来源：环球市场播报
万裕科技盘中涨超31%，截至发稿，股价上涨29.29%，现报7.99港元，成交额1.42亿港元。
万裕科技及其附属公司的核心业务为生产及销售高科技电子元件，包括铝电解电容器、导电高分子铝质固态电容器及其他创新电子元件。其拥有知名SAMXON®及X-CON®品牌。东北证券指出，服务器代际更迭提速、单机柜功耗大幅提升，构成电容需求爆发的底层支撑。
国金证券认为，AI所用高端电容的供给高度集中在日韩少数厂商手中，其扩产投入、产能口径与涨价/缺货表态，本身就是景气真实性与持续性的领先信号——巨头一边喊缺、一边掏出真金白银扩产，恰恰印证需求的刚性。
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