[The price increase of electronic cloth was implemented in October, and many listed companies responded: The increase is a relatively high level during the year, and the new production capacity is expected to be released before the end of next year] On October 12, market news said that since October, the price increase of electronic cloth has been implemented again, with an increase of 1.5 yuan/meter (7628 model), electronic yarn G75 increased by 3,000 yuan/ton, and thin cloth (2116, 1080 model) increased by 2.5 yuan/meter. On October 12, a number of electronic cloth leading listed companies responded to reporters saying that the price increase news was true. The price of ordinary electronic cloth of model 7628 increased by 1.5 yuan/meter, which was the highest level in the year. Compared with thick cloth, the price increase of thin cloth is greater. At present, the logic of price increases has not changed. On the one hand, the demand for PCB products in the downstream AI field has increased, and special electronic cloth in the AI ​​field is one of the main raw materials for upstream copper-clad laminates of PCB. On the other hand, electronic cloth companies have shifted their ordinary electronic cloth production capacity to the field of AI special electronic cloth. There has been a shortage in the supply of ordinary electronic cloth production capacity, leading to price increases. "The logic of this round of price increases is still driven by the increased demand for AI. The supply of electronic cloth is limited. It usually takes one and a half years to build new production capacity. The concentrated release of industry production capacity is expected to be by the end of next year. It is expected that no new large-scale production capacity will be released before the end of this year." Another leading electronic cloth company told reporters. (China Securities News)