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B
[Hongda Electronics: Single-layer ceramic chip capacitors, ceramic film circuits, special-shaped ceramic structural parts and other products have become qualified suppliers for many head optical module manufacturers] On September 2, Hongda Electronics (300726.SZ) released an investor relations activity record announcement. In the first half of 2026, the company's tantalum capacitors were qualified suppliers for many domestic head server and solid-state hard drive manufacturers; single-layer ceramic chip capacitors, ceramic film circuits, special-shaped ceramic structural parts and other products became qualified suppliers for many head optical module manufacturers. In the first half of the year, civilian ceramic film circuits and single-layer ceramic capacitors achieved operating income of 151 million yuan, a year-on-year increase of 240.79%. Revenue from multi-layer ceramic capacitors accounted for 6.15% of the company's total operating income.
#solid state drive#server#chip#container#Institutional research trends09-02 22:19
B
[Samsung Electro-Mechanics signs an MLCC supply contract for AI servers worth over 1 trillion won] According to the Science and Technology Innovation Board Daily on the 2nd, Samsung Electro-Mechanics signed a long-term supply agreement (LTA) worth 1.07 trillion won for multilayer ceramic capacitors (MLCCs) with a large global technology company for artificial intelligence servers. The contract period is one year, from January 1, 2027 to December 31, 2027. This order is the largest long-term MLCC supply contract in the history of Samsung Electro-Mechanics. (ZDNET Korea)
#AI#server#Samsung#container#EA#TMT Industry Observation#MLCC09-02 08:52
B
On September 1, Samsung Electro-Mechanics won a 1 trillion won order to supply chip multilayer ceramic capacitors (MLCC) to large global companies.
#Samsung#container09-01 09:08
A
[Zhuhai Zhongfu: Planning to transfer 100% equity of Hangzhou Zhongfu, which is expected to constitute a major asset sale] On August 31, Zhuhai Zhongfu (000659.SZ) announced that the company planned to transfer 100% of its equity in Hangzhou Zhongfu Container Co., Ltd. to Suzhou Kede Refrigeration Technology Co., Ltd., which is expected to constitute a major asset sale. This transaction will be paid in cash, does not involve the issuance of shares, and will not lead to changes in the controlling shareholder and actual controller.
#container#A-share announcement express08-31 20:25