中信证券：中上游涨价影响下电子板块投资机遇展望

Core Insights - Recent price increase notifications have been issued by companies in various segments of the electronics industry, including storage, CCL, BT substrates, wafer foundry, and packaging [1] - The background for this price increase cycle is attributed to a significant rise in upstream metal costs since 2025, coupled with strong demand driven by AI [1] - Despite the high demand in AI, the demand for consumer electronics and automotive electronics is experiencing temporary pressure, suggesting a mixed market environment [1] - It is recommended to focus on segments such as storage, CCL, BT substrates, wafer foundry, and packaging, which are expected to benefit most from the ongoing price increase trend [1]