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电子行业周报:算力与端侧创新呈现共振行情,业绩期内电子有望延续强势-20250708
Guoxin Securities· 2025-07-08 14:09
Investment Rating - The report maintains an "Outperform" rating for the electronic industry, indicating expected performance above the market index by more than 10% [1][35]. Core Viewpoints - The electronic industry is expected to continue its strong performance driven by the resonance of computing power and edge-side innovations, with a notable rebound in the consumer electronics supply chain linked to AI innovations [1]. - The demand for servers is projected to grow, particularly in enterprise-level storage, with a forecasted increase in eSSD contract prices by 5% to 10% in the third quarter [2]. - AI infrastructure development remains a high-growth investment theme, with significant advancements in AI server systems, such as the GB300 NVL72 from CoreWeave, which shows up to 10 times faster user response and 5 times higher throughput per watt compared to previous generations [3]. - The lifting of export restrictions on EDA software by the US BIS for major companies like Siemens, Synopsys, and Cadence does not alter the long-term trend towards domestic semiconductor industry self-sufficiency [4]. - The IPO applications of two domestic GPU companies signal a positive outlook for the development of the entire AI industry chain in China [5]. Summary by Sections Market Performance - The Shanghai Composite Index rose by 1.40%, while the electronic sector increased by 0.74%, with components rising by 6.82% and semiconductors declining by 1.18% over the past week [10]. Key Companies and Recommendations - The report recommends several companies for investment, including Industrial Fulian, Huadian Technology, Jianghai Technology, and Xiaomi Group, among others, based on their potential in the current market environment [1][9]. Company Earnings Forecasts and Investment Ratings - Semiconductor companies like SMIC and Aojie Technology are rated as "Outperform," with projected earnings per share (EPS) for 2025 estimated at 0.52 and -0.98 respectively, indicating a strong outlook despite current challenges [9].
顺络电子(002138) - 关于董事长部分股份解除质押的公告
2025-07-08 10:30
股票代码:002138 股票简称:顺络电子 编号:2025-054 深圳顺络电子股份有限公司(以下简称"公司")于近日接到公司董事长袁金 钰先生通知,获悉袁金钰先生将持有本公司部分股份办理了解除质押业务,现将 有关事项公告如下: 深圳顺络电子股份有限公司 关于董事长部分股份解除质押的公告 *注:公司于 2025 年 6 月 3 日在证券时报及巨潮资讯网(http://www.cninfo.com.cn/)披露了《关于公 司持股 5%以上股东减持股份的预披露公告》(公告编号:2025-049),袁金钰先生股份减持计划正在进行 中,本公告中所述"占其所持股份比例"均以袁金钰先生截至 2025 年 7 月 7 日所持公司股份数量 45,208,957 股计算。 二、股份累计质押情况 截至2025年7月7日,袁金钰先生及其一致行动人所持质押股份情况如下: 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。 | | 持股数量 | 持股比 | 本次解除质 | 本次解除质 | 占其所 | 占公司 | 已质押股份 | 未质押股份 | | --- | --- | --- | --- ...
顺络电子: 关于董事长部分股份质押及解除质押的公告
Zheng Quan Zhi Xing· 2025-07-03 16:27
Core Points - The announcement details the pledge and release of shares by the company's chairman, Yuan Jinyu, indicating ongoing shareholding activities [1] - Yuan Jinyu holds 48,331,957 shares, representing 5.9942% of the total shares, with a recent release of 1,000,000 shares from pledge [2] - The total pledged shares by Yuan Jinyu and his associates amount to 48,379,157 shares, which is 6.0000% of the total shares [2][3] Summary of Share Pledge and Release - Yuan Jinyu released 1,000,000 shares from pledge, which is 2.07% of his total holdings [1] - The total number of shares pledged by Yuan Jinyu and his associates is 33,930,000, accounting for 70.20% of the pledged shares [2] - As of July 2, 2025, the cumulative pledged shares by Yuan Jinyu and his associates are 48,379,157 shares, with 4.21% remaining unpledged [2][3]
顺络电子(002138) - 关于公司持股5%以上股东减持股份触及1%整数倍的公告
2025-07-03 12:02
股票代码:002138 股票简称:顺络电子 编号:2025-052 深圳顺络电子股份有限公司 关于公司持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上的股东袁金钰先生保证向本公司提供的信息内容真实、准 确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳顺络电子股份有限公司(以下简称"公司")于 2025 年 6 月 3 日在证 券时报及巨潮资讯网(http://www.cninfo.com.cn/)披露了《关于公司持股 5% 以上股东减持股份的预披露公告》(公告编号:2025-049),公司董事长、持股 5%以上股东——袁金钰先生计划于预披露公告之日起 15 个交易日之后的 3 个月 内(2025 年 6 月 25 日至 2025 年 9 月 24 日)通过集中竞价交易和大宗交易方式 减持其所持有的公司股份合计不超过 13,370,000 股(含本数,占公司总股本剔 除回购专用账户中股份数量后的比例不超过 1.6945%)。 | 按照《证券法》第六十三条 | | | | --- | --- | --- | | 的规定,是 ...
顺络电子(002138) - 关于董事长部分股份质押及解除质押的公告
2025-07-03 12:00
股票代码:002138 股票简称:顺络电子 编号:2025-051 深圳顺络电子股份有限公司 关于董事长部分股份质押及解除质押的公告 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。 深圳顺络电子股份有限公司(以下简称"公司")于近日接到公司董事长袁金 钰先生通知,获悉袁金钰先生将持有本公司部分股份办理了质押及解除质押业务, 现将有关事项公告如下: | 股东名称 | 是否为控股股东 | | 本次解除质 | *占其所 | 占公司 | | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 或第一大股东及 | | 押股份数量 | 持股份比 | 总股本 | 起始日 | | | | | 其一致行动人 | | (股) | 例 | 比例 | | | | | 袁金钰 | | 否 | 1,000,000 | 2.07% | 0.12% | 2024 年 6 | 2025 年 7 月 | 深圳市中小担小 额贷款有限公司 | | | | | | | | 月 27 日 | 2 日 | | 一 ...
A股PCB概念股拉升,金安国纪涨停,鹏鼎控股涨超7%,中京电子、深南电路、逸豪新材、广合科技跟涨。
news flash· 2025-07-03 02:13
Group 1 - The A-share PCB concept stocks experienced a surge, with Jin'an Guoji hitting the daily limit, indicating strong market interest [1] - Pengding Holdings rose over 7%, reflecting positive investor sentiment towards the PCB sector [1] - Other companies such as Zhongjing Electronics, Shennan Circuit, Yihua New Materials, and Guanghe Technology also saw increases, suggesting a broader rally in the industry [1]
顺络电子(002138) - 关于董事长部分股份解除质押的公告
2025-07-02 09:45
股票代码:002138 股票简称:顺络电子 编号:2025-051 深圳顺络电子股份有限公司 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。 深圳顺络电子股份有限公司(以下简称"公司")于近日接到公司董事长袁金 钰先生通知,获悉袁金钰先生将持有本公司部分股份办理了解除质押业务,现将 有关事项公告如下: | | 是否为控股股东 | | 本次解除质 | *占其所 | 占公司 | | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 或第一大股东及 | | 押股份数量 | 持股份比 | 总股本 | 起始日 | 解除日期 | | | | 其一致行动人 | | (股) | 例 | 比例 | | | | | 袁金钰 | | 否 | 1,850,000 | 3.82% | 0.23% | 2025 年 2 | 2025 年 7 月 | 深圳市高新投小 额贷款有限公司 | | | | | | | | 月 10 日 | 1 日 | | | 袁金钰 | | 否 | 1,000,000 ...
顺络电子(002138) - 2025年6月27日投资者关系活动记录表
2025-06-30 01:22
Group 1: Company Performance - The company has maintained a high capacity utilization rate since the second quarter, indicating strong order fulfillment [2] - The average gross margin has remained at a competitive level within the industry due to continuous R&D investment and management innovation [3] Group 2: Product Lines and Applications - The company operates in the electronic components industry with four main product lines: magnetic devices, sensitive and sensor devices, microwave devices, and precision ceramics [2] - Products are widely used in telecommunications, consumer electronics, automotive electronics, industrial automation, and data centers, with strategic focus on emerging markets like data centers and hydrogen fuel cells [2][3] Group 3: Growth Strategy - The company aims to become an expert in the electronic components field, leveraging over 20 years of experience to expand its market presence [3] - Continuous introduction of high-value new products and maintaining strong core technologies contribute to the company's competitive edge [3] Group 4: Financial Management - The company has achieved a compound annual growth rate of approximately 24% in sales revenue since its listing, with controlled overall expense management [4] - Investments are strategically aligned with long-term goals, focusing on talent development, R&D, and new product development [4] Group 5: Capacity Investment - The company operates in a capital-intensive industry and has ongoing expansion needs, primarily focusing on emerging fields like automotive electronics and data centers [4] - There will be no large-scale expansion in traditional product lines, only necessary capacity enhancements to improve utilization [4]
IAEIS 2025国际汽车电子产业峰会合作企业丨深圳顺络电子股份有限公司
Company Overview - Shenzhen Sunlord Electronics Co., Ltd. was established in 2000 and listed in 2007 (stock code: 002138), specializing in the R&D, production, and sales of various chip electronic components [2] - The company offers products in four major categories: magnetic devices, microwave devices, sensitive devices, and precision ceramics, which are widely used in communications, consumer electronics, computers, automotive electronics, new energy, network communication, and industrial electronics [2] Achievements and Certifications - Sunlord Electronics has received numerous honors, including National Enterprise Technology Center, Manufacturing Single Champion Demonstration Enterprise, and recognition as a Green Factory [4] - The company emphasizes product quality and sustainable development, with certifications such as ISO14001, IECQ/QC080000, IATF16949, and AEC-Q200, reflecting its commitment to high standards and product safety [4] Automotive Electronics Sector - As a leading enterprise in the domestic automotive magnetic device sector, Sunlord has been deeply involved in the automotive electronics industry for 16 years, establishing an automotive electronics division in 2016 [6] - The company has built over 100 production lines for automotive-grade components and has completed IATF16949 certification in six of its eleven global production bases [6] - Sunlord's automotive electronics applications include vehicle lighting, BMS, intelligent driving, smart cockpits, T-box & V2X, OBC, DC/DC converters, electric drive control, hybrid systems, and thermal management systems, with main products including EMC components, inductors, transformers, magnetic beads, thermistors, LTCC, and power devices [6] Future Focus - With 25 years of experience in the electronic components industry, Sunlord aims to continue focusing on technological innovation to provide higher quality products and services to its customers [10]
顺络电子(002138) - 2025年6月19-20日投资者关系活动记录表
2025-06-23 01:26
Group 1: Business Performance - The company has maintained a high capacity utilization rate since the second quarter, indicating strong order fulfillment [2] - The mobile communication sector remains a traditional stronghold, with a significant market share among core customers [2][3] Group 2: Automotive Electronics - The company is a leading manufacturer of automotive magnetic components in China, focusing on applications related to "three electrics and one integration" in new energy vehicles [3] - Continuous innovation and expansion of product lines are prioritized to meet long-term customer needs [3] Group 3: Ceramic Business Outlook - The subsidiary has been involved in precision ceramic components for years, targeting markets such as smart wearables, consumer electronics, and new energy [3] - The solid oxide fuel cell sector is a key focus for future growth, with rapid development expected to contribute to sales revenue [3] Group 4: Expense Management - Overall expense management is under control, with a compound annual growth rate of approximately 24% in sales revenue since the company went public [4] - Investments are aligned with long-term strategic goals, focusing on talent development, R&D, and new product development [4] Group 5: Capital Expenditure Plans - The company operates in a capital-intensive industry, necessitating ongoing expansion and high funding requirements [4] - Significant investments in industrial park infrastructure are expected to slow down in the coming years as major projects are completed [4]