Zheng Quan Shi Bao Wang·2025-10-31 01:37Core Insights - The fiberglass industry is experiencing price increases driven by improved supply and demand during the peak season, rising production costs, and overseas tariffs [1][2] - Leading companies such as China Jushi, Taishan Fiberglass, International Composites, and Changhai Co. have announced price hikes for various fiberglass products, with increases ranging from 5% to 10% and specific price adjustments of 100 to 200 yuan per ton for certain products [1][2] Price Adjustments - China Jushi has raised prices for wind power and thermoplastic short-cut products by 5% to 10%, and for combined yarn and ordinary direct yarn products by 100 to 200 yuan per ton [1] - Taishan Fiberglass has increased prices for coarse yarn and felt products by no more than 10%, with short-cut yarn and wind power yarn seeing increases of 5% to 10% [1] - International Composites and Changhai Co. have also raised prices for their main coarse yarn products by 5% to 10% [1] Market Dynamics - According to CITIC Securities, since entering the peak season in September, there has been a recovery in demand for fiberglass coarse yarn, leading to accelerated purchases in the downstream market [1] - High-end products such as wind power yarn and thermoplastic short-cut products are experiencing strong demand, with an increase in orders during the peak season [1] - The electronic yarn and fabric sector has benefited from high demand in the PCB market, particularly in the AI application area, leading to a shortage of special electronic fabrics [1] Future Outlook - The price increases initiated by leading companies reflect a positive trend in the high-end product structure of the fiberglass industry, indicating sustained high demand [2] - The comprehensive advantages of leading companies in high-end product structure, production costs, and market positioning are expected to enhance their performance, with significant growth in annual results anticipated [2]