异动解读｜天利控股集团盘中上涨11.11%，MLCC涨价周期延续叠加AI高端需求持续扩张

行情直击06-11

6月11日，天利控股集团盘中上涨11.11%，报7.01港元，成交额2680.19万港元。

消息面上，MLCC行业涨价信号持续强化。深圳华强近期公告，存储、电源管理芯片及MLCC在内的众多元器件出现缺货涨价情况。此前村田制作所已对AI服务器用MLCC涨价15%至35%，太阳诱电随后对中低容消费级及车用MLCC提价6%至13%，高端MLCC交期延长至超过20周，部分代理商展开预防性囤购，中低端产品价格涨幅约20%。天利控股集团旗下全资子公司宇阳科技MLCC产能位居国内最大及全球前七，超微型MLCC产量占比超95%居全球第一，AI MLCC产品已进入英伟达及升腾服务器供应链。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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