B[Fiberglass concept fluctuated and strengthened, Sinoma Technology reversed the daily limit] On September 21, the fiberglass concept fluctuated and strengthened during the session, Sinoma Technology reversed the daily limit, and Shandong Fiberglass, China Jushi, International Composites, Jiuding New Materials, and Honghe Technology followed suit. According to the news, China Jushi raised prices for thick electronic cloth and thin cloth by 15% and 20% respectively in September, and Kingboard and overseas substrate manufacturers simultaneously adjusted their quotations. The price increase chain from upstream electronics to midstream CCL is conducted smoothly. Zhongtai Securities research report data shows that the price of 2400tex alkali-free winding direct yarn remains at 3450-3700 yuan/ton, the electronic yarn G75 is quoted at 22800-24000 yuan/ton, and the 7628 electronic cloth is 11.5-12.1 yuan/meter. The new prices have been basically implemented. B[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. B[The concept of fiberglass rose rapidly, and Honghe Technology reached its daily limit] On September 15th, the concept of fiberglass rose rapidly, and Honghe Technology reached its daily limit. International Composites, China Jushi, Changhai Holdings, and Sinoma Technology followed suit. In terms of news, the latest data from Zhuochuang Information in September shows that the prices of G75 and 7628 electronic fabrics, the mainstream products in the domestic electronic yarn market, have increased significantly recently, and most manufacturers have further increased the price increases for some high-end models of electronic yarns. From September 4th to 10th, the mainstream market transaction price of electronic yarn G75 ranged from 22,800 yuan/ton to 24,000 yuan/ton, an increase of 3.35% from the average price of the previous week. B[Fiberglass concept active in the afternoon, Jiuding New Material 2-connected board] According to reports on September 11, the fiberglass concept was active in the afternoon, Jiuding New Material 2-connected board, Changhai Co., Ltd., Shandong Fiberglass, Three Gorges New Material, and Zaisheng Technology followed suit. According to the news, the price quoted by electronic cloth dealer 7628 in August has reached about 15 yuan/meter, and it has increased by 10% to 20% month-on-month in September. The current ex-factory price is 11 to 12 yuan/meter. In addition, Kingboard laminates have raised prices seven times since March, FR-4 copper-clad laminates (above 1.3mm) have increased by more than 100% cumulatively, and China Jushi Electronics has increased prices for thick fabrics by 15% and thin fabrics by 20% in September. B[The fiberglass concept moved up and Jiuding New Materials rose by the daily limit] On September 10th, in early trading, the fiberglass concept moved up and Jiuding New Materials rose by the daily limit. Shandong Fiberglass, International Composites, Changhai Co., Ltd., Honghe Technology, and Sinoma Technology followed suit. On the news, agency research reports show that the price of electronic cloth dealer 7628 has reached 15 yuan/meter in August, and has increased by 10-20% in September; the current price of electronic cloth manufacturer 7628 electronic cloth is 11-12 yuan/meter, and the price increase has accelerated for three consecutive months. B[The concept of fiberglass fluctuated and pushed up, Shandong Fiberglass and Jiuding New Materials both hit the daily limit] On September 2, the concept of fiberglass fluctuated and pushed up, Shandong Fiberglass and Jiuding New Material both hit the limit, and China Jushi, Sinoma Technology, Changhai Co., Ltd., and International Composites followed suit. On the news, it is reported that China Jushi has officially raised the price of electronic cloth in September, with the price of thick cloth rising by 15% and thin cloth rising by 20%.
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