Recently, global MLCC leaders have successively raised product prices. The core driving force comes from the strong drive of the computing power industry chain on high-capacity models. The data shows that the amount of MLCC used by AI servers and high-speed optical modules has increased exponentially, and the structural gap in the industry continues to expand; with the release of production capacity and product upgrades by local manufacturers, the MLCC industry chain is expected to usher in a period of performance fulfillment. Since the second half of the year, financiers have increased their positions on MLCC concept stocks. As of September 21, the net financing volume of the four shares, including Sdic, Fenghua Hi-Tech, Shuangxing New Materials, and Yunzuka Technology, exceeded 50 million yuan, 1,082 million yuan, 370 million yuan, 816.771 million yuan, and 74.4388 million yuan in that order.

Recently, global MLCC leaders have successively raised product prices. The core driving force comes from the strong drive of the computing power industry chain on high-capacity models. The data shows that the amount of MLCC used by AI servers and high-speed optical modules has increased exponentially, and the structural gap in the industry continues to expand; with the release of production capacity and product upgrades by local manufacturers, the MLCC industry chain is expected to usher in a period of performance fulfillment. Since the second half of the year, financiers have increased their positions on MLCC concept stocks. As of September 21, the net financing volume of the four shares, including Sdic, Fenghua Hi-Tech, Shuangxing New Materials, and Yunzuka Technology, exceeded 50 million yuan, 1,082 million yuan, 370 million yuan, 816.771 million yuan, and 74.4388 million yuan in that order.