服务器业务

Search documents
顺络电子:目前服务器相关的订单饱满,相关业务快速增长
Ju Chao Zi Xun· 2025-08-08 02:22
Group 1 - The company is strategically focusing on emerging markets such as data centers and servers, leveraging its advantages in miniaturization, high precision, and high power technology to supply various types of power inductors and tantalum capacitor products [2] - Orders related to server business are currently robust, leading to rapid growth in this segment [2] - The company is optimistic about the automotive electronics sector and is actively investing in new product research and development to provide comprehensive solutions for automotive clients, capitalizing on its first-mover advantage in this market [2] Group 2 - The impact of rising precious metal prices on the company is limited, as precious metals constitute a small proportion of raw materials, and the trend towards lighter and thinner electronic components is reducing the material consumption per product [2] - The raw material cost's influence on gross margin is decreasing, with the value of raw materials in the company's main products accounting for approximately half of the total [2] - The company has established strong partnerships within the domestic supply chain, which helps mitigate the effects of raw material price volatility, showcasing excellent supply chain management capabilities [3] Group 3 - Continuous innovation in technology, processes, and equipment is enhancing production efficiency, while participation in early-stage R&D with key clients ensures high automation and ongoing improvements in process technology [3] - These efforts significantly contribute to maintaining the company's gross margin levels [3]