硕贝德上半年净利同比增长981.11% 线束及连接件等业务发展向好

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by strong performance across various business segments, particularly in antennas, thermal modules, and sensor modules [1][2]. Group 1: Financial Performance - The company achieved a revenue of 1.208 billion yuan, representing a year-on-year increase of 48.50% [1] - The net profit attributable to shareholders reached 33.53 million yuan, marking a substantial year-on-year growth of 981.11% [1] - Basic earnings per share were reported at 0.07 yuan [1] Group 2: Business Segment Performance - In the terminal antenna segment, the company capitalized on the recovery of the consumer electronics market, resulting in a significant increase in antenna shipments and net profit [1] - The laptop antenna segment maintained high product gross margins through strategic collaboration with key customers [1] - The automotive antenna segment saw a multiple increase in net profit due to optimized customer structure and successful project acquisitions, including mass shipments of 4D millimeter-wave radar guiding antennas [1] Group 3: Thermal and Sensor Modules - The thermal components and modules business experienced a doubling in revenue, driven by high-value SOC thermal projects entering mass production [2] - The company made progress in developing advanced technologies, including two-phase flow and liquid cooling products, which are expected to support future business growth [2] - In the smart sensor module segment, the company successfully divested its fingerprint module business to focus on sensor modules, with significant growth in overall business scale [2] Group 4: Manufacturing and Innovation - The company established multiple manufacturing bases in Huizhou, Suzhou, and Vietnam, covering key electronic information industry clusters [2] - Continuous investment in automation and smart equipment has enhanced production efficiency and product quality, meeting diverse customer needs [2] - As of June 30, 2025, the company held 305 valid patents, including 79 invention patents, indicating a strong commitment to innovation [2]