截至发稿，罗文杰累计任职时间12年221天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 145.85%， 任职期间最差基金回报-47.6%。 11月25日，顺络电子涨5.31%，截至发稿，报36.08元/股，成交4.31亿元，换手率1.61%，总市值290.92 亿元。 资料显示，深圳顺络电子股份有限公司位于广东省深圳市龙华区观澜街道大富苑工业区顺络观澜工业 园，成立日期2000年9月8日，上市日期2007年6月13日，公司主营业务涉及片式电感器和片式压敏电阻 器等新型电子元器件的研发、生产和销售。主营业务收入构成为：片式电子元件99.13%，其他0.87%。 从顺络电子十大流通股东角度 数据显示，南方基金旗下1只基金位居顺络电子十大流通股东。南方中证500ETF（510500）三季度减持 19.53万股，持有股数1174.67万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约2137.91万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益21.84%，同类 排名1924/4206；近一年收益21.27%，同类排名2002/ ...

证券日报网讯 顺络电子11月24日发布公告，在公司回答调研者提问时表示，贵重金属在原材料成本中 的占比较小，且随着电子元器件向"轻、薄、短、小"趋势发展，单位产品的原材料耗用量越来越少，原 材料单位成本占比也越来越小，对公司生产成本的影响十分有限，从财务指标上看，原材料成本对毛利 率的影响越来越小。公司通过与供应链长期合作，尤其是一路一同成长的国产供应链体系，可以相对实 现平抑由于原材料价格高波动带来的影响，拥有优秀的供应链管理能力；同时公司通过不断进行技术创 新、工艺创新、设备创新、提高技术水平及管理水平来实现生产效率的提升，且公司参与核心大客户的 早期研发设计阶段，自动化程度高、工艺技术和制程不断改进和创新，较大程度上保障了公司的毛利率 水平。 （编辑 袁冠琳） ...

证券日报网讯顺络电子（002138）11月24日发布公告，在公司回答调研者提问时表示，公司进入精密陶 瓷领域多年，产品包括高性能陶瓷材料及制品、结构件陶瓷、电子陶瓷等，属于平台化研发、定制化产 品。目前主要应用市场为固体氧化物电池(SOC，包括SOFC与SOEC等)、智能穿戴、消费电子、新能 源、医疗等领域。公司持续投入研究陶瓷粉体技术，积累了丰富的精细陶瓷平台化产品研发技术、新材 料应及制造工艺技术、自动化制造设备等，能够提供多元化产品类别。经过十余年的精耕细作，公司已 拥有先进完整的粉料制备和制品加工工艺及产线；同时，公司通过控股子公司信柏陶瓷与臻泰能源合作 成立柏泰公司进入能源领域，子公司将专注于新型高温燃料电池核心技术研发及产品的研发、生产和销 售。 ...

（文章来源：证券日报） 证券日报网讯顺络电子11月24日发布公告，在公司回答调研者提问时表示，AI服务器（数据中心）是 公司战略布局的新兴战略市场之一，公司立足于小型化、高精度、高功率密度技术优势，从服务器整体 供电架构出发，为客户供应从一次电源、二次电源、三次电源（各类xPU芯片、网卡、内存、SSD周 边）的一整套产品解决方案。国产算力客户是公司数据中心业务的重要基石之一，自年初至今，因国产 算力大模型的快速应用，国产算力业务于本年度内逐季稳步蓬勃发展；海外重量级客户对ASIC芯片、 CPU、GPU周边的xPU供电环节各类模块化电感方案快速增长的需求，为公司数据中心市场持续增长奠 定了另一块基石。公司基于对材料、设备、设计、制造工艺的能力，把握住产业机会，为各类AI服务 器类客户提供一站式元器件解决方案。客户已覆盖国内头部服务器厂商及海外头部功率半导体模块厂 商，目前公司AI服务器相关的订单饱满，相关业务快速增长（海外业务快速增长）。 ...

Core Points - The stock price of Shunluo Electronics increased by 2.01% on November 24, reaching 34.50 CNY per share, with a total market capitalization of 27.818 billion CNY [1] - The company reported a year-to-date stock price increase of 11.68%, but a decline of 0.86% over the last five trading days and 17.86% over the last twenty days [1] - Shunluo Electronics specializes in the research, production, and sales of chip inductors and chip varistors, with 99.13% of its revenue coming from these electronic components [1][2] Financial Performance - For the period from January to September 2025, Shunluo Electronics achieved a revenue of 5.032 billion CNY, representing a year-on-year growth of 19.95%, and a net profit attributable to shareholders of 769 million CNY, up 23.23% year-on-year [2] - The company has distributed a total of 2.32 billion CNY in dividends since its A-share listing, with 869 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 16.79% to 46,000, while the average number of tradable shares per person decreased by 14.38% to 16,456 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 45.1919 million shares, and other significant shareholders have seen reductions in their holdings [3]

人民财讯11月24日电，顺络电子（002138）11月21日在机构调研时表示，目前来看，公司各类工艺的 TLVR电感产品相较于非TLVR类型的AI电感，性能和单价均显著提升，未来随着TLVR产品用量的提 升，将会拉动AI服务器中磁性器件的价值量显著提升。顺络已提前布局TLVR结构的各类型电感产品， 走在行业前沿，随着客户需求发展，未来几年，数据中心业务将进入快速发展通道，目前公司TLVR已 有批量向客户供应。 ...

Core Viewpoint - The company is strategically positioning itself in the emerging market of AI servers, leveraging its technological advantages to provide comprehensive product solutions for clients [1] Group 1: Company Strategy - The company emphasizes its focus on AI servers (data centers) as a key area of strategic development [1] - It offers a complete range of product solutions from primary power supply to tertiary power supply, showcasing its technological strengths in miniaturization, high precision, and high power density [1] Group 2: Market Development - Domestic business with computing power clients is steadily growing on a quarterly basis [1] - There is a rapid increase in demand from overseas heavyweight clients for modular inductors related to ASIC chips, CPUs, and GPUs [1] Group 3: Business Performance - The company has established coverage with leading domestic server manufacturers and top overseas power semiconductor module manufacturers [1] - Orders related to AI servers are robust, leading to rapid business growth, particularly in overseas markets [1]

每经AI快讯，顺络电子（SZ 002138，收盘价：33.82元）发布公告称，2025年11月21日，顺络电子接受 国金证券等投资者调研，公司董事会秘书任怡、证券事务代表张易弛参与接待，并回答了投资者提出的 问题。 2025年1至6月份，顺络电子的营业收入构成为：电子元器件行业占比100.0%。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 胡玲） ...

证券代码：002138 证券简称：顺络电子 深圳顺络电子股份有限公司投资者关系活动记录表 | 汽车电子领域：随着电动汽车的发展趋势和高级辅助驾 | | --- | | 驶系统的应员对汽车电子提出了更高可靠性、稳定性的要 | | 求，而公司钽电容产品的高可靠性、小尺寸、高容值、高使 | | 用寿命的优势，满足了车规级应用的要求。 | | 公司创新的设计和封装，将钽电容的发展提升到了一个 | | 新的水平。目前公司的钽电容产品已为客户配套供应产品 | | 线，未来发展趋势持续向好。 | | 4、请问公司受原材料价格波动的影响情况？ | | 回答： | | 贵重金属在原材料成本中的占比较小，且随着电子元器 | | 件向"轻、薄、短、小"趋势发展，单位产品的原材料耗用 | | 量越来越少，原材料单位成本占比也越来越小，对公司生产 | | 成本的影响十分有限，从财务指标上看，原材料成本对毛利 | | 率的影响越来越小。 | | 公司通过与供应链长期合作，尤其是一路一同成长的国 | | 产供应链体系，可以相对实现平抑由于原材料价格高波动的 | | 带来的影响，拥有优秀的供应链管理能力；同时公司通过不 | | 断进行技术创 ...

Group 1: Company Performance and Market Position - The company has achieved a compound annual growth rate (CAGR) of approximately 24% since its listing, indicating strong growth in the high-end electronic components sector [6] - The company has a solid market position, competing with international giants like Murata and TDK, and has established a significant presence in emerging markets such as automotive electronics and AI servers [6] - The company’s AI server-related orders are robust, with rapid growth observed, particularly in overseas markets [2] Group 2: Product Development and Innovation - The company has developed a new series of tantalum capacitors with unique designs and automated production lines, enhancing product quality and consistency [2] - The new tantalum capacitors are positioned for various applications, including consumer electronics, AI data centers, automotive electronics, and eSSD, reflecting a broad market potential [5] - The company has successfully launched AI inductive products using multiple manufacturing processes, catering to leading domestic and international server manufacturers [6] Group 3: Investor Relations and Market Perception - Recent stock price declines have raised concerns among investors, despite the company’s strong operational performance and order volume [5] - The management acknowledges the need to better communicate the company's value to investors, as current market valuations do not reflect its performance [7] - The company has implemented employee stock ownership plans and has conducted share buybacks to enhance shareholder returns, alongside increasing dividend payouts [7] Group 4: Legal and Competitive Challenges - The company is facing legal challenges from a Japanese firm, which may impact customer confidence and order decisions; however, management maintains that operations are normal and communication with clients is ongoing [3] - The company emphasizes its commitment to intellectual property and has a dedicated team to manage these aspects, ensuring that external factors do not disrupt its strategic goals [4]