B[MLCC concept fluctuated and strengthened, Kangda New Materials hit the daily limit] On October 8th, the MLCC concept fluctuated and strengthened in early trading, and Kangda New Materials hit the daily limit, followed by Yuxing Co., Ltd., Yunzhong Technology, Shuangxing New Materials, Sanhuan Group, Fenghua Hi-Tech, and Lihexing. On the news, on October 6, Samsung Electro-Mechanics disclosed in the regulatory documents submitted that the company signed a supply contract for multilayer ceramic capacitors (MLCC) for AI servers with a large global company on the same day. The contract amount is approximately 285.611 billion won (approximately US$210 million), and the contract period is from January 1 to December 31, 2027. B[The price of "electronics industry rice" has increased by up to ten times, and the market has fluctuated violently] MLCC (multilayer ceramic capacitors) are called "electronics industry rice" in the industry. From mobile phones and home appliances to AI servers and new energy vehicles, almost all electronic devices are inseparable. Recently, the component market has gone through extreme polarization: AI has driven high-capacity model shortages to skyrocket, and some spot stocks have surged several times; ordinary consumer-grade products have surged and fallen. Behind the cold and hot trends is the stirring of the wave of AI computing power. The market began to ferment at the end of May. News of the explosive demand for AI computing power has been transmitted to the component market. Major overseas manufacturers have shifted a large amount of consumer-level production capacity to high-end AI products. The market is worried about the tightening supply of conventional materials, and channel dealers have been hoarding goods. Entering June, the spot market has entered a hot state of "one price a day, or even one price an hour". Some popular models have increased by 7-8 times in just one month, and spot prices have been speculated up to 2-10 times the original price. By early July, spot prices reached their highest peak and then quickly turned around. Channel dealers who had stocked up in large quantities in the early stage concentrated on shipping, but the demand for downstream consumer electronics terminals was weak and there was a lack of sufficient capacity to take orders. Consumer MLCC prices have experienced a significant correction. Merchant Chen Zhixiao gave the example of the most common material number 0603-104 on the market: "This is the most commonly used material among all capacitors. In the second quarter, 1,000 pieces were sold for about 5 yuan; at the peak at the end of June, they could be sold for 30 yuan, but now they have dropped to 10 yuan." (CCTV Finance) B[MLCC concept shocks and pulls up Shuangxing New Materials 3-link board] On September 15, the MLCC concept shocks and pulls up, Double Star New Materials 3-link board, Torch Electronics, Sanhuan Group, Sticky, follow the rise. In terms of news, Murata Manufacturing Co., Ltd., the global leader in MLCC, recently released a clear signal for production expansion. According to Nikkei News, Murata plans to increase its multilayer ceramic capacitor production capacity by 20% from the current level in fiscal year 2027 (April 2027 to March 2028). B[The first batch of inclusive computing power empowering the development service list of small and medium-sized enterprises was released] September 12th, at the 2026 China Computing Power Conference on September 12, the first batch of inclusive computing power empowering the development service list of small and medium-sized enterprises (hereinafter referred to as the "Service List") was officially released. The service list covers a multi-level inclusive computing service matrix such as general computing power, intelligent computing power, large model services, and industry intelligence applications. It can provide flexible payment models such as container leasing and pay-as-you-go billing, which will promote the inclusive sharing of computing resources and assist the digital transformation and upgrading of small and medium-sized enterprises.
It is reported that the service list mainly focuses on the actual needs of small and medium-sized enterprises to "find computing power, select products, reduce costs, and use it well". It systematically sorts out services such as general computing power, intelligent computing power, large model services, industry intelligence applications, computing power infrastructure, data storage and security, and focuses on presenting service content, typical features, applicable scenarios, etc., to help enterprises quickly match their needs in the complex supply of computing power. In view of the characteristics of small and medium-sized enterprises such as "large one-time investment, rapid demand fluctuation, and weak professional operation and maintenance", the services in the list highlight lightweight, flexibility and ease of use. Enterprises can choose computing resources such as container leasing and bare metal services through the China Computing Power Platform "Computing Power Supermarket Small and Medium Enterprises Zone", or they can call large model services and industry intelligent applications on demand, and control costs through Token pay-as-you-go billing and flexible on-demand billing. Start-ups and innovation teams can also carry out model training, application development and test verification at a lower threshold, investing more funds and energy into core business innovation. B[The first list of inclusive computing power empowering the development of small and medium-sized enterprises was released] On September 12, during the 2026 China Computing Power Conference, the first batch of inclusive computing power empowering the development of small and medium-sized enterprises was released. The list covers a multi-level inclusive computing service matrix such as general computing power, intelligent computing power, large model services, and industry intelligence applications. It can provide flexible payment models such as containerized leasing and pay-as-you-go billing to promote inclusive sharing of computing resources. Representatives from China Academy of Information and Communications Technology, China Telecom, China Mobile, China Unicom, China Radio and Television, Alibaba Cloud, ZTE, Runze Technology, SenseTime, CICC Data, Wuwen Core and other enterprises attended the launch ceremony. Xiaocai's note: In April this year, the Ministry of Industry and Information Technology issued the "Notice on Carrying out Special Actions for Inclusive Computing Power to Empower the Development of Small and Medium-sized Enterprises", proposing that by the end of 2028, an inclusive computing power service system with wide coverage, low cost, excellent services, ecologically active and strong talents will be basically established, covering no less than 10 categories among the 15 categories of industries for which the classification standards for small and medium-sized enterprises are applicable. (Reporter Fu Jing) B[Chinese Academy of Sciences: Breakthrough in low-temperature lithium-ion capacitor electrolyte, energy density reaches 8.9 times that of traditional electrolyte] September 9th, lithium-ion capacitors have important application potential in low-temperature and high-power energy storage scenarios. Recently, Ma Yanwei’s team, a researcher at the Institute of Electrical Engineering of the Chinese Academy of Sciences, proposed a design strategy of “solvent shielding electrolyte”. The team used γ-valerolactone (GVL) with medium polarity, low melting point and moderate coordination ability as the main solvent, lithium difluoroxalate borate (LiDFOB) as the functional lithium salt, and introduced weakly coordinated ethyl acetate (EA) as the solvation adjustment component to weaken the wrapping and shielding effect of the solvent on lithium ions, promote the participation of anions to build a local solvation structure, and form a weakly bound, anion-participating solvation deshielding environment. Research shows that all-carbon lithium-ion capacitors prepared using this solvation shielding electrolyte still maintain excellent energy output performance at -40°C. The energy density based on the mass of the electrode material reaches 106.8Wh/kg, which is 8.9 times that of traditional carbonate-based electrolytes. This research breaks through the bottleneck of slow interfacial reaction kinetics caused by strong solvation shielding in low-temperature lithium-ion capacitors, and provides a new solution for the development of low-temperature, high-energy, and high-stability lithium-ion capacitors.
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