Core Viewpoint - The THz concept sector has shown a significant increase of 4.14%, ranking third among concept sectors, with notable stocks like Hitec High-tech and Aerospace Electronics hitting the daily limit up [1] Group 1: Sector Performance - The THz concept sector had 18 stocks rising, with Hitec High-tech, Aerospace Electronics, and Shuo Beid's stock prices increasing by 10.72%, 10.19%, and 8.68% respectively [1] - The leading decliners in the sector included Changfei Fiber, Saiwei Electronics, and Hengtong Optic, which fell by 5.21%, 3.78%, and 1.36% respectively [1] Group 2: Capital Flow - The THz concept sector attracted a net inflow of 2.069 billion yuan, with 11 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] - Aerospace Electronics led the net inflow with 1.850 billion yuan, followed by ZTE Communications, Shuo Beid, and Tianyin Machinery with net inflows of 561 million yuan, 332 million yuan, and 289 million yuan respectively [2] Group 3: Capital Inflow Ratios - The stocks with the highest net inflow ratios included Aerospace Electronics, Hitec High-tech, and Yaguang Technology, with net inflow ratios of 18.69%, 16.87%, and 13.27% respectively [3] - The detailed capital inflow data for the THz concept stocks shows significant trading activity, with Aerospace Electronics having a trading volume of 185 million yuan and a turnover rate of 11.91% [3][4]

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]

证券之星消息，1月8日消费电子板块较上一交易日下跌1.55%，奕东电子领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300136 | 信维通信 | 76.20 | 13.71% | 168.69万 | | 120.65亿 | | 300322 | 硕贝德 | 31.70 | 10.72% | 124.03万 | | 37.42亿 | | 300647 | 超频三 | 7.25 | 6.93% | 92.70万 | | 6.86亿 | | 300868 | 本美特 | 34.51 | 5.21% | 4.82万 | | 1.66亿 | | 603052 | 可川科技 | 42.00 | 3.93% | 21.72万 | | 260.6 | | 301329 | 信音电子 | 24.05 | 3.66% | 10.72万 | | 2.55亿 | | ...

Core Viewpoint - The company Shobeyde (300322) is actively expanding its product applications in the robotics sector and has secured significant orders in the low-orbit satellite communication antenna market, particularly for maritime use [1] Group 1: Product Applications - The company's antennas, wiring harnesses, and cooling products are applicable in the robotics field [1] - The low-orbit satellite communication antennas are primarily used in ground terminal products such as mobile phones, automobiles, and ships, with a focus on maritime applications for current orders [1] Group 2: Automotive Sector Engagement - The company has successfully entered the supply chain of major domestic automotive clients, providing products that include GPS/Beidou/high-precision positioning, LTE/5G/V2X, Bluetooth/WIFI, and millimeter-wave radar antennas [1] Group 3: Cooling Products Development - The company is currently testing server liquid cooling plates for a client in Taiwan, indicating ongoing development in cooling solutions [1]

证券代码：300322 证券简称：硕贝德 公告编号：2026-001 | 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 | 现金管 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 收益率 | 理收益 | | 1 | 广州硕贝德 | 兴业银行 | 兴业银行企业金融 | 保本浮动收益型 | 2,000.00 | 2025/6/24 | 2025/12/24 | 1.20%/ | 17.95 | | | | | 人民币结构性存款 | | | | | 1.79% | | 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 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12月17日召 开的第六届董事会第二次临时会议审议通过了《关于使用部分闲置募集资金进行现 金管理的议案》，同意公司及下属子公司在确保不影响募 ...

Core Viewpoint - The report from Zhongyou Securities highlights the strong performance growth and robust profit recovery momentum of Shuo Beid. The company focuses on its core business and deepens collaboration with clients, leading to positive developments in antennas, harnesses and connectors, thermal modules, and smart sensor modules [1] Group 1: Business Segments - Antenna business is experiencing growth across multiple tracks, with terminal antennas benefiting from the recovery in the consumer electronics market, resulting in increased shipment volume and net profit. Collaboration with key clients in laptop antennas has stabilized high-value order deliveries, maintaining high gross margins [1] - The automotive antenna segment has seen a significant increase in net profit year-on-year due to optimized customer structure, new project mass production, and the bulk shipment of 4D millimeter-wave radar waveguide antennas [1] - The thermal components and modules business is leveraging high-value SOC thermal projects for mass production and stable delivery, entering a rapid scaling phase that releases scale effects. The forward-looking layout of two-phase flow and liquid cooling products lays a foundation for long-term development [1] - The harnesses and connectors business is seizing opportunities in the electric vehicle industry, with enhanced internal management leading to increased customer recognition and rapid growth in new orders [1] - The smart sensor module business has completed the divestiture of the fingerprint module segment to focus on core areas, with mass production and delivery from the Vietnam factory significantly boosting overall business scale [1] Group 2: Investment Rating - The report initiates coverage with a "Buy" rating for the company, reflecting confidence in its growth trajectory and operational strategies [1]

证券日报网讯1月5日，硕贝德（300322）在互动平台回答投资者提问时表示，公司的散热产品可用于手 机、游戏机、笔记本电脑、基站、服务器、光伏储能及新能源汽车等领域。 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company has demonstrated strong revenue growth and profit recovery, with a 50.25% year-on-year increase in revenue to 1.99 billion yuan and a staggering 1290.66% increase in net profit attributable to shareholders to 51 million yuan for the first three quarters of 2025 [4]. - The focus on core business areas has yielded significant results, with four main product lines—antennas, wiring harnesses and connectors, thermal modules, and smart sensor modules—showing positive synergy and growth [5]. - The company is expected to achieve revenues of 2.8 billion yuan, 3.6 billion yuan, and 4.7 billion yuan for the years 2025, 2026, and 2027, respectively, with net profits projected at 80 million yuan, 110 million yuan, and 140 million yuan [6]. Company Overview - The latest closing price of the company's stock is 27.29 yuan, with a total market capitalization of 12.6 billion yuan and a circulating market value of 12 billion yuan [3]. - The company has a total share capital of 460 million shares, with 440 million shares in circulation [3]. - The company has a debt-to-asset ratio of 66.4%, indicating a relatively high level of leverage [3]. Financial Projections - Revenue is projected to grow at rates of 51.09% in 2025, 28.31% in 2026, and 30.10% in 2027 [9]. - The company is expected to achieve a gross profit margin of approximately 23% in 2025, increasing to 24.9% by 2027 [14]. - The earnings per share (EPS) is forecasted to turn positive, reaching 0.18 yuan in 2025 and 0.31 yuan in 2027 [9][14].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的lcp液晶聚合物天线产品是否量产？有哪些客 户生产的手机在使用lcp天线？ 硕贝德（300322.SZ）1月5日在投资者互动平台表示，公司LCP天线已量产出货。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：目前北美客户批量采购公司哪些产品？送样给北美客 户的产品有哪些？ 硕贝德（300322.SZ）1月5日在投资者互动平台表示，公司为北美客户提供的智能穿戴天线及部分零部 件已批量出货。 ...