Recently, there is market news that since October, the price increase for electronic cloth has once again been realized, with an increase of 1.5 yuan/meter. E-yarn G75 has risen by 3,000 yuan/ton, and thin cloth has risen 2.5 yuan/meter. On October 12, several leading e-cloth listed companies responded to reporters saying that the news of the price increase was true. The price of the 7628 model of ordinary electronic cloth increased by 1.5 yuan/meter, and the price increase was at a high level during the year. Compared to thick cloth, the price increase for thin cloth is even stronger. Currently, the logic of price increases has not changed. On the one hand, demand for PCB products has increased in the downstream AI field, and special electronic cloth in the AI field is one of the main raw materials for PCB upstream copper-clad sheets; on the other hand, electronic cloth companies are shifting the production capacity of ordinary electronic cloth to the field of AI special electronic cloth, and there is a shortage in the supply of ordinary electronic cloth production capacity, which has led to a rise in prices. International composites responded that the overall inventory of the electronic cloth industry is in a tight balance. Among them, the supply and demand for high-end electronic cloth is more tight, and the industry is showing a trend where the thinner and tighter the trend, the increase of thin cloth in October was also higher than that of thick cloth. Since last year, the company has begun technical reform operations from “thick cloth” to “thin cloth.” The proportion of thin cloth is now quite high.

Recently, there is market news that since October, the price increase for electronic cloth has once again been realized, with an increase of 1.5 yuan/meter. E-yarn G75 has risen by 3,000 yuan/ton, and thin cloth has risen 2.5 yuan/meter. On October 12, several leading e-cloth listed companies responded to reporters saying that the news of the price increase was true. The price of the 7628 model of ordinary electronic cloth increased by 1.5 yuan/meter, and the price increase was at a high level during the year. Compared to thick cloth, the price increase for thin cloth is even stronger. Currently, the logic of price increases has not changed. On the one hand, demand for PCB products has increased in the downstream AI field, and special electronic cloth in the AI field is one of the main raw materials for PCB upstream copper-clad sheets; on the other hand, electronic cloth companies are shifting the production capacity of ordinary electronic cloth to the field of AI special electronic cloth, and there is a shortage in the supply of ordinary electronic cloth production capacity, which has led to a rise in prices. International composites responded that the overall inventory of the electronic cloth industry is in a tight balance. Among them, the supply and demand for high-end electronic cloth is more tight, and the industry is showing a trend where the thinner and tighter the trend, the increase of thin cloth in October was also higher than that of thick cloth. Since last year, the company has begun technical reform operations from “thick cloth” to “thin cloth.” The proportion of thin cloth is now quite high.