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The prosperity of the MLCC industry is recovering, and the growth of downstream demand boosts the acceleration of domestic substitution

The prosperity of the MLCC industry is recovering, and the growth of downstream demand promotes the acceleration of domestic substitution

In recent years, the innovation of consumer electronics has continued to drive the market demand for MLCCs, especially the development of smartphones, 5G, and new energy vehicles. With the continuous advancement of MLCC technology, the continuous improvement of reliability and integration, MLCC has developed into one of the most demanded and fastest-growing passive components in the world. The total market share of mainland Chinese manufacturers is currently less than 5%, of which the market share of leading Fenghua Hi-Tech is only 1.6%. Mainland manufacturers mainly produce products with medium and large size and low capacitance value, with relatively low technical content. However, due to the high concentration of downstream mobile phone, color TV, computer and other production in Mainland China, the security and convenience of the supply chain have led to the demand for domestic substitution. Accelerate to catch up.

Benefiting from 5G and domestic alternative development, Zhuoshengwei’s net profit in the first three quarters increased by 113.84%-123.76%

Zhuoshengwei released the performance forecast for the first three quarters of 2020. The net profit attributable to shareholders of the listed company in the first three quarters was RMB 690,000,000 to RMB 722,000,000, an increase of 113.84% to 123.76% over the same period of the previous year; the net profit attributable to shareholders of the listed company in the third quarter It is 348.00 million yuan to 365.00 million yuan, an increase of 104.90% to 114.91% over the same period of the previous year. Zhuo Shengwei said that, on the one hand, affected by the seasonal fluctuations of downstream consumer Electronic products, the company’s sales in the third quarter maintained a rapid growth trend. On the other hand, Zhuoshengwei seized the opportunities of 5G and domestic alternative development, actively expanded its business, and steadily increased its performance scale.

Steady growth of microwave ceramics business Beidouxingtong’s net profit in the first three quarters increased by more than 34 times year-on-year

Beidouxingtong released a performance forecast saying that in the first three quarters of 2020, the company’s net profit attributable to shareholders of listed companies is expected to be 100 million yuan to 110 million yuan, a year-on-year increase of 3403%-3754%, and the profit in the same period last year was 2,854,500 yuan Yuan. Beidouxing said that the company continued to focus on its main business and further implemented measures to reduce costs and increase efficiency to tap growth potential. Among them, the “IC + cloud” segment focuses on strategic customers and business development needs, continues to increase investment in core key technologies, and continuously improves the level of quality management and informatization construction. Competitive advantages are highlighted, and products are widely used in high-precision and special applications; microwave ceramics The business closely followed the market changes, optimized the allocation of resources, and maintained a steady growth; the business integration benefits of the automotive intelligent network connection segment gradually showed, and continued to reduce losses.

Expanding the field of semiconductor packaging and testing, Jiemei Technology’s net profit in the first three quarters is expected to increase by 100%-130%

Jiemei Technology announced that the net profit in the third quarter of this year is expected to be 46.3884 million yuan to 75.1128 million yuan, an increase of 11.48% to 80.51% over the same period of the previous year; the net profit in the first three quarters of this year is 1.9% 100-220 million yuan, a year-on-year increase of 100%-130%. During the reporting period, with the acceleration of the miniaturization trend of electronic components, Jiemei Technology continued to optimize the structure of the corresponding paper carrier tape series products, and increased the revenue proportion of the back-end high value-added products perforated paper tape and punched paper tape. ;Jiemei Technology’s plastic carrier tape products accelerated the development of related customers in the field of semiconductor packaging and testing, and the gross profit margin of the products increased steadily; the sales of release film products continued to grow. At the same time, Jiemei Technology continued to promote refined management to reduce costs and increase efficiency, which had a positive impact on performance.

The Links:   MG300Q2YS45 QM50E1Y-H