Recently, prominent firms within the global MLCC (Multilayer Ceramic Capacitor) sector have begun elevating their product prices. This trend is primarily attributed to a significant uptick in demand for high-capacity MLCCs from the computing power industry chain. Data reveals an exponential surge in the utilization of MLCCs in AI servers and high-speed optical modules, exacerbating the structural supply shortages within the industry.

However, with the expansion of production capacity and the enhancement of product quality by domestic manufacturers, the MLCC industry chain is poised for performance growth. Since the latter half of the year, investors engaged in financing activities have been actively increasing their holdings in stocks associated with the MLCC concept. As of September 21, the net financing purchases for four specific stocks—namely Stick, Fenghua Advanced Technology, Shuangxing New Materials, and Yunzhong Technology—have all surpassed RMB 50 million. The respective amounts stand at RMB 1.082 billion, RMB 370 million, RMB 81.6771 million, and RMB 74.4388 million.