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硕贝德:公司已完成卫通天线的研发,将积极推进相关技术、产品迭代升级及市场化
Mei Ri Jing Ji Xin Wen· 2025-08-15 01:03
硕贝德(300322.SZ)8月15日在投资者互动平台表示,公司已完成卫通天线的研发,将积极推进相关技 术、产品迭代升级及市场化。 每经AI快讯,有投资者在投资者互动平台提问:近期商业航天,卫星互联网领域进入密集发射期和快 速组网期,行业得到快速发展,请问公司目前在这方面的布局和进展如何? (文章来源:每日经济新闻) ...
硕贝德(300322) - 2025年5月14日投资者关系活动记录表
2025-05-14 12:09
Group 1: Financial Performance - The company achieved a steady revenue growth in 2024, primarily driven by the antenna, thermal components, and smart module businesses [4] - R&D investment accounted for 8.87% of revenue in 2024, focusing on core business technology upgrades and exploratory projects [3] - The overall operating income and gross margin increased compared to the previous year, with significant improvements in the smart module and thermal component businesses [5] Group 2: Strategic Development - The company plans to enhance its supply chain collaboration and explore new partnerships, particularly in the automotive sector [3] - The 4D millimeter-wave radar waveguide antennas have begun mass delivery, with expectations to provide over one million units to leading domestic customers within the year [3] - The company is actively pursuing opportunities in AI wearable technology and low-orbit satellite communication antennas, having completed R&D for the latter [4][5] Group 3: Market Expansion - Export revenue accounted for 23.26% of the company's total revenue in 2024, primarily targeting Southeast Asia and North America [6] - The company has established deep and ongoing partnerships with major clients in the automotive sector, focusing on 5G, high-precision positioning, and V2X antenna products [4] - The company is committed to optimizing its customer and product structure while actively pursuing cost reduction and efficiency improvement initiatives [5] Group 4: Future Outlook - The management is optimistic about achieving profitability goals for the year, emphasizing a focus on major clients and operational efficiency [6] - The company is exploring potential business collaborations with Huawei and other major clients for low-orbit satellite communication technology [4] - The company is enhancing its product offerings in the VR/AR sector, leveraging unique technologies to gain recognition from American brand clients [3]