盛路通信（002446.SZ）12月30日在投资者互动平台表示，公司在卫星定位方面具备卫星通信天线技 术；卫星通讯方面，公司掌握Ku/Ka波段相控阵天线技术，后续将重点推进实现市场化应用。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：汽车自动驾驶已成为行业主流趋势，根据相关部门规 定，L3级及以上自动驾驶车辆需具备厘米级精度的卫星定位功能，请问贵公司是否具备该领域的核心 技术能力？此外，在卫星通讯领域，贵公司是否掌握动中通等相关设备的技术研发与应用能力？ ...

证券日报网讯12月29日，硕贝德（300322）在互动平台回答投资者提问时表示，公司没有"6G太赫兹原 型机实现1Tbps传输速率"以及"量子加密天线"。公司已完成卫星通信天线研发，目前有收到低轨卫通天 线的量产订单，即将批量交付，车用高轨卫通天线今年已向国内头部客户交付超过10万pcs；同时密切 跟进6G发展并积极开展相关工作。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司6G太赫兹原型机实现1Tbps传输速率，而6G与低轨 星座天地一体化组网已进入实质验证阶段。请问公司量子加密天线研发是否取得新突破，目前处于什么 阶段？是否已与国内运营商或航天企业开展6G预研合作？在太赫兹通信领域的技术领先优势能否保持 2-3年，相关专利布局是否完善？ 硕贝德（300322.SZ）12月29日在投资者互动平台表示，公司没有"6G太赫兹原型机实现1Tbps传输速 率"以及"量子加密天线"。公司已完成卫星通信天线研发，目前有收到低轨卫通天线的量产订单，即将 批量交付，车用高轨卫通天线今年已向国内头部客户交付超过10万pcs；同时密切跟进6G发展并积极开 展相关工作。 （文章来源：每日经济新闻） ...

格隆汇12月29日丨硕贝德(300322.SZ)在互动平台表示，公司没有"6G太赫兹原型机实现1Tbps传输速 率"以及"量子加密天线"。公司已完成卫星通信天线研发，目前有收到低轨卫通天线的量产订单，即将 批量交付，车用高轨卫通天线今年已向国内头部客户交付超过10万pcs；同时密切跟进6G发展并积极开 展相关工作。 ...

格隆汇12月29日丨硕贝德(300322.SZ)在互动平台表示，公司没有"6G太赫兹原型机实现1Tbps传输速 率"以及"量子加密天线"。公司已完成卫星通信天线研发，目前有收到低轨卫通天线的量产订单，即将 批量交付，车用高轨卫通天线今年已向国内头部客户交付超过10万pcs；同时密切跟进6G发展并积极开 展相关工作。 ...

Company Overview - Chengdu M&S Electronics Technology Co., Ltd. is a national-level specialized and innovative "little giant" enterprise focusing on the research, development, manufacturing, sales, and technical services of satellite navigation and satellite communication terminal equipment [8][17]. - The company has established a comprehensive research and development system and a strong scientific research team, covering core technologies in multiple fields including satellite navigation, satellite communication, data links, and electronic countermeasures [8][17]. Financial Performance - For the first half of 2025, the company achieved operating revenue of approximately 119.75 million yuan, a year-on-year increase of 49.74% [3]. - The net profit attributable to shareholders was approximately -37.13 million yuan, showing an improvement compared to -43.04 million yuan in the same period last year [3]. - The net cash flow from operating activities was approximately 161.67 million yuan, significantly increasing from -79.54 million yuan in the previous year [3]. Industry Context Satellite Navigation Industry - The Beidou satellite navigation system is crucial for national security and economic safety, providing independent timing and positioning services [8]. - The satellite navigation industry in China is transitioning towards multi-system compatibility and integration with emerging technologies such as big data and artificial intelligence [8]. - The total output value of China's satellite navigation and positioning service industry is projected to reach 575.8 billion yuan in 2024, with a year-on-year growth of 7.39% [8]. Satellite Communication Industry - The demand for satellite communication terminal equipment is increasing due to advancements in satellite manufacturing and launch infrastructure, leading to lower communication costs [8]. - The low Earth orbit satellite networks are transforming the satellite industry, providing better coverage and lower latency compared to traditional geostationary satellites [8][6]. - The company is positioned to benefit from the growing demand for satellite communication services, particularly in maritime and aviation markets [17]. Electronic Countermeasures - Electronic countermeasures are becoming increasingly important in modern warfare, focusing on controlling the electromagnetic spectrum to protect friendly forces and disrupt enemy operations [8][6]. - The company’s electronic countermeasure products include terminal defense, electronic attack, and training/testing equipment, which are essential for military applications [8][7]. Product Offerings - The company's main products include satellite navigation receivers, satellite communication antennas, and electronic countermeasure systems, primarily serving military and defense sectors [8][9]. - Satellite navigation products are designed for high-dynamic platforms, providing high-precision positioning and timing information [8][9]. - Satellite communication products are utilized in maritime and aviation sectors, with a focus on low-cost and high-performance solutions [17]. Market Position - The company has established itself as a leading supplier in the domestic satellite navigation market, with a focus on high-dynamic military applications [16]. - In the satellite communication sector, the company is gaining traction in the domestic maritime market, leveraging its competitive advantages to maintain market leadership [17].