硕贝德在互动平台表示，公司的4D毫米波雷达波导天线已向国内头部客户批量出货，这一技术进展可 能对天线业务产生积极影响。此外，上海市发布《人工智能赋能上海信息通信网络"智网上海"行动计划 (2026-2028年)》，提出到2028年实现AI眼镜等智能终端规模化接入，作为天线供应商，硕贝德可能间 接受益于行业政策。 经济观察网硕贝德（300322）近期热点集中于技术突破与股价波动。公司4D毫米波雷达波导天线已向 国内头部客户批量出货，同时上海发布AI赋能网络行动计划，公司作为天线供应商或间接受益。 近期事件 股价方面，硕贝德近7天呈现波动：2月12日股价上涨5.06%，报收27.01元/股，成交额3.26亿元；2月11 日股价下跌2.35%，报收25.71元/股，主力资金净流出7692.48万元，占成交额18.31%。资金流向显示短 期市场情绪分化。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 ...

格隆汇2月9日丨硕贝德(300322.SZ)在互动平台表示，公司的4D毫米波雷达波导天线已向国内头部客户 批量出货。 ...

Core Viewpoint - The company Shobeyde (300322.SZ) expects to achieve a net profit of 60 million to 70 million yuan for the year 2025, marking a turnaround from losses in the previous year, with a similar range for net profit after excluding non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a significant improvement in financial performance, with a projected net profit of 60 million to 70 million yuan for 2025, indicating a return to profitability [1] - The expected net profit after excluding non-recurring items is also in the range of 60 million to 70 million yuan, reflecting a similar positive trend [1] Group 2: Business Growth Drivers - The growth in demand from the consumer electronics and new energy vehicle markets has contributed to the increase in shipment volumes for the company's antenna, wiring harness, thermal module, and smart sensor module businesses [1] - Notable revenue and profit growth has been observed in the mobile phone antenna, automotive antenna, and wiring harness segments [1] Group 3: Product Development and Client Acquisition - The company is actively promoting the large-scale production of new products, including the PS5 game console SOC thermal module and 4D millimeter-wave radar waveguide antenna, which are set for mass delivery [1] - The company has successfully obtained supplier qualifications from four well-known domestic and international automotive clients and two domestic AI glasses clients, with one client already in mass production [1] - Progress is being made on liquid cooling projects for server optical modules, and the satellite antenna has received mass production orders and has begun delivery [1]

Core Viewpoint - The company Shoubeide (300322.SZ) has successfully entered the supply chain of a significant domestic automotive client, indicating a strategic advancement in its market position [1]. Group 1: Company Developments - The company has achieved bulk shipments of approximately 3 million pieces of 4D millimeter-wave radar waveguide antennas to leading domestic clients, showcasing its production capabilities and market demand [1].

Group 1 - The company has no current collaboration with Tesla in the field of autonomous driving or related technologies such as antennas and sensors [2] - The company's products, including vehicle-mounted antennas and 4D millimeter-wave radar waveguide antennas, are already applied in the autonomous driving sector [2]

Core Viewpoint - The company ShuoBeide has confirmed that its vehicle-mounted antennas and 4D millimeter-wave radar waveguide antennas are being utilized in the autonomous driving sector [2] Group 1 - The company has engaged with investors through an interactive platform, indicating transparency and communication [2] - The application of its technologies in the autonomous driving field highlights the company's involvement in advanced automotive solutions [2]

Group 1 - The company Shoubeide (300322.SZ) has announced that its vehicle-mounted antennas and 4D millimeter-wave radar waveguide antennas are being applied in the autonomous driving sector [1]

Group 1 - The company focuses on major clients and actively seeks to expand its customer base [1] - The 4D millimeter-wave radar waveguide antennas have been shipped in bulk, totaling approximately 3 million pieces to leading domestic clients [1]

Group 1 - The company is focusing on major clients while actively seeking new customers for its 4D millimeter-wave radar antennas [2] - The company has shipped approximately 3 million pieces of 4D millimeter-wave radar waveguide antennas to leading domestic clients [2]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company has successfully delivered low-orbit satellite communication antennas and high-orbit antennas for vehicles, with a supply of approximately 3 million 4D millimeter-wave radar waveguide antennas, indicating strong collaboration with domestic and international AR/AI glasses clients for bulk shipments [1] - The company is enhancing lithium battery performance through lithium supplement agents to improve battery cycle life and energy density, while also applying fluorinated liquids for cooling in immersion data centers, semiconductor manufacturing, and thermal management of 5G base stations [1]