中信证券：近期电子行业多个细分板块相关公司发布涨价通知，建议关注受益确定性最高的环节

Core Viewpoint - Recent price increase notifications from various companies in the electronics industry are driven by significant upstream metal cost increases since 2025, coupled with strong demand from AI applications [1] Group 1: Price Increases - Multiple segments within the electronics industry, including storage, CCL, BT substrates, wafer foundry, and packaging, have announced price hikes [1] - The price increase trend is expected to benefit certain segments more definitively, particularly storage, CCL, BT substrates, wafer foundry, and packaging [1] Group 2: Demand Factors - The surge in AI demand is a key factor contributing to the overall demand increase, despite some pressure on consumer electronics and automotive electronics [1]