On September 21, CCTC rose 5.82% in regular trading, trading at 150.1 HKD/share, with turnover of 23.95 million HKD. Multiple catalysts in the MLCC industry continue to fuel the rally.
On the news front, MLCC leader Murata recently announced plans to halt production of multiple consumer-grade and automotive-grade MLCC product lines during its fiscal year, covering mainstream GRM and GCM series. Institutions noted that constrained by long lead times for overseas high-end equipment, the supply-demand gap for high-capacity MLCC may widen further, with tight conditions expected to persist through 2028. Meanwhile, Roundhill launched the first-ever MLCC-themed ETF globally, with CCTC ranked as the third-largest holding, signaling MLCC is evolving into an independent AI hardware investment theme.
The company reported H1 revenue of 6.423 billion yuan, up 54.82% year-over-year, with net profit attributable to shareholders of 1.932 billion yuan, up 56.18%. High-capacity MLCC expansion projects are advancing steadily, with 560 million yuan newly invested in H1. Additionally, Samsung Electro-Mechanics secured a record 1.07 trillion KRW AI server MLCC long-term contract, further validating robust sector demand.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
Comments