On June 30, Tianli Holdings Group rose 9.01% in regular trading, trading at HKD 4.86/share, with turnover of HKD 37.31 million.

On the news front, Samsung Electro-Mechanics is about to finalize a long-term supply contract for AI-use MLCCs, with the deal valued at approximately 500 billion Korean won, further confirming sustained expansion of high-end MLCC demand driven by AI infrastructure buildout. Meanwhile, the MLCC spot market has intensified since May, with certain scarce part numbers achieving multi-fold price increases. Shortages have expanded beyond AI-specific MLCCs to encompass mainstream specifications, accelerating the industry-wide repricing cycle.

Tianli Holdings Group operates its MLCC business through wholly-owned subsidiary Uniohm Technology, which ranks among the top domestic producers and globally in the top seven by capacity. Its ultra-miniature MLCC output accounts for over 95% of total production, ranking first globally. The company reported MLCC revenue of RMB 639 million for fiscal 2025, with gross margin rising to 21.2%, as the group turned profitable with RMB 133 million in attributable profit.

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