港股异动 | 三环集团(06951)再涨超4% 日韩巨头涨价催化MLCC 上半年净利最高同比预增65%

智通财经08-05

智通财经APP获悉，三环集团(06951)再涨超4%，截至发稿，涨4.53%，报108.5港元，成交额6326.29万港元。消息面上，村田、三星电机、太阳诱电等日韩头部厂商先后针对AI服务器及车规高端高容MLCC上调价格，涨幅区间达15%—30%，多家企业坦言高端产品订单交付周期持续拉长，产能已无法充分满足客户的增量需求。银河证券认为，MLCC龙头小幅扩产备货超高容产品，但产能释放需要一年以上，...

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