智通财经APP获悉，三环集团(06951)早盘涨超10%，高见133.2港元创上市新高。截至发稿，涨9.33%，报131.2港元，成交额1.24亿港元。
消息面上，三环集团此前发布盈喜，预计2026年上半年实现归母净利润17.94亿元-20.41亿元，同比增长了45%-65%；归母扣非净利润为16.53亿元-19.2亿元，同比增长55%-80%。经计算，公司第二季度归母净利润在高基数上环比增加至少27%，突破了单季度10亿元大关。
申港证券表示，AI对高端MLCC需求带动日韩龙头厂商产能转向高端规格，以及智能驾驶渗透率提高，国内厂商有望受益订单溢出和国产份额替代，具备高容高压、车规级MLCC量产能力的国产厂商有望率先受益。国产龙头企业中报业绩预告了较好的同比增长，三环集团MLCC产品部分规格价格修复至原有合理价值，销售量和销售额同比有较大幅度增长。
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