The industry prosperity growth cycle has started, with many companies steadily climbing up the ladder with their MLCC products.

date
06/06/2026
Recently, several research institutions have given unanimous high expectations for MLCC (Multilayer Ceramic Capacitor). In the industry's view, MLCC may face a market situation similar to storage, with industry supply gradually tightening, inventory levels continuing to decrease, and the certainty of MLCC price increases in the next six months increasing. Benefiting from multiple positive stimuli, global MLCC concept stocks have shown extremely strong performance so far this year. As of June 5th, concept stocks in the A-share market such as Fenghua High-tech, Jiemie Technology, and Sanhua Group have all doubled in cumulative gains this year; the global absolute leader in MLCC - Japan's Murata Manufacturing, has also seen its cumulative gains exceed 200% this year. From the perspective of the A-share market, there are more than 20 concept stocks that have positioned themselves in the MLCC industry, including Fenghua High-tech, Jiemie Technology, and Yuntech Technology, among others. From the institutional research situation, as of June 5th, there are 15 MLCC concept stocks that have been researched by more than 10 institutions this year; Xiamen Tungsten, Fenghua High-tech, and Guoci Materials have all been researched by over 120 institutions. According to information disclosed through investor relations platforms, multiple companies have clearly stated that their MLCC products have been delivered or their production capacity has ramped up, including Xinfu Communication, Shideke, and Hongming Electronics, among others.