Industry Observation (2026.07.29)

English summary

### Industry Observation (2026.07.29)

Time: 2026-07-30 07:37:03

Content: 1. Multilayer ceramic capacitors (MLCC) are seeing another wave of price increases! Samsung Electro-Mechanics announced that MLCC prices will be raised by 30% across the board from next month, due to surging demand for high-end MLCCs for AI servers and an overall shortage in market supply. In addition, Japan's Taiyo Yuden is reportedly planning to raise MLCC prices from September 1. 2. The State Post Bureau, the National Development and Reform Commission, and the Ministry of Transport jointly issued the "15th Five-Year Plan for Postal Industry Development" on the 29th, proposing goals such as reaching 290 billion parcels in postal industry delivery volume by 2030, achieving an 88% 72-hour on-time delivery rate for express services in key regions, and covering 110 countries and regions with international express networks. The plan states that by 2030, the postal industry's role in serving economic and social development will be further enhanced. 3. Added 200,000 units! Midea's air conditioners are selling well overseas. ...