中国巨石 - 有望受益于 AI 外溢效应

March 23, 2026 11:45 AM GMT China Jushi | Asia Pacific Positioned to Benefit from AI Spillover | What's Changed | | | | --- | --- | --- | | China Jushi (600176.SS) | From | To | | Price Target | Rmb19.20 | Rmb33.00 | With AI-related demand driving up high-end glass fiber consumption, industry supply-demand dynamics appear healthy and are likely to remain supportive over the next two years. We raise our PT to Rmb33. High demand from AI supporting glass fiber prices: AI-related demand is driving high-end glas ...