【研选行业】盈利明显修复！26年玻纤量价弹性可观、受益AI高景气

Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities and risks, particularly in the context of market dynamics and industry trends [1] Group 2 - In 2024, three rounds of price increases have been implemented, leading to a noticeable recovery in profitability within the industry. By 2026, capacity growth is expected to be limited, optimizing the supply-demand balance and supporting a continued upward shift in price levels [1] - The special electronic fabric sector is anticipated to benefit from the high demand driven by AI, with significant price and volume elasticity, resulting in more substantial profit releases [1] Group 3 - China controls 52% of global resources, and the mining quotas are set to decrease by 6.5% in 2025, indicating a continued tightening of supply for strategic metals. The price of these metals has already increased by over 120% this year [1] - Institutions recommend focusing on two leading companies in terms of production capacity within this sector [1]