B · Normal
[China Jushi: The company's electronic cloth product prices have been adjusted in October, but supply is still tight] On October 26, China Jushi (600176.SH) released an investor relations activity record announcement. The company's electronic cloth product prices in October have been adjusted, and the implementation is good. At present, electronic fabrics maintain low inventory levels and supply is still tight. Order arrangements prioritize meeting customer needs. The price of the company's electronic fabric products in November has not yet been determined. It is expected that the increase in electronic cloth supply in 2027 will be difficult to match the growth rate of downstream demand. Production expansion is subject to multiple constraints such as funding, tank kiln construction cycles, and high-end loom delivery bottlenecks. The tight balance between supply and demand in the industry is expected to continue. The technical transformation project of the company's Egyptian base with an annual output of 100,000 tons of glass fiber tank kiln drawing production line has begun to implement cold repair technical transformation. During the "15th Five-Year Plan" period, the company will further increase overseas production capacity, and the specific location and scale are still under review.
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