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中文(ZH) 利和兴:30个交易日涨幅偏离值超200%,MLCC暂未用于AI服务器

Li Hexing clarifies AI server component use amid stock surge; new entity formed

Li Hexing, a company whose stock price has surged over 200% in 30 trading days, has clarified that its MLCC products are not currently used in AI servers. The company also noted that its electronic components business incurred losses in 2025, with only a slight improvement in the first quarter of 2026. Additionally, a new entity, Xiyu Yihe (Shanxi) Holdings Co., Ltd., was established, with indirect shareholding by AVIC Xi'an, and SK Hynix has reportedly filed for a US IPO. AI

IMPACT Clarifies that MLCCs are not yet used in AI servers, impacting supply chain expectations for AI hardware.

RANK_REASON The item discusses a company's stock performance and product applications, with a secondary mention of a new company formation and an IPO filing, fitting the 'tool' category for business and finance news.

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Li Hexing clarifies AI server component use amid stock surge; new entity formed

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Lihexing: Rally deviation value exceeds 200% in 30 trading days, MLCC not yet used in AI servers

    36氪获悉,利和兴公告,公司股票在2026年5月15日至6月25日连续30个交易日收盘价格涨幅偏离值累计超过200%,构成严重异常波动。公司自查后未发现应披露未披露的重大事项,并提示风险:公司自制MLCC产品主要应用于消费电子领域,暂未应用于AI算力服务器;电子元器件业务2025年度亏损,2026年第一季度有所好转但规模有限;公司已终止2025年度简易程序定增事项;当前收盘价84.91元/股,滚动市盈率1539倍、市净率29.65倍,显著高于行业水平。