中信证券：玻纤旺季复价有序推进 龙头量利齐升弹性高

Group 1 - The core viewpoint of the article highlights that leading fiberglass companies in China, such as China Jushi, Taishan Fiberglass, International Composites, and Changhai Co., are implementing price adjustments for their main products, with higher adjustments expected for high-end products [1] - Since the peak season in September, the industry has shown signs of improved supply and demand, with sustained high demand for high-end product structures [1] - The increase in production costs and operational pressures from overseas tariffs have led fiberglass companies to enhance collaborative efforts to improve pricing, resulting in a consistent demand for improved profitability [1] Group 2 - The current price adjustments for roving and electronic yarns are progressing in an orderly manner, with expectations for effective downward transmission and sustainability [1] - Leading companies with advantages in high-end product structures, production costs, and market positioning are expected to see both volume and profit increase, making annual performance improvements more promising [1]