Movement Alert|CCTC Rises 3.68% in Regular Trading, Samsung Electro-Mechanics Trillion-Won MLCC Long-Term Deal Continues to Fuel Industry Upcycle

Market Focus
Sep 11

On September 11, CCTC rose 3.68% in regular trading, trading at HK$124.7/share, with turnover of approximately HK$64.87 million, extending its recent upward trend.

On the news front, Samsung Electro-Mechanics previously announced it had signed a long-term supply agreement worth KRW 1.0722 trillion with a globally renowned tech company to supply MLCCs for AI servers — its largest single MLCC contract on record. Samsung Electro-Mechanics has also taken the lead in raising Q4 quotes for OEM and ODM clients, signaling the MLCC industry has formally entered a price hike cycle. As a leading domestic MLCC manufacturer, CCTC reported H1 revenue of RMB 6.423 billion, up 54.82% year-over-year, and net profit attributable to shareholders of RMB 1.932 billion, up 56.18% year-over-year, positioning the company to benefit from industry-wide price increases and order spillover effects. Additionally, the company invested RMB 560 million in high-capacity MLCC expansion during H1, while multiple institutions have issued buy ratings citing continued volume and price momentum.

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