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中国巨石:2025 年业绩发布会要点- 电子纱供需紧张仍是核心亮点
2026-03-24 01:27
China Jushi (600176.SS) Takeaways of 2025 Results Presentation – E-fabric tightness remains the key highlight CITI'S TAKE Flash | 22 Mar 2026 12:16:46 ET │ 11 pages We attended Jushi's 2025 Results Presentation on Mar 20. Management's tone was constructive overall, with the strongest confidence still centered on electronic fabric. Standard electronic fabric and 7628 remain in tight supply, and management does not expect a quick easing given limited new capacity, equipment bottlenecks and still solid downstr ...