异动解读｜三环集团盘中上涨3.2%，MLCC供需缺口持续扩大叠加摩根大通增持

行情直击09-24

9月24日，三环集团盘中上涨3.2%，报141.9港元/股，成交额9752.04万港元。

消息面上，集邦咨询预估第四季度MLCC将延续供需缺口扩大、价格走升态势，深圳华强北MLCC商家近期出现爆单现象，部分热门型号现货最高被炒至原价2至10倍。此外，港交所披露摩根大通于9月17日增持公司H股7.03万股，好仓比例由9.93%升至10.02%。公司上半年营收64.23亿元，同比增长54.82%；归母净利润19.32亿元，同比增长56.18%，MLCC销售量及销售额同比均实现较大幅度增长。

（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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