Core Viewpoint - The passive component market is experiencing significant price increases, particularly in tantalum capacitors, driven by rising demand from AI applications, with price hikes reported between 20% and 30% [1] Group 1: Price Increases and Market Impact - Kemet, a subsidiary of Yageo Group, has issued a price increase notice for tantalum capacitors, marking the second price hike this year, expanding the customer base from agents to direct sales [1] - The domestic passive component index saw an increase of nearly 5% over the first three trading days of the week from October 27 to 29 [1] Group 2: Financial Performance of Related Stocks - In 2024, over 20 stocks in the passive component industry are projected to achieve a combined net profit of nearly 6.6 billion, reflecting a year-on-year growth of 17.8%, reversing the decline seen in 2022 and 2023 [1] - For the first three quarters of this year, these stocks reported a net profit of nearly 5.8 billion, representing a year-on-year increase of nearly 12% [1] Group 3: Individual Stock Performance - Notable individual stocks with net profit growth exceeding 20% in the first three quarters include Shunluo Electronics, Dali Kipu, Tongfeng Electronics, Junwei Electronics, and Shunluo Electronics [1] - Among the over 20 stocks, only five have outperformed the passive component index's growth of 20.98% while also achieving a net profit growth of over 10% in the first three quarters: Tongfeng Electronics, Aihua Group, Dali Kipu, Fala Electronics, and Junwei Electronics, with the latter two having year-to-date growth below 5% [1]