天利控股集团(00117)今日盘中股价大幅上涨21.28%，表现异常强劲。
消息面上，MLCC（多层陶瓷电容器）行业出现了近三年来最明确的价格反转信号。国际领先厂商村田、太阳诱电已于4月和5月先后提价，国内厂商也随之跟进。据产业链人士透露，近期中低端消费级MLCC产品价格涨幅约20%，且经销商存在囤货行为。
兴业证券分析指出，由于过去几年行业增速放缓，主要厂商扩产谨慎，加之设备与原材料限制，短期内难以开出大量新产能。预计下半年行业供求关系将更为紧张，明后年可能形成明显供应缺口。目前全球核心厂商产能利用率已处于高位，部分厂商启动涨价，标志着新一轮行业上行周期已经开启。天利控股集团作为相关公司，受到市场关注。
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