Core Insights - The company has launched inductor and tantalum capacitor product solutions that meet the high performance, high reliability, and lower cost requirements of storage clients [2] - The recent industry-wide price increase and demand changes for storage products present both opportunities and challenges for the company, which is closely monitoring market developments [2]

Core Viewpoint - The company, Sunlord Electronics (002138), is experiencing new demand opportunities for its products due to the rapid growth in storage product requirements [1] Group 1: Company Products and Applications - The company's products are primarily used in power management, voltage conversion, and power failure protection for storage products [1] - Available products include various types of inductors and tantalum capacitors [1] Group 2: Market Demand - There is a significant increase in demand for storage products, which is positively impacting the company's related product offerings [1]

Core Viewpoint - The company, Sunlord Electronics, emphasizes that its tantalum capacitor products are well-suited for the AI server sector due to their ability to operate in high-temperature environments and maintain voltage stability [1] Group 1: Product Characteristics - Tantalum capacitors meet the high-temperature and high-voltage stability requirements of AI servers [1] - The new structural tantalum capacitors developed for top global clients fulfill demands for miniaturization, thinness, and high capacitance [1]

Core Viewpoint - The company has introduced TLVR inductors, which offer significant performance and cost advantages over traditional VR structure inductors, enhancing load transient response and reducing output capacitor size and cost [1] Summary by Categories Product Innovation - TLVR inductors utilize a cross-inductor voltage regulator (TLVR) structure, enabling extremely fast load transient response [1] - The performance and unit price of TLVR inductor products are significantly improved compared to non-TLVR AI inductors [1] Sales Structure - The current sales structure already includes some TLVR products, indicating a shift towards this advanced technology in the company's offerings [1]

Core Viewpoint - The company has made significant advancements in the tantalum capacitor sector, developing a new series of products that can be widely applied across various industries, indicating a positive future growth trend [1] Group 1: Company Developments - The company has invested years in research and development in the tantalum capacitor field [1] - A new series of tantalum capacitor products has been developed using innovative processes and structures [1] - The company's tantalum capacitor products are already being supplied to customers across multiple product lines [1] Group 2: Industry Applications - The new tantalum capacitors can be applied in communications, consumer electronics, AI data centers, automotive electronics, and industrial control [1] - The future development trend for the company's products is expected to remain positive [1]

Core Viewpoint - Dongmu Co., Ltd. (600114.SH) has stated that it is currently not involved in the PCB sector, but its integrated molded inductors can be applied in the semiconductor chip equipment field [1] Company Summary - Dongmu Co., Ltd. has confirmed its absence in the PCB market as of now [1] - The company produces integrated molded inductors that are relevant for use in semiconductor chip equipment [1]

Core Viewpoint - The company, Shunluo Electronics, is experiencing new demand opportunities for its products due to the rapid growth in the storage product market [1] Group 1: Company Overview - Shunluo Electronics specializes in power management, voltage conversion, and power failure protection for storage products [1] - The company offers a range of products including various inductors and tantalum capacitors [1] Group 2: Industry Trends - The demand for storage products is increasing rapidly, leading to new opportunities for the company's supporting products [1]

Core Viewpoint - The company has launched inductor and tantalum capacitor product solutions that meet the high performance, high reliability, and lower cost requirements of storage clients, indicating a strategic response to market demands [1] Group 1 - The recent price increase and demand changes in the storage product industry present both opportunities and challenges for the company [1] - The company is closely monitoring market changes to adapt to the evolving landscape [1]

Core Viewpoint - Shunluo Electronics (002138) has introduced inductor and tantalum capacitor product solutions that meet the high-performance, high-reliability, and lower-cost requirements of storage clients, indicating a strategic response to market demands [1] Group 1 - The recent price increase and demand changes in the storage product industry present both opportunities and challenges for the company [1] - The company is closely monitoring market changes to adapt to the evolving landscape [1]

证券日报网讯 11月13日晚间，天山电子发布公告称，公司于2025年11月13日召开第三届董事会第二十 次会议审议通过了《关于使用自有资金支付募投项目部分款项并以募集资金等额置换的议案》，同意公 司在募集资金投资项目"研发中心建设项目"实施期间使用自有资金支付募投项目部分款项并以募集资金 等额置换，该部分等额置换资金视同募集资金投资项目使用资金。 （文章来源：证券日报） ...