On September 18, CCTC rose 3.05% in regular trading, trading at 129.0 HKD/share, with turnover of approximately 20.29 million HKD. The stock continued its upward momentum as multiple MLCC industry catalysts sustained bullish sentiment.

On the news front, the global MLCC supply-demand landscape is undergoing a structural shift. Industry leader Murata recently announced the discontinuation of select consumer-grade and automotive MLCC product lines, redirecting capacity toward high-value AI server applications. Institutions estimate that constraints from long lead times on overseas high-end equipment could widen the supply-demand gap for high-capacity MLCC, with the tight market expected to persist through 2028. Meanwhile, Roundhill previously launched the world's first MLCC-themed ETF, in which CCTC ranks as the third-largest holding, signaling MLCC's evolution into an independent AI hardware investment theme.

Fundamentally, CCTC reported H1 revenue of 6.423 billion yuan, up 54.82% year-over-year, with net profit attributable to shareholders reaching 1.932 billion yuan, up 56.18%, driven by rising MLCC client adoption and growing optical communication demand. The company's high-capacity MLCC expansion projects continue to advance.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)