内容概要：玻璃纤维电子布（Glass Fiber Electronic Cloth），又称电子布、电子级玻璃纤维布，是一种以 玻璃纤维为基材，经特殊织造工艺制成的高性能织物，是电子信息产业中关键的基础材料之一。电子布作 为生产覆铜板必不可少的材料，也是生产印制电路板的专用基本材料，近年来也朝着越来越薄的方向不断 发展。根据电子布的厚度不同，可分为厚型电子布、薄型电子布、超薄型电子布和极薄型电子布（以下分 别简称为"厚布、薄布、超薄布、极薄布"）。中国玻璃纤维电子布的需求量与中国作为全球PCB制造中心 的地位直接相关，且受下游应用（消费电子、通信、汽车电子、AI算力等）的强劲驱动，市场规模持续增 长。特别是AI算力等高端市场需求持续旺盛，玻璃纤维电子布行业市场空间将进一步放量。根据测算， 2024年中国玻璃纤维电子布市场规模已从2020年的185.2亿元增长至286.5亿元。未来 3-5 年，随着国产替 代加速和技术突破，中国企业有望在高端市场（如 Q 布、低介电布）实现从 "跟跑" 到 "并跑" 的转变，而 全球电子布行业将进入性能竞争、成本竞争、生态竞争的新阶段。 上市企业：宏和科技（603256）、国际复 ...

仲夏的风掠过沂蒙山区，新材料公司山东玻纤（605006）的仓库门前，自动装车机正将一卷卷银白色纱 团装车发运。 这些银丝般的光滑纤维，即将成为百米级风机叶片的"筋骨"。从传统建材到高端风电材料，山东玻纤在 近两年时间里，于行业产能过剩的寒潮中逆势而上，在"卡脖子"的高性能领域撕开缺口，成功叩开风电 产业的大门。 孤注：明知山有虎，偏向虎山行 "当时决策建设30万吨高性能(超高模)玻纤智造项目时，对管理团队来说，是一项艰难的抉择。"山东玻 纤党委书记、董事长张善俊回忆。2023年的玻纤市场早已是"冰火两重天"：低端产品利润微薄；而风电 等领域急需的高性能玻纤，却被少数企业垄断。 那时的山东玻纤，正卡在不上不下的尴尬位置。作为一家从煤炭多种经营单位转型而来的企业，虽凭借 常规产品站稳脚跟并成功上市，但市场风向转变却带来严峻挑战。客户考察时，不再关注常规产品，而 是直接询问能否生产风电高模纤维。 建设高模纤维产线的决定是"逼出来的"。团队测算，未来五年中国风电装机复合增长率预计在10%以 上；在国家"3060"目标下，新能源产业链加速发展。"我们有三十多年的玻纤制造经验，能够精准控制 窑炉、通路及漏板温度等工艺参数 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 1. 电掣:AI算力驱动下的特种电子布材料革命 AI 算力的快速发展驱动PCB向高频高速方向升级，特种电子布需求爆发。特种电子布是高性能的电子纱织物，通过优化化学成 分和制造工艺实现特定的电气、热或机械性能,以支持高频高速信号传输、减少能量损失、提高信号完整性等,产品类别主要 包括low-DK、low-CTE电子布等。据Prismark数据，2024年AI/HPG服务器的POB市场规模预计同比增速近150%；2023-2028年 AI/HPC服务器系统的PCB市场规模（不含封装基板）CAGR预计或达32.5%（较其他领域高25.9pot.)。AI 算力的爆发式增长对数 据传输速率、信号完整性和热稳定性要求急剧提升，相应要求POB/CCL朝着低介电损耗、低膨胀系数等高性能方向演进。以A1 服务器为例,GPU OAM、UBB都至少受用到Ultra Low loss或Very Low loss等级CCL。电子布是影响CCL个电性能的关键材料, 在数据通信传输速率、频率、稳定性要求日超提升背景下，一代/二代10w ...

Core Viewpoint - The company is undergoing significant technological upgrades to enhance production efficiency and reduce costs, particularly focusing on the production of glass bottle tubes, which have been a bottleneck in operations [1][2]. Group 1: Production Challenges and Solutions - The company faces a challenge with the procurement of nearly one million glass bottle tubes annually, which affects production costs and schedules [1]. - A comprehensive analysis of the glass bottle tube production process revealed opportunities for improvement in mold precision and temperature control [1]. - The company has implemented a series of technological innovations that have led to a significant reduction in production costs, including a decrease of 5 yuan per unit through structural optimization and energy-saving technologies [2]. Group 2: Cost Reduction Strategies - The company has achieved a 99.8% qualification rate for self-produced glass tubes, eliminating the need for a 3% loss rate previously associated with outsourced components, resulting in savings of 5,000 units annually [2]. - Additional cost-saving measures include optimizing the design of the glass tubes, which is expected to save an additional 110,000 yuan per year [2]. - Various cost-saving initiatives across production processes, such as adjusting drying parameters and repurposing idle equipment, have collectively saved significant amounts, demonstrating a dual approach of technological innovation and cost control [3]. Group 3: Future Plans and Goals - The company aims to continue focusing on cost control and efficiency improvements, particularly in key areas such as precious metal processing and chemical agents, to enhance market competitiveness and risk resilience [3].

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Core Viewpoint - The glass insulator market in China is experiencing rapid growth driven by the continuous development of the power infrastructure and the rise of smart grids and renewable energy, with the market size expected to reach 2.641 billion yuan in 2024, a 2.56% increase from 2023 [1][15]. Industry Overview - Insulators are essential components of power systems, providing electrical insulation and mechanical support, typically made from solid insulating materials like ceramics, glass, and composite materials [3]. - Glass insulators, made from tempered glass, are crucial for supporting wires and preventing current leakage, exhibiting excellent resistance to harsh conditions [5]. Market Demand and Supply - The total electricity consumption in China is projected to grow from 7,511 billion kWh in 2020 to 9,852 billion kWh in 2024, leading to increased demand for glass insulators due to accelerated grid construction [9]. - The production of glass insulators is expected to reach 282,500 tons in 2024, reflecting a 1.22% year-on-year increase, driven by significant energy projects [17]. Investment Trends - China's investment in power grid construction is projected to rise from 469.9 billion yuan in 2020 to 608.3 billion yuan in 2024, with a 19.80% increase in the first five months of 2025, indicating a growing demand for glass insulators [13]. Competitive Landscape - The glass insulator market is fragmented, with major players including well-known domestic power equipment manufacturers and specialized insulator manufacturers, leading to intense competition [19]. - Key companies in the industry include Jinlihua Electric, Nanjing Electric Group, Sediver Glass Insulators, and Shandong Ruitai Glass Insulators, among others [20]. Future Development Trends - The glass insulator market is expected to expand due to increasing global energy demands and the need for reliable and efficient power transmission systems, particularly in emerging markets [24]. - The industry's future will focus on green and low-carbon transformations, aligning with national carbon reduction goals, while enhancing international competitiveness through expanded global trade [24].

Group 1 - The construction materials sector experienced a significant decline, with several companies hitting their lower limits [1] - Zengsheng Technology (603601) reached its daily limit down, indicating strong selling pressure [1] - International Composite Materials (301526) and Sifang New Materials (605122) both fell over 8%, reflecting broader market weakness [1] Group 2 - Shandong Glass Fiber (605006) and Jiuding New Materials (002201) also saw notable declines, contributing to the overall downturn in the sector [1]

Group 1 - The glass fiber industry has seen a resurgence, with the A-share glass fiber index rising by 14.46% in July 2023, indicating a positive market trend [1] - China's glass fiber yarn production is projected to reach 7.56 million tons in 2024, reflecting a year-on-year growth of 4.6%, marking a period of low-speed growth after previous intense competition [1] - The supply-demand dynamics in the glass fiber industry are improving, with reduced market supply due to capacity adjustments and increased demand from sectors like wind energy and consumer electronics [1] Group 2 - The glass fiber industry is expected to experience a gradual price recovery, with forecasts indicating a stable growth trajectory through 2025, driven by demand from wind energy, automotive, electronics, and high-tech fields [2] - Shandong Glass Fiber Group anticipates a stable demand for glass fiber yarn, with a projected net profit increase of 109% to 113% for the first half of 2025, attributed to rising prices [2] - The industry has undergone multiple price increases since 2024, with early 2025 showing a recovery in prices for electronic yarn and other products, reflecting improved supply-demand conditions [2] Group 3 - The company plans to deepen its technological research and application in cutting-edge fields such as 5G, AI, and autonomous driving, while also expanding into emerging markets like photovoltaic new energy and green building materials [3] - The company believes that with steady industry demand recovery and its technological advancements, it is poised for a turning point in performance and enhanced growth momentum [3]

| 证券代码：605006 | 证券简称：山东玻纤 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：111001 | 转债简称：山玻转债 | | 山东玻纤集团股份有限公司 关于股票交易异常波动的公告 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个别及连带责任。 重要内容提示： 山东玻纤集团股份有限公司(以下简称公司)股票在2025年7月 8日、2025年7月9日、2025年7月10日连续三个交易日收盘价格涨幅偏 离值累计达20%以上。根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 经公司自查并通过向控股股东、实际控制人书面发函查证，截 至本公告披露日，公司经营情况正常，不存在应披露而未披露的重大 事项。 公司自查并通过向控股股东、实际控制人书面发函查证，截至本 公告披露日，不存在应披露而未披露的重大事项或重大信息，包括但 不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份 回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大 事项。 公司股票价格短期涨 ...

特此回函! 控股股东:山东能源集团新材料 有限公司 2025年7月10日 山东玻纤集团股份有限公司: 本公司已于2025年7月10日收到贵公司发来的《山东玻纤集团 股份有限公司股票交易异常波动的问询函》,经本公司认真自查, 现回复如下: 本公司为山东玻纤集团股份有限公司(以下简称"山东玻纤") 的控股股东,截至目前不存在影响公司股票交易异常波动的重大 事项,不存在其他应披露而未披露的重大信息,包括但不限于筹 划涉及上市公司的重大资产重组、股份发行、收购、债务重组、 业务重组、资产剥离、资产注入、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等对山东玻纤股票交易价格 产生较大影响的重大事项。 关于对山东玻纤集团股份有限公司 股票交易异常波动问询函的回复 ...