Shenzhen Huaqiang: Recently observed an increase in orders from MLCC customers actively stocking up inventory.

On July 23, during offline institution research, Shenzhen Huaqiang stated that the company has recently observed an increase in orders from MLCC customers, with shipments beginning and proactive stock replenishment. For certain models that are in short supply, the company prioritizes meeting the procurement needs of large customers. At the same time, the company indicated that the electronic components industry is currently in a high state of prosperity, with prices rising across various links in the industry chain. The reasons for the price hikes include the incremental demand brought about by AI computation power infrastructure, the suction effect on production capacity, rising material and production costs, and the impact of geopolitical conflicts and anti-globalization on supply chain disruptions.