Three-Circle (300408.SZ) — market event timeline
NashNova tracks 7 market events mentioning Three-Circle (300408.SZ) between 2026-06-18 and 2026-07-08, each with a dated one-line analysis of how the event relates to the asset.
- Sanhuan Group's Hong Kong Grey Market Trading Drops Over 15%, Losing More Than HK$1,500 Per Lot
A-share of the same company; the significant grey market break below IPO price in Hong Kong may affect market expectations for its A-share valuation anchor.
- AI Server Demand Drives Up MLCC Channel Prices, Some Part Numbers Surge Over 20x
A leading third-tier domestic MLCC manufacturer; as OEM capacity tilts toward AI, domestic substitution expectations rise, and channel price increases enhance earnings elasticity.
- Sanen Group IPO Margin Subscriptions Oversubscribed 155 Times, Raising Over HK$7 Billion
A-share of the same company; the high oversubscription of the Hong Kong IPO may affect A-share valuation anchoring and capital attention.
- Morgan Stanley: MLCC Evolving from Commodity to Strategic Resource in the AI Era
A Chinese MLCC manufacturer gaining entry into domestic server supply chains, benefiting from demand for domestic substitution of AI-grade MLCCs.
- Chaozhou Three-Circle and Jiangsu Boqian New Materials File for Hong Kong IPOs in Succession
Directly linked to the event. Three-Circle Group is undergoing a listing hearing on the Hong Kong Stock Exchange as an MLCC finished-product manufacturer.
- Taiyo Yuden Plans to Raise MLCC Annual Capacity Growth to 15%, Refuses to Hike Prices Amid Supply Tightness
Sanen Group's entry into NVIDIA/Tesla MLCC supply chains represents domestic substitution; listed only on A-shares, substituted with a China ETF.
- Sanen Group Passes HKEX Hearing, Plans Main Board Listing in Hong Kong
The subject company, planning a dual listing in Hong Kong, which directly impacts its A-share pricing and liquidity expectations.
For research and information only — not investment advice.