港股异动 | 金力永磁(06680)涨近7% 日韩MLCC龙头全力扩产 AI高容MLCC爆发带动高纯氧化镝需求激增

智通财经10:12

智通财经APP获悉，金力永磁(06680)涨近7%，截至发稿，涨6.37%，报20.18港元，成交额8290.32万港元。

消息面上，据Citrini Research统计数据显示，消费类MLCC的现货与经销商价格已较此前上涨20%至40%。值得关注的是，近期，日韩MLCC龙头(村田、三星电机、太阳诱电)正全力扩产，但因高纯镝库存仅支撑一个月满产，已引发全球抢购态势，进一步强化市场供应紧张预期。晨星分析师预期AI服务器及基础设施投资将"至少持续增长至2028年"，这将为MLCC等被动元件提供较为清晰的中期成长能见度。

公开资料显示，氧化镝是应用于制造车规级MLCC(需承受发动机舱高温)和AI服务器MLCC(需处理高功耗产生的热量)的刚需材料，高端MLCC必须使用纯度高达 99.999% (5N) 的高纯氧化镝。国投证券指出，AI高容MLCC爆发带动高纯氧化镝需求激增，该材料为必备且无成熟替代。2027年AI-MLCC将新增氧化镝需求1500吨，占全球总供给3500吨近四成，重稀土供需格局将彻底扭转，价格进入涨价周期。

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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