深圳顺络电子股份有限公司 董 事 会 关于参加 2025 年度深圳辖区上市公司投资者网上集体接待 日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳顺络电子股份有限公司（以下简 称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市 公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司 投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届 时公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎 广大投资者踊跃参与！ 特此公告！ 股票代码：002138 股票简称：顺络电子 编号：2025-089 深圳顺络电子股份有限公司 二〇二五年十一月十三日 ...

Core Viewpoint - The company, Shunluo Electronics, has reported a full order book and maintains a high capacity utilization rate [1] Company Summary - Shunluo Electronics is currently experiencing strong demand, as indicated by its full order book [1] - The company's production capacity is being utilized at a high level, reflecting operational efficiency [1]

Core Viewpoint - The stock of Shunluo Electronics has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 18.89%, indicating volatility in the market performance of the company [1]. Financial Performance - For the period from January to September 2025, Shunluo Electronics achieved a revenue of 5.032 billion yuan, representing a year-on-year growth of 19.95% [2]. - The net profit attributable to the parent company for the same period was 769 million yuan, reflecting a year-on-year increase of 23.23% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shunluo Electronics reached 46,000, an increase of 16.79% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 14.38% to 16,456 shares [2]. Dividend Distribution - Since its A-share listing, Shunluo Electronics has distributed a total of 2.32 billion yuan in dividends, with 869 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 45.1919 million shares, a decrease of 5.0674 million shares from the previous period [3]. - The fourth-largest circulating shareholder, Xingquan Trend Investment Mixed Fund, held 15.1425 million shares, down by 1.926 million shares [3]. - The fifth-largest shareholder, Southern CSI 500 ETF, held 11.7467 million shares, with a slight decrease of 195,300 shares [3].

Core Insights - A total of 72 stocks received buy ratings from institutions today, with notable upgrades for Ximai Food and first-time attention for 8 stocks [1][2] Group 1: Stock Ratings - 72 stocks received buy ratings, with Ximai Food's rating being upgraded and 8 stocks receiving first-time attention [1] - Among the stocks rated, 7 have an upside potential exceeding 20%, with Shennong Group having the highest potential at 49.71% based on a target price of 45.90 CNY [1] - Other stocks with significant upside potential include Great Wall Motors and Lens Technology, with potential increases of 41.85% and 36.05% respectively [1] Group 2: Market Performance - Stocks rated by institutions saw an average increase of 1.24%, outperforming the Shanghai Composite Index [1] - 43 stocks experienced price increases, with Shoulv Hotel hitting the daily limit up [1] - Top gainers included Haike Xinyuan, Puran Shares, and New Fengming, with increases of 14.33%, 13.47%, and 7.59% respectively [1] Group 3: Industry Focus - The electronics sector was the most favored, with 15 stocks including Shennan Circuit and Sunlord Electronics making the buy rating list [2] - Basic chemicals and pharmaceutical biology also attracted attention, with 8 and 6 stocks respectively on the buy rating list [2]

Group 1: Industry Overview - The rapid growth of AI is leading to an increase in electricity consumption in data centers, particularly in North America, where power supply issues are becoming critical [2] - As of the second quarter of this year, the U.S. has approximately 522 hyperscale data centers, accounting for about 55% of global computing power [2] - Goldman Sachs predicts that the U.S. will need an additional 50 GW of power capacity to support the rapid development of AI, which is enough to meet the electricity needs of about 40 million households [2] Group 2: SOFC Technology Potential - Solid Oxide Fuel Cells (SOFC) are emerging as a new solution for powering data centers, with expected annual installed capacity in North America reaching between 0.5 GW and 1.25 GW from 2026 to 2030 [2] - SOFC technology is characterized by strong fuel adaptability, environmental friendliness, and flexible deployment, making it suitable for various applications including stationary power generation and transportation [2] Group 3: Company Developments - Bloom Energy, a leading U.S. company in the SOFC sector, has seen its stock price increase over 508.78% this year, reaching $135.21 per share with a market capitalization of $32 billion as of November 7 [3] - The company has established partnerships with major data center developers and has deployed hundreds of megawatts of fuel cells [3] - A-share companies involved in the SOFC industry include Ice Wheel Environment and Weichai Power, which are actively engaged in research and development projects related to SOFC technology [4][5] Group 4: Market Performance - A-share SOFC concept stocks have outperformed the market, with an average increase of 55.45% this year, surpassing the Shanghai Composite Index by over 36 percentage points [8] - Notable performers include Zhenhua Shares, which has increased by 270.44% this year, and Dayang Electric, which has risen by 107.35% [8]

股票代码：002138 股票简称：顺络电子 编号：2025-088 深圳顺络电子股份有限公司 关于公司涉及诉讼的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 案件所处的诉讼阶段：已立案受理，尚未开庭。 上市公司所处的当事人地位：深圳顺络电子股份有限公司（以下简称"公司"） 为被告一。 涉案的金额：原告主张的赔偿经济损失人民币 100 万元，相关案件律师费等 合理开支合计人民币 150 万元（暂计）及诉讼费用。 对上市公司损益产生的影响：公司对原告主张不予认可，并将积极应诉。本 公司秉承"遵循标准、科技创新、持续改进，向全球客户提供优异的产品和完善 的服务"的经营理念，一贯尊重知识产权，致力于建设自己的知识产权体系，2025 年前三季度，公司研发投入 4.54 亿元，同比增长 32.08%。鉴于本次公告的涉诉 案件尚未开庭审理，本次诉讼事项对公司本期利润或期后利润的影响具有不确定 性，最终实际影响以法院判决为准。 一、涉及诉讼的基本情况 （一）公司于 2025 年 11 月 6 日收到上海知识产权法院送达的《民事起诉状》 及《应诉通知书》等诉 ...

股票代码：002138 股票简称：顺络电子 编号：2025-087 深圳顺络电子股份有限公司 1 月 6 日刊登在证券时报及巨潮资讯网（http://www.cninfo.com.cn）的《关于公 司涉及诉讼的进展公告》（公告编号：2025-033）、（公告编号：2025-068）。 关于公司涉及诉讼的进展公告 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。 特别提示： 案件所处的诉讼阶段：（2024）沪 73 知民初 133 号、（2024）沪 73 知民初 134 号、（2024）沪 73 知民初 135 号三件案件原告已撤诉； （2024）沪 73 知民初 136 号案件原告已撤诉、（2024）沪 73 知民初 137 号案件原告已撤诉。 上市公司所处的当事人地位：被告。 一、涉及诉讼的基本情况 株式会社村田制作所（Murata Manufacturing Co.，Ltd.）以侵害发明专利 权纠纷为由向上海知识产权法院对深圳顺络电子股份有限公司（以下简称"公 司"）、上海旭沁电子科技有限公司提起五件诉讼，案号分别为：（2024）沪 73 知民初 133 ...

Core Viewpoint - The company is facing a patent infringement lawsuit from Murata Manufacturing Co., Ltd., with claims for damages totaling 1 million yuan and additional legal fees of 1.5 million yuan [1] Group 1: Legal Matters - The company received three lawsuit materials from the Shanghai Intellectual Property Court in 2025, with the plaintiffs being Murata Manufacturing Co., Ltd. and the defendants being the company and Shanghai Xuqin Electronic Technology Co., Ltd. [1] - The lawsuit is based on allegations of patent infringement, and the case has been accepted but has not yet gone to trial [1] - The company does not acknowledge the claims made by the plaintiff and intends to actively respond to the lawsuit [1] Group 2: Financial Impact - The company reported R&D expenditures of 454 million yuan in the first three quarters of 2025, representing a year-on-year increase of 32.08% [1] - The impact of the lawsuit on the company's profits remains uncertain [1]

顺络电子公告称，此前株式会社村田制作所以侵害发明专利权纠纷为由，向上海知识产权法院对公司等 提起五件诉讼。公司于2025年11月6日收到法院送达的《民事裁定书》，（2024）沪73知民初133号、 134号、135号案件原告已撤诉，此前136号、137号案件原告也已撤诉。各案受理费50元，减半收取25 元，均由原告负担。截至公告日，五起案件均已撤诉，不会对公司生产经营及利润产生不利影响。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [2][7] Core Insights - The company achieved a record high quarterly revenue, with a total revenue of 5.032 billion yuan in the first three quarters of 2024, representing a year-on-year growth of 19.95%. The net profit attributable to the parent company was 769 million yuan, up 23.23% year-on-year. In Q3 alone, revenue reached 1.808 billion yuan, a year-on-year increase of 20.21% and a quarter-on-quarter increase of 2.51% [5][6] - The traditional markets are steadily recovering while emerging markets are experiencing rapid growth. The company has increased its procurement share with major clients in the consumer electronics sector and is leveraging its first-mover advantage in the automotive electronics market. In the AI server sector, the company has developed various inductive products to meet the growing demands for power and heat dissipation [6] Financial Performance Summary - The company is projected to achieve revenues of 7.126 billion yuan, 8.683 billion yuan, and 10.368 billion yuan for the years 2025, 2026, and 2027, respectively. The net profit attributable to the parent company is expected to be 1.073 billion yuan, 1.351 billion yuan, and 1.662 billion yuan for the same years [7][9] - The revenue growth rates are forecasted at 20.84%, 21.86%, and 19.40% for 2025, 2026, and 2027, respectively. The net profit growth rates are expected to be 28.96%, 25.86%, and 23.05% for the same years [9][10]