数据显示，建信基金旗下1只基金重仓世嘉科技。建信社会责任混合A（530019）三季度持有股数20.98 万股，占基金净值比例为3.38%，位居第六大重仓股。根据测算，今日浮盈赚取约22.03万元。 建信社会责任混合A（530019）成立日期2012年8月14日，最新规模1.07亿。今年以来收益42.55%，同 类排名1178/8130；近一年收益48.58%，同类排名886/8054；成立以来收益276.06%。 11月27日，世嘉科技涨5.52%，截至发稿，报20.06元/股，成交1.65亿元，换手率3.74%，总市值50.62亿 元。 资料显示，苏州市世嘉科技股份有限公司位于江苏省苏州市建林路439号，成立日期1990年4月20日，上 市日期2016年5月10日，公司主营业务涉及定制化精密箱体系统的研发、设计、生产、销售以及服务。 主营业务收入构成为：射频器件33.78%，电梯轿厢系统22.74%，专用设备箱体系统22.32%，天线 16.14%，其他2.82%，精密金属结构件及其他产品2.20%。 从基金十大重仓股角度 截至发稿，李登虎累计任职时间2年7天，现任基金资产总规模1.21亿元，任职期间最佳基 ...

11月25日，世嘉科技涨5.29%，截至发稿，报18.32元/股，成交6891.55万元，换手率1.69%，总市值 46.24亿元。 资料显示，苏州市世嘉科技股份有限公司位于江苏省苏州市建林路439号，成立日期1990年4月20日，上 市日期2016年5月10日，公司主营业务涉及定制化精密箱体系统的研发、设计、生产、销售以及服务。 主营业务收入构成为：射频器件33.78%，电梯轿厢系统22.74%，专用设备箱体系统22.32%，天线 16.14%，其他2.82%，精密金属结构件及其他产品2.20%。 从基金十大重仓股角度 截至发稿，李登虎累计任职时间2年5天，现任基金资产总规模1.21亿元，任职期间最佳基金回报 68.66%， 任职期间最差基金回报51.28%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，建信基金旗下1只基金重仓世嘉科技。建信社会责任混合A（530019）三季度持有股数20.98 万股，占基金净值比例为3.38%，位居第 ...

格隆汇11月24日丨硕贝德(300322.SZ)在互动平台表示，公司的天线、线束、散热等产品能应用于机器 人领域。 ...

Core Insights - The article emphasizes the company's strategic expansion into new business areas, particularly in AI terminal hardware, commercial satellites, data centers, and robotics, which are expected to enhance future growth potential [4] - The company reported a revenue of 2.759 billion yuan for Q1-Q3 2025, reflecting a year-on-year increase of 4.20%, while the net profit attributable to shareholders was 325 million yuan, down 1.77% year-on-year due to reduced government subsidies [4] - The gross margin for Q1-Q3 2025 was 21.53%, an increase of 0.73 percentage points year-on-year, with Q3 alone showing a gross margin of 25.45%, up 1.69 percentage points year-on-year, attributed to strategic investments and product optimization [4] Business Development - The company successfully entered the AI hardware supply chain for new North American clients, providing comprehensive solutions for smart terminal products, including antennas and wireless charging [5] - The company maintains a leading position in commercial satellites and is increasing collaboration with two major North American clients [5] - Progress has been made in core automotive products such as vehicle radar and high-power wireless charging modules, with a focus on exploring opportunities in digital keys and wireless communication in smart driving [5] AI and Product Innovation - The growth in shipments of AI terminals like smartphones and smart wearables is driving the continuous growth of core product lines such as antennas and wireless charging modules [6] - The company is investing heavily in R&D for core materials, including polymer, magnetic, ceramic, and thermal materials [6] - In the antenna business, the company is developing various advanced antenna types to meet the communication needs of different smart terminal products [6] - The company is also consolidating its advantages in wireless charging technologies and developing high-frequency connectors to meet the demands of high-speed applications [6]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a favorable outlook for investment over the next 6-12 months [5]. Core Insights - The company is expanding into new business areas such as AI terminal hardware, commercial satellites, data centers, and robotics, which opens up significant growth potential [1][2]. - The company has successfully entered the North American AI hardware supply chain, providing comprehensive solutions for smart terminal products [2]. - The growth in AI technology is driving demand for the company's core products, including antennas and wireless charging modules [3]. - The company has adjusted its profit forecasts for 2025 and 2026, predicting a decline in net profit due to reduced government subsidies, but expects a recovery in 2027 [4]. Summary by Sections Financial Performance - For Q1-Q3 2025, the company reported revenue of 2.759 billion yuan, a year-on-year increase of 4.20%, and a net profit of 325 million yuan, a decrease of 1.77% [1]. - The gross margin for Q1-Q3 2025 was 21.53%, up 0.73 percentage points year-on-year, with Q3 showing a gross margin of 25.45%, an increase of 1.69 percentage points [1]. Revenue and Profit Forecast - The revenue forecast for 2025 is set at 9.618 billion yuan, with a growth rate of 10.00%, while the net profit is projected at 778 million yuan, reflecting a year-on-year decline of 11% [4]. - The company anticipates a net profit of 998 million yuan in 2027, corresponding to a price-to-earnings (P/E) ratio of 30X [4]. Product Development and Market Position - The company is focusing on high-strength R&D investments in core materials such as polymer, magnetic, ceramic, and thermal materials [3]. - It is actively developing various types of antennas and enhancing its capabilities in wireless charging technologies [3]. Market Dynamics - The global consumer electronics market is recovering, which supports the company's existing business while it explores new opportunities in AI and automotive sectors [1][2].

今年以来硕贝德已经4次登上龙虎榜，最近一次登上龙虎榜为8月7日，当日龙虎榜净买入5.33亿元；买 入总计7.14亿元 ，占总成交额比18.47%；卖出总计1.81亿元 ，占总成交额比4.68%。 资料显示，惠州硕贝德无线科技股份有限公司位于广东省惠州市仲恺高新区东江高新科技产业园惠泽大 道138号，成立日期2004年2月17日，上市日期2012年6月8日，公司主营业务涉及无线通信终端天线的研 发、生产和销售。主营业务收入构成为：天线50.50%，线束及连接件26.34%，智能传感模组13.73%， 散热器件及模组8.86%，其他(补充)0.57%。 11月18日，硕贝德盘中下跌2.04%，截至10:09，报22.09元/股，成交1.18亿元，换手率1.20%，总市值 101.62亿元。 资金流向方面，主力资金净流出2075.29万元，特大单买入365.03万元，占比3.10%，卖出411.06万元， 占比3.49%；大单买入1664.37万元，占比14.14%，卖出3693.64万元，占比31.39%。 硕贝德今年以来股价涨68.50%，近5个交易日跌2.69%，近20日跌3.20%，近60日跌22.46%。 ...

Core Insights - The article discusses the competitive landscape and market dynamics of the Beidou navigation industry in China, highlighting key companies, revenue figures, and market concentration levels. Group 1: Industry Competitive Landscape - The Beidou navigation industry features a tiered competition structure based on registered capital, with companies like Haige Communication, Siwei Map, and others in the first tier, having over 1 billion yuan in capital [1] - The second tier includes companies with registered capital between 500 million and 1 billion yuan, while those with less than 500 million yuan fall into the third tier [1] - Major companies such as Huace Navigation, Hezhong Shizhuang, and Tongyu Communication are projected to achieve over 500 million yuan in Beidou-related revenue by the first half of 2025, leading the industry [5][14] Group 2: Market Share and Concentration - In 2024, market shares for leading companies are relatively low, with Huace Navigation at 2.4% and others like Hezhong Shizhuang and Beidou Star Communication ranging from 0.3% to 1% [9] - The overall market concentration in the Beidou navigation industry is low, with the top three companies holding only 4.2% of the market share and nine representative companies collectively holding 6.9% [11] Group 3: Company Revenue and Business Focus - Revenue figures for the first half of 2025 indicate that Huace Navigation leads with 1.83 billion yuan, followed by Hezhong Shizhuang at 660 million yuan and Tongyu Communication at 520 million yuan [15] - The primary focus of these companies remains on domestic markets, with significant emphasis on navigation chips and systems [14][15] Group 4: Competitive Dynamics - The Beidou navigation industry is characterized by a large number of small to medium-sized enterprises, leading to intense competition and a low concentration ratio [17] - Despite existing technological barriers, the industry is in a rapid growth phase, attracting external entrants [17] - The supply chain dynamics show that upstream suppliers of essential components like chips have significant bargaining power due to high technical requirements [17]

Core Insights - On November 11, 2023, Canqin Technology's stock fell by 1.22% with a trading volume of 99.35 million yuan [1] - As of November 11, 2023, the total margin balance for Canqin Technology was 276 million yuan, indicating a high level of margin activity [1][2] Financial Performance - For the period from January to September 2025, Canqin Technology reported a revenue of 491 million yuan, representing a year-on-year growth of 82.47% [2] - The net profit attributable to shareholders for the same period was 86.24 million yuan, showing a year-on-year increase of 72.33% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Canqin Technology reached 12,300, an increase of 35.65% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 26.28% to 32,536 shares [2] - The company has distributed a total of 114 million yuan in dividends since its A-share listing, with 81.5 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 2.19 million shares as a new shareholder [3] - The tenth largest circulating shareholder, Huatai-PineBridge Innovation Mixed Fund, held 1.07 million shares, also as a new shareholder [3] - Shenwan Hongyuan New Economy Mixed A Fund has exited the list of the top ten circulating shareholders [3]

Group 1: Company Overview - Yijia Technology, located in Dongguan, Guangdong Province, specializes in the production of antennas and has over 10 years of experience in R&D and manufacturing [1] - The company has achieved integrated operations in technology R&D, manufacturing, and sales services, continuously expanding its production scale [1] Group 2: Technological Innovation - Yijia Technology has developed a fully automatic copper shaft line assembly machine that significantly enhances production efficiency, capable of producing 1,500 built-in antennas per hour with a defect rate between 1‰ and 3‰ [1] - The company has halved its defect rate compared to manual production methods, effectively doubling efficiency [1] Group 3: Financial Support and Products - To support the development of technology-based SMEs, China Construction Bank (CCB) Guangdong Branch has upgraded its evaluation system to a multi-dimensional model, incorporating over 30 evaluation indicators [2] - CCB has launched online credit products "Shan Ke Loan" and "Shan Xin Loan," with a maximum limit of 10 million yuan and a loan term of up to 5 years [2] Group 4: Loan Acquisition and Impact - Yijia Technology applied for the "Shan Ke Loan" online and received a credit approval of 5 million yuan within 8 days, followed by another 5 million yuan from the "Shan Xin Loan" [3] - The loans have alleviated the company's cash flow issues, allowing it to focus on R&D and production upgrades, facilitating its transformation and upgrade [3] Group 5: Industry Support - As of October 2023, CCB Guangdong Branch has provided over 30 billion yuan in loans to more than 6,000 technology-based SMEs through the "Shan Ke Loan" and "Shan Xin Loan" products [3]

Group 1 - The core viewpoint of the article highlights the successful integration of technology and finance in supporting the growth of high-tech enterprises like Yijia Technology, which specializes in antenna production and has significantly improved production efficiency through innovation [1][2][3] - Yijia Technology has been engaged in antenna product research and development for over 10 years, achieving integrated operations in technology research, manufacturing, and sales through continuous innovation [1][2] - The company has implemented an automatic assembly machine that can produce 1,500 built-in antennas per hour, reducing the defect rate to between 1‰ and 3‰, effectively doubling efficiency compared to manual production [1] Group 2 - To support the development of technology-based SMEs, the Bank of China Guangdong Branch has upgraded its evaluation system to a multi-dimensional model that assesses over 30 indicators, including intellectual property and financial reports [2] - The bank introduced online credit products "Shan Ke Loan" and "Shan Xin Loan," with a maximum limit of 10 million yuan and a loan term of up to 5 years, aimed at facilitating funding for innovative enterprises [2] - Yijia Technology received a credit approval of 5 million yuan after applying for the "Shan Ke Loan" and subsequently for the "Shan Xin Loan," which helped alleviate cash flow shortages and allowed the company to focus on product development and production upgrades [3]