Movement Alert|CCTC Rises 3.75% in Regular Trading, MLCC Supply Tightness and Ongoing Buybacks Bolster Market Confidence

Market Focus
08/13

On August 13, CCTC rose 3.75% in regular trading, trading at 127.3 HKD/share, with turnover of 7.9221 million HKD.

On the news front, MLCC industry supply tightness continues to intensify. Samsung Electro-Mechanics previously announced a 30% price hike on all MLCC products effective September, while Japan's Taiyo Yuden has also notified customers of price increases, as robust AI demand sustains elevated passive component cycle momentum. The company's first-half performance pre-announcement projects net profit attributable to shareholders of RMB 1.794 billion to RMB 2.041 billion, representing year-over-year growth of 45% to 65%, with MLCC product sales volume and revenue both surging significantly on improved customer recognition and partial price recovery to fair value levels.

Additionally, the company continues to execute its A-share buyback program, repurchasing 6,000 shares on August 12 at RMB 124.90-124.95 per share for approximately RMB 749,600, demonstrating management's sustained confidence in intrinsic value.

(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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