智通财经APP获悉，三环集团(06951)早盘涨超4%，截至发稿，涨2.73%，报127.4港元，成交额1.32亿港元。
消息面上，近日，MLCC龙头村田日前发布官方通知，宣布在2026会计年度启动产品线优化，将停产部分MLCC产品并扩充其他产能，告知客户于2027年底前完成书面回复，并在2028年3月底前完成最后下单。国海证券认为，受海外高端设备长交期制约，明年高容MLCC供需缺口或将扩大，紧张格局有望延续至2028年。
广发证券此前指出，从本轮周期来看，当前行业增长仍主要由出货量增加和产能效率提升驱动，村田、三星电机等日、韩高端龙头率先受益于AI服务器等高容值、高可靠性需求，产品结构改善亦带动溢价贡献回升。行业整体而言，需求先行、量升价启，价格与利润弹性或还具较大演绎空间，本轮MLCC产业周期，判断仍处于上行周期前段。
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