Passive components price surge, Shunluo Electronics gains intensive research.

In the past week, hundreds of institutions have conducted research on individual stocks such as BeiGene, Shunluo Electronics, and Jingzhida. Shunluo Electronics has recently received two rounds of institutional research, with a total of 162 participating institutions. Some institutions inquired about the supply of the company's AI server products. Shunluo Electronics stated that data centers and servers are one of the company's strategic emerging markets. The company is based on the advantages of small size, high precision, and high power technology, starting from the overall power supply architecture of the server to provide customers with a complete set of solutions including primary power supply, secondary power supply, and tertiary power supply. Currently, customers include leading domestic server manufacturers, top power semiconductor module manufacturers, and top ODM manufacturers. Orders related to the company's AI servers are full, and the related business is progressing smoothly. By the end of December 2025, Shunluo Electronics announced a price increase notice, adjusting the prices of some products including stacked inductors, ceramic inductors, power inductors, varistors, and automotive magnetic beads starting from January 1, 2026. The company stated that product prices will follow market trends. According to China Electronics News, starting from the second half of 2025, various passive components including MLCCs, resistors, inductors, tantalum capacitors, and magnetic beads have undergone multiple rounds of price increases due to various reasons, with price increases generally ranging from 5% to 30%. Recently, a new wave of price increases is imminent due to factors such as rising raw material costs, demand for AI and automotive industries. In the A-share market, there are a total of 16 listed companies in the passive component industry. Among them, Shunluo Electronics, Sanhuan Group, Fala Electronics, Zhenhua Technology, Jianghai Stock, and Fenghua High-tech are among the stocks with high institutional attention.