深圳顺络电子股份有限公司 股票代码：002138 股票简称：顺络电子 编号：2025-062 关于与专业投资机构共同投资的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次对外投资概况 深圳顺络电子股份有限公司（以下简称"公司"）作为有限合伙人与普通合 伙人深圳市高新投人才股权投资基金管理有限公司，及其他有限合伙人深圳市引 导基金投资有限公司、深圳市宝安区产业投资引导基金有限公司、深圳市汇通金 控基金投资有限公司、深圳市龙华区引导基金投资管理有限公司、深圳市光明区 引导基金投资管理有限公司、深圳市高新投创业投资有限公司、江西赣江新区信 担金服管理有限公司共同签署《深圳市高新投高端装备产业私募股权投资基金合 伙企业（有限合伙）合伙协议》（以下简称"合伙协议"），共同投资设立深圳 市高新投高端装备产业私募股权投资基金合伙企业（有限合伙）（以下简称"合 伙企业"），合伙企业目标募资规模为人民币 20 亿元，出资方式均为货币。全 体合伙人本次的认缴出资总额为人民币 14.5 亿元，公司以自有资金认缴出资人 民币 2,500 万元。2024 年 12 月 ...

华西证券研报指出，25H1顺络电子实现归母净利润4.86亿元，同比+32.03%；扣非归母净利润4.62亿 元，同比+32.87%。公司业绩持续提升，主要系公司在手机通讯、消费电子等传统市场应用领域保持稳 步成长，同时在AI+应用、汽车电子、数据中心等新兴战略市场实现持续强劲的高速增长。其中，数据 中心业务于25H1实现订单的重要增长。公司积极推动氢燃料电池项目的项目预研及业务发展，为公司 未来成长打开新的应用市场。维持"买入"评级。 ...

Group 1: Company Performance - Shunluo Electronics reported a net profit of 486 million yuan for the first half of 2025, a year-on-year increase of 32.03% [1] - Yiwai Communication's net profit for the first half of 2025 was 31.02 million yuan, a year-on-year decrease of 68.57% [1] - CATL achieved a net profit of 30.485 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.33% [2] - Huijia Times reported a net profit of 67.0481 million yuan for the first half of 2025, a year-on-year increase of 62.64% [15] - Zhimi Intelligent's net profit for the first half of 2025 was 102 million yuan, a year-on-year increase of 80.08% [23] Group 2: Company Announcements - Shunluo Electronics' revenue for the first half of 2025 was 3.224 billion yuan, up 19.80% year-on-year [1] - Yiwai Communication's revenue decreased to 360 million yuan, down 24.62% year-on-year [1] - CATL proposed a cash dividend of 10.07 yuan per 10 shares based on a total share capital of 4.537 billion shares [2] - Vanke A received a loan of up to 869 million yuan from Shenzhen Metro Group for debt repayment [7] - Lideman is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. [8] Group 3: Industry Developments - The pharmaceutical industry is seeing advancements with Zhendong Pharmaceutical's clinical trial reaching a major research endpoint for a new product [3] - The construction industry is witnessing new orders, with Zhongyan Dadi signing 22 new contracts worth 257 million yuan in Q2 [4] - The energy sector is expanding with Hangyang Co. planning to establish a joint venture for hydrogen energy production [16] - Watson Bio signed a revised exclusive licensing agreement to expand its technology collaboration into non-patient areas [17]

2025年7月31日，顺络电子(002138.SZ)发布2025年中报。 公司最新总资产周转率为0.25次，较去年同期总资产周转率增加0.03次，实现3年连续上涨，同比较去年 同期上涨15.66%。最新存货周转率为1.91次，较去年同期存货周转率增加0.03次，实现3年连续上涨， 同比较去年同期上涨1.75%。 公司股东户数为3.94万户，前十大股东持股数量为2.58亿股，占总股本比例为31.99%。 公司最新资产负债率为48.16%，较去年同期资产负债率减少0.09个百分点。 公司最新毛利率为36.68%，较上季度毛利率增加0.12个百分点，实现2个季度连续上涨。最新ROE为 7.83%，较去年同期ROE增加1.61个百分点。 公司摊薄每股收益为0.62元，较去年同报告期摊薄每股收益增加0.15元，实现2年连续上涨，同比较去年 同期上涨31.91%。 公司营业总收入为32.24亿元，较去年同报告期营业总收入增加5.33亿元，实现3年连续上涨，同比较去 年同期上涨19.80%。归母净利润为4.86亿元，较去年同报告期归母净利润增加1.18亿元，实现2年连续 上涨，同比较去年同期上涨32.03%。经营活动现金净 ...

Core Views - The company achieved record revenue of RMB 1.763 billion in Q2 2025 and RMB 3.224 billion in the first half of 2025, with a net profit of RMB 486 million, marking a historical high for both quarterly and semi-annual results [1][2] - The company is transitioning from a traditional "product provider" to a "value creator," focusing on emerging markets such as AI applications, automotive electronics, and data centers [1][6] - The company emphasizes innovation and has established multiple manufacturing technology platforms to support its product matrix and horizontal expansion capabilities [1][5] Financial Performance - Revenue for the first half of 2025 increased by 19.80% compared to the same period last year, while net profit attributable to shareholders rose by 32.87% [2][6] - The company reported a basic earnings per share of RMB 0.62, up 31.91% year-on-year [2] - Total assets increased by 5.13% year-on-year, reaching RMB 13.358 billion [2] Business Overview - The company specializes in the research, design, production, and sales of precision electronic components, with applications in communication, consumer electronics, automotive electronics, and data centers [6][9] - The company has developed a comprehensive product line, including magnetic devices, sensors, microwave devices, and precision ceramics, which are essential for signal processing and power management [6][9] - The company is recognized as a "demonstration enterprise of the first batch of manufacturing champions in China" and has been listed among the top 100 electronic component companies for 18 consecutive years [3][4] Market Trends - The electronic components industry is experiencing a shift towards miniaturization, high power density, and integration, driven by advancements in communication technology and the increasing demand for high-performance electronic devices [6][8] - The company is well-positioned to benefit from the growth in AI applications, automotive electronics, and data centers, with significant orders in the data center business during the first half of 2025 [1][6] Technological Development - The company has invested heavily in foundational technology research, establishing various manufacturing technology platforms to enhance production capabilities [5][6] - The company has developed advanced materials and manufacturing processes, enabling the production of high-performance components for various applications, including AI servers and automotive electronics [6][9] Product Strategy - The company offers a wide range of products tailored to meet the needs of different application scenarios, including precision inductors, transformers, and circuit protection components [9][10] - The company is actively developing new products to address market demands, particularly in the fields of AI, automotive electronics, and renewable energy [8][14]

| 证券代码：002138 证券简称：顺络电子 | | 公告编号：2025-058 | | --- | --- | --- | | 深圳顺络电子股份有限公司 2025 年半年度报告摘要 | | | | 一、重要提示 | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | | 资者应当到证监会指定媒体仔细阅读半年度报告全文。 | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | 非标准审计意见提示 | | | | □适用 ?不适用 | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | □适用 ?不适用 | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | | 董事会决议通过的本报告期优先股利润分配预案 | | | | □适用 ?不适用 | | | | 二、公司基本情况 | | | | 股票简称 | 顺络电子 | 002138 股票代码 | | 股票上市交易所 | 深圳证券交易所 | | | 联系人和联系方式 | 董事会秘书 | 证券事务代表 | | 姓名 | 任怡 | ...

Group 1 - The core viewpoint of the article is that Shenzhen Sunlord Electronics Co., Ltd. is implementing its fifth employee stock ownership plan, which aims to enhance corporate governance and attract talent while ensuring the interests of all shareholders, especially minority shareholders, are protected [1][2]. Group 2 - The employee stock ownership plan complies with relevant laws and regulations, ensuring that the eligibility of participants is legitimate and valid [2]. - The plan is designed to motivate employees, retain key management and business personnel, and align the interests of the company with those of its employees, promoting long-term and sustainable development [2]. - The board's compensation and assessment committee believes that the implementation of this plan will not harm the interests of the company or its shareholders, aligning with the company's long-term development needs [2].

证券日报网讯 7月30日晚间，顺络电子发布2025年半年度报告摘要称，公司2025年半年度实现营业收入 为3，224，219，938.55元，同比增长19.80%；实现归属于上市公司股东的净利润为485，879，480.54 元，同比增长32.03%。 （编辑 任世碧） ...

人民财讯7月30日电，顺络电子（002138）7月30日晚间披露半年度报告，公司2025年上半年实现营业收 入为32.24亿元，同比增长19.8%；归母净利润4.86亿元，同比增长32.03%；基本每股收益0.62元。2025 年第二季度，顺络在手机通讯、消费电子等传统市场应用领域保持了稳步成长，在AI+应用、汽车电 子、数据中心等新兴战略市场实现了持续强劲的高速增长。 ...

Core Viewpoint - Shunluo Electronics reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong business performance and growth potential [2]. Financial Performance - The company's revenue for the first half of 2025 was approximately 3.224 billion yuan, representing a year-on-year increase of 19.8% [2]. - The net profit attributable to shareholders was around 486 million yuan, showing a year-on-year growth of 32.03% [2]. - Basic earnings per share reached 0.62 yuan, which is an increase of 31.91% compared to the previous year [2].