On September 15, CCTC rose 5.14% in regular trading, trading at 133.5 HKD/share, with turnover of approximately 25.35 million HKD. Multiple catalysts continued to drive the stock higher in a follow-through rally.

On the news front, MLCC industry leader Murata recently issued an official notice announcing a product line optimization during fiscal year 2026, discontinuing select MLCC products while expanding capacity for others. Customers have been asked to submit written responses by end of next year, with final orders due by March 2028. Analysts at Guohai Securities noted that constrained by long lead times for overseas high-end equipment, the supply-demand gap for high-capacity MLCC may widen next year, with tight conditions potentially extending through 2028.

Additionally, Roundhill recently launched the world's first MLCC-themed ETF, with CCTC ranking as its third-largest holding, signaling that MLCC is evolving from individual stock trades into a standalone AI hardware investment theme. CCTC reported first-half revenue of RMB 6.423 billion, up 54.82% year-over-year, with net profit attributable to shareholders of RMB 1.932 billion, up 56.18%. The company's high-capacity MLCC expansion projects continue to advance.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)