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顺络电子:子公司将专注于新型高温燃料电池核心技术研发及产品的研发、生产和销售
Zheng Quan Ri Bao Wang· 2025-09-04 11:15
证券日报网讯顺络电子(002138)9月4日发布公告,在公司回答调研者提问时表示,公司通过控股子公 司信柏陶瓷与臻泰能源合作成立柏泰公司进入固体氧化物电池(SOC,包括SOFC与SOEC等)及相关行业 领域,子公司将专注于新型高温燃料电池核心技术研发及产品的研发、生产和销售。公司与浙江臻泰能 源合资,主要希望能双方能优势互补,互相汲取对方长处,打通固体氧化物电池产业链上下游,促进行 业良性健康发展。 ...
顺络电子(002138) - 2025年6月19-20日投资者关系活动记录表
2025-06-23 01:26
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]