According to the Guohai Securities Research Report, Shunluo Electronics' revenue reached a new high in the 2026Q3 single quarter, and profitability continued to recover. As an electronic component company with the highest domestic production and sales volume of chip inductors and the top three in the world, the company has long been committed to basic technology research and engineering technology iteration, continuously increasing investment in R&D, and has formed a business pattern of collaborative development of multiple product lines. The company's product application areas cover diverse markets such as communications, consumer electronics, automotive electronics, industrial and control automation, data centers and photovoltaic energy storage. The platform-based component layout continues to be implemented, and downstream synergy effects are gradually showing. The company launched an AI inductor-related layout in 2019. Currently, the order scale for core products such as AI inductors and TLVR inductors is rapidly expanding, providing customers with various energy saving and consumption reduction product combinations and solutions in application scenarios such as AI servers, enterprise-grade SSDs, and optical communication. Maintain a “buy” rating.

According to the Guohai Securities Research Report, Shunluo Electronics' revenue reached a new high in the 2026Q3 single quarter, and profitability continued to recover. As an electronic component company with the highest domestic production and sales volume of chip inductors and the top three in the world, the company has long been committed to basic technology research and engineering technology iteration, continuously increasing investment in R&D, and has formed a business pattern of collaborative development of multiple product lines. The company's product application areas cover diverse markets such as communications, consumer electronics, automotive electronics, industrial and control automation, data centers and photovoltaic energy storage. The platform-based component layout continues to be implemented, and downstream synergy effects are gradually showing. The company launched an AI inductor-related layout in 2019. Currently, the order scale for core products such as AI inductors and TLVR inductors is rapidly expanding, providing customers with various energy saving and consumption reduction product combinations and solutions in application scenarios such as AI servers, enterprise-grade SSDs, and optical communication. Maintain a “buy” rating.