Electronic cloth prices continue to rise, high-end capacity is expected to be released.

Electronic cloth prices continued to rise this month, and related listed companies are accelerating their layout in high-performance products such as low dielectric and low thermal expansion coefficient materials, adjusting product mix through new capacity and technological transformation. A research report released by Sinolink Securities on October 9 shows that since the beginning of this month, the price of 7628-type electronic cloth has risen again by 1.5 yuan/meter, G75 electronic yarn has increased by 3,000 yuan/ton, and both 2116 and 1080-type thin cloth have risen by 2.5 yuan/meter. The report believes that factors such as tight supply of weaving machines, downstream demand exceeding expectations, and the continuous rise in copper-clad laminate prices have jointly driven the sustained increase in electronic cloth prices.