异动解读|三环集团盘中上涨3.45%,官宣MLCC涨价30%叠加中期业绩审议在即

行情直击
Aug 18

8月18日,三环集团盘中上涨3.45%,报132.0港元,成交额5351.96万港元。

消息面上,公司8月12日正式下发涨价函,高端MLCC产品全线上调30%,历史旧订单全部作废,9月1日起统一执行新价;氧化铝陶瓷基板同步涨价30%。此外,公司董事会将于8月27日召开会议审议上半年中期业绩。此前业绩预告显示,上半年归母净利润预计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。行业层面,AI需求强劲推动MLCC供需持续紧张,日韩巨头三星电机、太阳诱电相继宣布涨价,国产替代订单加速外溢,公司高端MLCC长协订单已排至明年下半年。

(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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