
AI-generated summary
The rise in the share price of Murata, a major global passive component manufacturer, has driven the Taiwanese manufacturer group. Xinchang Electric's share price has been strong recently. The FA Council pointed out that the overall price of products in the second half of the year will increase by about 30%.
The effect of rising prices of passive components is fermenting, and Xinchang Electric’s stock price is close to that of its second brother. (Photo by reporter Zhang Huiwen)
[Reporter Zhang Huiwen/Taipei Report] The share price of Murata, a major global passive component manufacturer, rose by more than 4% after the opening of trading today. The Taiwanese passive component group has also become popular. Among them, Xinchang Electric (6173) performed the strongest, reaching 308 yuan in early trading. As of 9:58 minutes, the stock price rose by 8 yuan, temporarily trading at 301.5 yuan, an increase of more than 2.6%, and the trading volume exceeded 15,000. Many retail investors shouted "Passive components are not quilt components, come on!" and "The stock price is quickly overtaking the second brother (Huaxinke)."
Xinchang Electric recently held a press conference, during which it was mentioned that the price of products will increase across the board in the second half of the year, with an average increase of about 30%. The demand for high-power MLCCs (multilayer ceramic capacitors) such as AI servers and industrial robots has exploded, making large-size and high-power products in short supply. The production capacity is fully loaded and the delivery time has been extended to 12 months. In addition, after the opening of the second factory next year, the production capacity will be nearly doubled, and the powder factory will be expanded simultaneously, MP0 The production capacity of MLCC is expected to expand by 69%, but demand is still far greater than production capacity.
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Observing the trends of the three major legal entities, foreign investors sold more than 1,761 contracts yesterday, investors bought more than 169 contracts, and self-operators bought more than 184 contracts. A total of more than 1,408 contracts were sold, and the main force sold more than 422 contracts. According to legal analysis, Xinchang Electric's previous wave high reached 321 yuan. , when the passive component group is declining, Xinchang Electric's stock price continues to rise. At the end of July, the stock price was about 132.5 yuan, which has more than doubled so far. Although the fundamentals continue to rise, the international market situation is highly variable, and investors must still be cautious when pursuing higher prices.
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AI outlook — possibilities, not facts
Xinchang Electric’s stock price has the opportunity to challenge the previous high of 321 yuan in the short term
Possible · Within weeks
The price increase of passive components will continue to ferment in the second half of the year, driving the performance of ethnic stocks
Likely · Within months
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