[Fiberglass concept strengthened in early trading, Sinoma Technology hit the daily limit] On September 17, the fiberglass concept strengthened in early trading, Sinoma Technology hit the daily limit, and International Composites, Honghe Technology, Changhai Shares, and China Jushi followed suit. According to the news, since 2026, the high multi-layering of PCBs driven by AI servers has turned electronic cloth (glass fiber cloth) from a cyclical product into a scarce product: the ex-factory price of the weather vane variety 7628 thick cloth has increased from about 4.6 yuan/meter in early 2026 to 11-12 yuan/meter in September, and the dealer's quotation has reached 15 yuan/meter; thin cloth 1080/2116 The growth rate during the year exceeded 140%, and the Low-Dk second-generation cloth increased by more than 200% during the year.