玻璃纤维+PCB上游材料概念联动2连板！中材科技13:33再度涨停，背后逻辑揭晓

Group 1 - The core viewpoint of the article highlights that Zhongcai Technology has achieved a consecutive two-day limit-up in trading, indicating strong market interest and performance [1] - The stock reached a trading limit at 13:33 with a transaction volume of 5.705 billion yuan and a turnover rate of 7.00% [1] - The surge in the fiberglass sector is primarily driven by rising electronic fabric prices and an explosion in AI computing demand, leading to supply-demand tension [1] Group 2 - The transition of weaving machine capacity to produce AI electronic fabrics has resulted in a supply gap for traditional fabrics, which is expected to drive price increases and enhance profitability for leading fiberglass companies [1] - Zhongcai Technology is recognized as a leading enterprise in the domestic specialty fiberglass and composite materials sector, with its main business covering fiberglass and other segments [1] - The company possesses significant technological advantages in high-end product areas, providing strong support for its continued development [1]