HK Stock Market Move | Chaozhou Three-Circle (Group) (06951) rose over 5% as the supply of MLCC products continues to face increasing tension.

Chaozhou Three-Circle(Group) (06951) surged over 5%, and as of the time of publication, it was up 4.82%, priced at HK$108.8, with a transaction volume of HK$280 million. In news, from August 6, Chaozhou Three-Circle(Group) has officially entered the Hong Kong Stock Connect list. Additionally, the company previously projected a net profit of RMB 1.794 billion to RMB 2.041 billion in the first half of 2026, representing a year-on-year increase of 45% to 65%. Chaozhou Three-Circle(Group) stated that its MLCC products benefit from increased customer recognition, with prices of some specifications recovering to their original reasonable values, resulting in significant growth in both sales volume and sales revenue compared to the previous year. It is worth noting that the supply tension for MLCC products continues to intensify. Samsung Electro-Mechanics announced that starting from August 1, the shipment prices of MLCC products will uniformly increase by 30% on the current basis; Taiyo Yuden has also issued a price increase notice to customers, stating that MLCC product prices will rise starting September 1, and indicating that even if customers accept the price increase, it will be difficult to ensure on-time delivery.