我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 据台媒报道，高端电子级玻璃纤维布 （glass cloth， 简称"玻纤布"） 全球大缺货， 南亚塑胶应援日 东纺 ，全面"动起来"。1月18日，南亚塑胶指出，有关特殊玻纤布的协助织造，经双方多次交 流、测试，近期正式投产，除双方议定的目标外，未来将视市场需求，不排除增加产量。 法人表示，由于新世代玻纤布产品持续朝高层数及大尺寸趋势发展，整体载板使用面积大幅增长， 意味着对 Low CTE （低膨胀系数） 玻纤布的产能需求将持续提升。在需求及成本驱动下，不仅玻 纤布价格持续上扬，也将进一步带动载板同步涨价。 未来日东纺供应的特殊玻纤布中，将有 20% 由南亚塑胶协助织造。 在去年11月， 南亚塑胶 就已 宣布，已与日本特殊玻纤龙头厂商日东纺建立战略合作关系，双方 将共同扩大供应产能，以满足快速成长的市场需求。 根据新闻稿内容，除生产端的合作外，日东纺还将向南亚塑胶长期、稳定供应第二代低介电常数玻 纤纱 （NER） 等关键原材料。这将有助于强化南亚塑胶在 ...

1月20日股市早报：电网设备/大飞机/燃气轮机/机器人/AI应用/旅游等 ①IMF将2025年中国经济增长率上调0.2个百分点至5%，同时 ②特朗普对欧洲的关税威胁引发避险需求，黄金和白银价格双双触及历史新高。 。 ：拟取得上海肖克利和富士德中国100%股份，预计构成重大资产重组 股票复牌。 上海肖克利是一家基于半导体芯片的解决方案供应商和 1月20日股市早报：电网设备/大飞机/燃气轮机/机器人/AI应用/旅游等 ①IMF将2025年中国经济增长率上调0.2个百分点至5%，同时 ②特朗普对欧洲的关税威胁引发避险需求，黄金和白银价格双双触及历史新高。 。 ：拟取得上海肖克利和富士德中国100%股份，预计构成重大资产重组 股票复牌。 上海肖克利是一家基于半导体芯片的解决方案供应商和元器件代理商；富士德中国主要销售电路板（表面贴）组 装相关设备和半导体相关设备 ：即将推出首款非易失性存储器芯片，填补公司在Flash领域的产品空白 ：实控人将变更为上海市国资委 股票复牌 ：与兵工物资签订三年合作框架协议，预计每年向其销售约97亿元，产品包括阴极铜、粗铜和电解镍等 ①南方电网2026年固定资产投资将达1800亿元，连续 ...

消息面上，25年12月，受铜价上涨及玻璃布供应紧张的影响，铜箔基板龙头建滔向客户发涨价函。公司 表示，原物料成本已难以吸收，新接单材料价格再度全面调涨10%。值得注意的是，此次涨价已是2025 年下半年以来建滔发起的第三次涨价。招商证券判断，"涨价"将成为CCL行业25-26年的主旋律。 国金证券发布研报称，AI强劲需求带动PCB价量齐升，目前多家AI-PCB公司订单强劲，满产满销，正 在大力扩产，四季度及明年业绩高增长有望持续。AI覆铜板也需求旺盛，由于海外覆铜板扩产缓慢， 大陆覆铜板龙头厂商有望积极受益。 建滔积层板(01888)盘中涨近6%，截至发稿，涨4.25%，报12.99港元，成交额1.65亿港元。 ...

Market Overview - On December 30, A-shares opened lower with the Shanghai Composite Index down 0.44% at 3947.87 points, the Shenzhen Component Index down 0.52% at 13466.3 points, and the ChiNext Index down 0.44% at 3208.32 points [1] - Precious metals and non-ferrous metals sectors experienced a collective pullback, with silver and non-ferrous metals hitting the limit down, and companies like Yunnan Copper and Jiangxi Copper also declining [1] Company News - Longpan Technology's subsidiary has been operating its lithium iron phosphate production line at full capacity but will reduce production by approximately 5,000 tons for maintenance starting January 1, 2026, without significant impact on 2026 performance [2] - Ganfeng Lithium received a notice regarding an insider trading case, but its operations remain normal [2] - Shenjian Co. reported that its commercial aerospace revenue is only 371.24 million yuan, accounting for 0.20% of its total revenue for Q3 2025 [2] - Tianqi Co. plans to raise up to 977 million yuan for projects related to automotive equipment and robotics [2] - WISCO Development is planning a major asset restructuring involving the acquisition of stakes in WISCO Mining and Luzhong Mining, with stock suspension expected for up to 10 trading days [3] Industry Insights - The silver market saw prices near $80 per ounce, reaching over $83 before a significant drop, influenced by margin increases by the Chicago Mercantile Exchange [6] - The humanoid robot sector is expanding, with Yushu Technology set to open its first store in Beijing and launch a dedicated app store for robot applications [7] - At least 10 commercial aerospace companies are pursuing IPOs, with new regulations from the Shanghai Stock Exchange aimed at facilitating listings for commercial rocket firms [8] - The copper foil substrate industry is experiencing price increases due to rising copper prices and supply chain issues, with a forecast of continued price hikes in 2025-2026 [9] - The digital currency sector is set for a new framework launch by the People's Bank of China on January 1, 2026, enhancing the management and infrastructure for digital yuan [10] - The carbon fiber market is expected to see price increases starting January 2026, with major producers announcing hikes of 10% to 20% [11] - The Chinese government is focusing on boosting consumption through various initiatives, including subsidies for replacing consumer goods [12]

Group 1 - The core viewpoint of the article is that the Taiwanese stock market has experienced a significant upward trend, driven primarily by the AI supply chain, particularly benefiting from increased capital expenditures by large cloud service providers (CSPs) [3][4] - The Taiwan stock index has risen from approximately 13,000 points at the end of 2022 to nearly 26,000 points, marking a cumulative increase of 100% [3] - The AI-driven corporate profit growth cycle is expected to continue until 2026, providing a strong foundation for the long-term positive outlook of the Taiwanese stock market [3] Group 2 - Key indicators to monitor include the capital expenditure trends of the four major CSPs, as sustained increases will translate into strong demand for Taiwan's AI supply chain [3] - AI applications are extending from cloud computing to edge computing and end devices, which is anticipated to create a second wave of growth momentum before 2026 [3] - Despite the structural positive factors, short-term volatility risks exist due to high valuations in AI stocks and potential inflation pressures that could affect market sentiment [4] Group 3 - Investment recommendations include focusing on sectors with potential for specification upgrades, such as thermal management, network communication PCBs, power supplies, and copper foil substrates [4] - Caution is advised in stock selection for non-AI stocks, with suggestions to consider industries with policy support or defensive characteristics, such as military/aerospace, finance, construction, dining, and convenience stores [4]