智通财经APP获悉，万裕科技(00894)今早一度涨超99%，截至午间收盘，涨80.47%，报3.88港元，成交额达1.76亿港元。
消息面上，今早，超级电容概念爆发，机构指出，AIDC算力密度跃迁驱动供电架构变革，超级电容成为结构性必需品。超级电容已从实验室方案走向机柜级标配，2026年下半年Rubin平台放量将是相关产业链业绩兑现的关键窗口。
资料显示，万裕科技是知名的铝电解电容器制造厂商。据爱建证券此前研报，2025 年12月公司旗下富华德科技有限公司牵头建设广西超级电容5.0产业园，项目规划总投资35 亿元，分三期实施，主要生产超级电容、储能超级电容、芯片电容等产品。
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