Group 1 - The stock price of Jiantao Laminates (01888) increased by over 6%, reaching HKD 12.79 with a trading volume of HKD 237 million [1] - In August, Jiantao Laminates announced a price increase of HKD 10 per sheet for CEM-1/22F/V0/HB and FR-4 products, reflecting an approximate 8% increase due to rising costs of copper, glass fabric, and chemical raw materials [1] - CITIC Securities noted that the high levels of raw material prices and utilization rates are prompting copper-clad laminate manufacturers to push for price increases, with leading manufacturers' net profit margins rising to about 10% in Q2 2025 [1] Group 2 - Guotai Junan Securities indicated that during periods of rising traditional copper-clad laminate prices, limited supply expansion benefits the market structure [2] - The demand for copper-clad laminates is expected to grow positively alongside improvements in AI demand, with major companies focusing their expansion plans on high-end boards [2] - Since the profitability bottom in 2023, the expansion of mid-range production capacity has been relatively limited, while global demand is anticipated to rise moderately, suggesting an optimistic outlook for the traditional copper-clad laminate market [2]