数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，安培龙智能科技(重庆)有限公司成立，法定代表人为 郭艳霞，注册资本200万元，经营范围包含：一般项目：电子元器件批发；电子元器件制造；电子元器 件零售；电子元器件与机电组件设备销售；电子元器件与机电组件设备制造；电子专用设备制造；其他 电子器件制造；电子专用材料研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显示，该公 司由安培龙全资持股。 ...

珠江潮涌，岭南风劲。盛夏时节的粤港澳大湾区江山如画、万物蓬勃，处处迸发着生机和活力。 今年8月，深圳东阳光集团旗下东阳光药（06887.HK）将登陆港股。此前，集团已有两家上市公司东阳 光（600673.SH）和东阳光长江药业（01558.HK），此次东阳光药吸收合并东阳光长江药业上市，标志 着中国创新药迎来新锐力量，也意味着东阳光集团迈入全新发展阶段，向着更高目标迈进。 成立28年来，东阳光集团从零起步，一路披荆斩棘，凭借自主创新、追求国际一流的精神，推出多个全 球市占率第一的重磅产品；产业版图横跨电子新材料、生物医药、健康养生三大产业；在资本市场成功 培育出两家百亿级上市公司…… 回首来路，这家拥有3万多名员工、800余亿元资产的民营企业，翻过千重山，踏过万道河。发展中既有 风平浪静，也有惊涛骇浪；既有大江奔流，也有乱云飞渡。但它始终与中国制造的脉搏共同跳动，创造 出众多奇迹。 守正革新：从打破垄断到跨界拓局 擘画三大产业宏伟蓝图 走进东阳光集团东莞基地，典雅的欧式建筑与现代化AI研发平台相互辉映，科研人员在静谧的园区忙 碌。这家由浙江人张中能1997年在深圳创办的企业，累计纳税超230亿元，跻身民营企业 ...

Group 1 - The stock price of Zhu Cheng Technology closed at 42.83 yuan on July 30, down 1.34% from the previous trading day [1] - The company reported a trading volume of 36,400 lots and a transaction amount of 1.57 billion yuan on the same day [1] - Zhu Cheng Technology specializes in the research, production, and sales of electronic components, with applications in consumer electronics and smart home sectors [1] Group 2 - The company is recognized as a specialized and innovative enterprise in Zhejiang Province, with business involvement in emerging fields such as robotics and energy storage [1] - On July 30, the company indicated on an interactive platform that the increase in Xiaomi's air conditioner sales would positively impact its business, which drew market attention [1] - Following this statement, the company's stock price experienced a quick rebound, with a rise of over 2% within 5 minutes during the morning session [1] Group 3 - On July 30, the net outflow of main funds was 12.141 million yuan, accounting for 0.75% of the circulating market value [1] - The stock price fluctuated between 42.3 yuan and 44.22 yuan on that day, with a volatility of 4.42% [1]

Core Views - The company achieved record revenue of RMB 1.763 billion in Q2 2025 and RMB 3.224 billion in the first half of 2025, with a net profit of RMB 486 million, marking a historical high for both quarterly and semi-annual results [1][2] - The company is transitioning from a traditional "product provider" to a "value creator," focusing on emerging markets such as AI applications, automotive electronics, and data centers [1][6] - The company emphasizes innovation and has established multiple manufacturing technology platforms to support its product matrix and horizontal expansion capabilities [1][5] Financial Performance - Revenue for the first half of 2025 increased by 19.80% compared to the same period last year, while net profit attributable to shareholders rose by 32.87% [2][6] - The company reported a basic earnings per share of RMB 0.62, up 31.91% year-on-year [2] - Total assets increased by 5.13% year-on-year, reaching RMB 13.358 billion [2] Business Overview - The company specializes in the research, design, production, and sales of precision electronic components, with applications in communication, consumer electronics, automotive electronics, and data centers [6][9] - The company has developed a comprehensive product line, including magnetic devices, sensors, microwave devices, and precision ceramics, which are essential for signal processing and power management [6][9] - The company is recognized as a "demonstration enterprise of the first batch of manufacturing champions in China" and has been listed among the top 100 electronic component companies for 18 consecutive years [3][4] Market Trends - The electronic components industry is experiencing a shift towards miniaturization, high power density, and integration, driven by advancements in communication technology and the increasing demand for high-performance electronic devices [6][8] - The company is well-positioned to benefit from the growth in AI applications, automotive electronics, and data centers, with significant orders in the data center business during the first half of 2025 [1][6] Technological Development - The company has invested heavily in foundational technology research, establishing various manufacturing technology platforms to enhance production capabilities [5][6] - The company has developed advanced materials and manufacturing processes, enabling the production of high-performance components for various applications, including AI servers and automotive electronics [6][9] Product Strategy - The company offers a wide range of products tailored to meet the needs of different application scenarios, including precision inductors, transformers, and circuit protection components [9][10] - The company is actively developing new products to address market demands, particularly in the fields of AI, automotive electronics, and renewable energy [8][14]

股票代码：002138 股票简称：顺络电子 编号：2025-061 深圳顺络电子股份有限公司 关于公司之控股公司第二期核心员工持股方案 涉及关联交易的公告 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。 深圳顺络电子股份有限公司（以下简称"公司"、"顺络电子"）之控股公司东 莞顺络功率器件有限公司（以下简称"顺络功率器件"）以核心员工与所在企业共 同成长为目的，以合法、合规、公平、公正、公开、自愿为原则，根据《深圳顺 络电子股份有限公司员工持股控股公司管理办法》 （以下简称《持股管理办法》）， 拟实施顺络功率器件第二期核心员工持股方案，具体内容如下： 一、顺络功率器件第二期核心员工持股方案概述 升顺络功率器件的治理水平和盈利能力，增强顺络功率器件和顺络电子长期可持 续发展能力，建立利益共享、风险共担的长效激励约束机制，吸引和留住人才， 充分调动员工积极性、主动性和创造性，兼顾员工与公司和顺络功率器件的长远 利益，根据《持股管理办法》，本次顺络功率器件核心员工拟以员工持股平台的 形式间接持股，具体持股平台主体尚在设立之中（以下简称"核心员工持股平台"）。 核心员 ...

Core Viewpoint - The article discusses the amendments made to the articles of association of Shenzhen Sunlord Electronics Co., Ltd, focusing on the legal framework and operational guidelines for the company and its stakeholders. Group 1: General Provisions - The company aims to protect the legal rights of shareholders and creditors while regulating its organization and operations according to the current laws and regulations [1][2][3] - The company was established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [1][2] Group 2: Business Objectives and Scope - The company's business objective is to operate in a standardized manner, focusing on the maximum benefit of the company and all shareholders, while aiming for sustainable and long-term development [3][4] - The company is engaged in the research, design, production, and sales of new electronic components and related industries [3][4] Group 3: Shares - The company's shares are issued in the form of stocks, with each share having equal rights [4][5] - The total number of shares issued by the company is 80,631.8354 million shares, all of which are ordinary shares denominated in RMB [4][5] Group 4: Shareholder Rights and Obligations - Shareholders have the right to receive dividends and participate in decision-making processes, as well as the obligation to comply with laws and the company's articles of association [11][12] - Shareholders must pay the subscribed capital and are not allowed to withdraw their capital except in legally specified circumstances [20][21] Group 5: Corporate Governance - The company must ensure that the board of directors and senior management act in the best interests of the company and its shareholders, with provisions for accountability in case of violations [16][18] - The controlling shareholders and actual controllers are required to act in accordance with laws and regulations to protect the interests of the company and its public shareholders [22]

Core Viewpoint - Guiyan Platinum Industry (600459.SH) is making progress in introducing a strategic investor for its wholly-owned subsidiary, Guiyan Electronic Materials, which has faced challenges since its establishment in 2022 [1][3]. Group 1: Company Overview - Guiyan Platinum Industry was established in 2000 and is primarily engaged in precious metal trading and products, listed on the Shanghai Stock Exchange in 2003 [3]. - Guiyan Electronic Materials was set up at the end of 2022 with an investment of 110 million yuan, aimed at developing competitive surface metallization materials for the electronic components industry [3]. Group 2: Financial Performance - In 2023, Guiyan Electronic reported revenues of 21.15 million yuan but incurred a net loss of 372,600 yuan. For the first three quarters of 2024, revenue increased significantly to approximately 127 million yuan, with a net profit of 1.48 million yuan, resulting in a net profit margin of only 1.17% [3][4]. - Key financial metrics for Guiyan Electronic include total assets of 121.83 million yuan and net assets of 109.63 million yuan as of December 31, 2023, with total assets increasing to 128.93 million yuan and net assets to 110.95 million yuan by September 30, 2024 [4]. Group 3: Strategic Investment Details - The strategic investor, Shanghai Yishang Electronic Technology Co., is the sole interested party in the capital increase project, with an estimated pre-investment valuation of Guiyan Electronic at approximately 129 million yuan [5]. - The actual transaction price was set at 1.18 yuan per registered capital, with the investor contributing about 125 million yuan to acquire 49% of the company post-investment [5]. - The strategic investor has a limited track record, having only invested in two companies since its establishment in December 2019, one of which has been deregistered [6][8].

公司近期在互动平台回应投资者称，其产品具有核心竞争力，与全球主要行业标杆企业建立了长期合作 关系。但受保密协议限制，具体客户信息不便披露。 截至2025年7月30日收盘，顺络电子股价报28.84元，较前一交易日上涨0.28%。当日成交额达4.71亿 元，换手率为2.17%。 7月30日数据显示，顺络电子主力资金净流入4074.83万元，占流通市值的0.19%。 顺络电子属于电子元器件行业，专注于电感产品的研发与生产。公司表示其电感产品技术水平已与国际 知名厂商相当，并拥有全球领先的客户群体。 来源：金融界 风险提示：股市有风险，投资需谨慎。 ...

格隆汇7月30日丨硕贝德(300322.SZ)在互动平台表示，公司的散热产品及模组可以应用于液冷服务器等 领域。 ...

金十数据7月30日讯，TrendForce集邦咨询表示，随着产业提前消费、囤货情况正逐渐消退，今年第三 季返校消费旺季恐有变量，MLCC订单需求将受到一定影响。2025年下半年产业需求明显两极化，据 TrendForce集邦咨询调查，手机、笔电、平板等中低端消费产品ODM的订单在第三季多持平或仅季增约 5%，显示产业未采取以往的旺季策略，订单转趋保守。此外，许多企业提前于上半年出货以应对国际 形势变化，也透支了下半年的传统旺季需求。 集邦咨询：今年下半年MLCC旺季走势存变数 ...