港股异动 | 万裕科技(00894)涨超12% 日本及国内铝电解电容企业陆续开启涨价

智通财经
Jun 25

智通财经APP获悉,万裕科技(00894)涨超12%,截至发稿,涨12.7%,报4.17港元,成交额7373.49万港元。

消息面上,江海股份发布涨价函,调整范围包括铝电解电容器、薄膜电容器、超级电容器三大品类。据悉,日本铝电解电容龙头尼吉康此前宣布对旗下所有铝电解电容产品实施全面涨价,涨幅由原先的9%-12%进一步扩大至10%-15%。与此同时,另一日本铝电大厂佳美工亦相继宣布调涨价格。

公开资料显示,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。

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