Minsheng Securities released a research report stating that the MLCC industry is gradually recovering, and the continued increase in high-end products will drive the industry's prosperity, thereby promoting the continuous growth of performance of various companies. Therefore, it is recommended to pay attention to domestic leading companies such as Chaozhou Three-Circle (Group) Co., Ltd. (300408.SZ), Zhejiang Jiemei Electronic and Technology Co., Ltd. (002859.SZ), Shenzhen Sunlord Electronics Co., Ltd. (002138.SZ), and Guangdong Fenghua Advanced Technology (000636.SZ).
民生证券：MLCC行业正在逐步复苏 AI需求强劲带动稼动率逐步修复
Minsheng Securities: MLCC industry is gradually recovering, and the strong demand for AI is driving the gradual recovery of utilization rate.
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