[International Composites: Change of the original high-frequency and high-speed electronic fiber cloth project Construction of LDK's first- and second-generation high-frequency and high-speed electronic fiber cloth production capacity of 25.13 million meters per year] On August 31, International Composites (301526.SZ) announced that due to changes in market demand, the company has carried out a project with an annual output of 36 million meters of high-frequency and high-speed electronic fiber cloth. The project name was changed to high-performance substrate high-frequency and high-speed electronic fiber cloth project. The construction capacity of LDK first- and second-generation high-frequency and high-speed electronic fiber cloth is 25.13 million meters per year. The total investment is estimated to be 3.021 billion yuan, with an additional investment of 1.328 billion yuan. As of the first half of 2026, the market supply and demand for LDK first-generation products is basically balanced; starting from July 2026, technological updates have driven the demand for core materials to rapidly switch to LDK second-generation high-performance fiberglass cloth, causing LDK second-generation fiberglass cloth to be in short supply. This change is in line with market trends and can meet the explosive growth demand of the market. It will help the company consolidate its technology first-mover advantage, seize the commanding heights of the high-end industrial chain, stabilize strategic cooperation, and expand the high-end customer matrix. It is necessary.