On September 3, CCTC rose 5.02% in regular trading, trading at HK$111.4/share with turnover of HK$6.3378 million, snapping a multi-session pullback from its August 13 all-time high of HK$133.2.

On the news front, Samsung Electro-Mechanics (SEMCO) announced on September 1 that it signed its largest-ever MLCC long-term supply agreement with a major global tech company for AI server applications, valued at KRW 1.0722 trillion with deliveries extending through the end of next year. The landmark deal underscores surging demand for high-end MLCCs driven by AI infrastructure buildout and has lifted 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 is well positioned to benefit from both industry-wide pricing momentum and order spillover effects as major Korean suppliers prioritize AI-related capacity. The company has also been actively buying back shares, with cumulative repurchases reaching 1.05% of total share capital as of the end of August.

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