TIANLI HOLDINGS (00117) experienced a significant surge of 70.77% during intraday trading on Friday, with the stock soaring as investors reacted to positive developments in the MLCC (multilayer ceramic capacitor) industry.

The rally appears to be driven by increased demand expectations for MLCCs, which are critical components in servers and optical modules. According to industry reports, NVIDIA's upcoming VR200NVL72 servers are projected to use approximately 600,000 MLCCs, representing over 30% more than the current GB300 platform. Analysts note that MLCCs stand to benefit from both volume and price opportunities as technology upgrades advance, including increased server power requirements and 800V systems.

TIANLI HOLDINGS is positioned to capitalize on this trend through its wholly-owned subsidiary Yuyang Technology, which serves as the core operating entity for the group's MLCC business. Yuyang Technology ranks among China's leading MLCC manufacturers and is recognized as a national-level specialized and innovative enterprise. The company's production capacity places it among the top seven globally, with ultra-miniaturized MLCCs accounting for over 95% of its output, making it the world leader in this segment.