Movement Alert|Tianli Holdings Group Rises 9.59% in Regular Trading, MLCC Price Upcycle Continues Amid AI High-End Demand Expansion

Market Focus
Jun 09

On June 9, Tianli Holdings Group rose 9.59% in regular trading, trading at 6.04 HKD/share, with trading volume of 6.62 million HKD.

On the news front, the MLCC industry has recently seen its clearest price reversal signal in nearly three years. Strong AI chip demand has tightened high-end MLCC supply, compressed consumer-grade MLCC availability, and prompted distributors to engage in preventive stockpiling. Mid-to-low-end product prices have risen approximately 20%, with global core manufacturers operating at high capacity utilization rates. Lead times for high-end MLCC have extended beyond 20 weeks, and major suppliers including Murata and Taiyo Yuden have successively announced price hikes.

Tianli Holdings Group's wholly-owned subsidiary Yuyang Technology ranks as China's largest and globally top-seven MLCC producer, with ultra-miniature MLCC output exceeding 95% of total production, ranking first globally. Its AI MLCC products have entered NVIDIA and Ascend server supply chains, positioning it as a direct beneficiary of the ongoing upcycle.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10