Market Overview - The main board saw significant gains with notable stocks such as Dingxin Communication (+10.07%), Huanrui Century (+10.06%), and Shida Group (+10.04) [1] - The ChiNext board led with Jia Yuan Technology (+20.00%) and Guangku Technology (+20.00%) [1] - The Sci-Tech Innovation board also experienced gains with Dekeli (+20.00%) and Changguang Huaxin (+20.00%) [1] - Active sub-industries included SW Printed Circuit Boards (+5.82%) and SW Gaming III (+5.36%) [1] Domestic News - Huawei launched the new Mate 80 series, featuring the Kirin 9020 chip, which shows a 35% performance improvement over the Mate 70 [1] - TCL Huaxing signed a contract to build a printed OLED pilot verification platform, aiming to increase monthly production capacity from 3,000 to 9,000 large panels [1] - Shunluo Electronics announced that its TLVR inductor products have achieved mass supply, marking progress in high-performance magnetic devices for AI servers [1] - BOE's Jingdong project phase three has officially started, with expectations to achieve mass production by December 2026, adding over 10 million pieces of annual capacity [1] Company Announcements - Huashi Technology announced an investment of 22.5 million yuan to increase its stake in Hangzhou Yuchuang Robot Technology Co., Ltd. to 15% [2] - Liansheng Technology plans to terminate certain value-added telecommunications business licenses to align with its strategic transformation [2] - Allianz Ruishi announced an investment of 8 million yuan to establish Jiangsu Yuanqi Lian'an Robot Technology Co., Ltd., focusing on embodied intelligent robots [2] - Weijie Chuangxin received a government subsidy of 5 million yuan, accounting for 21.07% of its net profit for 2024 [2] International News - Enjet signed a business agreement with JWMT to develop glass substrate post-processing technology for next-generation high-density packaging [3] - The European Commission approved a 450 million euro subsidy for ON Semiconductor to build an 8-inch silicon carbide factory in the Czech Republic [3] - AIST announced the successful construction of Japan's first 12-inch wafer shared pilot line supporting advanced processes [3] - Microsoft launched a new open-source small language model, Fara-7B, designed for computer operations [3]

Core Viewpoint - Shunluo Electronics (002138) has reported significant improvements in performance and pricing of TLVR inductors compared to non-TLVR AI inductors, indicating a strong future demand for TLVR products in AI servers [1] Group 1: Product Performance - The performance and unit price of TLVR inductor products have significantly improved compared to non-TLVR types [1] - The increase in TLVR product usage is expected to substantially enhance the value of magnetic components in AI servers [1] Group 2: Market Position and Strategy - Shunluo has proactively positioned itself in the TLVR inductor market, staying ahead of industry trends [1] - The company has already begun bulk supply of TLVR products to customers, indicating readiness to meet growing demand [1] Group 3: Future Outlook - The data center business is anticipated to enter a rapid growth phase in the coming years, driven by the rising demand for TLVR products [1]

Group 1 - The company Mingpu is a leading enterprise in magnetic components, specifically supplying a full range of magnetic devices for AI server power applications [2] - The products supplied by the company include drive transformers, common mode inductors, PFC inductors, main power transformers, and output filter inductors [2] - The company's main supply for servers is the TLVR inductor product [2]

证券日报网讯顺络电子（002138）9月17日发布公告，在公司回答调研者提问时表示，随着AI服务器对 数据存储、信息处理和传输的要求持续提升，整个系统的功率要求同步提高，而单位算力的继续增长， 提升了对AI服务器中各类xPU芯片功率的要求，也对周边元件产品的散热能力和功率密度提出了更高的 要求，基于AI服务器客户对元器件产品继续提高功率承接能力、提升瞬态响应速度的要求，传统的VR 结构难以满足大电流的负载的快速变动，电路中的TLVR概念应运而生。在AI服务器功率持续提升的发 展趋势下，TLVR拓扑的产品应用将进一步打开。各类工艺下的TLVR电感产品相较于非TLVR类型的AI 电感，性能和单价均显著提升，未来将对AI服务器中磁性器件的价值量提升带来显著变化。顺络已提 前布局TLVR结构的各类型电感产品，走在行业前沿，随着客户需求发展，未来几年，数据中心业务将 进入快速发展通道。 ...