异动解读|天利控股集团盘中上涨9.23%,MLCC高端需求扩张叠加渠道囤购升温

行情直击
Jun 03

6月3日,天利控股集团盘中上涨9.23%,报6.5港元,成交额3512.61万港元。

消息面上,MLCC行业出现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,并压缩消费类MLCC供货,部分代理商展开预防性囤购,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,超微型MLCC产量占比超95%,居全球第一。

(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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