Q2 2025 was 19.01 million yuan, which is a 67.42% increase year-on-year [1]. - Gross margin decreased to 23.73%, down 6.25% year-on-year, while net margin increased significantly to 3.48%, up 30,418.42% year-on-year [1]. - Total expenses (sales, management, and financial) amounted to 149 million yuan, accounting for 12.34% of revenue, a decrease of 17.53% year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) rose to 0.07 yuan, a 600% increase year-on-year [1]. - Operating cash flow per share was -0.03 yuan, a decrease of 146.87% year-on-year [1]. - The company’s cash and cash equivalents increased by 122.21% due to higher financing activities [3]. Operational Insights - The increase in revenue is attributed to the company's focus on its core business and enhanced collaboration with clients, particularly in antenna, harness, connector, heat dissipation module, and smart sensor module sectors [3]. - The increase in operating costs by 51.64% is linked to the rise in revenue [3]. - The company experienced a significant increase in financing activities, with net cash flow from financing activities rising by 188% [3]. Historical Context - The company has shown a weak historical return on invested capital (ROIC), with a median of 3.14% over the past decade, and a particularly poor performance in 2015 with a ROIC of -12.6% [4]. - The company has reported losses in four out of its twelve annual reports since going public, indicating a generally weak financial history [4].

金融界2025年8月23日消息，国家知识产权局信息显示，惠州硕贝德汽车智联科技有限公司取得一项名 为"天线防水结构及车载天线"的专利，授权公告号CN223260862U，申请日期为2024年09月。 天眼查资料显示，惠州硕贝德汽车智联科技有限公司，成立于2019年，位于惠州市，是一家以从事电气 机械和器材制造业为主的企业。企业注册资本3000万人民币。通过天眼查大数据分析，惠州硕贝德汽车 智联科技有限公司共对外投资了1家企业，财产线索方面有商标信息1条，专利信息33条，此外企业还拥 有行政许可10个。 专利摘要显示，本公开提供一种天线防水结构及车载天线。上述的天线防水结构包括外壳、防水垫、天 线及线路板，所述外壳包括上壳及下壳，所述上壳与下壳焊接，所述线路板安装于所述下壳，所述天线 与所述线路板电连接，所述上壳开设有第一出线单元，所述下壳开设有第二出线单元，所述第一出线单 元与所述第二出线单元贴合后形成出线口，所述防水垫包括相连接的防水本体及出线本体，所述防水本 体过盈抵接于所述上壳及所述下壳之间，所述出线本体开设有避位口，所述避位口与所述出线口相对设 置，所述避位口及所述出线口用于线束穿过，所述上壳开设有容 ...

Group 1 - The core viewpoint of the news is that ShuoBeide has seen an increase in shareholder accounts and a rise in stock price over the specified period, although the average shareholding value is below the industry average [1][2] - As of June 30, 2025, the number of shareholders for ShuoBeide reached 58,939, an increase of 799 accounts or 1.37% compared to March 31, 2025 [1][2] - The average shareholding value per account for ShuoBeide is 116,900 yuan, which is lower than the average of 394,300 yuan for the consumer electronics industry [1][2] Group 2 - From March 31, 2025, to June 30, 2025, ShuoBeide's stock price increased by 15.27%, during which the number of shareholders rose by 799 accounts [1][2] - The net outflow of main funds for ShuoBeide during this period was 653 million yuan, while retail investors saw a net inflow of 877 million yuan [2]

经济观察网 2025年8月22日，硕贝德(300322)发布2025年半年度报告，2025年上半年实现营业收入12.08 亿元，同比增长48.50%；实现净利润3353.08万元，同比增长981.11%；基本每股收益0.07元；加权平均 净资产收益率ROE为3.40%。 ...

Core Viewpoint - The company has focused on its core business and deepened collaboration with customers, resulting in steady revenue growth and a significant increase in net profit attributable to shareholders. Financial Performance - The company reported a substantial increase in net profit, driven by growth in various business segments, including antennas, thermal modules, wiring harnesses, and smart sensor modules [5][6]. Business Segments - **Antenna Business**: The company capitalized on the recovery of the consumer electronics market, leading to a year-on-year increase in antenna shipments for consumer electronics, which significantly boosted net profit in this area. The company maintained high gross margins for laptop antennas and achieved substantial growth in net profit for automotive antennas through optimized customer structure and increased project acquisition [5][6]. - **Thermal Components and Modules**: The company achieved mass production of high-value SOC thermal projects, resulting in a year-on-year doubling of revenue and improved operational performance. The company also made progress in developing advanced technologies, including two-phase flow and liquid cooling products, laying a foundation for future business growth [6]. - **Wiring Harnesses and Connectors**: The company seized opportunities in the electric vehicle industry, leading to a rapid increase in new orders due to enhanced internal management and growing customer recognition of its products [6]. - **Smart Sensor Modules**: The company successfully divested its fingerprint module business to focus resources on sensor module development, with its Vietnam factory achieving mass production and significant growth in overall business scale [6].