证券代码：688103 证券简称：国力电子 公告编号：2026-006 转债代码：118035 转债简称：国力转债 昆山国力电子科技股份有限公司 2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以昆山国力电子 科技股份有限公司（以下简称"公司"）2025年年度报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 ■ 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 1.经营情况：2025年度公司实现营业收入132,316.20万元，同比增长66.98%；归属于母公司所有者的净 利润7,060.89万元，同比增长133.51%；归属于母公司所有者的扣除非经常性损益的净利润6,158.74万 元，同比增长236.91%。 2.财务状况：2025年末公司总资产262,795.30万元，较期初增长18.71 %；归属于母公司的所有者权益 113,010.19 ...

国力电子(688103.SH)发布2025年度业绩快报，2025年度公司实现营业收入13.23亿元，同比增长66.98%; 归属于母公司所有者的净利润7,060.89万元，同比增长133.51%。 影响经营业绩的主要因素(1)新能源汽车行业高景气度：下游市场需求持续增长，带动公司产品订单量 显著提升;(2)核心产品收入快速增长：公司控制盒、继电器等核心产品销售收入同比增速较快，盈利能 力增强;同时，公司在大科学工程及其它新兴应用领域的核心器件业务实现较大突破，相关产品的顺利 交付成为利润增长的新增动力;(3)成本与费用管控优化：降本增效的效应显现，运营效率提升，进一步 推动净利润增长。 ...

智通财经APP讯，国力电子(688103.SH)发布2025年度业绩快报，2025年度公司实现营业收入13.23亿 元，同比增长66.98%;归属于母公司所有者的净利润7,060.89万元，同比增长133.51%。 影响经营业绩的主要因素(1)新能源汽车行业高景气度：下游市场需求持续增长，带动公司产品订单量 显著提升;(2)核心产品收入快速增长：公司控制盒、继电器等核心产品销售收入同比增速较快，盈利能 力增强;同时，公司在大科学工程及其它新兴应用领域的核心器件业务实现较大突破，相关产品的顺利 交付成为利润增长的新增动力;(3)成本与费用管控优化：降本增效的效应显现，运营效率提升，进一步 推动净利润增长。 ...

格隆汇2月27日丨国力电子(688103.SH)公布2025年度业绩快报，2025年度公司实现营业收入13.23亿元， 同比增长66.98%；归属于母公司所有者的净利润7060.89万元，同比增长133.51%；归属于母公司所有者 的扣除非经常性损益的净利润6158.74万元，同比增长236.91%。 (1)新能源汽车行业高景气度：下游市场需求持续增长，带动公司产品订单量显著提升；(2)核心产品收 入快速增长：公司控制盒、继电器等核心产品销售收入同比增速较快，盈利能力增强；同时，公司在大 科学工程及其它新兴应用领域的核心器件业务实现较大突破，相关产品的顺利交付成为利润增长的新增 动力；(3)成本与费用管控优化：降本增效的效应显现，运营效率提升，进一步推动净利润增长。 影响经营业绩的主要因素： ...

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

Core Insights - Jilin Province's automobile exports to RCEP member countries are projected to reach 1.48 billion yuan in 2025, marking a 24% year-on-year increase, continuing a steady growth trend since the RCEP agreement took effect in 2022 [1][2] - The automotive industry in Jilin is increasingly integrating into the Asia-Pacific supply chain, with local companies benefiting from reduced tariffs and enhanced competitiveness [2][4] Group 1: Export Growth and Economic Impact - Jilin Province's automobile-related product exports to RCEP member countries are expected to reach 1.98 billion yuan in 2025, reflecting a 25.2% year-on-year growth [4] - The region's automotive sector is leveraging RCEP to import high-quality components, thereby improving production efficiency and facilitating exports of locally manufactured vehicles [4] Group 2: Company Performance and Initiatives - China FAW Group Import and Export Co., Ltd. has imported approximately 1.6 million yuan worth of core components from RCEP countries over the past four years, benefiting from tariff reductions under the RCEP framework [2] - The customs authority in Changchun has implemented various measures to support automotive companies, including a dedicated RCEP service window and streamlined processes for certificate issuance, significantly reducing processing times [2][4]

Core Viewpoint - The article provides a comprehensive overview of the import customs clearance process at Shanghai Port, detailing the necessary steps and typical timelines for various types of goods. Group 1: Import Customs Clearance Process - The import customs clearance process includes declaration, inspection, taxation, and release of goods [3][4][5][6] - Declaration involves submitting relevant information and documents to customs, including the declaration form, import contract, invoice, and packing list [3] - Customs has the authority to inspect imported goods to verify the authenticity of the declaration and the quality and quantity of the goods [4] Group 2: Taxation and Release - Customs will levy taxes on imported goods according to relevant tax laws and regulations [5] - After inspection and taxation, goods that meet the requirements will be released for transfer to the domestic market for sale or use [6] Group 3: Commonly Imported Products - Commonly imported products through Shanghai Port include machinery parts, electronic components, household appliances, and various consumer goods [7][8] - Specific categories of goods include 3C products, ceramics, crafts, furniture, miscellaneous goods, and food items [8][9] Group 4: Clearance Timelines - General goods and miscellaneous items typically take 1-2 working days for clearance [8] - First-time imports of food and cosmetics may take 5-10 working days, while subsequent imports can be cleared within a week [8] - Used equipment generally takes 1-3 working days, and frozen seafood and meat may take around one week [8] Group 5: Special Clearance Procedures - The clearance process for antique porcelain includes steps such as document exchange, inspection, declaration, tax payment, release, and delivery [11][12][13][14][15] - Proper documentation is crucial, including the import contract, commercial invoice, packing list, and bill of lading, with additional requirements for porcelain items [16]

Core Viewpoint - The article discusses the ongoing price increases across the semiconductor industry, driven by rising costs of raw materials and increased demand for various electronic components, particularly in the context of AI and automotive applications [3][4][10]. Price Increases in the Semiconductor Industry - Numerous companies in the semiconductor supply chain are implementing price hikes, including major players like TSMC, Infineon, and various domestic manufacturers [3][4]. - The price adjustments are attributed to factors such as tight supply chains, increased production costs, and heightened demand for specific products [10][21]. Specific Company Actions - **Infineon**: Announced price increases for power switches and integrated circuits (ICs) effective April 1, 2026, due to surging demand from AI data centers and rising raw material costs [10][14]. - **TE Connectivity**: Will raise prices globally starting March 2, 2026, citing ongoing inflation and rising metal costs as the primary reasons [16]. - **Omron**: Implemented price increases ranging from 5% to 50% for various automation products effective February 7, 2026, due to high raw material costs [7]. - **Multiple Domestic Manufacturers**: Companies like 应广 and 必易微 have also announced price hikes due to rising production costs and supply chain challenges [21][23]. Market Trends and Implications - The demand for MLCCs (Multi-Layer Ceramic Capacitors) has surged, with prices increasing by 10%-20% due to the rapid growth of AI applications and automotive electronics [31]. - The semiconductor market is experiencing structural imbalances, with certain segments like DDR3/4 and SLC NAND seeing increased demand and price appreciation [32]. - The overall trend indicates a challenging environment for manufacturers and consumers alike, as rising costs and supply constraints continue to impact pricing strategies across the industry [3][4][10].

Core Viewpoint - Omron announced a price adjustment for various automation products, with increases ranging from 5% to 50%, effective February 7, 2026, due to ongoing challenges in the global supply chain and high raw material costs [1][3][7]. Group 1: Price Adjustment Details - The price increase will affect a wide range of products, including PLCs, motion controllers, robots, relays, sensors, switches, and temperature controllers [1][3]. - Specific price adjustment ranges for different product categories include: - PLCs: 5%-20% - Motion Controllers: 5%-20% - Robots: 25%-50% - Sensors: 7%-35% - Relays: 10%-25% [7][8]. Group 2: Reasons for Price Increase - The company cited the ongoing changes in the global supply chain and the long-term high prices of core raw materials as the primary reasons for the price adjustments [3][7]. - Omron has been focusing on global supply chain optimization, lean production, and technological innovation to absorb most of the cost increases while ensuring product supply stability and reliability [3][8].

Core Viewpoint - Omron has announced a price increase for several core automation products, with adjustments ranging from 5% to 50%, effective February 7, 2026, in response to ongoing challenges in the global supply chain and rising raw material costs [2][4][9]. Group 1: Price Adjustment Details - The price adjustments will affect various product categories, including: - Small PLCs: 5%-20% - Motion Controllers: 5%-20% - General HMIs: 5%-25% - Parallel Robots: 25%-50% - Scara Robots: 20%-35% - General Relays: 12%-20% - Small Power Relays: 10%-20% - General Bases: 15%-35% - Proximity Sensors: 24%-35% - Miniature Photoelectric Sensors: 15%-25% - Rotary Encoders: 7%-30% - Fiber Optics: 25%-30% - Limit Switches: 6%-25% - Micro Switches: 14%-20% - Temperature Sensors: 5%-10% [5]. Group 2: Reasons for Price Increase - The price increase is attributed to the ongoing volatility in the global supply chain and the sustained high prices of core raw materials, which have significantly impacted manufacturing costs [4][9]. - Other companies in the industry, such as ADI and Infineon, have also initiated price hikes since late 2025, primarily due to rising costs of upstream metals and materials [9].