风华高科：公司在互动易上表示，近期对电感磁珠类，压敏电阻类等部分产品进行了价格调整。AI技 术的深度应用推高了终端产品的算力与功耗需求，MLCC，电阻器，电感器的单机用量预计将实现显著 增长。 顺络电子：公司为客户供应各类型的一体成型功率电感，组装式功率电感，超薄铜磁共烧功率电感，钽 电容产品等，客户已覆盖国内头部服务器厂商及海外头部功率半导体模块厂商。 上证报12月29日报道，据机构草根调研，某被动元器件大厂，自2026年1月1日起对部分产品价格进行适 度调整，电阻类常规电阻整体上调，电感类磁珠，铁氧体电感等品类整体上调，其他如敏感元件，保护 元件，瓷介电容等产品根据材料涨幅情况具体调整。 上证报援引研究机构观点称，国内被动元件厂商四季度对部分产品进行两次涨价，且涨价覆盖产品，客 户均进一步扩大。涨价虽主要以成本传导为目的，但AI对被动元件用量增加极大，带动行业整体稼动 率提升。目前，被动元件价格整体处于低位，在需求回暖叠加原材料价格上涨的大背景下，被动元件厂 商后续涨价动力强，有望开启新一轮涨价周期。 公司方面，据上证报表示， *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨 ...

Core Viewpoint - The company has adjusted prices for certain products, including inductive magnetic beads and varistors, in response to the ongoing rise in raw material costs [1] Group 1: Company Actions - The company has made price adjustments for specific products due to the continuous increase in raw material prices [1] - The company operates in a highly competitive electronic components industry and will modify its pricing strategy based on market supply and demand, customer needs, and product structure [1]

Group 1: Market Development and Product Strategy - The company has established four core markets: smart terminals, industrial control, automotive electronics, and home appliances, while also expanding into emerging markets such as AI computing, low-altitude economy, and energy storage [2] - The electronic information industry is undergoing a comprehensive transformation driven by AI technology, with a shift from software to hardware applications expected to increase demand for electronic components [2][3] - The company aims to enhance its product structure by increasing the proportion of high-end and specialized products, thereby accelerating its high-end transformation [2] Group 2: Pricing and Investment Plans - The company has adjusted prices for certain products, such as inductors and varistors, in response to rising raw material costs, indicating a flexible pricing strategy based on market conditions [3] - Future investments will focus on strengthening the core business, particularly in the "3+2" strategy, which includes three main industries and two niche markets, with recent projects aimed at expanding production capacity for high-end electronic components [3][4] Group 3: AI Computing Client Development - The company has prioritized the AI computing sector as a core business direction, successfully integrating into the supply chains of leading domestic AI server clients [4] - AI servers require higher performance electronic components due to their unique characteristics, and the company is leveraging its extensive customer base to meet these demands effectively [4] - Orders from AI computing clients are robust, indicating rapid growth in this segment [4]

Core Insights - The company has established a deep collaboration with a leading domestic AI server client, focusing on capacity expansion and product price adjustments [1][2] - The company's main product capacity utilization rate remains high for the first three quarters of 2025, with ongoing plans to enhance production of MLCCs, chip resistors, and inductors [1][2] - Due to the continuous rise in raw material prices, the company has recently adjusted prices for certain products, including inductive magnetic beads and varistors [1][2] - The electronic components industry is highly competitive, and the company will adjust its pricing strategy based on market supply and demand, customer needs, and product structure [1][2]

Core Insights - The company has established deep cooperative relationships with leading domestic AI server clients [1] - The production capacity utilization rate of the company's main products remains high through the first three quarters of 2025 [1] - The company is advancing the construction of new production capacity for its main products, including MLCC, chip resistors, and inductors [1] Pricing Strategy - The company has recently adjusted prices for certain products, such as inductive beads and varistors, in response to the ongoing rise in raw material prices [1] - The company operates in a highly competitive electronic components industry and will adjust its pricing strategy based on market supply and demand, customer needs, and product structure [1]