On June 17, Tinley Holdings Group (00117.HK) rose 6.11% in regular trading, trading at HKD 7.5/share, with turnover of HKD 13.42 million. The stock has seen consecutive gains in recent sessions amid intensifying MLCC supply-demand imbalance signals.

On the news front, channel sources indicate that the MLCC shortage has expanded beyond AI-specific components to encompass all major specifications, with supply falling significantly short of demand. The current shortage cycle is expected to extend to 2027 or even 2028, potentially surpassing the 2018 passive component supply crisis in both duration and severity. Notably, Murata Manufacturing, the world's largest MLCC supplier, has issued formal price increase notices, with high-end MLCC delivery lead times stretching from 8-12 weeks to 16-24 weeks.

Tinley Holdings operates in the ceramic capacitor business through its wholly-owned subsidiary Yoyang Technology, which ranks as China's largest and the world's top-seven MLCC producer by capacity. Its ultra-miniature MLCC output exceeds 95% of total production, ranking first globally. The company's AI MLCC products have secured positions in NVIDIA and Ascend server supply chains. Its fiscal year report showed MLCC revenue of RMB 639 million with gross margin rising to 21.2%.

(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.)