智通财经APP获悉，天利控股集团(00117)午后涨超11%，5月初至今累计涨幅已近2000%，总市值逼近60亿港元。截至发稿，涨11.11%，报8港元，成交额1.01亿港元。
消息面上，据高盛，MLCC已经跃升为AI服务器物料清单中第三大成本项。村田制作所4月1日起对AI服务器用MLCC涨价15%到35%。太阳诱电随后在5月对中低容消费级及车用MLCC提价6%到13%。高端MLCC的交期已经延长至超过20周。据日本财务省数据，4月日本MLCC平均出口价格同比上涨16%。
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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