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

The State Council meeting promotes a virtuous cycle in the venture capital industry, and the sector is expected to seize the opportunity.

On September 18th, the executive meeting of the State Council pointed out that venture capital is related to technological innovation, industrial upgrading, and high-quality development. It is necessary to quickly resolve the bottlenecks and difficulties in the various stages of fundraising, investment management, and withdrawal, support eligible technology-based enterprises to list both domestically and internationally, vigorously develop the equity transfer and mergers and acquisitions market, and promote a healthy cycle in the venture capital industry.

cls.cnSep 18 19:41 ET

The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.

①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.

cls.cnSep 12 19:50 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

The recovery of consumer electronics has spread to the upstream of the industry chain, and Jiangsu Boqian New Materials stock has seen consecutive growth in performance | Interpretations

Consumer electronics recovery has spread to upstream raw material companies, and Jiangsu Boqian New Materials, a nickel powder production company for MLCC, saw a 223.67% increase in performance in the first half of the year. Journalists have noticed that since the fourth quarter of last year, the performance of Jiangsu Boqian New Materials has shown a continuous growth momentum. Insiders in the industry believe that in the second half of the year, with the increase in shipment volume of consumer electronics peak season and AIPC, AI mobile phones, etc., the performance of upstream raw material companies is expected to continue to improve.

cls.cnAug 21 10:01 ET

Yeebo Associate Nantong Jianghai Capacitor Logs 48% Surge in January-September Profit

MT NewswiresOct 28, 2021 01:14 ET