智通财经APP获悉，万裕科技(00894)大涨超60%，近一个月该股股价累计飙升近六倍。截至发稿，涨60.12%，报5.46港元，成交额1.26亿港元。
消息面上，近期，超级电容表现火爆。有分析认为，AIDC算力密度跃迁驱动供电架构变革，超级电容成为结构性必需品。国金证券指出，AI需求爆发驱动电容全面通胀，复制存储量价齐升路径。公开资料显示，万裕科技是知名的铝电解电容器制造厂商。据爱建证券此前研报，2025 年12月公司旗下富华德科技有限公司牵头建设广西超级电容5.0产业园，项目规划总投资35 亿元，分三期实施，主要生产超级电容、储能超级电容、芯片电容等产品。
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