HK Stock Market Move | TIANLI HOLDINGS (00117) rises over 8% again as MLCC moves toward structural shortage; the company's MLCC business segment turned profitable in the first half of the year.

TIANLI HOLDINGS (00117) rose over 8% again, up 8.07% as of press time, at HK$3.815, with a turnover of HK$18.0025 million. On the news front, MLCC leader Murata Manufacturing previously issued a product line optimization notice: it will discontinue certain MLCC part numbers in fiscal year 2026, covering consumer-grade standard and automotive specifications, including some GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, and ZRA series. Huafu Securities believes that more ordinary part numbers may be squeezed out during the production transfer process in the future, causing supply to become further tightened. In the first half of this year, TIANLI HOLDINGS' loss narrowed significantly by 83% to 5.744 million yuan, with revenue up 20.4% year-on-year. Among this, the MLCC business segment turned profitable, recording a profit of approximately 4.6 million yuan, compared with a loss of 16.9 million yuan in the same period last year.