Electronic Fabric Inventory Remains Tight; Price Hike Cycle Not Yet Over

Industry sources report that multiple electronic fabric (electronic-grade fiberglass) manufacturers are experiencing tight inventory levels, with some companies holding less than ten days of stock. Overall industry expansion progress is constrained by bottlenecks in loom supply, making short-term inventory replenishment challenging. Industry analysts believe that as long as the loom bottleneck remains unresolved and production capacity continues shifting toward high-end fabrics, the robust market outlook for electronic fabric will persist, and the price hike cycle has not concluded.

Li Yang, Deputy Director of Guojin Securities Research Institute and Chief Analyst of Building Materials and New Materials, stated that electronic fabric manufacturers maintain low inventory levels. Currently, most enterprises operate their productive capacity at full load, essentially selling all output immediately upon production. The sales department of Huangshi Honghe, a wholly-owned subsidiary of Grace, reported: "We have less than 10 days of stock remaining; shortages are extremely severe, with prices rising significantly each month." A staff member from China Jushi's sales department noted that current overall supply of electronic fabric products is relatively tight. (Shanghai Securities News)