智通财经APP获悉，万裕科技(00894)涨超30%，该股近一个月股价飙涨5.8倍。截至发稿，涨30.22%，报5.3港元，成交额1亿港元。
公开资料显示，万裕科技为全球主要铝电解电容器及高分子电容器制造商。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。
国金证券此前研报指出，随着AI服务器单卡功耗及整机柜功率的爆发式增长，传统UPS响应速度与GPU瞬时功率跃升之间的错配日益加剧，电容正成为算力系统中的“能量缓冲”。研报指出，AI需求的爆发正在驱动电容行业进入全面的“量价齐升”周期。在铝电解电容、超级电容、MLPC三个细分赛道，中国厂商已具备从电极箔到成品的全产业链能力。
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