国际复材：再投16.93亿元加码高频高速电子纤维布

Group 1 - The article discusses the upcoming 2026 Future Industry New Materials Expo, which will focus on common needs in future industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy [1] - International Composite Material has announced a project to build a production line for high-frequency and high-speed electronic fiber cloth with an estimated total investment of 1.693 billion yuan, aimed at enhancing the company's competitiveness in high-end manufacturing [2] - The company has successfully launched an 85,000-ton electronic-grade glass fiber production line, with products certified for 5G low dielectric glass fiber and successful integration into leading supply chains [2] Group 2 - The report from CITIC Securities indicates that the demand for orthogonal backplanes and upgrades in Cowop technology will lead to PCB becoming more similar to semiconductors, resulting in a steady increase in value [3] - Domestic PCB companies are gaining global market share, which is driving the localization of upstream supply chains, including high-end resins, glass fiber cloth, and copper foil [3] - The article highlights the importance of optimizing production capacity and cost control in response to industry demand differentiation and price pressures in the terminal market [2]