据财联社主题库显示，相关上市公司中：According to media reports, after a two-year sluggish cycle, MLCC began to usher in a relatively mild recovery, and total shipments from related manufacturers increased by 5.4% in the second quarter.
According to media reports, after a two-year sluggish cycle, MLCC began to usher in a relatively mild recovery, and total shipments from related manufacturers increased by 5.4% in the second quarter. In a situation where consumer electronics are picking up and demand for AI servers etc. is rising, the net revenue and profit of related companies have risen, and the operating rate of production lines has clearly picked up.
MLCC, or multilayer ceramic capacitor, is one of the most used components in the electronics industry, and is commonly known as “rice in the electronics industry.” MLCC manufacturer Murata recently claimed that AI is driving MLCC demand. The company's president, Keiju Nakajima, said that the MLCC demand boom driven by AI will first begin with remote devices such as servers and edge computing, and that terminal devices such as AIPC and AI mobile phones will take over and explode next year. In addition, demand for MLCCs for smartphones is also gradually recovering, mainly due to the wave of mobile phone upgrades, and the US and South Korean manufacturers are strong in shipping. As demand surged, the capacity utilization rate of Murata's MLCC plant increased steadily to meet terminal demand. The capacity utilization rate was about 80% to 85% last quarter, and will rise to 85% to 90% this quarter.
According to the Finance Federation's theme library, among the relevant listed companies:
Fenghua Hi-Tech has grown into a leading passive electronic components industry enterprise with a large comprehensive scale, a complete range of products, strong comprehensive supporting capabilities, leading innovation capabilities, and strong industry influence among domestic peers.
The production equipment of Dongcai Technology's “Optical Grade Polyester Substrate Film Technology Transformation Project with an Annual Output of 20,000 Tons of Ultra-thin MLCC (Shandong Line 9)” has been installed and commissioned, and has entered the trial production stage. The main product of this project is an optical grade polyester base film for ultra-thin MLCCs.
