Movement Alert|Tianli Holdings Group Rises 6.89% in Regular Trading, MLCC Price Upcycle Continues Amid AI-Driven High-End Demand Expansion

Market Focus
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On June 5, Tianli Holdings Group rose 6.89% in regular trading, trading at 7.82 HKD/share, with trading volume of approximately 49.95 million HKD.

On the news front, the MLCC industry has displayed the clearest price reversal signal in nearly three years. Robust AI chip demand has tightened high-end MLCC supply, with lead times extending beyond 20 weeks. Distributors have initiated preventive stockpiling, pushing mid-to-low-end consumer-grade product prices up approximately 20%. Global leading manufacturers Murata and TDK have successively raised prices, with AI server MLCC hikes ranging from 15% to 35%.

Tianli Holdings' wholly-owned subsidiary Yuyang Technology ranks as China's largest and the world's seventh-largest MLCC producer by capacity. Its ultra-miniature MLCC output accounts for over 95% of production, ranking first globally. Notably, the company's AI MLCC products have entered the supply chains of NVIDIA and Ascend servers, positioning it to directly benefit from the ongoing high-end demand expansion and industry-wide pricing recovery.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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