Ge Long Hui·2026-02-11 03:09Core Viewpoint - The supply-demand tension in the AI supply chain is spreading upstream, leading to significant price increases in the electronic fabric industry, indicating a shortage from high-end products to ordinary products [1] Group 1: Price Trends - On February 4, leading companies in the fiberglass sector, such as Guangyuan New Materials and International Composite Materials, announced substantial price increases, reflecting a tightening supply of electronic fabric [1] - The price of 7628 electronic fabric has jumped since the fourth quarter of 2025, with increases of 0.15-0.25 yuan per meter in October, December, and January 2026, rising from 4.15 yuan per meter at the end of September 2025 to 4.75 yuan per meter currently [1] Group 2: Market Reaction - The electronic fabric sector experienced a surge today, with stocks like Honghe Technology, International Composite Materials, and China National Building Material reaching their daily limit [1] - Honghe Technology and International Composite Materials have reached historical highs in stock prices, indicating strong market confidence [1] Group 3: Company Performance - Honghe Technology expects a net profit attributable to shareholders of 193 million to 226 million yuan for 2025, representing a year-on-year increase of 745% to 889% [1] - International Composite Materials anticipates a net profit of 260 million to 350 million yuan for 2025, marking a turnaround from losses to profitability [1]