
Spot prices for consumer-grade multilayer ceramic capacitors (MLCCs) have dropped by two-thirds from their peak two months ago but remain above pre-rally levels, according to Wang Jun, an MLCC distributor in Huaqiangbei, who described the earlier rally as more speculative than demand-driven.
AI-generated summary
MLCC prices had risen two months prior due to speculative trading rather than downstream demand, creating a bubble in the consumer-grade segment.
Spot prices for consumer-grade MLCCs, often dubbed the “the rice of the electronics industry”, have fallen by two-thirds from their peak two months ago, according to Wang Jun, an MLCC distributor in Huaqiangbei, a commercial zone in the city known for electronic parts.
However, prices remained higher than before the rally, which was “more speculative rather than driven by downstream demand”, said Wang, manager at Tongxin Chuanghui Technology, which trades imported MLCCs from global leaders including Murata Manufacturing and Samsung Electro-Mechanics (Semco).
AI outlook — possibilities, not facts
MLCC prices will continue to decline toward pre-rally levels as speculative excess is worked off
Likely · Within weeks

According to MarketCapWatch statistics, the total market value of Taiwan's stocks is approximately US$5.3 trillion, ranking it as the fourth largest stock market in the world, second only to the United States, China and Japan. Taiwan stocks have strengthened recently, with the weighted index once breaking through 48,000 points. TSMC’s intraday share price rose 1.42%, temporarily trading at 2,495 yuan.

In its first five-year plan, the Hong Kong government proposed to take the lead in using RMB to pay for government expenditures, including training costs for civil servants in mainland China and purchasing Dongjiang water, aiming to strengthen Hong Kong as an offshore RMB business hub. Although the status of the Hong Kong dollar as legal tender has not changed, the outside world is concerned about the impact on its credibility. Scholars point out that RMB payments currently only account for 0.03% of government expenditures, and the impact is limited, but it will help promote the application and circulation of RMB in the real economy.
Li Jinwei, director of the Xuchang Municipal Bureau of Industry and Information Technology, said that in the next five years, the industrial structure will be optimized, the "One Circle and Two Valleys" will be built, the industrial chain cluster will be expanded, digital empowerment will be promoted, and high-quality enterprises will be cultivated. The city will focus on the development of six emerging industries such as smart power equipment and new materials, create two industries exceeding 100 billion and four industries exceeding 10 billion, and increase the proportion of added value of strategic emerging industries.
The Tianjin Scenario Innovation Promotion Center was officially unveiled on the 22nd, and simultaneously released a list of Tianjin’s top ten scenario innovation typical cases and the top ten scenario innovation opportunity projects, releasing nearly 10 billion yuan in scenario projects. The 2026 China Private Enterprise Investment and Financing Fair kicked off in Tianjin. The Tianjin Scenario Innovation Service Platform was launched. The "Scenario Innovation Application Comprehensive Evaluation Procedure" group standard was released. Financial institutions launched a "Scenario Loan" comprehensive solution with an overall credit of 10 billion yuan. An inter-regional scenario innovation through-train strategic cooperation agreement was signed to promote the exchange and sharing of cross-regional scenario resources.

The stock price of Lianjie (3094) hit the upper limit of 57.8 yuan with heavy volume today, and the intraday trading volume exceeded 16,000 contracts. The company's net profit after tax in August was 2.75 million yuan, about 0.03 yuan per share. The market is also paying attention to whether the demand for industrial automation and AI-related Ethernet chips in the second half of the year can support double-digit annual revenue growth.
On September 22, 3,546 new energy vehicles made in China were shipped for export to Europe at the ro-ro terminal of Toumen Port, Linhai, Taizhou, Zhejiang, of which 2,324 came from storage in the Taizhou Comprehensive Bonded Zone and 1,222 were assembled through road-rail combined transportation. Taizhou Comprehensive Bonded Zone has realized the integrated process of vehicle off-line, bonded warehousing, customs clearance and release, enjoys the tax refund policy upon entering the zone, and ensures shipment through scheduled port collection, 7×24 hours customs clearance and other services. Since the beginning of this year, 26,200 complete vehicles have left the Taizhou Comprehensive Bonded Zone, with a cargo value of 2.738 billion yuan. The destination ports cover 18 countries and regions including Europe, the Middle East, and South America. After the National Day, more than 4,000 new energy vehicles are expected to be exported from Head Gate Port.