2 1 Shi Ji Jing Ji Bao Dao·2026-02-12 03:09Group 1 - The fiberglass sector is experiencing significant activity, with companies like Shandong Fiberglass and Honghe Technology hitting the daily limit up, while China National Materials and China Jushi also saw gains [1] - The fiberglass index rose by 2.89%, reaching a price of 5968.64, with a transaction amount of 32.2 million [2] - Key companies in the sector include Shandong Fiberglass, which saw a price increase of 10.03% and a market cap of 6.08 billion, and Honghe Technology, which increased by 10% with a market cap of 64.5 billion [2] Group 2 - The recent surge in the fiberglass concept sector is driven by rising prices of electronic cloth and increased demand from AI computing, leading to supply-demand tension [4] - Traditional fiberglass electronic cloth prices have accelerated since February, confirming earlier reports of a supply gap due to production shifts towards AI electronic cloth [4] - Companies such as China National Materials, International Composites, Honghe Technology, and Feilihua are recommended for attention due to the favorable market conditions [4]