Huaci Shares Clarifies MLCC Powder Rumors: Supply to Chaozhou Three-Circle Still in Small-Volume Verification Stage

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โดย 于氧化锆研磨微珠和齿科陶瓷·CNVN·Read original
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Huaci Shares issued an urgent clarification announcement on the evening of September 15, addressing market rumors one by one regarding MLCC powder, zirconia business, the Wuxi semiconductor precision ceramics industry seminar, and the commissioning of its Vietnam plant. The company made clear that the MLCC-related powder supplied to Chaozhou Three-Circle is still in a small-volume verification stage, has not yet achieved batch supply, and has not generated stable sales revenue. In the first half of 2026, the entire advanced ceramics segment posted operating revenue of only 6.64 million yuan, accounting for just 1.15 percent of total revenue, mainly from zirconia grinding microbeads and dental ceramics. The announcement also clarified that the Wuxi semiconductor precision ceramics industry seminar held on September 12 was led by one of the company's shareholders, Times Bole, and was an open industry technical exchange event. Although Chairman Xu Junqi attended and delivered remarks, no undisclosed material information was revealed, and no agreements were signed or order intentions reached during the meeting. Regarding overseas expansion, the company confirmed that the Vietnam ASEAN Ceramic Valley project was ignited and put into production on September 9, 2026, but stressed that there is a capacity ramp-up cycle from production start to full capacity. Although the first phase has indicative orders, they do not equate to locked-in, definitive sales contracts. The backdrop to this clarification is pressure on company performance: in the first half of 2026, operating revenue was 576 million yuan, down 20.77 percent year on year; net profit attributable to the parent was 103 million yuan, down 14.18 percent; and non-GAAP net profit was 75.77 million yuan, down 31.42 percent. The company said the revenue decline was mainly due to EU anti-dumping measures and the cancellation of export tax rebates. In the first half, export revenue was 399 million yuan, accounting for 69.35 percent of total revenue.

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