三环集团(06951)今日盘中大涨5.05%，引发了市场的广泛关注。
消息面上，公司核心产品高容及超高容MLCC价格持续坚挺。以一款超高容MLCC产品为例，华强北代理商报出的最新不含税价格为72元/1000颗，较6月中旬的50元/1000颗明显上涨。业内人士指出，AI算力及新能源汽车带动的高端MLCC需求为真实需求驱动，供应端交期拉长、库存紧张，高端产品价格缺乏下行基础，这直接利好三环集团的业绩预期。
此外，香港联交所资料显示，7月13日三环集团出现仓位异动，转仓市值总计7.17亿港元，占比9.57%，显示有机构资金在积极调整仓位，也可能为股价提供了支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.