Group 1 - The company, Shunluo Electronics, announced on November 19 that its products belong to the electronic components sector and have consistently focused on core business development since its establishment [2] - The technical level of the company's inductive products is on par with globally renowned electronic component manufacturers, indicating a strong competitive edge [2] - The company has a globally leading customer base, focusing on a major customer strategy that includes long-term partnerships with benchmark enterprises across key industries [2] Group 2 - The pricing of the company's core products generally follows market trends, suggesting adaptability to market conditions [2]

Core Viewpoint - The company, Shunluo Electronics, reported a steady growth in its consumer electronics business, driven by an increase in new product share and overall market share, supported by a recovering industry environment [2] Company Overview - Shunluo Electronics has a strong market position and high product market share in the consumer electronics sector [2] - The company maintains deep strategic partnerships with numerous core consumer electronics enterprises both domestically and internationally [2] Industry Insights - The consumer electronics sector is experiencing a recovery in industry sentiment, which is expected to positively impact the company's performance [2] - The company anticipates maintaining a business growth level that exceeds the overall industry growth rate in the consumer electronics field [2]

Core Viewpoint - The company has made significant investments in infrastructure projects, including three industrial parks and a research center, and plans to slow down future investments in this area while maintaining high levels of R&D spending [2] Group 1: Infrastructure Development - The Dongguan Phoenix Industrial Park's smart park has completed its third phase, with some production lines already operational [2] - The Xiangtan ceramic powder industrial park has been completed and is now in production [2] - The Shanghai Songjiang Industrial Park has been completed, with some production lines gradually starting operations [2] - The Shenzhen research center has also been completed [2] Group 2: Future Investment Strategy - The company plans to significantly reduce its capital expenditures compared to the previous phase of infrastructure development [2] - Future investments will focus on emerging markets and new product capacity, which will continue to be supported [2] - R&D investments will remain at a high level, with specific capital allocation to be adjusted according to market demand [2]

Group 1 - The core point of the article is that Shunluo Electronics (SZ 002138) announced an investor research meeting scheduled for November 17-18, 2025, where company representatives will address investor inquiries [1] - For the first half of 2025, Shunluo Electronics reported that its revenue composition is entirely from the electronic components industry, with a 100.0% share [1]

Group 1: Business Performance - The consumer electronics business is a traditional sector for the company, maintaining a strong market position and high product market share, with strategic partnerships with major domestic and international clients [2][3] - The company is experiencing steady growth in the consumer electronics sector, driven by rapid increases in new product shares and overall market share, supported by a recovering industry environment [2][3] Group 2: AI Data Center Development - The AI data center is a key strategic market for the company, focusing on miniaturization, high precision, and high power density technology advantages [3] - The company provides a comprehensive solution for AI server clients, covering various power supply needs, and has secured a full order book with rapid growth in related business, particularly in overseas markets [3] Group 3: Tantalum Capacitor Product Layout - The company has invested in the tantalum capacitor field for years, developing new series products that can be widely applied in communications, consumer electronics, AI data centers, automotive electronics, and industrial control [3][4] - New tantalum capacitor products have gained recognition from major clients due to their thin profile and low ESR values, aligning with trends in high-end consumer electronics [3] - The company’s tantalum capacitors meet the high reliability and stability requirements of automotive electronics, particularly in electric vehicles and advanced driver-assistance systems [3] Group 4: Pricing and Capital Expenditure - The pricing of the company's electronic components generally follows market trends, with a focus on maintaining core competitiveness and long-term partnerships with major global clients [4] - Recent infrastructure projects include three industrial parks and a research center, with significant progress in construction and production ramp-up, while future capital expenditures will focus on emerging markets and new product capacity [4]

Group 1 - The core viewpoint is that the company's automotive electronics business has maintained a high growth rate this year, indicating a strong performance in an emerging strategic market [2] - The company is optimistic about the automotive electronics market and is focusing on deepening customer cooperation both in breadth and depth [2] - The company is continuously launching competitive products in line with the trend of intelligence in the automotive sector [2]

（记者 王晓波） 顺络电子（002138.SZ）11月18日在投资者互动平台表示，1、今年以来，公司汽车电子业务增速仍维持 较高的增长态势，汽车电子市场是公司重要的新兴战略市场，我们持续看好汽车电子市场，一方面持续 深化客户合作广度和深度；另一方面，紧密围绕智能化浪潮大趋势，持续推出具有竞争力的产品。 2、 公司陶瓷业务目前主要为消费电子智能穿戴类产品，该类产品有较强定制属性，淡旺季波动较为明显。 3、信柏陶瓷已经在精密陶瓷领域累积了十余年的丰富经验，目前拥有先进完整的粉料制备和制品加工 工艺及产线，产品应用覆盖化工、机械、电子、新能源业务等多个行业，随着新产品新应用的不断推 进，公司持续看好信柏陶瓷产品的未来发展前景。衢州顺络目前的产品为自主研发及生产高密度PCB 板，定位为高密度、模块化、小型化PCB制造工艺平台。 衢州顺络PCB业务定位于配套供应消费类和 物联网等市场，以及模块化产品方向，为公司元器件做相应配套，打造一体化供应体系，目前产能及规 模较小，暂无继续扩产的规划。 每经AI快讯，有投资者在投资者互动平台提问：1、2024年财报显示汽车电子或储能专用增长66%，但 2025年1-9月仅为36%左 ...

股票代码：002138 股票简称：顺络电子 编号：2025-091 深圳顺络电子股份有限公司 关于股东部分股份质押的公告 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"）于近日接到公司股东新余市 恒顺通电子科技开发有限公司（以下简称"恒顺通"）通知，获悉恒顺通将持有本 公司部分股份办理质押业务，现将有关事项公告如下： 上述质押股份未负担重大资产重组等业绩补偿义务。 二、股东股份累计质押情况 截至公告披露日，恒顺通及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 情况 | | 情况 | | | | 持股数量 | 持股比 | 前的质押 | 后的质押 | | | | | 未质押股 | | | 股东名称 | (股) | 例 | 股份数量 | 股份数量 | 持股份 | ...

Group 1 - The core point of the news is that Shunluo Electronics has seen a 5% increase in stock price, reaching 36.54 CNY per share, with a trading volume of 754 million CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 29.463 billion CNY [1] - Shunluo Electronics, established on September 8, 2000, and listed on June 13, 2007, specializes in the research, production, and sales of new electronic components, primarily chip inductors and chip varistors, with 99.13% of its revenue coming from these components [1] Group 2 - From the perspective of major fund holdings, Guoshou Anbao Fund has a significant position in Shunluo Electronics, with its Guoshou Anbao Research Selected Mixed A Fund (008082) holding 20,000 shares, unchanged from the previous period, accounting for 4.66% of the fund's net value, ranking as the eighth largest holding [2] - The Guoshou Anbao Research Selected Mixed A Fund (008082) was established on December 30, 2019, with a latest scale of 11.9259 million CNY, achieving a year-to-date return of 31.46%, ranking 2599 out of 8140 in its category, and a one-year return of 24.26%, ranking 3398 out of 8057 [2]

每经AI快讯，有投资者在投资者互动平台提问：我观察到最新财报在建工程大幅下降，原因是工业园 区逐步落成： 1、近期逐步落成的是哪个工业园区，建设已经完成了吗？ 2、目前是否还有在建或计划 建设的工业园区？ 3、贵公司提到下一步将在生产线上加大投入，请问贵公司生产线扩产的计划是什么 （比如，在哪个工业园区扩产，时间规划、扩产项目及行业、扩产产能）？ （记者 王晓波） 顺络电子（002138.SZ）11月18日在投资者互动平台表示，公司近年来投入的基建项目，包括三个工业 园和公司研发中心，具体情况：东莞凤凰工业园建设的智慧园区，三期工程已全部建成，部分产线已投 产；湘潭陶瓷粉料工业园已经建成投产；上海松 江工业园已建成，部分产线已逐步开启投产；深圳研 发中心目前已经建成。各园区建设投产具体进度将按照市场需求计划分步推进。 ...