HK Stock Market Move | TIANLI HOLDINGS (00117) rose by over 25% again, with the value of MLCC in the VR200 rack skyrocketing. Yuyang Technology is a major domestic MLCC manufacturer.

TIANLI HOLDINGS (00117) rose more than 25% again, as of the time of writing, up 12.64% to 4.01 Hong Kong dollars, with a turnover of 1.17 billion Hong Kong dollars. On the news front, on May 21, Morgan Stanley released a report deep-diving into the material list of the next generation AI server architecture Vera Rubin (VR200 NVL72) by Nvidia. The report pointed out that the value of MLCC in the VR200 rack reached 4,320 US dollars, a whopping 182% increase compared to GB300's 1,530 US dollars, second only to PCBs in terms of growth, making it the most significant increase in value among passive components. Public information shows that Yuyang Technology, a wholly-owned subsidiary of TIANLI HOLDINGS, is the core operating entity of the group's MLCC business. Yuyang Technology is one of the major enterprises in the domestic MLCC industry, recognized as a national specialized and new technology "little giant" and a high-tech enterprise. Its MLCC production capacity ranks among the largest in China and the top seven globally, with the production of ultra-small MLCCs accounting for over 95% and ranking first globally.