On June 15, Tianli Holdings Group (00117.HK) rose 11.93% in regular trading, trading at HK$5.93/share, with turnover of HK$12.226 million.
On the news front, the MLCC industry price increase signal continues to strengthen. Murata Manufacturing, the world's largest MLCC supplier, has officially issued a price hike notice targeting AI server and high-end automotive-grade MLCC with increases ranging from 10% to 40%. TDK and Samsung Electro-Mechanics have subsequently followed suit. High-end MLCC delivery lead times have extended from 8-12 weeks to 16-24 weeks, indicating a significant supply-demand gap.
Additionally, Shenzhen Huaqiang recently announced that numerous electronic components including memory chips, power management ICs, analog chips, and MLCC are experiencing shortages and price increases. Tianli Holdings' wholly-owned subsidiary Yoyang Technology ranks as the largest domestic MLCC producer and among the global top seven, with ultra-miniature MLCC output accounting for over 95% globally. Its AI MLCC products have entered the NVIDIA and Ascend server supply chains.
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