Sinocera Materials Hosts Over 150 Institutions for Research, MLCC Dielectric Powder Sales Grow Rapidly

Earnings
โดย 证券时报·CN·Read original
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Sinocera Materials last week received 152 institutions for research, making it one of the A-share companies with the most institutional research visits that week. Company executives said during the research that benefiting from the recovery of industry prosperity and demand from AI servers and automotive electronics, MLCC dielectric powder sales grew steadily in the first half of the year, and some high-end production lines have been expanded. The subsequent release of new capacity is expected to further boost production and sales. In addition, the company's zirconia powder has gained development opportunities due to the national rare earth export control policy, with prices adjusted in a timely manner, and is expected to achieve both volume and price increases this year. Another company in focus, Shijia Photonics, received 139 institutions for research during the same period. The company disclosed that 400G and 800G AWG chips and components have been shipped in large volumes, 1.6T AWG chips have been shipped in small volumes, and pointed out that the supply of high-end optical chips remains relatively tight overall.

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MLCC dielectric powder sales grew due to AI servers and automotive electronics demand, with capacity expansion expected to boost production.

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