智通财经APP获悉，天利控股集团(00117)再涨超25%，截至发稿，涨12.64%，报4.01港元，成交额1.17亿港元。
消息面上，5月21日，摩根士丹利发布了一份关于英伟达下一代AI服务器架构Vera Rubin（VR200 NVL72）的物料清单深度拆解报告。该行指出，MLCC在VR200机架中的价值量达4320美元，较GB300的1530美元暴增182%，增幅仅次于PCB，是被动元件中价值跃升最为显著的品种。
公开资料显示，宇阳科技作为天利控股集团的全资子公司，是集团MLCC业务的核心运营实体。宇阳科技是国内MLCC行业的主要企业之一，被评为国家专精特新“小巨人”和高新技术企业。其MLCC产能位居国内最大及全球前七，超微型MLCC产量占比超过95%，居全球第一位。
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