Movement Alert|CCTC Intraday Rise 4.66%, MLCC Industry Faces Tight Supply

Market Focus
Oct 06

On October 6, CCTC rose 4.66% in regular trading, reaching 135.0 HKD/share with turnover of 318.84 million HKD. The movement is primarily driven by continuing supply-demand imbalances in the MLCC market, particularly for high-specification components used in AI servers and tech applications.

Industry-wide capacity constraints persist as major manufacturers like Murata announce production optimizations while demand surges. Recent long-term agreements totaling over 4 trillion won for AI server MLCCs signaled market tightness that's expected to continue into Q4 2027. CCTC's strong performance is validated by its recent results: H1 revenue increased 54.82% to 6.423 billion yuan with MLCC sales and prices showing significant recovery.

(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.)

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