SPEED(SZ:300322) Ge Long Hui A P P·2026-01-28 12:07Core Viewpoint - The company Shobeyde (300322.SZ) expects to achieve a net profit of 60 million to 70 million yuan for the year 2025, marking a turnaround from losses in the previous year, with a similar range for net profit after excluding non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a significant improvement in financial performance, with a projected net profit of 60 million to 70 million yuan for 2025, indicating a return to profitability [1] - The expected net profit after excluding non-recurring items is also in the range of 60 million to 70 million yuan, reflecting a similar positive trend [1] Group 2: Business Growth Drivers - The growth in demand from the consumer electronics and new energy vehicle markets has contributed to the increase in shipment volumes for the company's antenna, wiring harness, thermal module, and smart sensor module businesses [1] - Notable revenue and profit growth has been observed in the mobile phone antenna, automotive antenna, and wiring harness segments [1] Group 3: Product Development and Client Acquisition - The company is actively promoting the large-scale production of new products, including the PS5 game console SOC thermal module and 4D millimeter-wave radar waveguide antenna, which are set for mass delivery [1] - The company has successfully obtained supplier qualifications from four well-known domestic and international automotive clients and two domestic AI glasses clients, with one client already in mass production [1] - Progress is being made on liquid cooling projects for server optical modules, and the satellite antenna has received mass production orders and has begun delivery [1]