On September 4, CCTC rose 3.72% in regular trading, trading at HKD 112.8/share with turnover of HKD 5.07 million, extending its rebound momentum from the prior session.
On the news front, Samsung Electro-Mechanics announced on September 1 that it signed a long-term supply agreement with a major global technology company for AI server MLCC, valued at KRW 1.0722 trillion with coverage extending through the end of next year — the largest single MLCC contract in Samsung Electro-Mechanics' history. The deal has continued to buoy industry sentiment across the MLCC supply chain. As a leading domestic MLCC manufacturer, CCTC reported strong first-half results with revenue of RMB 6.423 billion, up 54.82% year-over-year, and net profit attributable to shareholders of RMB 1.932 billion, up 56.18%. The company noted that MLCC product pricing for select specifications has recovered to reasonable levels, with both sales volume and revenue achieving significant year-over-year growth. Meanwhile, CCTC's high-capacity MLCC expansion project continued to accelerate, with RMB 560 million in new investment deployed in the first half. Industry research from TrendForce indicates that the MLCC sector has formally entered an upcycle, with order spillover effects expected to further benefit domestic players.
(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.)
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