MLCC sector is on the rise, with most concept stocks reporting an increase in net profit in the first quarter.

In the early morning of May 22, the MLCC sector stocks collectively rose, with companies like Star New Materials, Fenghua High-Tech, and Boqian New Materials all hitting their daily limit up. Yuntang Technology rose by 18.07%, while Sanhuan Group and Guoci Materials rose by over 10%. According to media reports, driven by the strong expansion of AI data centers and the electrification of automotive electronics, Samsung Motor's future three-year production capacity has already been preemptively occupied. According to Securities Daily Data, there are 15 stocks in A-share that are involved in the layout of the MLCC industry chain, achieving a total of 1.678 billion yuan in net profit attributable to mothers in the first quarter of this year, a year-on-year increase of 23.63%. Looking at individual stocks, Lihe Xing and Star New Materials turned losses into profits in the first quarter of this year, while Hongda Electronics, Hongyuan Electronics, Boqian New Materials, and 9 other stocks achieved year-on-year growth in net profit attributable to mothers. 9 MLCC concept stocks have received ratings from 3 or more institutions, with Guoci Materials, Sanhuan Group, and Sunale Electronics leading the way with 17, 15, and 10 institutions respectively.