[CICC: Demand for electronic fabrics is booming, and domestic equipment has a window for expansion] On September 29, CICC’s research report stated that AI computing power will resonate in 2026, boosting the production expansion cycle of special electronic fabrics. As the second-level industry leader, looms and other industries will attract significant market attention in the third quarter of 2026. On the one hand, domestic loom equipment is gradually verified in small batches; on the other hand, the profitability of overseas special electronic cloth leaders exceeds expectations, strengthening the willingness of industrial capital expenditures. It is recommended to focus on the performance improvement and order fulfillment of domestic electronic cloth looms from the second half of 2026 to 2027.