Movement Alert|CCTC Rises 3.36% in Regular Trading, MLCC Supply Tightness Intensifies Amid Strong H1 Earnings Guidance

Market Focus
08/11

On August 11, CCTC rose 3.36% in regular trading, trading at 111.1 HKD/share, with turnover of approximately 29.10 million HKD. The stock rebounded from the prior session's decline caused by over-allotment shares entering circulation.

On the news front, MLCC supply tightness continues to intensify across the industry. Samsung Electro-Mechanics has announced a 30% price increase on all MLCC products effective September 1, while Taiyo Yuden has also issued price hike notices, stating that even with accepted price increases, on-time delivery cannot be guaranteed. The company previously disclosed its H1 earnings guidance, projecting net profit attributable to shareholders of 1.794 billion to 2.041 billion yuan, representing 45% to 65% year-over-year growth. Excluding non-recurring items, net profit is expected at 1.653 billion to 1.92 billion yuan, up 55% to 80% year-over-year. The company noted its MLCC products have benefited from improved customer recognition and price recovery in select specifications, with sales volume and revenue growing substantially on a year-over-year basis.

(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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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