The Second Value Reconstruction of the MLCC Industry Chain: Upstream Materials Become the True "Decisive Factor," Boqian Core Beneficiary

English summary

### The Second Value Reconstruction of the MLCC Industry Chain: Upstream Materials Become the True "Decisive Factor," Boqian Core Beneficiary Time: 2026-07-30 10:11:13 Content: The third quarter of 2026 (26Q3) is the first full quarter where the MLCC industry reaps the first round of price increase dividends, while the first full quarter for the storage industry's first price increase dividends was in the first quarter of 2026 (26Q1). At present, the MLCC industry is still in the early beneficiary stage of this price increase cycle. Price transmission is expected to gradually spread across the entire industry chain, and the release of industrial profits is currently in its opening stage. We firmly favor MLCC, especially upstream materials. Since each link of the transmission path has different beneficiary times, the current stage of MLCC is the segment in the tech sector with the highest risk-reward ratio and is in a period of high prosperity. ...