HK Stock Market Move | Chaozhou Three-Circle (Group) (06951) rose over 6% during trading. The company will announce its interim results after market close. The MLCC industry has entered a price-increase cycle.

Chaozhou Three-Circle(Group)(06951) increased by over 6% during trading, and as of the time of publication, it is up 4.32%, at HK$111.2, with a transaction volume of HK$101 million. In terms of news, Chaozhou Three-Circle(Group) will announce its interim results after trading today. The company had previously issued a positive profit warning, expecting a net profit attributable to shareholders of RMB 1.794 billion to RMB 2.041 billion in the first half of 2026, representing a year-on-year increase of 45%-65%; the net profit attributable to shareholders after deducting non-recurring items is expected to be RMB 1.653 billion to RMB 1.92 billion, a year-on-year growth of 55%-80%. Calculation shows that the company's net profit attributable to shareholders for the second quarter has increased by at least 27% quarter-on-quarter, surpassing the RMB 1 billion mark for a single quarter. It is worth noting that according to the latest MLCC industry research by TrendForce, Korean giant SEMCO (Samsung Electro-Mechanics) has recently taken the lead in raising quotes for OEM and ODM customers for the fourth quarter of 2026, indicating that the MLCC industry has officially entered an upward trend. TrendForce stated that as mid-to-high-capacity consumer orders spill over to other manufacturers, the utilization rate remains high, and SEMCO's price increase signifies the formal onset of a price rise cycle in the MLCC industry.