Huatai Securities forecasts price rally for electronic fabric in H2 2026
Huatai Securities identified three trends in China's fiberglass industry: electronic fabric as a key differentiator, accelerated volume growth for specialty fabrics, and rising import prices boosting domestic substitution. The brokerage forecasts price increases for standard and specialty electronic fabrics in H2 2026, with 7628 fabric potentially reaching 15 yuan by year-end. It recommends focusing on integrated yarn-and-fabric producers and specialty materials like Low-DK2 and Low-CTE.
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Huatai Securities Sees Price Rise Opportunities for Electronic Fabric in H2 2026
Huatai Securities, in a research report analyzing six listed glass fiber and product companies, identifies three key trends in China's glass fiber industry: electronic fabric is becoming a key differentiator, specialty electronic fabric is entering a phase of accelerated volume growth, and import prices for electronic yarn and fabric are rising, boosting domestic substitution. The brokerage maintains a positive outlook for price increases of standard electronic fabric and specialty types like Low-DK2 and Low-CTE in the second half of 2026. It notes that the supply logic for standard electronic fabric is shifting from looms to furnaces, keeping supply tight, but demand growth from downstream copper-clad laminates (CCL) needs monitoring. Huatai forecasts the price of 7628 electronic fabric could reach above 15 yuan by end-2026. For specialty fabrics, a phase of simultaneous volume and price increases is expected as new looms come online. The report highlights a potential price rally cycle across electronic fabric, CCL, and printed circuit boards (PCB), and suggests that demand from Vera Rubin and M10 testing plans could accelerate industry iteration.
Read sourceHuatai Securities Sees Three Trends in Fiberglass Industry, Recommends Two Investment Themes
On September 23, Huatai Securities published a research note via Gelonghui, analyzing the 2026 semi-annual reports and decade-long financial data of six integrated fiberglass and product listed companies. The brokerage identified three key trends in China's fiberglass industry: first, electronic fabric is becoming a major differentiator, with strong demand expected to persist in electronic applications; second, specialty electronic fabric is entering a phase of accelerated volume growth as new looms and yarn capacity come online; third, rising import prices for electronic yarn and fabric are driving rapid import substitution for specialty electronic fabric. Looking ahead to the second half of 2026, Huatai recommends two investment themes: first, the supply constraint for standard electronic fabric will shift from looms to furnaces and bushing plates, favoring integrated yarn-and-fabric producers; second, it remains bullish on volume and price growth for specialty electronic fabrics, particularly second-generation low-dielectric (Low-DK2) and low-CTE materials.
Read sourceHuatai Securities Sees Three Trends in Fiberglass Industry, Recommends Two Investment Themes
Huatai Securities, in a report published on September 23 via People's Financial Information, analyzed the 2026 semi-annual reports and decade-long financial data of six integrated fiberglass and product companies. The brokerage identified three key trends in China's fiberglass industry: first, electronic fabric is becoming a major factor driving industry divergence, with strong demand expected to continue in electronic applications; second, specialty electronic fabric is entering a phase of accelerated volume growth as new looms and yarn capacity come online; third, rising import prices for electronic yarn and fabric are boosting the potential for rapid import substitution of specialty electronic fabric. Looking ahead to the second half of 2026, Huatai recommends two investment themes: first, the supply constraint for standard electronic fabric will shift from looms to yarn furnaces and bushings, favoring integrated yarn-and-fabric producers; second, continued optimism for volume and price increases in specialty electronic fabrics, particularly second-generation low-dielectric (Low-DK2) and low-CTE materials.
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Huatai Securities: Three Trends in Fiberglass Industry, Recommends Two Investment Themes
According to a research report by Huatai Securities, the fiberglass industry is exhibiting three key trends: first, the prosperity of applications in the electronics sector is expected to continue; second, with new capacity for weaving machines and yarn ends coming online, specialty electronic fabrics are entering an accelerated volume release phase; third, the average import prices of electronic yarn and electronic fabrics continue to rise. Looking ahead to the second half of 2026, the report recommends focusing on two main investment themes: 1) the supply constraint for standard electronic fabrics will shift from fabric (loom) to yarn (furnace + bushing), emphasizing the importance of integrated yarn and fabric production; 2) continued optimism for the simultaneous volume and price increases of second-generation low-dielectric (Low-DK2) and Low-CTE specialty electronic fabrics. The report was originally published by China Business Network (CBN).
Read sourceHuatai Securities: Three Trends in Fiberglass Industry, Two Investment Themes for 2026
Huatai Securities, in a research note published on East Money News, identifies three key trends in the fiberglass industry. First, the application boom in the electronics sector is expected to continue. Second, specialty electronic fabrics are entering a phase of accelerated volume growth as new weaving and yarn production capacity comes online. Third, the rising average import prices for electronic yarn and fabric are driving rapid import substitution for specialty electronic fabrics. Looking ahead to the second half of 2026, Huatai recommends two main investment themes: 1) a shift in supply constraints for standard electronic fabrics from weaving to yarn production, favoring integrated yarn-and-fabric producers; and 2) continued growth in both volume and price for specialty electronic fabrics, particularly second-generation low-dielectric (Low-DK2) and low-CTE materials.
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