Core Insights - The company has launched inductor and tantalum capacitor product solutions that meet the high performance, high reliability, and lower cost requirements of storage clients [2] - The recent industry-wide price increase and demand changes for storage products present both opportunities and challenges for the company, which is closely monitoring market developments [2]

Core Viewpoint - The company indicates that its product prices are generally market-driven and currently exhibit a relatively stable pricing structure due to strong product performance and a stable competitive landscape in the industry [2]. Company Summary - The company has responded to investor inquiries, confirming that its core products maintain a competitive edge due to superior performance [2]. - The pricing system for the company's products is currently stable, reflecting the overall stability in the industry [2]. Industry Summary - The industry is characterized by a stable competitive environment, which contributes to the stability of product pricing [2].

Core Viewpoint - The company, Sunlord Electronics (002138), is experiencing new demand opportunities for its products due to the rapid growth in storage product requirements [1] Group 1: Company Products and Applications - The company's products are primarily used in power management, voltage conversion, and power failure protection for storage products [1] - Available products include various types of inductors and tantalum capacitors [1] Group 2: Market Demand - There is a significant increase in demand for storage products, which is positively impacting the company's related product offerings [1]

Core Viewpoint - The company, Sunlord Electronics, emphasizes that its tantalum capacitor products are well-suited for the AI server sector due to their ability to operate in high-temperature environments and maintain voltage stability [1] Group 1: Product Characteristics - Tantalum capacitors meet the high-temperature and high-voltage stability requirements of AI servers [1] - The new structural tantalum capacitors developed for top global clients fulfill demands for miniaturization, thinness, and high capacitance [1]

Core Viewpoint - The company has introduced TLVR inductors, which offer significant performance and cost advantages over traditional VR structure inductors, enhancing load transient response and reducing output capacitor size and cost [1] Summary by Categories Product Innovation - TLVR inductors utilize a cross-inductor voltage regulator (TLVR) structure, enabling extremely fast load transient response [1] - The performance and unit price of TLVR inductor products are significantly improved compared to non-TLVR AI inductors [1] Sales Structure - The current sales structure already includes some TLVR products, indicating a shift towards this advanced technology in the company's offerings [1]

Core Viewpoint - The company has made significant advancements in the tantalum capacitor sector, developing a new series of products that can be widely applied across various industries, indicating a positive future growth trend [1] Group 1: Company Developments - The company has invested years in research and development in the tantalum capacitor field [1] - A new series of tantalum capacitor products has been developed using innovative processes and structures [1] - The company's tantalum capacitor products are already being supplied to customers across multiple product lines [1] Group 2: Industry Applications - The new tantalum capacitors can be applied in communications, consumer electronics, AI data centers, automotive electronics, and industrial control [1] - The future development trend for the company's products is expected to remain positive [1]

Core Viewpoint - Shunluo Electronics has achieved mass production and shipment of various AI inductor products using multiple processes, positioning itself at the forefront of the industry amid the TLVR structure iteration trend in AI inductors [1] Group 1: Business Performance - The company has received recognition from several leading power semiconductor clients and end cloud factory customers [1] - In the first three quarters of 2025, Shunluo Electronics experienced rapid business growth [1] - The company is expected to enter an accelerated development phase in the coming years [1] Group 2: Product Offering - Shunluo Electronics has developed a one-stop solution for AI server clients, including AI inductors, tantalum capacitors, and various magnetic component products [1]

Core Viewpoint - The company indicates that its product prices are generally stable and aligned with market conditions, suggesting no significant impact on fourth-quarter profits from recent price increases [2]. Group 1: Company Performance - The company responded to investor inquiries about whether recent price increases would enhance fourth-quarter performance, stating that its product pricing is typically market-driven [2]. - The company highlighted that its core products benefit from superior performance and a stable competitive landscape, contributing to a relatively stable pricing structure [2]. Group 2: Industry Context - The overall industry competition is described as stable, which supports the company's pricing strategy and performance [2].

Core Viewpoint - The company, Shunluo Electronics, is experiencing new demand opportunities for its products due to the rapid growth in the storage product market [1] Group 1: Company Overview - Shunluo Electronics specializes in power management, voltage conversion, and power failure protection for storage products [1] - The company offers a range of products including various inductors and tantalum capacitors [1] Group 2: Industry Trends - The demand for storage products is increasing rapidly, leading to new opportunities for the company's supporting products [1]

Core Viewpoint - The company has launched inductor and tantalum capacitor product solutions that meet the high performance, high reliability, and lower cost requirements of storage clients, indicating a strategic response to market demands [1] Group 1 - The recent price increase and demand changes in the storage product industry present both opportunities and challenges for the company [1] - The company is closely monitoring market changes to adapt to the evolving landscape [1]