港股直击 | 天利控股集团午后飙升逾20%,MLCC迎来史上最长缺货潮,多家大厂放弃低端订单

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6月30日,天利控股集团午后飙升逾20%,截至目前,涨17.12%,报5.2港元,成交额8552.46万港元。

消息面上,MLCC迎来“史上最长缺货潮”。目前MLCC缺货规格已经不仅局限在AI用MLCC,主要规格产品都供不应求。村田、三星电机等为了承接高端MLCC订单,被迫放弃低端订单。华福证券指出,应重视MLCC中日韩三国产业趋势,该行认为,产能缺口会比想象更大,产业阻塞点则会愈发明显。

国元国际发布研报称,MLCC行业正在出现近三年来最明确的价格反转信号。国际厂商村田、太阳诱电先后在4月、5月涨价。天利控股集团主要从事陶瓷电容器业务,并通过多层陶瓷电容器制造销售及投资与金融服务两个分部运营,涵盖电子元件制造及金融投资与服务。

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