9月15日，三环集团盘中上涨5.14%，报133.0港元，成交额2003.8万港元。
消息面上，MLCC龙头村田近日发布官方通知，宣布启动产品线优化，将停产部分MLCC产品并扩充其他产能，要求客户于明年底前完成书面回复。国海证券认为，受海外高端设备长交期制约，高容MLCC供需缺口或将扩大，紧张格局有望延续。此外，Roundhill近期推出全球首个MLCC主题ETF，三环集团位居第三大持仓，MLCC正从个股交易演变为独立AI硬件投资主题。公司上半年营收64.23亿元，同比增长54.82%，归母净利润19.32亿元，同比增长56.18%，高容量MLCC扩产项目持续推进。
（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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