The price hike wave is here, Sunlord Electronics is booming (list included)

In the past week (February 27 to March 5), stocks such as BeiGene, Shunluo Electronics, and Jingzhida have each been visited by over 100 institutional investors for research.

Passive component price hike wave, Shunluo Electronics receives intensive research

Shunluo Electronics (002138) recently received two rounds of institutional research, with a total of 162 participating institutions, including 27 fund companies, 19 securities firms, 45 private equity firms, 10 insurance companies, and others.

An institution inquired about the supply status of the company’s AI server products.

Shunluo Electronics stated that data centers and servers are among the company’s strategic emerging markets. Based on its advantages in miniaturization, high precision, and high power technology, the company provides a complete product solution for server power supply architectures, including primary, secondary, and tertiary power supplies (various xPU chips, network cards, memory, SSD peripherals). The product lineup includes integrated power inductors, assembled power inductors, ultra-thin copper magnetic core power inductors, tantalum capacitors, and customized solutions for clients. Currently, the company’s clients include leading domestic server manufacturers, top power semiconductor modules, and top ODMs. Orders related to AI servers are full, and business is progressing smoothly.

By the end of December 2025, Shunluo Electronics announced a price increase, effective from January 1, 2026, for some multilayer inductors, magnetic beads, ceramic inductors, power inductors, varistors, and automotive magnetic beads. The company stated that product prices will follow market trends.

According to China Electronics News, starting from the second half of 2025, multiple passive components including MLCCs, resistors, inductors, tantalum capacitors, and magnetic beads have experienced several rounds of price increases driven by various reasons, with increases generally ranging from 5% to 30%. Recently, due to rising raw material costs and increased demand from AI and automotive sectors, a new wave of price hikes is imminent.

In the A-share market, there are a total of 16 stocks in the passive component industry. Among them, stocks such as Shunluo Electronics, Sanhuan Group, Fara Electronics, Zhenhua Technology, Jianghai Shares, Fenghua High-Tech have high institutional attention.

Smart grid concept stocks Weisheng Information receives intensive research

Stocks such as Silingzhi Drive, Weisheng Information, and Yirui Technology have attracted considerable institutional attention.

Recently, related smart grid concept stocks surged significantly, with Weisheng Information’s stock rising over 6% on Friday amid a breakout in the electric power coordination concept. Over the past week, the company was visited by 78 institutions for research.

During the research, Weisheng Information stated that by 2025, its AI-related revenue will reach 737 million yuan, accounting for 24% of main business income. The main revenue comes from Southern Power Grid-related business. The company’s core AI products and solutions include smart monitoring (focused on transmission/distribution lines), AI fault healing, load forecasting (at the power consumption end), edge computing gateways, and distribution automation AI judgment software systems. Its core competitiveness lies in creating an integrated technology solution of “terminal perception + edge computing + cloud AI,” which is deeply adapted to the needs of smart grid transformation and can effectively support digital upgrades in load management and line monitoring.

CAAC Ocean responds to capacity deployment

From market performance, the average decline of stocks researched by institutions over the past week was over 3%, while stocks like Air China Ocean, Tianlu Technology, and Guangli Technology rose over 10% against the trend.

During the research, Air China Ocean stated that by 2026, the company will deliver six new ships and one Good Hope-type bulk carrier, with additional capacity exceeding 600,000 deadweight tons. In the context of steady growth in the dry bulk shipping market, the company’s performance is expected to further break through, with good growth prospects. Over the next five years, the company will focus on key strategic material transportation tasks and aim to build a global integrated route network and resource allocation system.

Tianlu Technology responded on the progress of the TAC membrane project, stating that before the Spring Festival, the liquid adjustment tank and some carbon fiber rollers had already been delivered. The production process of the TAC membrane includes liquid adjustment, casting, stretching, drying, and winding. The first to be delivered is the liquid adjustment tank located at the front end of the process. This process involves modifying cellulose triacetate with solvents, requiring high standards for the tank to ensure solution purity, stability, and to improve dissolution efficiency and uniformity.

(Source: Data Treasure)