The MLCC keeps going up, and the Chuan Guo Ju is up 40%~50% from April 1.

Laminated ceramic capacitors are constantly on the rise, passive component manufacturers are surging, and share prices continue to inflate. Leading country giants will increase the full range of MLCC prices from April 1st, with an average increase of up to 40% to 50%. The market staged an incentive to strengthen the stock price, broke through 500 yuan, and re-created a new sky-high price. Huaxin Branch and MLCC upstream powder plant Xinchang Electric Power also synchronized to the Gaodeng daily limit. Others including Yan Shentang and Qi Lixin also continued to strengthen. .

Passive component industry is in danger of explosion. The leading market giant will increase the full range of MLCC prices from April 1. The average increase will be 40 to 50%, which is higher than the 10 to 20% in February. Equal to 2 to 2.5 times increase.

According to industry analysis, passive components started their gains in the third quarter of last year, mainly due to the substantial growth in demand for MLCCs, including the performance of passive component factories such as Guoju, which was reflected in the stock price and performance, due to the out-of-stock situation this year. Continuation, on behalf of the fundamentals to maintain positive, coupled with the current positive pressure on the commissariat of the shareholders meeting short-selling, rolling the market fermentation.

According to statistics, at present, there are Guo Juju, Fu Shen Tang, and Hua Xin Ke, who have a passive component vouchers ratio of more than 30%. The booked shareholders meeting was held in June. On the next Wednesday, the four (28, 29th), Huaxin Branch was on April 14th, and the market was overshadowed by a strong sense of meaning, which also encouraged the stock price to soar.

Guo Ju said that thanks to the MLCC price increase effect, the product mix continued to be optimized, and it is expected that the gross profit margin is expected to remain high. The out-of-stock of passive components in this wave is mainly a structural change, which will continue to be met until 2019. With the coming of 5G era, the demand for passive components will also increase.

The industry indicated that the passive component industry expansion rate is very cautious. It is expected that this year, regardless of the MLCC or chip resistance market is still quite optimistic, the giant Guoji will benefit from the improvement of product mix and price-benefit fermentation, expecting this year's earnings per share to look at 40 yuan.

As for the current MLCC has been established as a seller's market, especially after the date of the plant's recent announcement of price increases and production cuts, Murata has made the production of standard products more tight. It is expected that if the daily production cuts continue, it is not ruled out that the supply gap in the third quarter will be further expanded.