A股PVC概念异动拉升，键邦股份触及涨停，新金路、湖北宜化、鄂尔多斯、中泰化学、瑞丰高材等跟涨。

Several distributors confirmed Yageo has notified clients of immediate price increases across its full capacitor range — including tantalum, MLCC, aluminum electrolytic, solid aluminum, film capacitors and supercapacitors — covering roughly 50% of Yageo’s revenue and, for the first time, extending price adjustments to direct customers (EMS/OEM), signalling concurrent spot and contract price moves. Distributor sources said factory list prices rose about 50%, with spot-market increases larger; one source reported high-end capacitor prices have surged up to tenfold within a month. Distributors also reported frequent delivery delays since May across MLCC brands, not limited to Yageo.

【期货热点追踪】印尼B50新政落地叠加马棕油出口环比增加，马棕油期货能否企稳回升？机构提示需关注......点击阅读。