【私募调研记录】善思投资调研顺络电子

Group 1 - The core viewpoint of the news is that Shunluo Electronics is experiencing significant growth across multiple sectors, including servers, automotive electronics, and mobile communications, with a strong order backlog and positive market outlook [1] - In the server sector, Shunluo Electronics has a robust order volume and is witnessing rapid business growth [1] - The automotive electronics segment shows promising prospects, with ongoing investments in new product development [1] - In the mobile communications market, the company maintains its traditional advantages, expanding its product line and increasing the unit value year by year [1] - The development of new structures for tantalum capacitor products has received high customer recognition [1] - The impact of rising precious metal prices on the company's operations is limited, as it manages to maintain gross margins through supply chain management and innovation [1] - The company has clear future capital expenditure plans and does not consider direct financing from the capital market in the short term [1]