At a CITIC Securities Shanghai strategy meeting on May 28, Heshun Technology said global high-end MLCC capacity is tight and cannot absorb a surge in downstream demand. To reduce supply‑chain risk, domestic and foreign buyers are bringing in onshore suppliers. Heshun, which focuses on high‑end functional film materials, says its technology direction aligns with industry trends and it is seeing an opportunity for domestic substitution. The company cautioned high‑end supporting film materials requ

At a CITIC Securities Shanghai strategy meeting on May 28, Heshun Technology said global high-end MLCC capacity is tight and cannot absorb a surge in downstream demand. To reduce supply‑chain risk, domestic and foreign buyers are bringing in onshore suppliers. Heshun, which focuses on high‑end functional film materials, says its technology direction aligns with industry trends and it is seeing an opportunity for domestic substitution. The company cautioned high‑end supporting film materials require complex processes and very high quality and stability, plus deep supply‑chain coordination, and that it must continue to optimize production and processes and improve product compatibility.