被动元件进入主升浪

Group 1 - The core viewpoint emphasizes the growth potential of passive components, particularly in the context of rapid PCB growth and continuous price increases, similar to trends seen in storage components [1] - The fundamental momentum in the passive component sector is strong, warranting ongoing tracking and patient holding, with a focus on key technical signals rather than short-term K-line fluctuations [1] - Among companies related to MLCC, Fenghua shows the best technical characteristics, followed by Guoci and Sanhuan, with Guoci and Sanhuan also having additional catalysts [3] Group 2 - A distributor has maintained high growth over several quarters, indicating a positive trend in the electronic components market, despite the K-line showing volatility [4] - The price and volume peaks of the distributor are rising in sync, suggesting the presence of patient capital in the market [4]