智通财经APP获悉，万裕科技(00894)尾盘涨超43%，5月初至今累计涨幅已达900%。截至发稿，涨39.59%，报7.51港元，成交额2.56亿港元。
消息面上，AI需求带动传统电容高端升级。东北证券指出，铝电解电容是电子设备中应用广泛的基础被动元件，其中牛角电容是新能源与算力基础设施的核心供电器件。MLPC即叠层片式固态铝电解电容，是传统液态铝电解电容的高端升级形态。该产品完美适配AI设备高密度布局与高频大电流供电需求。
公开资料显示，万裕科技深耕铝电解、高分子电容领域多年，专利覆盖叠层固态电容、导电聚合物原料制备等核心技术。公司产品包括铝电解电容器、导电高分子铝制固态电容器以及其他电子元件,如:电气双层电容器及用于高效照明的电容器。其旗下拥有SAMXON及X-CON品牌。其还从事原材料的买卖业务。
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