港股直击 | 天利控股集团午后飙升逾20%，MLCC迎来史上最长缺货潮，多家大厂放弃低端订单

智通财经06-30

6月30日，天利控股集团午后飙升逾20%，截至目前，涨17.12%，报5.2港元，成交额8552.46万港元。消息面上，MLCC迎来“史上最长缺货潮”。目前MLCC缺货规格已经不仅局限在AI用MLCC，主要规格产品都供不应求。村田、三星电机等为了承接高端MLCC订单，被迫放弃低端订单。华福证券指出，应重视MLCC中日韩三国产业趋势，该行认为，产能缺口会比想象更大，产业阻塞点则会愈发明显。国元国际...

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