Changes in Hong Kong stocks | Sanhuan Group (06951) rose more than 5%, AI drove MLCC prices to soar, and spot prices were speculated to a maximum of 10 times the original price

The Zhitong Finance App learned that Sanhuan Group (06951) rose by more than 5%. As of press release, it had risen 5.1% to HK$146.3, with a turnover of HK$68.207 million.

According to the news, according to CCTV Finance, in June, the MLCC spot market entered a hot state of “one price a day, or even one hour”. Some popular models increased 7-8 times in just one month, and spot prices were speculated up to 2-10 times the original price. This round of price increases was first ignited by overseas leaders. Japan's Murata, Taiyo Yuden, and South Korea's Samsung Electric have successively issued price increase letters. The original high-capacity MLCC manufacturers used in AI servers generally increased 15% to 35%.

In the first half of this year, Sanhuan Group achieved revenue of 6.423 billion yuan, an increase of 54.82% over the previous year; net profit to mother was 1,932 billion yuan, an increase of 56.18% over the previous year. The company's semi-annual report revealed that MLCC benefited from increased customer recognition and industry sentiment in the first half of the year. Prices of some specifications were restored to their original reasonable value, and sales volume and sales both achieved significant year-on-year growth.