（文章来源：证券日报） 证券日报网讯顺络电子9月26日发布公告，在公司回答调研者提问时表示，公司目前订单饱满，三季度 为公司传统旺季，产能利用率保持了较高的水平。 ...

证券日报网讯顺络电子（002138）9月26日发布公告，在公司回答调研者提问时表示，公司属于基础被 动电子元器件行业，成立以来一直专注于主业发展，目前公司产品技术水平与全球知名电子元器件厂商 比肩，产品拥有核心竞争力，成立25年来，公司累积了大量全球领先的大客户群体，依托公司开创之初 确立的聚焦大客户战略，目前公司核心大客户群体已经涵盖了全球主要相关行业的标杆企业，并维持着 长期合作关系。目前公司在持续拓展手机通讯领域、汽车电子领域、AI服务器等领域的海外客户。公 司十分重视海外市场的开拓，通过持续落实大客户战略，积极开拓新兴市场及相关大客户。 ...

Group 1 - On September 25, a total of 28 companies were investigated by institutions, with 20 of them being surveyed by funds, indicating a strong interest in these companies [1] - Among the companies surveyed, Blue Science High-tech (601798) attracted the most attention, with 10 funds participating in the investigation, while Changhua Chemical (301518) and Huaxia Eye Hospital (301267) each had 6 funds involved [1] - The surveyed companies are distributed across various sectors, with the machinery and equipment sector having the highest representation, featuring 5 companies, followed by non-ferrous metals and pharmaceutical biology, each with 3 companies [1] Group 2 - In terms of market performance, 6 out of the surveyed stocks increased in value over the past 5 days, with the highest gains seen in Boyuan Co., Ltd. (301617) at 6.81%, followed by Shunluo Electronics (002138) at 6.77% and Pulaide (301353) at 5.20% [2] - Conversely, 14 stocks experienced declines, with the largest drop recorded by Innovation Medical (002173) at 10.39%, followed by Yinstar (301622) at 5.23% and Helen Zhe (300201) at 4.65% [2] - The total market capitalization of the surveyed companies includes 13 companies with a market value of less than 10 billion yuan, such as Pulaide (301353), Ouma Software (301185), and Lianjian Technology (301115) [1]

Group 1 - The company Shunluo Electronics announced that it will accept investor research on September 24-25, 2025, with participation from the board secretary Ren Yi and other representatives to answer investor questions [1] Group 2 - After bankruptcy restructuring, the beverage company Huiyuan is facing significant challenges, including intense conflict between the new CEO and the old management team, delayed employee salaries, and empty online stores [1]

Group 1: Order and Production Status - The company currently has a full order book, with the third quarter being a traditional peak season and maintaining a high capacity utilization rate [2] - AI server-related orders are robust, and the business is experiencing rapid growth [3] Group 2: AI Server Product Applications - The company focuses on small size, high precision, and high power density technology advantages for AI server applications, providing a complete set of product solutions from primary to tertiary power supplies [3] - The company customizes various supporting products for AI server applications based on its strong design capabilities and high reliability [3] Group 3: Automotive Electronics - Automotive electronics is a key strategic development area, with products covering electric drive systems, intelligent driving, and smart cockpit applications [4] - The product line includes various transformers, power inductors, and ceramic products, which have gained recognition from major industry clients [4] Group 4: Tantalum Capacitor Products - The company has developed a new series of tantalum capacitors suitable for communications, consumer electronics, data centers, and automotive electronics, meeting high-temperature and high-voltage stability requirements [4] - The tantalum capacitor products are expected to continue to grow positively in the future [4] Group 5: Gross Margin Performance - The company has maintained a competitive average gross margin since its listing, driven by continuous R&D investment and management innovation [5] - Increased orders and improved capacity utilization have significantly supported stable and high-quality gross margin levels [5] - The company is transitioning from a "product provider" to a "value creator," which is expected to keep gross margin levels stable [5] Group 6: Overseas Client Expansion - The company has established long-term cooperative relationships with major global clients and is actively expanding overseas markets in mobile communications, automotive electronics, and AI servers [5] Group 7: Capital Expenditure Planning - The company operates in a capital-intensive industry with ongoing expansion needs and high funding requirements [5] - R&D investment remains a priority, with a long-term growth trend in R&D spending [5] - Future capital expenditures will focus on industrial park infrastructure, with a slowdown expected as recent projects are completed [5]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600563 | 法拉电子 | 125.08 | 4.50% | 6.65万 | | 8.22亿 | | 300814 | 中富电路 | 53.09 | 3.75% | 15.70万 | | 8.25亿 | | 002138 | 顺络电子 | 36.73 | 1.46% | 33.65万 | | 12.36亿 | | 603920 | 世运申路 | 46.01 | 0.85% | - 36.83万 | | 17.10亿 | | 600183 | XD生益科 | 56.32 | 0.75% | 46.67万 | | 26.47 乙 | | 603989 | 艾华集团 | 19.30 | 0.63% | 7.61万 | | 1.46亿 | | 301251 | 威尔高 | 57.32 | 0.53% | 4.26万 | | 2.44亿 | | 001389 | 广合科技 | 82.72 | 0.51% | 6.78万 | | 5.59亿 ...

顺络电子（002138.SZ）9月24日在投资者互动平台表示，目前公司应用于电源管理模块的功率电感、钽 电容等产品，可以广泛应用在存储等领域。 每经AI快讯，有投资者在投资者互动平台提问：公司目前有产品应用于存储方面吗？ （记者 张明双） ...

格隆汇9月24日丨顺络电子(002138.SZ)在互动平台表示，公司暂无压电陶瓷产品。 ...

格隆汇9月24日丨顺络电子(002138.SZ)在投资者互动平台表示，公司属于小米集团供应商。 ...

格隆汇9月24日丨顺络电子(002138.SZ)在投资者互动平台表示，公司暂无压电陶瓷产品。 ...