Zhi Tong Cai Jing·2025-09-02 03:35Group 1 - The core players in the fiberglass electronic cloth industry are accelerating their capacity expansion, with China National Materials announcing an addition of 35 billion low dielectric cloth capacity and China Jushi indicating progress in developing specialty electronic cloth series products [1] - China Jushi's scale and cost control capabilities, along with its strong cooperation with downstream CCL manufacturers, suggest that it will penetrate the supply chain and capture a certain market share in the future [1] - The cement industry is expected to see a continuous decline in capacity under the anti-overproduction policy, leading to a significant increase in capacity utilization rates, with a potential demand recovery and price increase anticipated in August [2] - The glass industry is facing a downward trend in demand due to real estate impacts, but the supply side is expected to improve as most companies meet environmental requirements, accelerating the industry's cold repair progress [2] - The fiberglass sector is experiencing a surge in demand driven by the AI industry, with low dielectric products seeing both volume and price increases, indicating a trend of continuous growth in demand [2]