Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.

According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.

cls.cnSep 26 19:57 ET

Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid cell products have completed research and development | Direct hit earnings conference

① Director Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand is entering a new cycle of prosperity, with a significant year-on-year increase in overseas orders. ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid state cell products, mainly for large energy storage projects in the future.

cls.cnSep 24 11:01 ET

Avita fired a shot at the ideal.

Urgently anticipating a 'bestseller'.

wallstreetcnAug 30 23:04 ET

MLCC continues to rebound! Guangdong Fenghua Advanced Technology Q2 net profit increased by 80% compared to the previous quarter. AI promotes high-capacity products and the future market is still optimistic | Interpretations

① MLCC prices continue to rise, with Guangdong Fenghua Advanced Technology's Q2 net income increasing significantly year-on-year and quarter-on-quarter, reaching the highest gross margin in 9 quarters; ② Downstream demand differentiation, high-end business growth is an important driver for Guangdong Fenghua Advanced Technology's profitability improvement; ③ Analysis believes that the MLCC market will continue to show differentiated demand in the future, and continuous improvement of product structure is still an important issue for relevant manufacturers.

cls.cnAug 26 11:20 ET

Avita has launched a "domestically-produced Maybach".

Start afresh.

wallstreetcnAug 23 05:10 ET

Changan Automobile rose and stopped, and the Beijing Stock Exchange 50 continued to rise by more than 3%, and GM and coal strengthened

Celis fell more than 6%, and BYD once fell to its lowest level since June 2021. On the market, sectors such as transgenics, data elements, Huawei Ascend, and Cloud Office registered the highest gains, while sectors such as hotels and restaurants, real estate services, and banking registered the highest declines.

wallstreetcnNov 26, 2023 20:46 ET