The Zhitong Finance App learned that Sanhuan Group (06951) rebounded by more than 5%. As of press release, it had risen 5.61% to HK$129.9, with a turnover of HK$63.1653 million.

According to the news, it is reported that Samsung Electric is in the final stages of negotiations with global power and electronic component companies to sign a long-term supply agreement (LTA) for MLCC for AI servers with a scale of about 700 billion won. If the contract is successfully signed, the cumulative scale of MLCC LTAs for silicon capacitors and AI servers obtained by Samsung Electric in the past 4 months is expected to exceed 4 trillion won. Huafu Securities believes that Samsung Electric's signing of a long-term tense trend reflects a long-term tense trend, and that the AI server turned the cycle beta into structural alpha.

In the first half of this year, Sanhuan Group achieved revenue of 6.423 billion yuan, an increase of 54.82% over the previous year; net profit to mother was 1,932 billion yuan, an increase of 56.18% over the previous year. The company's semi-annual report revealed that MLCC benefited from increased customer recognition and industry sentiment in the first half of the year. Prices of some specifications were restored to their original reasonable value, and sales volume and sales both achieved significant year-on-year growth.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.