On September 8, CCTC rose 3.31% in regular trading, trading at HK$125.6/share, with turnover of approximately HK$17.94 million, extending its recent upward momentum.

On the news front, Samsung Electro-Mechanics (SEMCO) previously announced a long-term MLCC supply agreement worth 1.0722 trillion KRW with a globally renowned tech company for AI server applications — its largest single MLCC contract ever. SEMCO has also taken the lead in raising Q4 pricing for OEM and ODM customers, signaling the MLCC industry has formally entered an upcycle. According to research by TrendForce, as consumer-grade high-capacity orders spill over to other manufacturers and utilization rates rise, the MLCC sector is entering a broad-based price increase cycle.

CCTC, as a leading domestic MLCC producer, reported H1 revenue of RMB 6.423 billion, up 54.82% year-over-year, with net profit attributable to shareholders of RMB 1.932 billion, up 56.18%. The company continued to accelerate its high-capacity MLCC expansion, investing RMB 560 million in H1 alone. Multiple brokerages have maintained a Buy rating, citing MLCC volume and price gains alongside growth in optical communications and SOFC as long-term drivers.

(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.)