智能传感模组

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硕贝德跌2.07%,成交额6.57亿元,主力资金净流出1785.79万元
Xin Lang Cai Jing· 2025-09-09 06:44
Company Overview - Shuo Bei De Wireless Technology Co., Ltd. is located in Huizhou, Guangdong Province, established on February 17, 2004, and listed on June 8, 2012. The company specializes in the research, production, and sales of wireless communication terminal antennas [1][2]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.208 billion yuan, representing a year-on-year growth of 48.50%. The net profit attributable to the parent company was 33.53 million yuan, showing a significant increase of 981.11% [2]. - As of June 30, 2025, the company has cumulatively distributed 116 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of September 9, the stock price of Shuo Bei De was 22.72 yuan per share, with a market capitalization of 10.47 billion yuan. The stock has increased by 73.30% year-to-date, but has seen a decline of 5.06% in the last five trading days and 19.32% over the past 20 days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on August 7, where it recorded a net purchase of 533 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 58,900, an increase of 1.37% from the previous period. The average circulating shares per person decreased by 2.45% to 7,485 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 11.4313 million shares, an increase of 9.1216 million shares compared to the previous period [3]. Industry Context - Shuo Bei De operates within the electronic industry, specifically in the consumer electronics sector, focusing on components and assembly. The company is associated with several concepts, including NFC, 5.5G, drones, Beidou navigation, and robotics [2].
硕贝德:公司业务主要分为天线、散热器件模组等四大业务
Zheng Quan Ri Bao Wang· 2025-09-01 07:42
Group 1 - The company, ShuoBeide (300322), has a diversified business structure consisting of four main segments: antennas, thermal management modules, wiring harnesses and connectors, and intelligent sensor modules [1] - The company claims to possess advantages in technology, research and development, customer relations, talent acquisition, and manufacturing capabilities [1]
硕贝德2025年中报简析:营收净利润同比双双增长
Zheng Quan Zhi Xing· 2025-08-23 22:57
Core Insights - The company ShuoBeide (300322) reported significant growth in both revenue and net profit for the first half of 2025, with total revenue reaching 1.208 billion yuan, a year-on-year increase of 48.5%, and net profit attributable to shareholders amounting to 33.53 million yuan, up 981.11% compared to the previous year [1][3]. Financial Performance - Total revenue for Q2 2025 was 691 million yuan, reflecting a 54.04% year-on-year increase [1]. - The net profit for Q2 2025 was 19.01 million yuan, which is a 67.42% increase year-on-year [1]. - Gross margin decreased to 23.73%, down 6.25% year-on-year, while net margin increased significantly to 3.48%, up 30,418.42% year-on-year [1]. - Total expenses (sales, management, and financial) amounted to 149 million yuan, accounting for 12.34% of revenue, a decrease of 17.53% year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) rose to 0.07 yuan, a 600% increase year-on-year [1]. - Operating cash flow per share was -0.03 yuan, a decrease of 146.87% year-on-year [1]. - The company’s cash and cash equivalents increased by 122.21% due to higher financing activities [3]. Operational Insights - The increase in revenue is attributed to the company's focus on its core business and enhanced collaboration with clients, particularly in antenna, harness, connector, heat dissipation module, and smart sensor module sectors [3]. - The increase in operating costs by 51.64% is linked to the rise in revenue [3]. - The company experienced a significant increase in financing activities, with net cash flow from financing activities rising by 188% [3]. Historical Context - The company has shown a weak historical return on invested capital (ROIC), with a median of 3.14% over the past decade, and a particularly poor performance in 2015 with a ROIC of -12.6% [4]. - The company has reported losses in four out of its twelve annual reports since going public, indicating a generally weak financial history [4].
硕贝德: 2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-22 16:36
Core Viewpoint - The company has shown significant growth in revenue and net profit during the reporting period, driven by strong performance in its core business areas, including antennas, thermal modules, and sensor modules [4][5]. Financial Performance - The company's operating revenue for the reporting period reached approximately 1.21 billion yuan, representing a year-on-year increase of 48.50% compared to 813.66 million yuan in the same period last year [4]. - The net profit attributable to shareholders was approximately 33.53 million yuan, a substantial increase of 981.11% from 3.10 million yuan in the previous year [4]. - The basic and diluted earnings per share both increased to 0.07 yuan, reflecting a growth of 600% from 0.01 yuan [4]. - The net cash flow from operating activities was negative at approximately -14.00 million yuan, a decline of 146.38% from 30.20 million yuan [4]. Business Segments - Antenna Business: The company capitalized on the recovery of the consumer electronics market, resulting in a significant increase in antenna shipments for consumer electronics, which drove rapid profit growth in this segment [5]. - Thermal Modules: High-value SOC thermal projects achieved mass production and stable delivery, leading to a doubling of revenue year-on-year and improved operational performance [5]. - Wiring Harness and Connectors: The company leveraged opportunities in the electric vehicle industry, resulting in a rapid increase in new orders due to enhanced customer recognition [5]. - Intelligent Sensor Modules: The company successfully divested its fingerprint module business and focused resources on sensor modules, with the Vietnam factory achieving mass production and significant growth in overall business scale [5].
硕贝德: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-22 16:36
Core Viewpoint - The report highlights the significant growth in revenue and net profit for Huizhou Speed Wireless Technology Co., Ltd. during the first half of 2025, driven by the recovery in the consumer electronics market and the company's focus on core business areas [2][3]. Company Overview and Financial Indicators - The company reported a revenue of CNY 1,208,239,735.60, a 48.50% increase compared to the same period last year [2][4]. - The net profit attributable to shareholders reached CNY 28,435,223.36, marking an increase of 855.73% year-on-year [2][4]. - The basic earnings per share increased to CNY 0.07, a 600.00% rise from the previous year [2][4]. - Total assets at the end of the reporting period were CNY 3,347,707,990.72, up 9.25% from the end of the previous year [2][4]. Business Operations - The company operates primarily in the antenna, thermal management components, wiring harnesses, and smart sensor modules sectors, serving industries such as consumer electronics, automotive, communication, and new energy [3][5]. - The company has a strong focus on the terminal antenna business, with significant growth in shipments for consumer electronics, leading to increased net profits [7][8]. - The thermal management segment saw a doubling in revenue due to high-value projects reaching mass production [7][8]. Industry Context - As of June 2025, China had 4.549 million 5G base stations, with a net increase of 298,000 from the previous year, indicating a robust expansion in telecommunications infrastructure [3][4]. - The consumer electronics market is recovering, with global smartphone shipments showing a slight increase of 1.5% year-on-year in Q1 2025 and 1.0% in Q2 2025 [3][4]. - The automotive industry is also experiencing growth, with a 41.4% increase in new energy vehicle production and sales in the first half of 2025 [4][5].
硕贝德(300322.SZ)发布上半年业绩,归母净利润3353.08万元,大幅增长981.11%
智通财经网· 2025-08-22 15:08
Core Viewpoint - The company Shobeyde (300322.SZ) reported significant growth in its 2025 semi-annual report, with a notable increase in both revenue and net profit, indicating strong operational performance and market demand in its core business areas [1] Financial Performance - The company's operating revenue reached 1.208 billion yuan, representing a year-on-year increase of 48.50% [1] - The net profit attributable to shareholders was 33.53 million yuan, showing a remarkable year-on-year growth of 981.11% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 28.44 million yuan, reflecting an increase of 855.73% year-on-year [1] - Basic earnings per share stood at 0.07 yuan [1] Business Focus and Development - The company focused on its core business and deepened collaboration with customers, leading to steady revenue growth and significant net profit improvement [1] - In the terminal antenna segment, the shipment volume of antennas for consumer electronics increased year-on-year, driving rapid profit growth in this area [1] - In the laptop antenna segment, the company successfully secured and maintained high-value orders, with product gross margins remaining at a high level [1] - In the automotive antenna segment, the company actively optimized its customer structure and explored customer needs, resulting in an increase in the number of new projects and mass production quantities, with 4D millimeter-wave radar waveguide antennas achieving bulk shipments, significantly boosting net profit in this segment [1]
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
Zheng Quan Shi Bao Wang· 2025-08-22 14:08
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]
硕贝德:上半年净利润同比增长981.11%
Ge Long Hui A P P· 2025-08-22 12:13
Core Insights - The company reported a revenue of 1.208 billion yuan for the first half of 2025, representing a year-on-year growth of 48.50% [1] - The net profit attributable to shareholders reached 33.53 million yuan, showing a significant year-on-year increase of 981.11% [1] Business Focus - The company is concentrating on its core business and enhancing collaboration with clients [1] - Key product areas such as antennas, harnesses and connectors, thermal modules, and intelligent sensor modules are experiencing continuous growth [1] Product Development - The 4D millimeter-wave radar waveguide antenna has achieved mass production, contributing to a substantial increase in net profit from automotive antennas [1] - High-value SOC thermal projects have entered mass production and are maintaining stable delivery, with rapid scaling in progress [1]
AI赋能、汽车电子业务增长 消费电子上市公司中期业绩普遍向好
Zheng Quan Ri Bao· 2025-07-15 16:44
Core Insights - The consumer electronics sector is experiencing a structural recovery driven by demand rebound and technological upgrades, with 47% of the 23 listed companies in the sector expecting profit growth for the first half of 2025 [1][2] Industry Performance - The consumer electronics industry is benefiting from global digital transformation and the explosion of AI, leading to improved industry sentiment [2] - AI is deeply empowering the consumer electronics industry, driving innovation in products such as smartphones, AI PCs, and wearable devices [3] - The automotive electronics business is becoming a core growth engine for listed companies in the consumer electronics sector, fueled by the rapid development of the new energy vehicle industry [5][6] Company Performance - Six companies in the consumer electronics sector are expected to achieve over 100% year-on-year profit growth, with Shuo Bei De Wireless Technology Co., Ltd. projecting a profit increase of 867.27% to 1028.49% [2] - Huqin Technology Co., Ltd. anticipates a profit of 1.87 billion to 1.9 billion yuan, reflecting a year-on-year increase of 44.8% to 47.2% [3] - Foxconn Industrial Internet Co., Ltd. is seeing significant growth in its core products, particularly in advanced AI computing products, and is focusing on smart manufacturing and AI integration [4] - Luxshare Precision Industry Co., Ltd. expects a profit growth of 20% to 25% due to its vertical integration strategy and global resource optimization [5]