智通财经APP获悉，天利控股集团(00117)早盘一度跌超13%，盘中探底回升转涨近8%。截至发稿，涨4.67%，报6.05港元，成交额1.18亿港元。
消息面上，根据TrendForce集邦咨询最新调查，旺盛的AI芯片需求导致高端MLCC供需偏紧，并压缩消费类MLCC供货，促使部分代理商展开预防性囤购，供应商则以调价回应。近期ODM与供应商议价结果也显示，整体MLCC价格平均降幅创下近三年新低，显示MLCC价格循环已来到反转向上的关键点。
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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