On July 15, Three-Circle Group (06951.HK) rose 3.73% in regular trading, trading at HK$114.0/share with turnover of HK$7.19 million, extending the previous session's strong momentum.

On the news front, high-capacity MLCC products are experiencing a structural shortage, with single-day price surges of 5% and supply becoming extremely tight. Taking one ultra-high-capacity MLCC product as an example, the latest ex-tax price quoted by Huaqiangbei distributors reached RMB 72/1000 units, up significantly from RMB 50/1000 units in mid-June. Industry insiders noted that demand driven by AI computing power and new energy vehicles represents genuine end-user demand, with supply-side lead times extending and inventories running tight, leaving no fundamental basis for high-end product price declines.

Additionally, the company has achieved core technical breakthroughs in high-end MLCC, reaching dielectric layer thickness of approximately 1 micrometer and stacking layers exceeding 1,000, establishing a foundation for penetrating high-end applications including AI data centers and automotive electronics.

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