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中文(ZH) 中信证券:AI浪潮下,MLCC迎来新一轮上行周期

AI drives MLCC demand; Coal prices surge amid supply constraints

MLCCs are experiencing a new upswing due to AI demand, particularly in servers and optical modules, with potential for increased volume and prices. Concurrently, domestic coal prices have risen significantly, driven by global shipping market tightening and reduced Chinese coal imports, with forecasts suggesting continued strength and potential price surges. AI

影响 AI demand is a key factor influencing the MLCC market's growth.

排序理由 The cluster discusses market analysis and trends related to MLCCs and coal prices, rather than a specific event.

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    中信证券:AI浪潮下,MLCC迎来新一轮上行周期

    36氪获悉,中信证券研报指出,MLCC在服务器、光模块有广泛应用,受益服务器功率提升、垂直供电、800V等升级有望迎量价齐升机遇。当前受益AI需求景气,MLCC行业正进入新一轮涨价、景气上行周期,我们看好本土厂商乘风发展并顺势加速服务器、车规等高规格产品突破。