异动解读|万裕科技盘中上涨8.56%,铝电解电容涨价潮持续发酵叠加AI服务器需求扩张

行情直击
Jun 30

6月30日,万裕科技盘中上涨8.56%,报5.22港元,成交额910.07万港元。

消息面上,铝电解电容行业涨价潮持续扩散。近期江海股份发布涨价函,调整范围涵盖铝电解电容器、薄膜电容器、超级电容器三大品类;日本铝电解电容龙头尼吉康宣布对旗下所有铝电解电容产品全面涨价,涨幅扩大至10%-15%,另一日本大厂佳美工亦相继宣布调涨价格。国金证券指出,AI服务器引爆电容需求,供需缺口持续扩大。万裕科技核心业务为铝电解电容器及导电高分子铝质固态电容器的生产销售,旗下拥有SAMXON及X-CON品牌,直接受益于本轮行业量价齐升周期。

(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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