南亚新材:2025年受原材料价格影响及海外产能溢出等原因已先后带来两轮涨价

Group 1 - The core viewpoint of the article indicates that Nanya New Materials anticipates price increases in 2025 due to rising raw material costs and overseas capacity overflow [2] - The new round of price hikes in the industry is set to begin at the end of 2025, driven by soaring raw material costs and structural supply-demand changes influenced by AI, along with adjustments in industry capacity structure [2]