深圳顺络电子股份有限公司（以下简称"公司"）于近日接到公司董事长袁金 钰先生通知，获悉袁金钰先生将持有本公司部分股份办理了解除质押业务，现将 有关事项公告如下： | | 是否为控股股东 | | 本次解除质 | 占其所持 | 占公司 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 或第一大股东及 | | 押股份数量 | 股份比例 | 总股本 | 起始日 | | 解除日期 | | 质权人 | | | 其一致行动人 | | （股） | | 比例 | | | | | | | 袁金钰 | | 否 | 1,100,000 | 2.73% | 0.14% | 年 2024 | 月 9 | 年 2025 | 月 9 | 中国邮政储蓄银行股 份有限公司深圳华强 | | | | | | | | 11 | 日 | 17 日 | | | | | | | | | | | | | | 北支行 | 股票代码：002138 股票简称：顺络电子 编号：2025-071 深圳顺络电子股份有限公司 关于董事长部分股份解 ...

Core Viewpoint - The company is in a capital-intensive industry with ongoing expansion needs and high funding requirements, which also serves as a barrier to entry for competitors [1] Group 1: Industry Characteristics - The industry is characterized by high capital investment and continuous expansion demands, indicating a significant funding requirement [1] - The capital-intensive nature of the industry creates a barrier to entry for new competitors [1] Group 2: Company Growth and Investment - The company is in a growth phase, necessitating continuous investment in production capacity to support the rapid development of new businesses and fields [1] - The company places a strong emphasis on research and development (R&D), consistently allocating a high proportion of funds to R&D expenses and equipment, with a long-term trend of increasing R&D spending [1] Group 3: Capital Expenditure - Recent years have seen significant capital expenditures focused on the construction of industrial parks, with a noticeable slowdown in such investments expected in the coming years as three industrial parks and a research center are completed [1]

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，公司布局钽电容 领域多年，不断投入研发力量，通过材料、工艺、制造方面深厚的积累，已经开发出全新工艺的新型结 构钽电容产品，公司新型结构钽电容产品目前采用无引线框结构、PCB封装，实现大容值产品尺寸及性 能的大幅改善，可以广泛应用于通讯、消费电子、汽车电子、数据中心、工控等领域。其中，钽电容产 品的特性十分符合AI服务器领域对高温工作环境、高电压稳定性的要求，同时，公司为客户开发新型 结构钽电容也满足了客户对电容产品小型化、薄型化、高容值的要求。目前公司的钽电容产品已为客户 配套供应产品线，客户认可度高，未来发展可期。 ...

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，三季度为公司传 统旺季，目前订单饱满，产能利用率较高。 ...

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，汽车电子是公司 的重要新兴战略市场之一，公司看好汽车电子领域的发展前景，积极投入新产品研究与开发，最大化客 户资源优势，为车载客户提供一站式的解决方案，充分发挥顺络在车载市场的先发优势。公司提前布局 的大量新产品、新业务，正在快速成长，将为公司汽车电子业务增长不断提供助力。下半年一般为汽车 电子行业旺季，目前来看行业趋势仍在延续。 ...

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，下半年一般为消 费电子传统旺季，在下半年的各品牌新机发布及厂商备货需求下，今年的行业趋势仍在延续。 ...

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，随着AI服务器对 数据存储、信息处理和传输的要求持续提升，整个系统的功率要求同步提高，而单位算力的继续增长， 提升了对AI服务器中各类xPU芯片功率的要求，也对周边元件产品的散热能力和功率密度提出了更高的 要求，基于AI服务器客户对元器件产品继续提高功率承接能力、提升瞬态响应速度的要求，传统的VR 结构难以满足大电流的负载的快速变动，电路中的TLVR概念应运而生。在AI服务器功率持续提升的发 展趋势下，TLVR拓扑的产品应用将进一步打开。各类工艺下的TLVR电感产品相较于非TLVR类型的AI 电感，性能和单价均显著提升，未来将对AI服务器中磁性器件的价值量提升带来显著变化。顺络已提 前布局TLVR结构的各类型电感产品，走在行业前沿，随着客户需求发展，未来几年，数据中心业务将 进入快速发展通道。 ...

Group 1 - The core strategy of Wanxiang Qianchao focuses on "Intelligent Control in Motion," actively seizing opportunities in the artificial intelligence industry, and steadily advancing its industrial layout in smart chassis, humanoid robots, and low-altitude aircraft [1] - The company aims to establish an annual production capacity of 100,000 sets of ball screws and planetary roller screws for humanoid robots by 2025, while also completing the construction of high-speed bearing testing capabilities [1] - The humanoid robot industry is expected to see significant investment opportunities as both domestic and international humanoid robot products continue to be developed and iterated [2] Group 2 - The CSI 500 Quality Growth Index selects 100 listed companies with high profitability, sustainable earnings, and strong cash flow from the CSI 500 Index, providing diverse investment targets for investors [2] - As of August 29, 2025, the top ten weighted stocks in the CSI 500 Quality Growth Index accounted for 21.48% of the index, with Dongwu Securities, Huagong Technology, and Kaiying Network among the leading companies [2][3] - The index closely tracks the performance of the CSI 500 Quality Growth Index, which has shown a 0.75% increase, with notable stock performances including Shuanghuan Transmission and Wansheng Electronics, both rising by 10.01% [1][2]

Core Insights - The company has reported a robust order volume for AI server-related products, indicating rapid growth in this business segment [2] - The data center is identified as a key strategic market for the company, leveraging its advantages in miniaturization, high precision, and high power density technology [2] Group 1: Product Solutions - The company provides a comprehensive product solution for clients, covering primary, secondary, and tertiary power supply systems for servers [2] - Primary power supply focuses on high-power devices for AC-DC and high-low voltage conversion applications [2] - Secondary power supply involves 48V to 12V DC conversion, utilizing various inductors and transformer products to address power supply challenges [2] - Tertiary power supply includes components for xPU chips (CPU, GPU, ASIC), network cards, memory, and SSDs, featuring new AI inductors and tantalum capacitors among other products [2] Group 2: Industry Trends - The transition from traditional servers to AI servers is driving a rapid increase in power consumption around CPU, GPU, and ASIC chips, necessitating higher performance, power density, and thermal management from components [3] - The company is positioned to capitalize on these industry opportunities by offering one-stop component solutions for power semiconductor clients and various AI server customers [3]

每经头条（nbdtoutiao）——海拔4306米现"秦始皇密令"，获官方"身份认定"！古文字学家刘钊：秦人 寻仙采药足迹确至青藏高原 （记者 王晓波） 每经AI快讯，顺络电子（SZ 002138，收盘价：34.78元）发布公告称，2025年9月15日~16日，顺络电子 接受交银施罗德等投资者调研，公司董事会秘书任怡参与接待，并回答了投资者提出的问题。 2025年1至6月份，顺络电子的营业收入构成为：电子元器件行业占比100.0%。 ...