龙磁科技（300835.SZ）11月25日在投资者互动平台表示，从送样及交付结果来看，公司产品在材料特 性（如磁芯高频损耗控制）、环境适应性（宽温域循环）、电磁兼容性（EMC/EMI）等验证环节表现 突出。公司将继续聚焦算力场景需求，进一步提升磁性元件的效率与功率密度，为算力基础设施的升级 提供更强劲的支撑。 每经AI快讯，有投资者在投资者互动平台提问：请问公司电源产品在算力基础设施配套方面优势怎么 样？ （文章来源：每日经济新闻） ...

格隆汇11月14日丨顺络电子(002138.SZ)在投资者互动平台表示，目前顺络已实现多种工艺（组装/铜磁 共烧/模压）制作的AI电感产品量产出货，与此同时，顺络在AI电感的TLVR结构迭代趋势下，走在了行 业的前沿，并已在多位头部功率半导体客户及终端云厂客户中获得认可，2025年一至三季度实现了较快 的业务增速，并将在未来几年进入加速发展通道。公司为AI服务器客户布局了AI电感、钽电容、各类 型磁性元件产品，为客户提供一站式的解决方案。 ...

Core Viewpoint - The company, Fenghua Advanced Technology Co., Ltd., is expanding its international presence through strategic partnerships with European enterprises, enhancing its supply chain integration in key markets such as Germany, Italy, and France [1][3]. Group 1: Strategic Partnerships and Market Expansion - The company has established strategic collaborations with multiple European enterprises, allowing its products to enter the supply chains of global Tier 1 automotive, home appliance, and photovoltaic energy clients [1][3]. - The company is actively expanding its overseas customer base by upgrading product performance and building international certification systems, thereby improving its capabilities in the European and global markets [3]. Group 2: Product Offerings and Industry Position - Fenghua Advanced Technology is recognized as a leading manufacturer of electronic basic components in China, with key products including chip capacitors, resistors, inductors, and semiconductor devices [3]. - The company has successfully supplied multiple types of capacitors, resistors, and magnetic components to the automotive electronics, energy storage inverters, and high-end home appliance sectors [3]. Group 3: Market Demand and Future Outlook - The demand for automotive-grade electronic components is continuously growing due to the rapid development of the new energy vehicle and energy storage industries [3]. - Industry experts believe that the company's accelerated internationalization will enhance its brand influence and market share, while strengthening its technical foundation in high-reliability components for future product iterations and market expansion [3].

Core Viewpoint - The company Keliqi (002782.SZ) has announced that its magnetic component products can be applied in solid-state battery power systems [1] Group 1 - Keliqi's magnetic components are suitable for use in solid-state battery power systems, indicating potential growth in the electric vehicle and energy storage markets [1]

Core Viewpoint - The company Keleke (002782.SZ) has announced that its magnetic component products can be applied in solid-state battery power systems [1] Group 1 - The application of magnetic components in solid-state battery systems indicates a potential growth area for the company [1]

Core Viewpoint - KeliKe (002782) highlighted its long-term partnership with Haiguang Electronics, a prominent manufacturer of magnetic components in China, emphasizing its strong technical experience and customer resources [1] Company Overview - Haiguang Electronics was established in 1988 and has focused on the research, manufacturing, and sales of magnetic component products [1] - The company has accumulated rich experience in technology, customer resources, and talent reserves, making it a well-known producer and solution provider in the domestic magnetic component market [1] Partnerships and Clientele - Haiguang Electronics has collaborated with Huawei for over 20 years, becoming a major supplier of magnetic components for the company [1] - The company also serves as an important supplier for other notable enterprises such as Sungrow Power Supply (300274), Jinlang Technology (300763), BYD (002594), Weimaisi, Telai Electric, and Yingboer (300681) [1]

Core Viewpoint - The company, Shunluo Electronics, is advancing in the production of AI inductors used in AI servers, although it does not currently supply to Nvidia [1] Group 1: Product Development - The company does not refer to the product as "chip inductors," but rather as AI inductors used for powering various xPU chips in AI servers [1] - Multiple manufacturing processes for AI inductors have been achieved, including assembly, copper-magnetic co-firing, and molding [1] - The company is at the forefront of the TLVR structure iteration trend in AI inductors, gaining recognition from leading power semiconductor clients and cloud service providers [1] Group 2: Business Growth - The company experienced rapid business growth in the first half of 2025 and is expected to enter an accelerated development phase in the coming years [1] - A comprehensive solution is being provided to AI server clients, including AI inductors, tantalum capacitors, and various magnetic components [1] Group 3: Client Relationships - The company has not disclosed specific client information due to confidentiality agreements, including whether it supplies to Nvidia [1]

Core Viewpoint - The company, Maijie Technology, is actively engaging in the robotics market by aligning its product offerings with the technical demands of the industry, particularly in magnetic components and RF devices [1] Group 1: Product Alignment - The company's product layout is highly compatible with the robotics field, focusing on magnetic components that optimize power conversion and distribution to ensure stable power supply during complex movements and high-intensity computations [1] - RF devices are designed to process high-frequency signals, ensuring real-time data transmission from sensors, which enhances interaction between robots and humans or other devices [1] Group 2: Market Engagement - The company is actively monitoring the technical requirements of the robotics market and is exploring collaboration opportunities by sending samples to downstream manufacturers [1]

Core Viewpoint - The company, 麦捷科技, is strategically aligning its product offerings with the growing robotics market, focusing on enhancing power stability and data transmission for robotic applications [1] Product Alignment with Robotics - The company's magnetic components are designed to optimize energy conversion and distribution, ensuring stable power supply for robots during complex movements and high-intensity computations [1] - The radio frequency devices are aimed at processing high-frequency signals to ensure real-time data transmission from sensors, improving interaction fluidity between robots and humans or other devices [1] Market Engagement - The company is actively monitoring the technological demands of the robotics market and is exploring collaboration opportunities by sending samples to downstream manufacturers [1]

Core Insights - The company reported significant growth in revenue and profit for the first half of 2025, with total revenue reaching 2.667 billion yuan, a year-on-year increase of 25.27% [2] - The net profit attributable to shareholders was 151 million yuan, up 46.1% year-on-year, while the net profit excluding non-recurring items was 143 million yuan, reflecting a 43.15% increase [2] Financial Performance - The second quarter alone saw total revenue of 1.542 billion yuan, marking a 30.9% year-on-year growth, with net profit of 80.71 million yuan, up 57.02% [2] - The gross margin improved to 14.61%, an increase of 6.96% year-on-year, while the net margin rose to 5.74%, reflecting a 16.76% increase [4] - Earnings per share reached 0.31 yuan, a 47.24% increase compared to the previous year [4] Cost Management - The ratio of operating expenses to revenue was 3.52%, showing a significant decrease of 31.73% year-on-year, indicating improved cost control [3] Cash Flow and Receivables - The company experienced a decline in cash flow, with operating cash flow per share dropping by 81.35% year-on-year, and total cash resources decreasing by 10.75% [4] - Accounts receivable increased by 49.74% year-on-year, with a concerning ratio of accounts receivable to profit at 831.79%, which may impact liquidity [4] Revenue Composition - The main business segments included magnetic components, generating 2.214 billion yuan (83.01% of total revenue) with a gross margin of 12.17%, and switch power supplies, contributing 442 million yuan (16.58%) with a gross margin of 25.86% [4] - Domestic sales accounted for 2.184 billion yuan (81.88% of total revenue) with a gross margin of 11.94%, while export sales were 483 million yuan (18.12%) with a higher gross margin of 26.68% [4]