In-depth investigation of the MLCC industry chain: Main companies' production lines are fully loaded and factory prices have not seen any looseness.
Recently, the MLCC sector has seen drastic fluctuations in stock prices in the secondary market, with mixed news. Is the industry chain really prosperous or just a flash in the pan? What is the actual supply-demand relationship, and can the prosperity continue? With these questions in mind, reporters from Securities Times visited the original manufacturers, seeking confirmation from core enterprises and industry insiders. The feedback from the survey shows that currently the MLCC supply-demand situation is tight, with major enterprises' production lines operating at full capacity and no loosening of ex-factory prices; upstream material suppliers as "shovel sellers" have ample orders, with some companies already locked in by customers for four times their current production capacity expansion, ensuring worry-free sales for the next few years.
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