股票代码：002138 股票简称：顺络电子 编号：2025-051 深圳顺络电子股份有限公司 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。 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 | 占公司 | | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 或第一大股东及 | | 押股份数量 | 持股份比 | 总股本 | 起始日 | 解除日期 | | | | 其一致行动人 | | （股） | 例 | 比例 | | | | | 袁金钰 | | 否 | 1,850,000 | 3.82% | 0.23% | 2025 年 2 | 2025 年 7 月 | 深圳市高新投小 额贷款有限公司 | | | | | | | | 月 10 日 | 1 日 | | | 袁金钰 | | 否 | 1,000,000 ...

党的"二十大"明确提出，国家要推动战略性新兴产业的发展，构建新一代的信息技术、人工智能和新能源企业新增长引擎。深圳市作为新能 源汽车领域的排头兵，正加快建设世界一流汽车城。在此背景下，6月28日，由深圳市汽车电子行业协会主办的主题为："AI赋能、守正创新，共 建全球汽车智能生态链——IAEIS 2025第十四届国际汽车电子产业峰会"在深圳召开。来自整车、头部零部件企业的企业代表与众多专家学者齐聚 一堂，围绕产业发展、技术革新等热点议题展开深入交流和讨论，共议智能网联汽车发展新机遇与新挑战。 推动汽车电子产业创新升级 深圳市宝安区人民政府副区长张东雁表示，作为深圳打造新一代世界一流汽车城的重要支撑，宝安已集聚900余家汽车产业链企业，孕育出法雷奥、 欣旺达、航盛电子等一批汽车电子龙头企业及专精特新"小巨人"企业。从上游电力电池、电极电控，到中游智能驾驶舱，再到下游出行、物流服务等，宝 安在产业规模、链条深度及完整性上均具备显著优势。 当前，宝安区正从汽车电子产业集聚迈向创新的跨越，坚持制造业当家，建设世界级深圳智造城，加速构建智能终端+高端装备+汽车电子的先进制 造业体系。宝安投资了29亿元建设一个44万平方米 ...

Core Viewpoint - The China Securities Shenzhen Technology Innovation Theme Index has shown a mixed performance, with a recent increase of 1.14% and a year-to-date rise of 7.74%, reflecting the overall performance of listed companies in Shenzhen's technology innovation sector [1][2]. Group 1: Index Performance - The China Securities Shenzhen Technology Innovation Theme Index opened lower but closed higher, reporting a value of 7573.16 points with a trading volume of 30.092 billion yuan [1]. - Over the past month, the index has increased by 7.25%, while it has decreased by 1.84% over the last three months [1]. - The index was established on November 14, 2014, with a base point of 3000.0 [1]. Group 2: Index Composition - The top ten weighted stocks in the index include: - Huichuan Technology (7.72%) - ZTE Corporation (7.67%) - BYD (7.3%) - Xinwanda (5.25%) - Shenzhen South Circuit (5.1%) - Huitai Medical (4.46%) - Shunluo Electronics (4.02%) - New Industry (3.95%) - Pengding Holdings (3.95%) - Heertai (3.8%) [1]. - The index's holdings are primarily from the Shenzhen Stock Exchange, accounting for 84.60%, while the Shanghai Stock Exchange contributes 15.40% [1]. Group 3: Industry Breakdown - The industry composition of the index includes: - Information Technology: 35.72% - Industrial: 32.08% - Healthcare: 11.97% - Communication Services: 11.31% - Consumer Discretionary: 8.92% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted quarterly, with adjustments occurring in the second week of March, June, September, and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Core Viewpoint - The global market for magnetic components used in photovoltaic (PV) and energy storage (ESS) inverters is projected to reach $3.3 billion by 2031, with a compound annual growth rate (CAGR) of 8.0% in the coming years [1]. Market Overview - The market for magnetic components in PV and ESS inverters is expanding significantly due to the rapid growth of the global photovoltaic and energy storage industries. China, as the largest market for photovoltaic installations, is experiencing a surge in demand for magnetic components [11]. - The top five manufacturers in this market hold approximately 42.0% of the global market share as of 2024 [5]. Technological Requirements - There is an increasing demand for high-performance magnetic components due to the rising efficiency of photovoltaic modules and the growing power requirements of energy storage systems. This necessitates innovations in material selection and manufacturing processes [12][14]. - New magnetic materials, such as nanocrystalline and amorphous alloys, are being adopted to enhance the performance of magnetic components [14]. Development Trends - High performance: Magnetic components are required to have higher precision, stability, and lower losses to meet the operational demands of inverters [14]. - Miniaturization and integration: The trend towards smaller and more integrated magnetic components is driven by space constraints in photovoltaic and energy storage systems, which can improve power density and reduce costs [14]. - Customization: Different applications in photovoltaic and energy storage systems require tailored magnetic components, leading manufacturers to offer customized products and solutions [14].

Group 1: Company Performance - The company has maintained a high capacity utilization rate since the second quarter, indicating strong order fulfillment [2] - The average gross margin has remained at a competitive level within the industry due to continuous R&D investment and management innovation [3] Group 2: Product Lines and Applications - The company operates in the electronic components industry with four main product lines: magnetic devices, sensitive and sensor devices, microwave devices, and precision ceramics [2] - Products are widely used in telecommunications, consumer electronics, automotive electronics, industrial automation, and data centers, with strategic focus on emerging markets like data centers and hydrogen fuel cells [2][3] Group 3: Growth Strategy - The company aims to become an expert in the electronic components field, leveraging over 20 years of experience to expand its market presence [3] - Continuous introduction of high-value new products and maintaining strong core technologies contribute to the company's competitive edge [3] Group 4: Financial Management - The company has achieved a compound annual growth rate of approximately 24% in sales revenue since its listing, with controlled overall expense management [4] - Investments are strategically aligned with long-term goals, focusing on talent development, R&D, and new product development [4] Group 5: Capacity Investment - The company operates in a capital-intensive industry and has ongoing expansion needs, primarily focusing on emerging fields like automotive electronics and data centers [4] - There will be no large-scale expansion in traditional product lines, only necessary capacity enhancements to improve utilization [4]

Company Overview - Shenzhen Sunlord Electronics Co., Ltd. was established in 2000 and listed in 2007 (stock code: 002138), specializing in the R&D, production, and sales of various chip electronic components [2] - The company offers products in four major categories: magnetic devices, microwave devices, sensitive devices, and precision ceramics, which are widely used in communications, consumer electronics, computers, automotive electronics, new energy, network communication, and industrial electronics [2] Achievements and Certifications - Sunlord Electronics has received numerous honors, including National Enterprise Technology Center, Manufacturing Single Champion Demonstration Enterprise, and recognition as a Green Factory [4] - The company emphasizes product quality and sustainable development, with certifications such as ISO14001, IECQ/QC080000, IATF16949, and AEC-Q200, reflecting its commitment to high standards and product safety [4] Automotive Electronics Sector - As a leading enterprise in the domestic automotive magnetic device sector, Sunlord has been deeply involved in the automotive electronics industry for 16 years, establishing an automotive electronics division in 2016 [6] - The company has built over 100 production lines for automotive-grade components and has completed IATF16949 certification in six of its eleven global production bases [6] - Sunlord's automotive electronics applications include vehicle lighting, BMS, intelligent driving, smart cockpits, T-box & V2X, OBC, DC/DC converters, electric drive control, hybrid systems, and thermal management systems, with main products including EMC components, inductors, transformers, magnetic beads, thermistors, LTCC, and power devices [6] Future Focus - With 25 years of experience in the electronic components industry, Sunlord aims to continue focusing on technological innovation to provide higher quality products and services to its customers [10]

Group 1: Business Performance - The company has maintained a high capacity utilization rate since the second quarter, indicating strong order fulfillment [2] - The mobile communication sector remains a traditional stronghold, with a significant market share among core customers [2][3] Group 2: Automotive Electronics - The company is a leading manufacturer of automotive magnetic components in China, focusing on applications related to "three electrics and one integration" in new energy vehicles [3] - Continuous innovation and expansion of product lines are prioritized to meet long-term customer needs [3] Group 3: Ceramic Business Outlook - The subsidiary has been involved in precision ceramic components for years, targeting markets such as smart wearables, consumer electronics, and new energy [3] - The solid oxide fuel cell sector is a key focus for future growth, with rapid development expected to contribute to sales revenue [3] Group 4: Expense Management - Overall expense management is under control, with a compound annual growth rate of approximately 24% in sales revenue since the company went public [4] - Investments are aligned with long-term strategic goals, focusing on talent development, R&D, and new product development [4] Group 5: Capital Expenditure Plans - The company operates in a capital-intensive industry, necessitating ongoing expansion and high funding requirements [4] - Significant investments in industrial park infrastructure are expected to slow down in the coming years as major projects are completed [4]

Investment Overview - The company, Shenzhen Hongfuhan Technology Co., Ltd., has signed a partnership agreement to jointly invest in the Shenzhen High-tech Investment High-end Equipment Industry Private Equity Investment Fund, with a target fundraising scale of RMB 2 billion [1][10] - The company plans to contribute RMB 30 million, representing a 2.0270% stake in the partnership [1][14] - The total subscribed capital from all partners amounts to RMB 1.48 billion [1][14] Partnership Details - The general partner of the fund is Shenzhen High-tech Investment Talent Equity Investment Fund Management Co., Ltd., established on December 23, 2016, with a registered capital of RMB 10 million [2][4] - The fund aims to invest in non-listed company equity, including subscription for capital increases and equity transfers, with a focus on high-end equipment industries [11][17] - The fund has a duration of 10 years, with the investment period starting from the fund's registration date [12][11] Fund Management and Structure - The fund management will be conducted by a dedicated management team established by the general partner, which will also set up an investment decision-making committee [16] - The management fee is set at 1.5% during the investment period and 1.2% during the recovery period, calculated based on the total subscribed capital [16][19] - The fund will invest 100% of its available funds in specific sectors, including industrial mother machines, laser and additive manufacturing, and precision instruments [17] Financial Impact and Strategic Goals - The investment is expected to enhance the company's overall competitiveness and profitability by leveraging the resources and expertise of professional investment institutions [18][19] - The investment will not significantly impact the company's normal production and operational activities in the short term [19] - The company aims to achieve long-term investment returns through this partnership, aligning with its strategic business expansion goals [18][19]

Group 1 - The company has a full order book and maintains a high capacity utilization rate since the second quarter [1] - The automotive electronics business is a key strategic area for the company, with products covering electric vehicle systems and intelligent driving applications [1] - The company is optimistic about the growth prospects in the automotive electronics sector, expecting healthy growth driven by new product introductions and market share expansion [1] Group 2 - The data center business is a new strategic market for the company, providing various types of power inductors and customized product solutions [2] - Sales of power inductors for data center power management have seen significant growth, with successful collaborations with leading enterprises [2] - The company is benefiting from the trend of AI integration in smartphones, leading to increased demand for high-end components [2] Group 3 - The company operates in a capital-intensive industry with ongoing expansion needs, requiring continuous investment in capacity [3] - Future financing plans will be based on specific investment progress, with no immediate plans for direct capital market financing [3]

股票代码：002138 股票简称：顺络电子 编号：2025-050 深圳顺络电子股份有限公司 关于与专业投资机构共同投资的进展公告 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。 一、本次对外投资概况 深圳顺络电子股份有限公司（以下简称"公司"）作为有限合伙人与普通合 伙人深圳市高新投人才股权投资基金管理有限公司，及其他有限合伙人深圳市引 导基金投资有限公司、深圳市宝安区产业投资引导基金有限公司、深圳市汇通金 控基金投资有限公司、深圳市龙华区引导基金投资管理有限公司、深圳市光明区 引导基金投资管理有限公司、深圳市高新投创业投资有限公司、江西赣江新区信 担金服管理有限公司共同签署《深圳市高新投高端装备产业私募股权投资基金合 伙企业（有限合伙）合伙协议》（以下简称"合伙协议"），共同投资设立深圳 市高新投高端装备产业私募股权投资基金合伙企业（有限合伙）（以下简称"合 伙企业"），合伙企业目标募资规模为人民币 20 亿元，出资方式均为货币。全 体合伙人本次的认缴出资总额为人民币 14.5 亿元，公司以自有资金认缴出资人 民币 2,500 万元。2024 年 12 月 ...