Recently, the MLCC sector's stock price in the secondary market has fluctuated sharply, and related news is mixed. Is the industrial chain booming or just in vain? What is the relationship between supply and demand, and can the boom continue? With these questions in mind, the reporter visited the original manufacturer and sought in-depth evidence from core enterprises and industry insiders in the industry chain. Research feedback shows that the current MLCC supply and demand pattern is tight. The production lines of the main companies are fully loaded, and the factory price has not been relaxed; as “shovels sellers”, there are plenty of orders from upstream material vendors. Some companies say that they have been locked in advance by customers to expand production lines 4 times the current production capacity, so there are no worries about sales in the next few years.

Recently, the MLCC sector's stock price in the secondary market has fluctuated sharply, and related news is mixed. Is the industrial chain booming or just in vain? What is the relationship between supply and demand, and can the boom continue? With these questions in mind, the reporter visited the original manufacturer and sought in-depth evidence from core enterprises and industry insiders in the industry chain. Research feedback shows that the current MLCC supply and demand pattern is tight. The production lines of the main companies are fully loaded, and the factory price has not been relaxed; as “shovels sellers”, there are plenty of orders from upstream material vendors. Some companies say that they have been locked in advance by customers to expand production lines 4 times the current production capacity, so there are no worries about sales in the next few years.