异动解读|天利控股集团盘中上涨6.89%,MLCC涨价周期延续叠加AI高端需求扩张

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6月5日,天利控股集团盘中上涨6.89%,报7.81港元,成交额4811.02万港元。

消息面上,MLCC行业近期出现近三年来最明确的价格反转信号。全球龙头村田制作所已对AI服务器用MLCC涨价15%至35%,太阳诱电随后对消费级及车用MLCC提价6%至13%,华新科亦自6月1日起调涨芯片电阻及部分MLCC产品价格。旺盛的AI芯片需求导致高端MLCC供需偏紧,交期延长至超过20周,部分代理商展开预防性囤购,中低端产品价格涨幅约20%。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,AI MLCC产品已进入英伟达及升腾服务器供应链。

(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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