Research Express | Sunlord Electronics Hosted 29 Institutions Including Guotai Junan and Haotong Securities; 2025 Revenue of 6.745 Billion Yuan; Emerging Strategic Markets Growing Rapidly

Shenzhen Sunlord Electronics Co., Ltd. (hereinafter referred to as “Sunlord Electronics”) held a targeted research activity on March 23, 2026. The company’s Secretary of the Board of Directors, Ren Yi, and Securities Affairs Representative, Zhang Yichi, met with a total of 29 institutional and individual investors, including Guotai Haitong Securities, Xining Investment, Happy Time Asset Management, and others. They discussed the 2025 operational progress and key businesses such as automotive electronics and AI data centers, engaging in in-depth exchanges with investors.

2025 Business Overview: Emerging Markets Drive Growth

Sunlord Electronics mainly engages in the R&D, design, production, and sales of new precision electronic components. Its products are widely used in consumer electronics, automotive electronics, AI data centers, robotics, hydrogen fuel cells, aerospace, and other fields. In 2025, the company achieved an operating revenue of 6.745 billion yuan. Despite a complex and volatile operating environment, the consumer electronics business remained stable, while emerging strategic markets such as AI+ applications, automotive electronics, and data centers experienced sustained rapid growth.

The company has established a closed-loop innovation system of “Application Scenario → Product Development → Technology Platform → Basic Research,” continuously increasing R&D investment. Its innovative achievements have been highly recognized by top global clients: as a core supplier of magnetic components for automotive electronics, its global deployment is steadily advancing; in the data center field, it has fully covered clients for GPU, CPU, and ASIC chip power modules; it has also made early inroads into markets such as commercial aerospace, low-earth orbit satellites, and low-altitude economy; progress in solid oxide fuel cell (SOFC) business is smooth, laying a solid foundation for medium- and long-term development.

Key Points on Core Business

Automotive Electronics: Full-Scenario Coverage of Electrification and Intelligence

The company states that automotive electronics is a key strategic area. Its products have achieved comprehensive coverage of electrification scenarios such as the three-electric systems, and have extended into intelligent driving and smart cockpits. A large number of new products and new businesses laid out in advance are rapidly growing, and the company will continue to maintain a fast growth trend in the future.

AI Data Center: TLVR Inductors Lead the Industry

In response to the trend of increased power in AI servers, the company provides one-stop component solutions for leading domestic server manufacturers and power semiconductor companies based on its capabilities in materials, equipment, design, and manufacturing processes. As AI servers demand higher power and better heat dissipation, traditional VR structures struggle to meet the needs of rapid large-current load changes, opening up application space for TLVR topology products. Sunlord Electronics has proactively laid out various types of TLVR inductors, with significant improvements in performance and unit price, which will drive growth in the value of magnetic devices.

SOFC Business: Joint Venture for Long-term New Energy Layout

The company has established Baitai Company through a joint venture between its subsidiary Xinbai Ceramics and Zhen Tai Energy, focusing on R&D and production of solid oxide fuel cells (SOFC). The two sides leverage their strengths to connect the upstream and downstream of the industry chain, and demonstration projects of complete systems with partners have already begun operation. The company remains optimistic about the new energy industry, which is still in its early stages; the business is progressing smoothly and is expected to gradually contribute to sales revenue in the future.

Tantalum Capacitors: Breakthrough in New Structural Products

Having laid out in the tantalum capacitor field for many years, the company has developed new types of tantalum capacitors with wireless frame structures and PCB packaging, achieving improvements in large capacitance product sizes and performance. These products can be applied in high-end consumer electronics, AI data centers, automotive electronics, and other fields. The related products are already supplied to customers, with high recognition.

Other Business Developments

• Consumer Electronics: Will maintain growth levels better than the overall industry.
• Response to Raw Material Price Increases: Mitigate impacts through negotiations with customers to pass on costs, domestic supply chain stabilization, and technological process innovations to improve efficiency.
• M&A Strategy: Focus on expanding along the upstream and downstream industry chain, seeking M&A opportunities for technological and market synergies.
• Capital Expenditure: Due to expansion, new business development, and R&D investment needs, capital demand is high; as industrial park infrastructure completes, future investments mainly in park infrastructure will significantly slow down.

This research activity does not involve any major information that needs to be disclosed.

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Editor: Xiao Lang Kuai Bao