万裕科技(00894)今日盘中大涨31.45%，引起了市场的广泛关注。
消息面上，国金证券研报指出，随着AI服务器单卡功耗及整机柜功率的爆发式增长，传统UPS响应速度与GPU瞬时功率跃升之间的错配日益加剧，电容正成为算力系统中的“能量缓冲”。AI需求的爆发正在驱动电容行业进入全面的“量价齐升”周期。
公开资料显示，万裕科技为全球主要铝电解电容器及高分子电容器制造商，旗下拥有SAMXON及X-CON品牌。在铝电解电容、超级电容、MLPC三个细分赛道，中国厂商已具备从电极箔到成品的全产业链能力，公司作为行业重要参与者，显著受益于行业景气度提升。
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