每经AI快讯，1月26日，顺络电子在投资者关系活动中表示，汽车电子业务是公司战略发展的重要领域 之一，其汽车电子产品已实现新能源汽车三电系统等电动化场景全面覆盖，并延伸至智能驾驶、智能座 舱等智能化应用场景；随着新能源汽车产业由电动化转向智能化，感知层、决策层和执行层相关模块 （如雷达、摄像头、域控制器等）的新需求将带动公司车规级产品需求快速提升，支撑车规业务线的第 二增长极。 ...

如果说新能源汽车产业发展的上半程是电动化，那下半程将是智能化的应用场景普及，电动化大量提升 了整车中的电子元件和模组模块的应用数量，而智能驾驶对于感知层、决策层和执行层的模块(雷达、 摄像头、域控制器等模块)提出了新需求，这将带动公司相关产品需求快速提升，支撑公司车规业务线 的第二增长极。 格隆汇1月26日丨顺络电子(002138.SZ)近日接受特定对象调研时表示，汽车电子业务是公司战略发展的 重要业务领域之一。通过不断深入探索产品组合，公司汽车电子产品已实现三电系统等电动化场景全面 覆盖，并延伸至智能驾驶、智能座舱等全方位智能化应用场景覆盖。 ...

人民财讯1月26日电，顺络电子（002138）近日接受机构调研时表示，公司通过与臻泰能源深度合作进 入固体氧化物电池(SOC，包括SOFC与SOEC等)及相关行业领域，公司通过合资子公司专注于新型高温 燃料电池核心技术研发及产品的的研发、生产和销售。公司对新型能源产业长期看好，清洁能源的推广 使用是"双碳"战略的必由之路，公司关注新型能源产业的持续发展，并从自身优势出发，为国内固体氧 化物电池产业长远发展贡献力量。目前行业还处于早期阶段，下游应用多以示范工程的形式开展，目前 公司业务进展顺利，未来有望逐步贡献销售收入。 ...

证券代码：002138 证券简称：顺络电子 1 | 回答： | | --- | | 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各头部功率半导体 | | 模块厂商，公司AI服务器相关的订单饱满，相关业务将继续 | | 保持快速增长。 | | 3、请问公司IOT类产品的拓展情况如何？ | | 回答： | | 物联网（IOT）、能源市场（SOFC、新能源汽车电子、 | | 光伏、储能应用）及数据中心等新兴领域，是公司未来持续 | | 发展的基础，也是目前公司聚焦的业务，公司在新兴市场应 | | 用领域的推广力度正逐步加大，目前进展顺利，产品推广及 | | 市场推进持续进行中。公司在IoT业务上有着较快的发展速 | | 度，目前客户情况拓展顺利。 | | 4、请问公司产品价格有什么变化？ | | 回答： | | 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 ...

董秘，你好。 公司作为中国电子元器件行业的领军企业，在被动元器件领域稳居国内第一、全球前三 的市场地位。但是为什么公司市值居然没有500亿往上的市值呢？做为一名公司的投资者个人觉得目前 公司的市值是被严重低估的，请问公司有什么方案维护市值和管理？近期会不会回购股份？ 董秘回答(顺络电子SZ002138)： 投资者提问： 尊敬的投资者，您好！ 公司管理层一直努力经营公司业务，不断提升内在价值，力争为股东实现价值 最大化，近年来，公司持续实施回购，坚持每年度分红，同时结合公司实际经营情况增加分红比例，持 续回报广大股东。关于回购方案的相关信息，请您关注公司相关公告信息。 感谢您的关注与支持！查 看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

证券日报网讯 1月20日，顺络电子发布公告称，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业务，本次质押数量为2，050，000股。 （文章来源：证券日报） ...

股票代码：002138 股票简称：顺络电子 编号：2026-009 注：上述持股比例按四舍五入处理，可能导致部分合计数与各分项之和存在尾数不符的情况。 深圳顺络电子股份有限公司 关于董事长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业务，现将有关 事项公告如下： | | 是否为控股 | | 占其所 | 占公司 | 是否为限售 | 是否 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 称 | 股东或第一 | 本次质押 | 持股份 | 总股本 | 股（如是， | 为补 | 质押起始 日 | | 质押到期日 | | 质权人 | 质押用途 | | | 大股东及其 | 数量（股） | 比例 | 比例 | 注明限售类 | 充质 | | | | | | | | | 一致行动人 ...

Core Insights - The strategic value of magnetic beads, essential for absorbing high-frequency noise and suppressing electromagnetic interference (EMI), is increasingly recognized in China's electronic information industry, with the market size projected to reach approximately 3.45 billion yuan in 2024, reflecting a year-on-year growth of 5.50% [1][8]. Industry Overview - Magnetic bead inductors are passive components designed to suppress high-frequency noise and EMI, operating based on hysteresis and eddy current losses in ferrite materials, converting high-frequency signal energy into heat rather than reflecting or storing it [3]. - The key applications include signal/power line filtering, RF circuits, and ultra-high-frequency memory circuits, particularly excelling in frequencies above 100 MHz [3]. Market Size - The market for magnetic bead inductors in China is expected to grow significantly, driven by the large-scale deployment of 5G infrastructure, rapid growth in new energy vehicle sales, and the penetration of IoT terminals in both consumer and industrial sectors [1][8]. Key Companies - Leading companies in the magnetic bead inductor industry include: - **Shunluo Electronics**: A leader in the industry, known for its micro magnetic beads and strong presence in high-end applications like AI servers and 5G communications [9][11]. - **Fenghua Advanced Technology**: Maintains a leading position in the general magnetic bead market, focusing on cost-effective products and continuous innovation [9][13]. - **Majie Technology**: Specializes in RF patch magnetic beads and has a strong competitive edge in communication and consumer electronics [9]. Industry Development Trends 1. **Technological Innovation**: The industry is moving towards "high frequency, miniaturization, and integration" to meet the demands of 5G and AI technologies, with a focus on developing high-performance low-loss soft magnetic materials [14]. 2. **Market Demand Shift**: The growth drivers are shifting from consumer electronics to high-end strategic markets, particularly in new energy vehicles and AI infrastructure, which require high reliability and low-loss performance [14]. 3. **Evolving Industry Ecosystem**: Competition is transitioning from product-based to collaborative supply chain competition, with leading companies focusing on vertical integration and collaboration with upstream material suppliers to enhance product performance and stability [15].

Core Viewpoint - The company, Shunluo Electronics, is actively involved in the application of its products in AI glasses, indicating a strong market presence and potential for growth in the consumer electronics sector driven by AI advancements [2] Group 1: Company Products and Applications - Shunluo Electronics' products, including various inductors, LTCC, and antennas, are widely used in AI glasses [2] - The company has established a supply relationship with leading clients in the relevant fields, ensuring continuous product supply [2] Group 2: Market Trends and Implications - The rapid development of AI and related applications is expected to increase the demand for consumer electronics with AI functionalities, leading to higher computational and integration needs [2] - The growing demand for superior performance components will directly boost the company's related business operations [2]

Core Viewpoint - The company, Sunlord Electronics, is a leading Chinese enterprise in the high-end electronic components sector, competing effectively with international firms in the development, production, and sales of various precision electronic components and high-power electronic components [1] Group 1: Company Overview - Sunlord Electronics primarily engages in the research, development, production, and sales of multi-category precision electronic components and various high-power electronic components [1] - The product line includes four main development directions: magnetic devices, microwave devices, sensitive and sensor devices, and fine ceramics [1] - The company has established a strong reputation and brand recognition in the global market [1] Group 2: Technological Advancements - The company leverages its deep technical advantages in miniaturization research and automated production to develop numerous new products and technologies tailored to customer needs and industry trends [1] - Sunlord Electronics has developed precision inductive products that are nano-sized and high-precision, representing the next generation of technological development [1] - These products are widely applicable in various consumer electronic terminal products that require small spatial occupancy and high performance, aligning with the demand for AI+ in consumer electronic hardware [1]