异动解读｜天利控股集团盘中上涨11.93%，MLCC涨价周期延续叠加AI高端需求持续扩张

行情直击06-15

6月15日，天利控股集团盘中上涨11.93%，报5.98港元，成交额826.88万港元。

消息面上，MLCC行业涨价信号持续强化。全球最大MLCC供应商村田制作所已正式发布涨价函，针对AI服务器和高端车规级MLCC启动全面涨价，涨幅在10%-40%之间，太阳诱电、三星电机相继跟进。目前高端MLCC交货周期已从8至12周拉长至16至24周，供需缺口显著。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，作为港股唯一纯MLCC标的，持续受益于行业量价齐升逻辑。

（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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