Lihe Xing (301013.SZ): Currently, the self-made MLCC products are mainly used in the consumer electronics sector and have not yet been applied to AI computing servers.
The Zhixun Finance APP informs that Lihe Xing (301013.SZ) issued a notice regarding the severe abnormal fluctuation of stock trading, stating that currently the company's self-made MLCC products are mainly used in the consumer electronics field and have not yet been applied to AI computing servers. The company's electronic component business was in a loss state in 2025, with some improvement in the first quarter of 2026, but the scale of the company's electronic component business is relatively limited and its market position in the industry is not significant. At the same time, limited by the short time in entering this field, the company has not yet formed significant competitive advantages in product technology accumulation, supply chain management, and brand awareness. There are risks of project benefits falling below expectations if industry competition intensifies, unforeseeable changes occur in industry technological development trends, or significant changes happen in downstream market demand.
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