智通财经APP获悉，天利控股集团(00117)午前涨超17%，截至发稿，涨16.61%，报6.95港元，成交额9924.84万港元。
消息面上，近日，被动元件大厂华新科向代理商发出涨价通知，自6月1日开始调涨芯片电阻及部分MLCC产品价格，主要因多项原物料价格持续上涨。由于村田、三星电机在高容MLCC供需缺口扩大下，平均稼动率奔满载，均已达90％以上，业界认为，国巨、华新科是产能排挤、外溢订单受惠第一排。
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，专注高端小型化中高容产品，目前AI MLCC已进入NV和升腾服务器。中国银河证券表示，AI服务器正成为拉动MLCC需求增长的核心场景之一。据弗若斯特沙利文数据，AI服务器的MLCC用量约为传统通用服务器的8-12倍。
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