异动解读｜天利控股集团盘中上涨9.23%，MLCC高端需求扩张叠加渠道囤购升温

行情直击06-03 09:50

6月3日，天利控股集团盘中上涨9.23%，报6.5港元，成交额3512.61万港元。

消息面上，MLCC行业出现近三年来最明确的价格反转信号。旺盛的AI芯片需求导致高端MLCC供需偏紧，并压缩消费类MLCC供货，部分代理商展开预防性囤购，中低端消费级产品价格涨幅约20%，供应商已启动调价。全球核心厂商产能利用率处于高位，预计下半年供求关系将更为紧张。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。

（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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