At its earnings briefing, Sunlord Electronics said customer guidance from all power-supply buyers is optimistic and the company is preparing capacity expansion for next year. Dual-phase TLVR inductors entered mass shipments this year and deliveries jumped in Q3; four-phase TLVR is expected to begin mass production and shipments in H2 next year. With four-phase pricing higher than this year’s TLVR volumes, Sunlord expects AI-related inductor ASPs to rise and AI-related revenue to continue growing

澳大利亚S&P/ASX200指数10月30日（周五）开盘上涨38.70点，涨幅0.44%，报8930.50点。

Nanshan Zhishang said on its Oct. 29 conference call that its humanoid-robot business remains in the customer cultivation and certification phase and has not produced scaled revenue. In the near term the company is focusing on tech refinement, sample iteration and customer certification while prioritizing supply‑chain positioning. It expects accelerated industrialization of humanoid robots to drive system‑wide demand for actuation tendon cables, flexible encapsulation/overmolding and wear‑resistant protective materials, and says its materials layout and technical base give it an early‑mover advantage for future growth.