龙虎榜复盘丨油服大涨，玻纤板块再度强势

Group 1: Stock Market Activity - 43 stocks were listed on the institutional leaderboard today, with 29 experiencing net buying and 13 facing net selling [1] - The top three stocks with the highest net buying by institutions were Huagong Technology (¥189 million), Tongguan Copper Foil (¥188 million), and Shanghai Film (¥185 million) [1][2] Group 2: Oil and Gas Industry - Domestic oil and gas capital expenditure is expected to gradually recover, with the U.S. government continuing to promote oil and gas development [3] - The EIA predicts that the natural gas generation capacity in the U.S. is likely to increase in the coming years, indicating a potential rebound in oil service spending by 2026 [3] Group 3: Glass Fiber Industry - Glass fiber manufacturers are anticipated to initiate a second round of price increases due to rising costs and supply tightness, with planned monthly adjustments of 10% to 15% [5] - If the current pricing strategy proceeds as planned, prices could potentially double by the end of the year, following a cumulative increase of over 50% since 2025 [5] - The demand for AI electronic fabrics is expected to drive the market, with 2026 being a pivotal year for the realization of volume and profit in this sector [5]