Recently, the A-share market has experienced sharp turbulence, and technology stocks, which had increased a lot in the previous period, have fallen one after another. However, the performance of the MLCC sector was particularly impressive, and related concept stocks bucked the trend and strengthened. Behind the contrarian rise in the MLCC sector is the industry's “supercycle” forecast. Recently, news about “the MLCC supply easing cycle, which has continued for many years, has come to an end. A boom in demand for high-end MLCCs fueled by the AI industry is dragging the entire industry into an era of scarcity where 'it is difficult to get goods on time', and the supercycle has just begun” spread quietly in the industry. Whether the MLCC industry's supercycle can be realized is unknown, but there are various signs that the industry's prosperity is rapidly improving. “Since this year, the industry's boom has continued to rise. The number of orders placed by customers continues to increase, the actual demand has exceeded the current delivery volume, and the visibility of orders has increased dramatically. We can all feel that the demand from downstream MLCC manufacturers is increasing.” On July 30, the relevant person in charge of a domestic MLCC materials company told the Securities Times: “Currently, although production is at full capacity, many orders have to be delayed.”

Recently, the A-share market has experienced sharp turbulence, and technology stocks, which had increased a lot in the previous period, have fallen one after another. However, the performance of the MLCC sector was particularly impressive, and related concept stocks bucked the trend and strengthened. Behind the contrarian rise in the MLCC sector is the industry's “supercycle” forecast. Recently, news about “the MLCC supply easing cycle, which has continued for many years, has come to an end. A boom in demand for high-end MLCCs fueled by the AI industry is dragging the entire industry into an era of scarcity where 'it is difficult to get goods on time', and the supercycle has just begun” spread quietly in the industry. Whether the MLCC industry's supercycle can be realized is unknown, but there are various signs that the industry's prosperity is rapidly improving. “Since this year, the industry's boom has continued to rise. The number of orders placed by customers continues to increase, the actual demand has exceeded the current delivery volume, and the visibility of orders has increased dramatically. We can all feel that the demand from downstream MLCC manufacturers is increasing.” On July 30, the relevant person in charge of a domestic MLCC materials company told the Securities Times: “Currently, although production is at full capacity, many orders have to be delayed.”