???????¥é??ï¼???ä¸?游é??æ±?ä¸???½±??ï¼?å¤?å±??¶ç?·ç?µå????MLCCï¼???è·?ä»·å?¨æ??è¶?è¿?14ä¸???ï¼?ä½?ä»?ä»?å¹´å¹´??å¼?å§?ï¼?è¿?ç§????¨ä»¶???ºè´§å¼?å§?大å?ï¼?ä¸?äº?ä¼?ä¸?è¿??¨è?????å¸?äº?产å??涨价?½ã??MLCCè·?ä»·ä?å¹´å?ä¹???ï¼?ç»?äº?è¿??¥ä?产é????ä»·é?å¢??????µã??ä»?å¹´ä?季度ï¼?ä¸??????·ä?è§??¼ç??MLCC产å????å¤???å°??½æ????ä»·ï?é«?容é??产å????ä»·å?åºþ@??0ï¼???0ï¼?ä¸?ç­?ï¼?ä½?容é??产å??涨å?ä¹???10ï¼?-20ï¼???

????MLCCï¼???å¼?å¤?å±??¶ç?·ç?µå?ï¼??·å?é«?é¢??¹æ?§å¥½??容å?¼è???´å¤§??稳å??§é???ä½?ç§?????????§ç?ä¼??¹ï?广æ?åº??¨ä?æ¶?è´¹ç?µå???5G??è®???å·¥ä??§å?¶ã??汽车?µå?????¤©??å·¥ç?é¢?????

????é£???é«?ç§???ä¸??????¢ç??½å??é¾?头ä?ä¸?è¿??????????¨ä???½®æ¶¨ä»·æ½????½å????家è?大ç??MLCC??产ä?ä¸?ï¼??½å?ºç?°ä?产é????ä»·é?å¢??????µã????rendForceç»?计ï?2023å¹´ä?季度è½þ>??LCC订å?????¸å?稳å?ï¼?é¢???MLCCä¾?åº????¨å¹´å°?ç§??????¥ç???????©å¤§è½þ>?¨äº§??产è?½ã??2023å¹???MLCCä¾?åº???BBRatioï¼?订å???ºè´§æ¯??¼ï?å¾??ä¸?????.79ï¼???æ±????°è¾¹???¹å????é¢?è®?024å¹´æ?ºè?½æ???ºé?????MLCC??æ±???å°???019å¹´ç??çº?.5??ï¼????¡å?¨é???2024å¹´ç????æ±?????019å¹´ç??1.4??ï¼??ºç?ç«?024å¹´ç????æ±???è¶?è¿?2019å¹´ç??1.2????????å¸????ºï?å½???MLCCè¡?ä¸?ä¾?ç»?ç«?·²ç»??¢å??¥åº·ï¼?è¡?ä¸?å¤?äº????åºþ??è¡????¹å??å¤?ï¼?????ä¸?游é??æ±?ç«???æ­¥å????ï¼?è¡?ä¸??¸å?³ä?ä¸??·æ??è¾?大ç??ä¸?绩弹?§ã??

????Aä¸??´è??¸å?½é??建è?ï¼?è¡?ä¸???å·????µå·²è¿?ï¼??¿å????ä¸??·æ??è¾?大ç??å®??¨è¾¹??ï¼???ä¸??·å???ä»·å¼¹?§ã??建è??³æ³¨æ´?ç¾?ç§?????ä¸?????? ¬??é£???é«?ç§?????è¿??°æ????