CJS(SH:600176) 智通财经网·2026-02-12 02:53Industry Overview - The recent price trend in the electronic yarn market has shown strong upward momentum, with mainstream quotes for electronic yarn G75 reaching 10,400-10,700 RMB/ton [1][2] - The mainstream price for 7628 electronic fabric is currently 5.3-5.5 RMB/m, with a year-end increase of 0.75 RMB/m [2] Price Dynamics - The price of ordinary electronic fabric is expected to experience marginal increases due to supply constraints from weaving machine shortages, which may lead to a phase of price hikes [2] - The demand for AI specialty yarns is increasing, causing some manufacturers to shift production capacity towards AI products, thereby reducing the supply of ordinary 7628 [2] Profitability and Capacity - Leading companies are likely to optimize their product structures, resulting in significant profit elasticity for ordinary electronic fabric [2] - In 3Q2021, the average price of 7628 electronic fabric reached 8.8 RMB/m, with a net profit of 2.8 RMB/m for China Jushi, indicating substantial room for profitability at current price levels [2]