CCTC Rises Over 5% as Murata Plans MLCC Line Changes

Shares of CCTC (06951. HK) rose again in morning trading, gaining more than 5%.

Murata recently issued an official notice announcing that it will launch product-line optimization in fiscal 2026, discontinuing some MLCC products while expanding capacity for others. The company has asked customers to complete written responses by the end of 2027 and to place final orders by the end of March 2028.

Guohai Securities said the supply-demand gap for high-capacitance MLCCs may widen in 2027.