Chaozhou Three-Circle (300408 CH)
Technology
This advanced ceramics manufacturer is expanding into MLCC and ceramic package markets, both of which have significant growth potential. MLCC demand, which had been stifled by the depressing eclectic devices demand, has now reached its low point, and an upturn is ahead. The top six MLCC manufacturers in the world control 90% of the market. With premium products, domestic manufacturers are expected to gain a global presence. The stock is one of Horizon Insights’ top picks for 2023.
Edition: 152
- 20 January, 2023