[Shenzhen Huaqiang: Storage product line shipments increased by more than 330% year-on-year, and MLCC high-end production capacity has tight delivery deadlines.] On September 22, Shenzhen Huaqiang (000062.SZ) released an investor relations activity record announcement. The current MLCC market is in a high boom cycle driven by AI computing power construction. AI servers have significantly increased the use of high-capacity MLCCs and squeezed consumer-level production capacity. At present, MLCC high-end production capacity is relatively tight and the construction cycle is long. It is difficult to release new supply quickly in the short term. Procurement demand is increasing and the overall delivery time is lengthening. The company is Murata's main global authorized distributor, and MLCC sales revenue will maintain growth in the first half of 2026. As an important agent for storage manufacturers such as Longsys, Jingcun Technology, GigaDevice, Huirong Technology, and Qianyi International, the company's storage product line shipments increased by more than 330% year-on-year in the first half of 2026, and its business revenue accounted for more than 40% of the total revenue from authorized distribution business.