港股异动 | 天利控股集团(00117)一度涨超18% MLCC主力企业产线满载涨价潮或将于7-8月集中落地

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智通财经APP获悉，天利控股集团(00117)一度涨超18%，截至发稿，涨14.07%，报3.08港元，成交额2073.73万港元。消息面上，AI正在大量消耗MLCC。调研反馈显示，当前MLCC供需格局偏紧，主力企业产线满载，出厂价未见松动；上游材料商作为“卖铲人”订单充沛，有企业表示已被客户提前锁定4倍于现有产能的扩产线，未来数年销售无忧。中信证券此前指出，在行业供需持续趋紧背景下，韩国及...

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港股异动 | 天利控股集团(00117)一度涨超18% MLCC主力企业产线满载 涨价潮或将于7-8月集中落地

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港股异动 | 天利控股集团(00117)一度涨超18% MLCC主力企业产线满载涨价潮或将于7-8月集中落地