【MLCC巨头优化产能 超跌业绩高增长概念股梳理】早盘MLCC概念异动，双星新材直线涨停，昀冢科技、风华高科等涨幅靠前。消息面上，MLCC巨头村田制作所日前正式发布官方通知，宣布在2026会计年度启动产品线优化，将停产部分MLCC产品并扩充其他产能，本次停产范围涵盖消费级常规系列及车用规格系列中的特定料号，包含部分GRM、GRJ、GRT、GXM、GXT、GCM、GCJ、GCG与ZRA系列。据证券时报·数据宝统计，9月以来，MLCC概念股中的风华高科、鸿远电子、宏明电子获得机构调研，调研家数分别为180家、49家和19家。从业绩预期来看，排除今年上半年业绩亏损的概念股，12只概念股获得至少5家机构给予评级，且机构一致预测2026年、2027年业绩有望持续增长。机构一致预测精测电子、斯迪克、风华高科、博杰股份、洁美科技2026年净利润增幅有望超100%。从股价表现来看，业绩有望持续增长的概念股中，信维通信、火炬电子、洁美科技、国瓷材料的股价已较年内高点回撤超45%，超跌幅度居前。
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