Movement Alert|CCTC Rises 3.28% in Regular Trading, Murata MLCC Discontinuation Fuels High-Capacity Supply Gap Expectations

Market Focus
6小時前

On September 16, CCTC rose 3.28% in regular trading, trading at HK$128.1/share, with turnover of HK$9.50 million.

On the news front, MLCC industry leader Murata recently announced a product line optimization plan, discontinuing select MLCC products while expanding other capacity lines, requiring customers to submit written responses by the end of next year. Guohai Securities noted that constrained by long lead times for overseas high-end equipment, the high-capacity MLCC supply-demand gap may widen further next year, with the tight market expected to persist through 2028.

Additionally, Roundhill recently launched the world's first MLCC-themed ETF, with CCTC as the third-largest holding, signaling MLCC's evolution from individual stock trades into a standalone AI hardware investment theme. The company reported robust H1 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%, as its high-capacity MLCC expansion project continues to advance.

(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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