Core Viewpoint - The company, Shunluo Electronics, is experiencing new demand opportunities for its products due to the rapid growth in the storage product market [1] Group 1: Company Overview - Shunluo Electronics specializes in power management, voltage conversion, and power failure protection for storage products [1] - The company offers a range of products including various inductors and tantalum capacitors [1] Group 2: Industry Trends - The demand for storage products is increasing rapidly, leading to new opportunities for the company's supporting products [1]

Core Viewpoint - The company has launched inductor and tantalum capacitor product solutions that meet the high performance, high reliability, and lower cost requirements of storage clients, indicating a strategic response to market demands [1] Group 1 - The recent price increase and demand changes in the storage product industry present both opportunities and challenges for the company [1] - The company is closely monitoring market changes to adapt to the evolving landscape [1]

人民财讯11月14日电，顺络电子（002138）11月14日在互动平台表示，公司推出的电感及钽电容产品解 决方案满足了存储类客户高性能、高可靠性和更低成本的元器件产品要求，此次行业性的存储产品涨价 和需求变化对公司而言既是机遇也是挑战，公司目前正密切关注市场变化。 ...

Core Viewpoint - The company, Sunlord Electronics, is strategically positioning itself in the emerging AI data center market by leveraging its advantages in miniaturization, high precision, and high power density technology [1] Group 1: Business Strategy - The company is focusing on providing a comprehensive product solution for AI servers, covering primary, secondary, and tertiary power supplies, including various xPU chips, network cards, memory, and SSD peripherals [1] - The company aims to capitalize on industry opportunities through its capabilities in materials, equipment, design, and manufacturing processes [1] Group 2: Market Position and Growth - The customer base includes leading domestic server manufacturers and top overseas power semiconductor module manufacturers [1] - The company reports a full order book for its AI server-related products, with rapid growth in this business segment, particularly in overseas markets [1]

（编辑 袁冠琳） 证券日报网讯 顺络电子11月13日发布公告，在公司回答调研者提问时表示，公司产品属于电子元器 件，成立以来一直专注于主业发展，目前公司电感产品技术水平与全球知名电子元器件厂商技术水平比 肩，产品拥有核心竞争力，且公司拥有全球领先的大客户群体，聚焦大客户战略，涵盖了全球主要相关 行业的标杆企业，与客户建立的是长期合作关系。公司电子元器件产品价格一般随行就市，就公司各类 核心产品来讲，依托于产品性能优异的竞争力和整体稳定的行业竞争格局，整体来看，价格体系呈现一 个相对稳定的状态。 ...

Core Viewpoint - The company is strategically positioning itself in the emerging market of AI data centers, leveraging its technology advantages to provide comprehensive product solutions [1] Group 1: Business Strategy - The company focuses on small size, high precision, and high power density technology to offer a complete range of products from primary to tertiary power solutions [1] - The company has established coverage with leading domestic server manufacturers and top overseas power semiconductor module manufacturers [1] Group 2: Market Performance - Orders related to AI servers are robust, indicating rapid business growth [1] - The growth rate of overseas business is particularly significant, highlighting the company's expanding international presence [1]

Group 1 - The company is leveraging its capabilities in materials, equipment, design, and manufacturing processes to provide a one-stop component solution for various AI server clients, with a strong order backlog and rapid growth in related business, particularly in overseas markets [2] - AI data centers are identified as a strategic emerging market for the company, which focuses on miniaturization, high precision, and high power density technology to supply a complete set of product solutions for server power supply architecture [2] - The company has entered the solid oxide fuel cell (SOFC) industry through its subsidiary, which collaborates with a partner to focus on the research, development, production, and sales of new high-temperature fuel cell technologies [2] Group 2 - The company maintains a long-term positive outlook on the new energy industry, emphasizing that the promotion of clean energy is essential for achieving carbon neutrality goals, and aims to contribute to the sustainable development of the domestic solid oxide battery industry [3] - The industry is still in its early stages, but the company reports smooth business progress and anticipates gradual contributions to sales revenue in the future [3]

人民财讯11月13日电，顺络电子（002138）11月11日在机构调研中表示，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（海外业务增速更快）。 ...

Group 1: Business Outlook - The company has a strong market position in the mobile communication sector and other consumer markets, benefiting from a recovering overall consumption market [2][3] - The company has established strategic partnerships with major domestic and international mobile manufacturers, enhancing its market share in the consumer electronics sector [2][3] Group 2: AI Data Center Development - The AI data center is a key strategic market for the company, focusing on high-precision and high-power density technologies [3] - The company provides a comprehensive product solution for AI server clients, covering various power supply needs, and has seen rapid growth in orders, especially from overseas [3] Group 3: Tantalum Capacitor Advantages - The company has developed a new series of tantalum capacitors suitable for various applications, including communications, consumer electronics, AI data centers, automotive electronics, and industrial control [3][4] - Tantalum capacitors meet the high reliability and stability requirements of automotive electronics and are recognized by major clients in high-end consumer electronics [4] Group 4: SOFC Business Progress - The company has entered the solid oxide fuel cell (SOFC) market through a joint venture, focusing on high-temperature fuel cell technology [4] - The company is optimistic about the new energy industry and aims to contribute to the long-term development of the solid oxide fuel cell sector [4] Group 5: Product Pricing Stability - The company's electronic components maintain a competitive edge comparable to global leaders, with a stable pricing structure due to strong product performance and long-term client relationships [4]

Core Viewpoint - The company, Shunluo Electronics, announced its participation in the "2025 Annual Online Collective Reception Day for Investors of Listed Companies in Shenzhen" organized by the Shenzhen Securities Regulatory Bureau and other entities, scheduled for November 20, 2025 [2] Group 1 - The event will take place on November 20, 2025, from 14:30 to 17:00 [2] - The event is guided by the Shenzhen Securities Regulatory Bureau and the China Securities Investor Services Center [2] - The event is co-hosted by the Shenzhen Listed Companies Association and Shenzhen Panoramic Network Co., Ltd. [2]