港股异动 | 天利控股集团(00117)再涨超23% 月内暴涨11倍 MLCC行业出现明确价格反转信号

智通财经05-28

智通财经APP获悉，天利控股集团(00117)再涨超23%，月内累计涨幅已超1100%，截至发稿，涨19.74%，报4.67港元，成交额9521.44万港元。

消息面上，据财联社报道，MLCC行业正在出现近三年来最明确的价格反转信号。国际厂商村田、太阳诱电先后在4月、5月涨价，国内厂商也在近期随之跟涨。国内某MLCC产业链人士向财联社记者透露，近期中低端消费级产品价格涨幅约在20%，且经销商确实存在囤料行为。

兴业证券指出，MLCC供给端由于过去几年行业增速缓慢，主流玩家扩产谨慎，由于设备、原材料的限制，短期也难以开出大量新产能，预计下半年行业供求关系更为紧张，明后年形成明显的缺口。目前全球核心玩家均实现较高稼动率，部分玩家启动涨价，我们判断新一轮上行周期已经开启。推荐国内MLCC龙头三环集团，建议关注风华高科、上游纸质载带/离型膜供应商洁美科技、天利控股集团等.

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