Liyuan Information: Business Covers Storage Chips + Silicon Carbide + MLCC + Inductors

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### Liyuan Information: Business Covers Storage Chips + Silicon Carbide + MLCC + Inductors Time: 2026-07-31 09:07:45 Content: Liyuan Information: Business covers storage chips + silicon carbide + MLCC + inductors, recommended three times! 1. Storage: Since the beginning of this year, storage business sales have grown significantly, covering mainstream brands such as CXMT, GigaDevice, and Kioxia. 2. MLCC and inductor customers include Murata: In the company's revenue structure, sales shares in industrial new energy and AI fields have been improving quarter over quarter both YoY and sequentially, with Murata products mainly covering AI computing power and new energy vehicle fields. 3. Silicon carbide: The company's silicon carbide products are expected to achieve significant revenue conversion, with sales increasing substantially. 4. Performance: Expected interim results: net profit of RMB 295 million to 305 million, an increase of 2.07 to 2.17 times. Reasons: 1. Since 2026, the semiconductor industry has maintained high prosperity. Against this backdrop, the company seized market opportunities to actively develop customers in high-prosperity industries. Expected 202…