002138 顺络电子
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顺络电子最新公告：股东拟向华南理工教育基金会无偿捐赠100万股
证券之星 · 08-31
顺络电子最新公告：股东拟向华南理工教育基金会无偿捐赠100万股
顺络电子（002138）披露股东无偿捐赠部分公司股份公告，8月31日股价上涨1.83%
证券之星 · 08-31
顺络电子（002138）披露股东无偿捐赠部分公司股份公告，8月31日股价上涨1.83%
股市必读：顺络电子新发布《关于董事长部分股份质押与解除质押的公告》
证券之星 · 08-31
股市必读：顺络电子新发布《关于董事长部分股份质押与解除质押的公告》
顺络电子（002138）披露董事长部分股份质押与解除质押公告，8月28日股价上涨1.84%
证券之星 · 08-28
顺络电子（002138）披露董事长部分股份质押与解除质押公告，8月28日股价上涨1.84%
顺络电子：8月20日接受机构调研，包括知名机构星石投资的多家机构参与
证券之星 · 08-24
顺络电子：8月20日接受机构调研，包括知名机构星石投资的多家机构参与
顺络电子（002138）披露为控股公司提供担保的进展情况公告，8月19日股价下跌8.7%
证券之星 · 08-19
顺络电子（002138）披露为控股公司提供担保的进展情况公告，8月19日股价下跌8.7%
【机构调研记录】鹏华基金调研顺络电子
证券之星 · 08-17
【机构调研记录】鹏华基金调研顺络电子
【私募调研记录】泓澄投资调研顺络电子
证券之星 · 08-17
【私募调研记录】泓澄投资调研顺络电子
顺络电子：8月12日接受机构调研，国盛证券、融通基金等多家机构参与
证券之星 · 08-14
顺络电子：8月12日接受机构调研，国盛证券、融通基金等多家机构参与
股市必读：顺络电子新发布《关于股东部分股份解除质押的公告》
证券之星 · 08-12
股市必读：顺络电子新发布《关于股东部分股份解除质押的公告》
顺络电子（002138）披露股东部分股份解除质押公告，8月10日股价下跌3.39%
证券之星 · 08-10
顺络电子（002138）披露股东部分股份解除质押公告，8月10日股价下跌3.39%
顺络电子董秘任怡荣获第十二届金麒麟·金牌董秘荣誉
新浪财经 · 08-10
顺络电子董秘任怡荣获第十二届金麒麟·金牌董秘荣誉
【机构调研记录】广发基金调研顺络电子
证券之星 · 08-10
【机构调研记录】广发基金调研顺络电子
【私募调研记录】煜德投资调研顺络电子
证券之星 · 08-10
【私募调研记录】煜德投资调研顺络电子
【私募调研记录】盘京投资调研顺络电子
证券之星 · 08-10
【私募调研记录】盘京投资调研顺络电子
顺络电子（002138）披露董事长部分股份质押公告，8月6日股价下跌2.26%
证券之星 · 08-06
顺络电子（002138）披露董事长部分股份质押公告，8月6日股价下跌2.26%
顺络电子：公司致力于成为全球被动电子元器件及技术解决方案领域中具有技术领先和核心竞争优势的国际化企业
证券之星 · 08-06
顺络电子：公司致力于成为全球被动电子元器件及技术解决方案领域中具有技术领先和核心竞争优势的国际化企业
研报掘金丨中邮证券：维持顺络电子“买入”评级，AI+汽车电子驱动成长
格隆汇 · 08-06
研报掘金丨中邮证券：维持顺络电子“买入”评级，AI+汽车电子驱动成长
中邮证券：给予顺络电子买入评级
证券之星 · 08-06
中邮证券：给予顺络电子买入评级
顺络电子：钽电容产品已为客户配套供应产品线
证券之星 · 08-06
顺络电子：钽电容产品已为客户配套供应产品线
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公司概况
公司名称：
深圳顺络电子股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2007-06-13
主营业务：
深圳顺络电子股份有限公司的主营业务是研发、设计、生产、销售新型精密电子元器件；提供技术解决方案和技术转让、咨询服务，销售自产产品。公司的主要产品是磁性器件、敏感及传感器件、微波器件、精密陶瓷。公司系“中国第一批制造业单项冠军示范企业”，连续十九年被评为“中国电子元器件百强企业”。
发行价格：
13.60
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23:11","pubTimestamp":1788189080,"startTime":"0","endTime":"0","summary":"顺络电子(002138.SZ)公告称，公司股东恒顺通为支持华南理工大学教育事业发展，计划向广东省华南理工大学教育发展基金会无偿捐赠其持有的公司100万股无限售流通股，占总股本0.12%。捐赠标的将于协议生效后1年内转入受赠账户，且6个月内不得出售。本次捐赠不涉及公司控制权变更，不会对经营造成影响。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100038243.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2929501877.USD","LU2351347302.SGD","BK0214","BK0188","BK0171","BK0070","LU2187417386.USD","002138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663000928","title":"顺络电子（002138）披露股东无偿捐赠部分公司股份公告，8月31日股价上涨1.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663000928","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663000928?lang=zh_cn&edition=full","pubTime":"2026-08-31 22:09","pubTimestamp":1788185363,"startTime":"0","endTime":"0","summary":"截至2026年8月31日收盘，顺络电子报收于50.05元，较前一交易日上涨1.83%，最新总市值为403.56亿元。近日，顺络电子披露《关于股东无偿捐赠部分公司股份的公告》。本次捐赠后，恒顺通持股比例由6.88%降至6.76%，合计一致行动人持股比例由11.52%降至11.39%。捐赠股份将在协议生效后1年内转入基金会账户，且六个月内不得出售。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100036769.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0171","BK0214","LU2187417386.USD","BK0070","LU2351347302.SGD","LU2929501877.USD","002138","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663704216","title":"股市必读：顺络电子新发布《关于董事长部分股份质押与解除质押的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2663704216","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663704216?lang=zh_cn&edition=full","pubTime":"2026-08-31 02:13","pubTimestamp":1788113590,"startTime":"0","endTime":"0","summary":"公司公告汇总关于董事长部分股份质押与解除质押的公告深圳顺络电子股份有限公司董事长袁金钰先生近日办理了部分股份解除质押与质押业务。本次解除质押股份4,860,000股，占其所持股份比例12.04%，占公司总股本比例0.60%；新质押股份3,180,000股，占其所持股份比例7.88%，占公司总股本比例0.39%，质押用途为实际借款人资金周转。上述质押及解除质押已在中国证券登记结算有限责任公司办理相关手续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100000736.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2351347302.SGD","LU2929501877.USD","LU2187417386.USD","BK0070","BK0171","BK0188","002138","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662069971","title":"顺络电子（002138）披露董事长部分股份质押与解除质押公告，8月28日股价上涨1.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662069971","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662069971?lang=zh_cn&edition=full","pubTime":"2026-08-28 18:00","pubTimestamp":1787911243,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，顺络电子报收于49.15元，较前一交易日上涨1.84%，最新总市值为396.31亿元。该股当日开盘48.55元，最高50.82元，最低47.91元，成交额达15.86亿元，换手率为4.19%。公告显示，深圳顺络电子股份有限公司董事长袁金钰先生近日办理了部分股份解除质押与质押业务。本次解除质押股份共计4,860,000股，占其所持股份比例12.04%，占公司总股本比例0.60%。上述质押及解除质押已在中国证券登记结算有限责任公司办理相关手续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800042044.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","BK0171","LU2929501877.USD","LU2351347302.SGD","002138","LU2187417386.USD","BK0188","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661332240","title":"顺络电子：8月20日接受机构调研，包括知名机构星石投资的多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2661332240","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661332240?lang=zh_cn&edition=full","pubTime":"2026-08-24 11:37","pubTimestamp":1787542663,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年8月24日顺络电子发布公告称公司于2026年8月20日接受机构调研，建信养老、正圆基金、前海瑞园资管、望正资产、华创证券、鹏华基金、国信证券、星石投资、世纪证券、南方基金、景顺长城基金、长城基金参与。目前从第二季度毛利率环比修复情况来看，相关措施已见初步成效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082400011413.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0070","BK0171","BK0188","LU2187417386.USD","LU2929501877.USD","BK0214","002138","LU2351347302.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660512429","title":"顺络电子（002138）披露为控股公司提供担保的进展情况公告，8月19日股价下跌8.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660512429","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660512429?lang=zh_cn&edition=full","pubTime":"2026-08-19 22:11","pubTimestamp":1787148676,"startTime":"0","endTime":"0","summary":"截至2026年8月19日收盘，顺络电子报收于47.41元，较前一交易日下跌8.7%，最新总市值为382.28亿元。该股当日开盘50.0元，最高51.38元，最低47.04元，成交额达22.1亿元，换手率为5.92%。近日，深圳顺络电子股份有限公司披露《关于为控股公司提供担保的进展情况公告》。截至公告日，公司累计对外担保额度总额为132亿元，占最近一期经审计净资产的194.70%，均为对合并报表范围内子公司的担保，无逾期担保情况。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081900042989.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2929501877.USD","BK0214","LU2187417386.USD","BK0188","BK0070","LU2351347302.SGD","002138","BK0171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660058821","title":"【机构调研记录】鹏华基金调研顺络电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2660058821","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660058821?lang=zh_cn&edition=full","pubTime":"2026-08-17 08:01","pubTimestamp":1786924904,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月14日披露的机构调研信息，鹏华基金近期对1家上市公司进行了调研，相关名单如下：1）顺络电子 调研纪要：公司为AI服务器提供从一次电源到三次电源的一整套产品解决方案，涵盖xPU芯片、网卡、内存、SSD等场景。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081700001609.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2187417386.USD","002138","BK0171","BK0188","BK0214","BK0070","LU2351347302.SGD","LU2929501877.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660610582","title":"【私募调研记录】泓澄投资调研顺络电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2660610582","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660610582?lang=zh_cn&edition=full","pubTime":"2026-08-17 08:00","pubTimestamp":1786924851,"startTime":"0","endTime":"0","summary":"根据市场公开信息及8月14日披露的机构调研信息，知名私募泓澄投资近期对1家上市公司进行了调研，相关名单如下：1）顺络电子 调研纪要：公司为AI服务器提供从一次电源到三次电源的一整套产品解决方案，涵盖xPU芯片、网卡、内存、SSD等场景。TLVR电感产品已实现批量化供应，应用于xPU芯片供电。汽车电子覆盖三电系统、智能驾驶与智能座舱，新产品产能逐步释放。机构简介：公司成立：泓澄投资由张弢和几位同行于2015年4月共同创立。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026081700001544.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2187417386.USD","LU2929501877.USD","BK0171","BK0214","002138","BK0188","BK0070","LU2351347302.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659979611","title":"顺络电子：8月12日接受机构调研，国盛证券、融通基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2659979611","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659979611?lang=zh_cn&edition=full","pubTime":"2026-08-14 12:02","pubTimestamp":1786680132,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年8月14日顺络电子发布公告称公司于2026年8月12日接受机构调研，国盛证券、融通基金、南方基金、泓澄投资、安信基金、恒毅持盈、长城基金、冠达泰泽、东北证券、淡马锡、圆石投资、中泰证券、平安资管、广发证券、诺安基金、天风证券、财通基金、夕泰资产、浙商证券、前海开源、宝盈基金、大摩基金、鹏华基金、富荣资产参与。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081400016829.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2351347302.SGD","002138","BK0188","BK0171","BK0276","002670","BK0214","BK0052","LU2929501877.USD","LU2187417386.USD","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658917357","title":"股市必读：顺络电子新发布《关于股东部分股份解除质押的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2658917357","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658917357?lang=zh_cn&edition=full","pubTime":"2026-08-12 01:52","pubTimestamp":1786470733,"startTime":"0","endTime":"0","summary":"公司公告汇总关于股东部分股份解除质押的公告深圳顺络电子股份有限公司公告，股东新余市恒顺通电子科技开发有限公司办理了部分股份解除质押手续，解除质押股份数量为4,220,000股，占其所持股份比例7.60%，占公司总股本比例0.52%。本次解除质押后，恒顺通累计质押股份为32,534,000股，占其持股比例58.62%。本次解除质押不会对公司生产经营和公司治理产生实质性影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081200001941.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2929501877.USD","LU2351347302.SGD","BK0214","BK0188","BK0171","BK0070","LU2187417386.USD","002138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658293282","title":"顺络电子（002138）披露股东部分股份解除质押公告，8月10日股价下跌3.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658293282","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658293282?lang=zh_cn&edition=full","pubTime":"2026-08-10 22:12","pubTimestamp":1786371140,"startTime":"0","endTime":"0","summary":"截至2026年8月10日收盘，顺络电子报收于48.1元，较前一交易日下跌3.39%，最新总市值为387.84亿元。近日，深圳顺络电子股份有限公司披露《关于股东部分股份解除质押的公告》。公告显示，股东新余市恒顺通电子科技开发有限公司办理了部分股份解除质押手续，解除质押股份数量为4,220,000股，占其所持股份比例7.60%，占公司总股本比例0.52%。本次解除质押后，恒顺通累计质押股份为32,534,000股，占其持股比例58.62%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081000033830.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","BK0171","LU2929501877.USD","LU2351347302.SGD","002138","LU2187417386.USD","BK0188","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658818109","title":"顺络电子董秘任怡荣获第十二届金麒麟·金牌董秘荣誉","url":"https://stock-news.laohu8.com/highlight/detail?id=2658818109","media":"新浪财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658818109?lang=zh_cn&edition=full","pubTime":"2026-08-10 16:42","pubTimestamp":1786351320,"startTime":"0","endTime":"0","summary":"登录新浪财经APP 搜索查看更多考评等级专题：专题：第十二届金麒麟·金牌董秘及优秀证代荣誉榜单揭晓！8月10日，新浪财经第十二届金麒麟金牌董秘榜单正式揭晓。顺络电子董事会秘书任怡凭借扎实的合规治理能力、成熟的投资者关系运营、长期稳健的资本价值传递表现，荣耀加冕第十二届金麒麟金牌董秘。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/roll/2026-08-10/doc-inimvnpm8136559.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2351347302.SGD","BK0171","BK0188","LU2187417386.USD","BK0070","LU2929501877.USD","002138","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658260518","title":"【机构调研记录】广发基金调研顺络电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2658260518","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658260518?lang=zh_cn&edition=full","pubTime":"2026-08-10 08:01","pubTimestamp":1786320111,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月7日披露的机构调研信息，广发基金近期对1家上市公司进行了调研，相关名单如下：1）顺络电子 调研纪要：公司在AI服务器领域为头部厂商提供一站式元器件解决方案，业务增速较快。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081000001744.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","LU2351347302.SGD","LU2187417386.USD","002138","BK0188","BK0171","LU2929501877.USD","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658928605","title":"【私募调研记录】煜德投资调研顺络电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2658928605","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658928605?lang=zh_cn&edition=full","pubTime":"2026-08-10 08:00","pubTimestamp":1786320059,"startTime":"0","endTime":"0","summary":"根据市场公开信息及8月7日披露的机构调研信息，知名私募煜德投资近期对1家上市公司进行了调研，相关名单如下：1）顺络电子 调研纪要：公司在AI服务器领域为头部厂商提供一站式元器件解决方案，业务增速较快。煜德投资及所管理的基金立足中国证券市场，聚焦A股上市公司投资机会，同时在海外市场及对冲基金有适当布局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026081000001692.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","LU2187417386.USD","LU2351347302.SGD","BK0171","BK0070","LU2929501877.USD","BK0188","002138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658605908","title":"【私募调研记录】盘京投资调研顺络电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2658605908","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658605908?lang=zh_cn&edition=full","pubTime":"2026-08-10 08:00","pubTimestamp":1786320054,"startTime":"0","endTime":"0","summary":"根据市场公开信息及8月7日披露的机构调研信息，知名私募盘京投资近期对1家上市公司进行了调研，相关名单如下：1）顺络电子 调研纪要：公司在AI服务器领域为头部厂商提供一站式元器件解决方案，业务增速较快。盘京投资立足中国证券市场，聚焦中国上市公司投资机会，同时在海外市场尤其是中概股有广泛布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026081000001681.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0171","LU2929501877.USD","BK0214","BK0188","002138","LU2351347302.SGD","BK0070","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657630513","title":"顺络电子（002138）披露董事长部分股份质押公告，8月6日股价下跌2.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657630513","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657630513?lang=zh_cn&edition=full","pubTime":"2026-08-06 22:12","pubTimestamp":1786025541,"startTime":"0","endTime":"0","summary":"截至2026年8月6日收盘，顺络电子报收于48.48元，较前一交易日下跌2.26%，最新总市值为390.9亿元。近日，顺络电子披露《关于董事长部分股份质押的公告》。公告显示，公司董事长袁金钰先生将其持有的4,220,000股公司股份进行质押，占其所持股份比例10.46%，占公司总股本比例0.52%，质押用途为资金周转，质权人为深圳市高新投集团有限公司。截至公告日，袁金钰及其一致行动人合计持股40,406,257股，占公司总股本5.0112%，累计质押股份占其持股总数的69.00%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080600039798.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2351347302.SGD","LU2929501877.USD","BK0188","LU2187417386.USD","BK0214","BK0070","002138","BK0171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657343446","title":"顺络电子：公司致力于成为全球被动电子元器件及技术解决方案领域中具有技术领先和核心竞争优势的国际化企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2657343446","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657343446?lang=zh_cn&edition=full","pubTime":"2026-08-06 20:52","pubTimestamp":1786020751,"startTime":"0","endTime":"0","summary":"证券之星消息，顺络电子08月06日在投资者关系平台上答复投资者关心的问题。同时公司专注于精密电子元器件多年，致力于成为全球被动电子元器件及技术解决方案领域中具有技术领先和核心竞争优势的国际化企业，公司认为在元器件行业保持相对优势，取决于以下的核心竞争力：市场优势；系统性研发优势；交付能力及质量优势；人才优势等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080600037621.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000973.SH","BK0171","LU2351347302.SGD","002138","LU2929501877.USD","BK0188","BK0070","BK0214","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657519500","title":"研报掘金丨中邮证券：维持顺络电子“买入”评级，AI+汽车电子驱动成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2657519500","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657519500?lang=zh_cn&edition=full","pubTime":"2026-08-06 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12:11","pubTimestamp":1785989500,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司吴文吉,万玮近期对顺络电子进行研究并发布了研究报告《毛利率环比修复，AI+汽车电子驱动成长》，给予顺络电子买入评级。 投资建议： 我们预计公司2026/2027/2028年营收分别为84/103/123亿元，归母净利润分别为13/17/21亿元，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有3家机构给出评级，买入评级3家；过去90天内机构目标均价为50.0。本文数据来源于中邮证券有限责任公司，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080600017358.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002138","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657257084","title":"顺络电子：钽电容产品已为客户配套供应产品线","url":"https://stock-news.laohu8.com/highlight/detail?id=2657257084","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657257084?lang=zh_cn&edition=full","pubTime":"2026-08-06 08:36","pubTimestamp":1785976567,"startTime":"0","endTime":"0","summary":"证券之星消息，顺络电子(002138)08月06日在投资者关系平台上答复投资者关心的问题。投资者提问：钽电容紧缺到2028年，请问贵司有计划扩大钽电容的生产量吗？顺络电子回复：尊敬的投资者，您好！钽电容产品已为客户配套供应产品线，客户持续开拓、推进中，现阶段业务规模处于初期阶段。相关大客户持续积极对接中。 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