Mei Ri Jing Ji Xin Wen·2025-08-06 07:33Group 1 - The core viewpoint of the report is that Shunluo Electronics (002138.SZ) is rated as a buy due to its steady growth in telecommunications and consumer electronics, with significant orders from the data center business contributing to record-high semi-annual revenue [2] - The company emphasizes its commitment to foundational technology research, aligning with the global electronic information industry chain development, and developing a diversified product system, which is crucial for growth in strategic emerging markets [2] - The report highlights the importance of maintaining a competitive edge in the market, as the demand from downstream applications may not meet expectations, and the pace of new product launches in new fields may be slower than anticipated, potentially affecting pricing and gross margins due to increased competition [2]