Core Viewpoint - The company, Shunluo Electronics, is actively involved in the application of its products in AI glasses, indicating a strong market presence and ongoing supply to major clients in this sector [1] Group 1: Product Applications - The company's products, including various inductors, LTCC, and antennas, are widely used in AI glasses [1] - The rapid development of AI and related applications is driving an increase in demand for consumer electronics with AI functionalities, which in turn requires more advanced and higher-performing components [1] Group 2: Market Dynamics - The integration of AI features in consumer electronics is expected to lead to greater computational demands and functional integration needs, directly benefiting the company's related business segments [1]

Group 1 - The company primarily engages in the research, production, and sales of various precision electronic components and high-power electronic components, covering four main product development directions: magnetic devices, microwave devices, sensitive and sensor devices, and fine ceramics [2] - The company has established a strong reputation and brand recognition in the global market, being one of the few Chinese enterprises capable of competing comprehensively with international companies in the high-end electronic components sector [2] - The company leverages its deep technological advantages in miniaturization research and automated production to develop numerous new products and technologies tailored to customer needs and industry trends [2] Group 2 - The company's nano-level miniaturized and high-precision inductive products represent the next generation of technological development trends and can be widely applied in various consumer electronic terminal products that require small space occupancy and high performance, aligning with the demand for AI+ in consumer electronics hardware [2]

Core Viewpoint - The company has a wide application of its products in AI glasses, including various inductors, LTCC, and antennas, and is currently supplying major clients in the relevant field [1] Group 1: Product Application - The company's products are extensively used in AI glasses, covering a range of components such as inductors, LTCC, and antennas [1] - The company has established a continuous supply chain with leading clients in the relevant sectors [1] Group 2: Market Trends - The rapid development of AI and related applications is expected to increase the demand for consumer electronics with AI functionalities [1] - The integration of AI features in consumer electronics will lead to higher computational demands and the need for more advanced components [1]

Core Viewpoint - Shunluo Electronics is enhancing its business collaboration with ChipSource through equity cooperation, aiming to deepen their partnership and improve product diversity and competitiveness in the integrated circuit sector [2] Group 1: Company Collaboration - Shunluo Electronics is currently in a growth phase and is focusing on strengthening its business ties with ChipSource, a solution provider in the integrated circuit field [2] - The collaboration will involve equity cooperation, which is expected to deepen the business relationship between the two companies [2] Group 2: Business Strategy - The partnership aims to enhance the diversity of Shunluo's product offerings and increase its influence on downstream markets [2] - The integration of internal and external resources is a key strategy to boost the company's competitiveness [2]

Core Viewpoint - The passive components industry is crucial for electronic devices, providing essential functions such as signal regulation and energy storage without external power. The industry is supported by various national policies aimed at promoting innovation and domestic production, with significant growth expected in both global and Chinese markets by 2024 [1][4][7]. Industry Overview - Passive components, also known as passive devices, operate without external power and rely on physical properties to perform functions like current/voltage regulation and energy storage. They are essential for ensuring signal transmission and circuit stability, forming the backbone of the electronic industry [2][3]. Policy Support - China has implemented several key policies to support the passive components industry, including reforms in management systems, strategies to expand domestic demand, and guidelines for energy electronics development. These policies aim to enhance local companies' capabilities in high-end material research and precision manufacturing [4][5]. Industry Chain - The upstream of the passive components industry consists of raw material and equipment suppliers, with critical materials largely imported. The midstream includes manufacturing of capacitors, inductors, and resistors, with domestic companies like Fenghua Advanced Technology and SanHuan Group leading in mid-to-low-end markets. The downstream market is driven by consumer electronics, automotive electronics, and emerging fields like AI and 5G [5][6]. Market Dynamics - The global passive components market is expected to reach $39.1 billion by 2024, with a growth rate of 7.7%. The Asia-Pacific region dominates, accounting for over 70% of the market share. China, as the largest demand market, is projected to grow to 142.3 billion yuan in 2024, with a compound annual growth rate of 15.2% from 2020 to 2024 [7][8]. Competitive Landscape - The competitive landscape of the passive components industry in China is characterized by international giants dominating high-end markets, while domestic companies are making strides in mid-to-low-end segments. Key players like Fenghua Advanced Technology and SanHuan Group are focusing on high-end product certifications and technological advancements [9][10]. Development Trends - The future of the passive components industry in China will focus on three main areas: technological upgrades, deepening domestic substitution, and ecological collaboration. Products will evolve towards higher capacitance, miniaturization, and reliability, with a strong emphasis on self-sufficiency in materials and core technologies [11][12].

Group 1 - The core point of the article is that Shunluo Electronics (002138) announced the approval of several significant proposals during its seventh board meeting, including related party investments and the addition of members to the board's specialized committee [1] Group 2 - The company approved a proposal regarding related party investments involving associated transactions [1] - A proposal was also approved for a joint investment between the company's subsidiary and a professional investment institution [1] - The board meeting included a resolution to supplement the members of the board's specialized committee [1]

同时，顺络迅达与保腾福顺、集福基金、成都菁英航远创业投资合伙企业（有限合伙）（简称"菁英航 远"）拟签署《成都芯思源科技有限公司之股份转让协议》，菁英航远持有芯思源45,000.00元注册资 本，现拟将其所持有的芯思源20,119.00元注册资本以1,483,776.25元的价格转让给顺络迅达；持有的芯 思源18,174.00元注册资本以1,340,332.50元的价格转让给保腾福顺；持有的芯思源6,707.00元注册资本以 494,641.25元的价格转让给集福基金。 顺络迅达与保腾福顺、集福基金拟通过增资及受让股权的方式，合计向芯思源投资人民币3,355.00万 元。其中，顺络迅达拟以自有资金1500万元向芯思源进行投资，本次投资后顺络迅达持有芯思源的股权 比例将由6.6372%增加至11.0074%。 格隆汇1月15日丨顺络电子(002138.SZ)公布，公司之控股子公司贵阳顺络迅达电子有限公司（简称"顺 络迅达"）与深圳保腾福顺创业投资基金合伙企业（有限合伙）（简称"保腾福顺"）、深圳集福新兴产 业创业投资基金合伙企业（有限合伙）（简称"集福基金"）、成都芯思源科技有限公司（简称"芯思 源"、"目标公 ...

同时，顺络迅达与保腾福顺、集福基金、成都菁英航远创业投资合伙企业（有限合伙）（简称"菁英航 远"）拟签署《成都芯思源科技有限公司之股份转让协议》，菁英航远持有芯思源45,000.00元注册资 本，现拟将其所持有的芯思源20,119.00元注册资本以1,483,776.25元的价格转让给顺络迅达；持有的芯 思源18,174.00元注册资本以1,340,332.50元的价格转让给保腾福顺；持有的芯思源6,707.00元注册资本以 494,641.25元的价格转让给集福基金。 顺络迅达与保腾福顺、集福基金拟通过增资及受让股权的方式，合计向芯思源投资人民币3,355.00万 元。其中，顺络迅达拟以自有资金1500万元向芯思源进行投资，本次投资后顺络迅达持有芯思源的股权 比例将由6.6372%增加至11.0074%。 格隆汇1月15日丨顺络电子(002138.SZ)公布，公司之控股子公司贵阳顺络迅达电子有限公司（简称"顺 络迅达"）与深圳保腾福顺创业投资基金合伙企业（有限合伙）（简称"保腾福顺"）、深圳集福新兴产 业创业投资基金合伙企业（有限合伙）（简称"集福基金"）、成都芯思源科技有限公司（简称"芯思 源"、"目标公 ...

格隆汇1月15日丨顺络电子(002138.SZ)公布，公司关联方新余顺昱科技合伙企业（有限合伙）（简 称"新余顺昱"）、深圳顺昱泰科技合伙企业（有限合伙）（简称"深圳顺昱"）与深圳保腾福顺创业投资 基金合伙企业（有限合伙）（简称"保腾福顺"）签署了《关于浙江臻泰能源科技有限公司之投资协 议》，拟向浙江臻泰能源科技有限公司（简称"臻泰能源"、"目标公司"）合计投资人民币4000万元，其 中：保腾福顺以1,300万元的价格认购目标公司新增注册资本23.2386万元，取得增资后目标公司全面稀 释基础上合计2.203%的股权；深圳顺昱以1,700万元的价格认购目标公司新增注册资本30.3889万元，取 得增资后目标公司全面稀释基础上合计2.881%的股权；新余顺昱以1,000万元的价格认购目标公司新增 注册资本17.8759万元，取得增资后目标公司全面稀释基础上合计1.695%的股权。本次投资后新余顺 昱、深圳顺昱与保腾福顺将合计持有臻泰能源6.779%的股权。本次公司关联方新余顺昱、深圳顺昱投 资臻泰能源事项，形成关联方通过持有臻泰能源的部分股权形式，间接与信柏陶瓷形成对深圳柏泰的共 同投资。 ...

股票代码：002138 股票简称：顺络电子 编号：2026-007 关于公司关联方对外投资涉及关联交易的公告 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。 一、关联交易概述 1、深圳顺络电子股份有限公司（以下简称"公司"、"顺络电子"）于 2026 年 1 月 14 日召开第七届董事会第十九次会议审议通过了《关于公司关联方对外投 资涉及关联交易的议案》。公司关联方新余顺昱科技合伙企业（有限合伙）（以下 简称"新余顺昱"）、深圳顺昱泰科技合伙企业（有限合伙）（以下简称"深圳顺昱"） 与深圳保腾福顺创业投资基金合伙企业（有限合伙）（以下简称"保腾福顺"）签 署了《关于浙江臻泰能源科技有限公司之投资协议》（以下简称"投资协议"），拟 向浙江臻泰能源科技有限公司（以下简称"臻泰能源"、"目标公司"）合计投资人 民币 4000 万元，其中：保腾福顺以 1,300 万元的价格认购目标公司新增注册资 本 23.2386 万元，取得增资后目标公司全面稀释基础上合计 2.203%的股权；深圳 顺昱以 1,700 万元的价格认购目标公司新增注册资本 30.3889 万元，取得增 ...