Group 1 - The core point of the article is that Shunluo Electronics announced its decision to invest 200 million RMB in the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund as a limited partner [1] Group 2 - The investment decision was made during the eighth meeting of the seventh board of directors' strategic committee held on February 5, 2026 [1]

股票代码：002138 股票简称：顺络电子 编号：2026-012 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次对外投资的概况 深圳顺络电子股份有限公司（以下简称"顺络电子"或"公司"）作为有限合伙 人与普通合伙人国投创新投资管理有限公司、厦门产投新圆科技投资有限公司， 其他有限合伙人厦门市产业投资有限公司、厦门市创业投资有限公司、厦门市思 明区产业投资有限公司、厦门火炬产业股权投资管理有限公司、浙江中力实桥企 业管理有限公司、广州新创多策略股权投资合伙企业（有限合伙）、杭州和达产 业基金投资有限公司，及特殊有限合伙人上海新盈恒裕企业管理中心（有限合伙） 共同签署《厦门恒创产投股权投资基金合伙企业（有限合伙）合伙协议》（以下 简称"合伙协议"）。共同投资设立厦门恒创产投股权投资基金合伙企业（有限合 伙）（以下简称"合伙企业"），合伙企业目标募集规模为人民币 10 亿元，出资方 式均为货币。全体合伙人本次的认缴出资总额为人民币 40,875.91 万元，公司拟以 自有资金认缴出资人民币 10,000 万元。 深圳顺络电子股份有限公司 关于与专业投资机 ...

股票代码：002138 股票简称：顺络电子 编号：2026-011 深圳顺络电子股份有限公司 关于认购粤港澳基金份额的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、投资情况概述 1、深圳顺络电子股份有限公司（以下简称"顺络电子"或"公司"）于 2026 年 2 月 5 日召开第七届董事会战略委员会第八次会议，审议通过了《关于认购粤港 澳大湾区创业投资引导基金合伙企业（有限合伙）份额的提案》，公司拟作为有 限合伙人，出资人民币 2 亿元认购粤港澳大湾区创业投资引导基金合伙企业（有 限合伙）（以下简称"粤港澳基金"或"基金"）份额。 2、根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律 监管指引第 7 号——交易与关联交易》及《公司章程》等规定，本次交易不构成 关联交易，也不构成《上市公司重大资产重组管理办法》规定的上市公司重大资 产重组。本次交易事项在公司战略委员会决策权限内，已经战略委员会全体成员 审议通过，无需提交董事会和股东会审议，无需其他相关部门批准。 3、公司及持股 5%以上股东、董事、高级管理人员与粤港澳基金的普通合伙 人及 ...

Group 1 - The company, Shunluo Electronics, plans to invest RMB 200 million as a limited partner in the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund [1] - The investment will focus on sectors supported by national policies, including new generation information technology, biotechnology, high-end equipment manufacturing, new materials and new energy, and electronic hardware [1]

股票代码：002138 股票简称：顺络电子 编号：2026-010 深圳顺络电子股份有限公司 关于为控股公司提供担保的进展情况公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 深圳顺络电子股份有限公司（以下简称"公司"）对外担保额度总额超过最 近一期经审计净资产的 100%，该等担保全部系为公司之控股公司提供的担保， 本次担保中有资产负债率超过 70%的被担保对象，敬请投资者充分关注担保风险。 一、担保情况概述 在上述权限范围内，公司董事会授权公司管理层根据实际情况，选择金融机 构及担保方式并办理签订相关合同等具体事宜，公司将按照相关法律法规履行信 息披露义务。 上述事宜详见公司分别于 2025 年 2 月 28 日、2025 年 3 月 21 日刊登于证券 时报及巨潮资讯网（http://www.cninfo.com.cn）的公告。 本次担保使用额度情况如下： 单位：人民币万元 | 担保方 | 被担保方 | 资产负债率 | 股东大会审 | 本次担保 前担保余 | 本次担保 | 本次担保 后担保余 | | --- | --- | --- | - ...

Group 1 - The company, Shunluo Electronics (002138), responded to investor inquiries on February 3, indicating that the number of shareholders is disclosed in periodic reports as per regulatory requirements [1] - Investors are advised to pay attention to the company's relevant announcement information regarding shareholder numbers [1]

Core Viewpoint - The company has introduced TLVR inductors as a solution to traditional VR structure inductors, which significantly enhance load transient response and reduce output capacitor size and cost, particularly in AI server applications [1]. Group 1: TLVR Inductor Technology - TLVR inductors utilize a cross-inductor voltage regulator structure, enabling rapid load transient response [1]. - The technology allows for a substantial reduction in the size and cost of output capacitors [1]. Group 2: AI Server Market Demand - The increasing demands for data storage, information processing, and transmission in AI servers are driving up overall system power requirements [1]. - The growth in computational power per unit is raising the power demands for various xPU chips within AI servers, necessitating improved thermal management and power density in surrounding components [1]. Group 3: Industry Trends - Traditional VR structures are inadequate for handling rapid fluctuations in high current loads, leading to the emergence of the TLVR concept [1]. - The ongoing trend of increasing power requirements in AI servers is expected to further expand the application of TLVR topology products [1].

Core Viewpoint - The company, Sunlord Electronics, is strategically positioning itself in the emerging market of data centers (AI servers) by leveraging its advantages in miniaturization, high precision, and high power density technology [1] Group 1: Product Solutions - The company provides a comprehensive product solution for server power supply architecture, including primary, secondary, and tertiary power supplies [1] - Primary power supply focuses on large power devices for AC/DC conversion and high/low voltage conversion applications [1] - Secondary power supply involves 48V to 12V DC power supply, addressing power supply challenges with various inductors and transformer products [1] - Tertiary power supply includes components for xPU chips (CPU, GPU, ASIC), network cards, memory, and SSDs, featuring new AI inductors and tantalum capacitors among other products [1] Group 2: Market Trends - The AI server business is experiencing a sustained increase in demand both domestically and internationally [1] - The company's related business is benefiting from the industry's favorable conditions and an increase in market share, showing a trend of rapid growth [1]

Market Overview - The component sector experienced a decline of 0.48% on January 28, with Kexiang Co. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Performers in the Component Sector - Jianghai Co. (002484) closed at 32.03, with a rise of 5.33% and a trading volume of 502,500 shares, totaling 1.591 billion yuan [1] - Zhongfu Circuit (300814) closed at 75.00, up 5.03%, with a trading volume of 116,300 shares, totaling 877 million yuan [1] - Sihui Fushi (300852) closed at 50.15, increasing by 4.44%, with a trading volume of 168,600 shares, totaling 809 million yuan [1] Underperformers in the Component Sector - Kexiang Co. (300903) closed at 27.66, down 5.11%, with a trading volume of 470,500 shares, totaling 1.317 billion yuan [2] - ST Dongjing (002199) closed at 9.16, down 4.98%, with a trading volume of 15,000 shares, totaling 13.6974 million yuan [2] - Yihau New Materials (301176) closed at 25.00, down 4.94%, with a trading volume of 39,800 shares, totaling 101 million yuan [2] Capital Flow Analysis - The component sector saw a net outflow of 1.368 billion yuan from major funds, while retail investors contributed a net inflow of 1.293 billion yuan [2] - Major funds showed a net inflow in several companies, including Shengyi Technology (600183) with 429 million yuan, and Jianghai Co. (002484) with 77.32 million yuan [3] - Retail investors had significant net inflows in companies like Shengyi Technology (600183) and Jianghai Co. (002484), while experiencing outflows in others like Huafeng High-Tech (000636) [3]

Group 1 - The core viewpoint of the news is that Shunluo Electronics experienced a stock price increase of 0.99%, closing at 39.69 yuan, with a significant block trade occurring [1] - A total of 171,700 shares were traded in the block transaction, amounting to 6.8148 million yuan, with a premium rate of 0.00% [1] - The buyer of the block trade was CITIC Securities Co., Ltd. Shanghai Branch, while the seller was CITIC Securities Co., Ltd. Beijing Shouti South Road Securities Branch [1] Group 2 - Over the past three months, Shunluo Electronics has had one block trade with a total transaction amount of 6.8148 million yuan [1] - In the last five trading days, the stock has increased by 3.49%, with a net inflow of 53.6723 million yuan from main funds [1]