异动解读|三环集团盘中上涨3.44%,MLCC行业涨价潮延续叠加上半年业绩高增长

行情直击
Aug 14

8月14日,三环集团盘中上涨3.44%,报135.3港元,成交额590.76万港元,延续近期强势表现。

消息面上,MLCC行业供应紧张态势持续加剧,三星电机宣布自9月起上调全部MLCC产品价格30%,日本太阳诱电亦跟进涨价,AI需求强劲带动被动元件景气度高企。公司此前披露上半年业绩预告,预计归母净利润17.94亿元至20.41亿元,同比增长45%至65%;扣非净利润同比增长55%至80%,MLCC产品销售量和销售额同比大幅增长。此外,公司持续实施A股回购计划,累计回购力度彰显管理层信心。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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