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顺络电子:数据中心(AI服务器)是公司战略布局新兴战略市场之一
Zheng Quan Ri Bao Wang· 2026-01-28 10:40
证券日报网讯1月28日,顺络电子(002138)在互动平台回答投资者提问时表示,数据中心(AI服务器) 是公司战略布局新兴战略市场之一,公司立足于小型化、高精度、高功率密度技术优势,从服务器整体 供电架构出发,为客户供应从一次电源、二次电源、三次电源(各类xPU芯片、网卡、内存、SSD周边) 的一整套产品解决方案。一次电源以大型功率类的器件为主,应用于交直流电转换、高低电压转换等应 用场景。公司从车规级大功率器件业务出发,以强大的设计能力,以产品的高可靠性、一致性,为AI 服务器的应用场景定制生产各类配套产品。二次电源为48V转12V直流供电,顺络各类电感、变压器产 品为客户解决供电难题。三次电源中,公司提供的各类元器件产品为xPU芯片(CPU、GPU、ASIC)、网 卡、内存、SSD等应用场景供电,产品包括各类工艺的新型AI电感(组装/铜磁共烧/模压/一体成型工 艺)、钽电容产品及多种类配套产品等。目前,海内外AI服务器业务景气度持续高涨,公司相关业务也 受益于行业景气度与市场份额提升等复合因素,呈现出快速增长的趋势。 ...
顺络电子(002138) - 2025年5月29日投资者关系活动记录表
2025-05-30 01:12
Group 1: Company Overview - Shenzhen Sunlord Electronics Co., Ltd. operates in the electronic components industry with four main product lines: magnetic devices, sensitive and sensor devices, microwave devices, and precision ceramics [2] - The company has established a strong market position and high market share in traditional business areas such as mobile communications, consumer electronics, and industrial automation [2] Group 2: Business Development - The automotive electronics sector is a key area for future growth, with the company actively competing in the high-end automotive electronic components market since 2009 [3] - The company has achieved comprehensive coverage in electric vehicle applications, including intelligent driving and smart cockpit scenarios [3] Group 3: Emerging Markets - New business areas such as automotive electronics, data centers, hydrogen fuel cells, and humanoid robots are being aggressively developed, leveraging the company's advantages in customer resources and R&D capabilities [3] - The data center market is strategically important, with the company supplying various power inductors and tantalum capacitors tailored for power management solutions [4] Group 4: Competitive Advantages - The company maintains a competitive edge through strategic positioning in emerging industries, strong R&D capabilities, and a diverse delivery and quality assurance system [4][5] - Continuous investment in R&D and talent development is aimed at enhancing management, product development, and market expansion capabilities [5]