⛵️ [Caitong Electronics & New Technology] Comments on MLCC Surge 0730

English summary

### ⛵️ [Caitong Electronics & New Technology] Comments on MLCC Surge 0730 Time: 2026-07-30 16:30:38 Content: ⛵️ [Caitong Electronics & New Technology] Comments on MLCC Surge 0730 Dear leaders, first of all, congratulations and thanks to investors who trust Xiao Zhou. On 7.21, we believed that the MLCC sector had regained value after adjustment and firmly favored opportunities in MLCC original manufacturers after the adjustment. Today it surged again. As of now, some stocks have accumulated gains of 20%+ and 50%+. We reiterate our logic and briefly comment on today's surge: performance is guaranteed and production conversion is underway, and we remain optimistic about the sustainability of price increases. Leading manufacturers have issued performance forecasts, with quarterly sequential growth of over 100%, demonstrating strong confidence. Overseas leaders are converting consumer-grade MLCC production to AI-grade MLCC. Given the supply-demand situation in the AI field, we believe the conversion will continue, resulting in a significant capacity crowding-out effect, and the supply gap will create new demand for consumer-grade MLCC.…