天利控股集团今日盘中股价大幅拉升，涨幅达14.09%，引起了市场的高度关注。
消息面上，MLCC（多层陶瓷电容器）行业出现了近三年来最明确的价格反转信号。旺盛的AI芯片需求导致高端MLCC供需偏紧，并压缩了消费类MLCC的供货，部分代理商已展开预防性囤购，中低端消费级产品价格涨幅约20%，供应商已启动调价。全球核心厂商产能利用率处于高位，预计下半年供求关系将更为紧张。
天利控股集团旗下全资子公司宇阳科技MLCC产能位居国内最大及全球前七，其超微型MLCC产量占比超过95%，居全球第一。行业景气度的回升和公司在该领域的领先地位，是推动其股价在盘中大幅上涨的主要原因。
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