Core Viewpoint - The surge in AI demand is driving a reevaluation across various sectors, particularly in the fiberglass manufacturing industry, which has seen significant stock price increases due to rising prices and soaring demand [1][4]. Group 1: Fiberglass Manufacturing Sector - The fiberglass manufacturing sector experienced a collective surge in stock prices, with notable increases such as Changhai Co. rising over 13% and other stocks hitting their daily limit [1][3]. - Major fiberglass companies, including Guangyuan New Materials and International Composite Materials, have announced substantial price hikes for electronic fabrics, indicating a tightening supply situation that is spreading from high-end products to more common ones [2][4]. - The demand for AI chips has led to a capacity crunch for CTE fabrics, with major manufacturers like NVIDIA and AMD consuming high-end fiberglass fabrics, thereby squeezing the capacity available for consumer electronics [2][4]. Group 2: Price Increases and Market Dynamics - The entire fiberglass manufacturing sector is witnessing unprecedented price increases, with traditional electronic fabric inventories at critically low levels, as evidenced by China National Glass's inventory being less than 15 days [4]. - The demand for specialized electronic fabrics, such as Low-Dk and Low CTE fiberglass, is surging due to the requirements of AI hardware and terminal devices, leading to a supply-demand imbalance [4]. - The global supply shortage is expected to sustain price elasticity, particularly for Low CTE electronic fabrics, which are currently undergoing continuous price increases [4]. Group 3: Broader Implications for Passive Components - The demand for passive components like MLCCs (Multi-layer Ceramic Capacitors) is also experiencing a significant uptick due to the dual drivers of AI computational needs and the proliferation of electric vehicles [5][6]. - Recent reports indicate that MLCC prices in the Korean market have surged nearly 20%, reflecting a shift from traditional cyclical fluctuations to structural growth driven by technological advancements [6]. - The demand for MLCCs in AI servers is projected to increase by 30% annually, with the market size expected to triple by 2030, highlighting the transformative impact of AI on component requirements [6].

每经AI快讯，2月11日，玻璃纤维概念股掀涨停潮，中材科技（002080）、再升科技（603601）、山东 玻纤（605006）、中国巨石（600176）等多股涨停。 ...

每经AI快讯，2月11日早盘，商业航天概念回暖，再升科技（603601）涨停，招标股份（301136）涨超 15%，天力复合、莱斯信息、振江股份（603507）、超捷股份（301005）、光威复材（300699）跟涨。 ...

证券代码：603601 证券简称：再升科技 公告编号：临 2026-021 重庆再升科技股份有限公司 关于使用部分暂时闲置自有资金 进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 产品名称 | 兴业银行企业金融人民币结构性存款产品 (CC34260206002-00000000) | | --- | --- | | 受托方名称 | 兴业银行股份有限公司 | | 购买金额 | 19,000 万元 | | 产品期限 | 2026/2/10-2026/5/11（90 天） | | 特别风险提示 | 其他：_无___ | 基本情况 风险提示 本次购买的理财产品为安全性高、流动性好、风险较低的产品，但金融市场 受宏观经济影响较大，不排除理财产品受到市场风险、信用风险、政策风险、流 动性风险、不可抗力风险等因素影响，导致理财产品的收益率可能会产生波动， 理财收益具有不确定性。敬请广大投资者注意风险。 一、现金管理产品到期赎回的情况 | 投资主体 | 产品名称 | 投资金额 | 起息日 | 赎回时 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Market Performance - The glass and fiberglass sector increased by 4.03% on February 3, with Jinjing Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Jinjing Technology (600586) closed at 6.40, up 9.97%, with a trading volume of 1.0483 million shares and a transaction value of 650 million [1] - International Composites (301526) closed at 9.49, up 9.71%, with a trading volume of 2.4664 million shares and a transaction value of 2.303 billion [1] - Reascend Technology (603601) closed at 12.82, up 8.55%, with a trading volume of 2.5382 million shares and a transaction value of 3.205 billion [1] - Other notable stocks include Qibin Group (601636) at 7.11 (+6.60%), Jiuding New Materials (002201) at 14.18 (+5.51%), and Yaopi Glass (600819) at 8.62 (+5.12%) [1] Capital Flow - The glass and fiberglass sector saw a net inflow of 640 million from main funds, while retail funds experienced a net outflow of 262 million [2] - The main funds' net inflow for Reascend Technology was 366 million, while Jinjing Technology had a net inflow of 169 million [3] - International Composites and Jiuding New Materials also saw net inflows of 69.83 million and 64.88 million, respectively [3]

Group 1 - The top 20 stocks with significant capital inflow as of February 3 include Huasheng Tiancheng (1.643 billion), Aerospace Development (1.256 billion), and Hailanxin (1.037 billion) [1] - Huasheng Tiancheng saw a price increase of 10.01%, while Hailanxin experienced a notable rise of 19.98% [2][3] - Other notable stocks with substantial capital inflow include Tongyu Communication (0.997 billion), Xinwei Communication (0.801 billion), and Yonding Co. (0.683 billion) [1][2] Group 2 - The sectors represented among the top inflow stocks include Internet Services, Communication Equipment, and Consumer Electronics [2] - Guizhou Moutai, a major player in the liquor industry, attracted 0.665 billion with a price increase of 2.1% [2] - Companies like Junda Co. and Longi Green Energy, both in the photovoltaic equipment sector, also saw significant capital inflow of 0.357 billion and 0.344 billion respectively [3]

证券代码：603601 证券简称：再升科技 公告编号：临 2026-020 重庆再升科技股份有限公司 关于使用部分暂时闲置自有资金 进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 基本情况 | 产品名称 | 共 赢 | 智 | 信 | 利 | 率 | 挂 | 钩 | 人 | 民 | 币 | 结 | 构 | 性 | 存 | 款 | A27506 | 期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | （C26A27506） | | | | | | | | | | | | | | | | | | 受托方名称 | 中信银行股份有限公司 | | | | | | | | | | | | | | | | | | 购买金额 | 4,000 万元 | | | | | | | | | | | | | | | | | | 产品 ...

证券代码：603601 证券简称：再升科技 公告编号：临 2026-019 重庆再升科技股份有限公司 关于使用部分暂时闲置募集资金 进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 重庆再升科技股份有限公司（以下简称"公司"或"再升科技"）于 2025 年 10 月 10 日先后召开第五届董事会审计委员会 2025 年第七次会议、第五届 董事会独立董事 2025 年第七次专门会议和第五届董事会第二十七次会议，审 议通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公 司在确保募投项目资金需求和资金安全的前提下，使用不超过人民币 6,000 万元的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好、风 险较低的理财产品，管理期限自董事会审议通过之日起不超过 12 个月，在上 述额度内资金可以滚动使用。保荐机构华福证券有限公司（以下简称"保荐 机构"）对该事项出具了同意的核查意见，本议案无需提交股东会审议。具 体 内 容 详 见 公 司 于 2025 年 10 月 11 日 ...

Group 1 - The commercial aerospace sector showed active performance on February 2, with notable stock movements [1] - Western Materials (002149) reached the daily limit increase, indicating strong investor interest [1] - Tianyin Electromechanical (300342) saw a rise of over 13%, reflecting positive market sentiment [1] Group 2 - Other companies in the sector, including China Satellite (600118), Zaiseng Technology (603601), Fenghuo Communication (600498), Huali Chuantong (300045), and Tongyu Communication (002792), also experienced upward trends [1]