On July 3, Tianli Holdings Group rose 8.6% in regular trading, trading at 5.45 HKD/share, with turnover of approximately 61.86 million HKD, rebounding sharply from the prior session's decline.

On the news front, the MLCC industry is experiencing what is being called the longest shortage in history. Shortage specifications have expanded beyond AI-use MLCCs to cover major product categories broadly. Industry leaders including Murata and Samsung Electro-Mechanics have been forced to abandon low-end production lines in order to accommodate high-end orders, further tightening supply across the board.

Tianli Holdings' wholly-owned subsidiary Uyang Technology is a leading domestic MLCC manufacturer, with capacity ranking the largest in China and among the global top seven. The company's AI MLCC products have already entered mainstream server supply chains. In its fiscal year ended December 2025, the group reported MLCC revenue of approximately RMB 639 million with gross margin improving to 21.2%, achieving a turnaround to profitability with attributable profit of RMB 133 million.

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