A股MLCC概念午後走高，貴研鉑業漲停，東材科技、博遷新材、中電港紛紛拉昇。

At a 2026 CATL core operations carbon‑neutral conference, Huang Bin, head of procurement and head of planning and materials control, said over 80% of lithium‑battery lifecycle emissions come from supply‑chain activities. CATL set a target to achieve full value‑chain carbon neutrality by 2035, covering minerals through finished batteries. The company said supply‑chain coordination is central and has broken the target down from carbon‑footprint accounting to targeted reductions, issuing a detailed action plan.

TrendForce said in a new AI server industry report that rapid iteration of AI chips led by NVIDIA, AMD and Google has pushed single-chip thermal design power (TDP) above 1 kW and driven cabinet-level power to hundreds of kW, making liquid cooling progressively standard for high-end AI infrastructure. TrendForce projects liquid-cooling penetration in AI chips will reach 53% in 2026 and approach 60% in 2027.