分红方面，硕贝德A股上市后累计派现1.16亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，硕贝德十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股1143.13万股，相比上期增加912.16万股。 责任编辑：小浪快报 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%。 硕贝德所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：NFC概念、5.5G 概念、无人机、北斗导航、机器人概念等。 截至6月30日，硕贝德股东户数5.89万，较上期增加1.37%；人均流通股7485股，较上期减少2.45%。 2025年1月-6月，硕贝德实现营业收入12.08亿元，同比增长48.50%；归母净利润3353.08万元，同比增长 981.11%。 9月9日，硕贝德盘中 ...

截至6月30日，硕贝德股东户数5.89万，较上期增加1.37%；人均流通股7485股，较上期减少2.45%。 2025年1月-6月，硕贝德实现营业收入12.08亿元，同比增长48.50%；归母净利润3353.08万元，同比增长 981.11%。 分红方面，硕贝德A股上市后累计派现1.16亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，硕贝德十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股1143.13万股，相比上期增加912.16万股。 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55.16%，线束及连接件24.27%，智能模组12.52%，散热 器件及模组6.88%，其他1.18% ...

证券日报网讯硕贝德（300322）9月1日在互动平台回答投资者提问时表示，公司业务主要分为天线、散 热器件模组、线束及连接件、智能传感模组四大业务，在技术、研发、客户、人才及制造等方面具有优 势。 ...

Company Overview - ShuoBeide 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, development, production, and sales of wireless communication terminal antennas [1][2]. Financial Performance - For the first half of 2025, ShuoBeide achieved operating revenue of 1.208 billion yuan, representing a year-on-year growth of 48.50%. The net profit attributable to shareholders was 33.53 million yuan, showing a significant increase of 981.11% [2]. - Since its A-share listing, ShuoBeide has distributed a total of 116 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Performance - As of August 25, ShuoBeide's stock price increased by 100.92% year-to-date, with a recent decline of 7.55% over the last five trading days. The stock has risen by 39.37% over the past 20 days and 75.02% over the past 60 days [1]. - The stock's trading volume on August 25 was 336 million yuan, with a turnover rate of 2.91% and a total market capitalization of 12.138 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for ShuoBeide 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]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder, holding 11.4313 million shares, an increase of 9.1216 million shares from the previous period [3]. Business Segments - The main business revenue composition of ShuoBeide includes antennas (55.16%), wiring harnesses and connectors (24.27%), smart modules (12.52%), heat dissipation components and modules (6.88%), and others (1.18%) [1]. Industry Classification - ShuoBeide is classified under the electronic industry, specifically in the consumer electronics sector, focusing on consumer electronic components and assembly. The company is associated with concepts such as 5.5G, Apple, Samsung, drones, Beidou navigation, and 5G [2].

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].

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].

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].

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]

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]

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]