山东玻纤董事长变更，电子布涨价推动股价涨停

Group 1 - The core point of the article is the election of Zhu Bo as the new chairman of Shandong Glass Fiber, following the resignation of the former chairman Zhang Shanjun due to age reasons. This change in leadership coincides with a significant increase in the glass fiber sector driven by rising electronic cloth prices and demand for AI computing power [1] - On February 11, 2026, Shandong Glass Fiber's stock price hit the daily limit, closing at 9.27 yuan with a single-day increase of 9.96%. The stock has seen a cumulative increase of approximately 10.36% over the past seven trading days, with a trading volume of 1.25 billion yuan and a turnover rate of 2.26% [2] - The stock price surge is primarily driven by expectations of rising electronic cloth prices, with ordinary electronic cloth prices exceeding 10,000 yuan, highlighting a tight supply-demand situation in the market [1][2] Group 2 - In 2025, the company is expected to narrow its net loss to between 14.74 million yuan and 9.83 million yuan, representing a year-on-year reduction in losses of 85% to 90%. This improvement is attributed to product structure optimization and cost control measures [3] - The company's revenue in the third quarter of 2025 grew by 19.26% year-on-year, with losses shrinking by 99.81%, indicating a near breakeven point [3] - However, the company's asset-liability ratio has risen to 65.87%, indicating a need to monitor short-term debt repayment pressures [3]