Commodity Chemicals

Grace

Grace released FY2026 Q1 earnings on April 16 During-Market (BJT), actual revenue CNY 442.1 M, actual EPS CNY 0.16

Grace to Release FY2026 Q1 Earnings Report on April 17 During-Market BJT

Grace released FY2025 Annual Earnings on April 9 Pre-Market (BJT), actual revenue CNY 1.171 B (forecast CNY 1.146 B), actual EPS CNY 0.23 (forecast CNY 0.2)

Grace released FY2025 Q4 earnings on April 9 Pre-Market (BJT), actual revenue CNY 318.57 M, actual EPS CNY 0.0694

Grace to Release FY2025 Earnings on April 10 Pre-Market (BJT), Forecast Revenue CNY 1.146 B, EPS CNY 0.2

Grace released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 302.09 M, actual EPS CNY 0.0601

Grace released FY2025 9 Months Earnings on October 29 After-Market BJT, with actual revenue of CNY 852.46 M and actual EPS of CNY 0.158

Grace to Release FY2025 Q3 Earnings on October 30 After-Market (BJT)

Grace released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 304.37 M, actual EPS CNY 0.0579

Grace released FY2025 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue CNY 550.37 M, actual EPS CNY 0.1

Grace FY2025 Semi-Annual Earnings Release on August 28, 2025 (BJT)

Honghe Technology Sees Net Profit Surge by 85.8954 Million Yuan in 2024

High-End Electronic Cloth Prices Soar

AI Development Drives PCB and CCL Iteration, Special Epoxy Cloth Demand Upgraded

Honghe Technology Issues Stock Trading Risk Warning

TF Securities Analyzes Cement and Fiberglass Market Prospects

Chairman Mao Jiaming of Honghe Technology Reduces 320,200 Shares

Director of Honghe Technology Reduces Shares

TF Securities Releases Research Report on Honghe Technology

Honghe Tech Reports Profit in Q1 2025

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Electronic fabric (electronic-grade fiberglass) manufacturers face tight inventory levels, with some firms holding less than ten days' supply and finding it difficult to replenish stock in the short term. Industry expansion is constrained by bottlenecks in loom availability, suggesting that the strong market conditions for electronic fabric will persist and the price hike cycle has not ended. Guojin Securities analyst Li Yang noted that corporate inventories are low while production capacity operates at full load. Grace indicated severe shortages with significant monthly price increases, reflecting overall supply tightness

Wallstreetcn

SINOLINK SECURITIES

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

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36Kr learned that the three major A-share indices closed mixed at noon, with the Shanghai Composite Index down 0.17%, the Shenzhen Component Index up 0.19%, and the ChiNext Index up 0.39%; fiberglass, lithium mines, and CPO concepts led the gains, with Grace and TUDI hitting the daily limit, T&S rising over 5%, while the shipping, energy equipment, and insurance sectors saw the largest declines, with COSCO Shipping Energy down over 4%, SK down over 3%, and CPIC down over 2%

36Kr

TUDI

CPIC

The three major A-share indices closed mixed at midday, with the fiberglass concept strengthening

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The market fluctuated and diverged in morning trading, with the three major indices showing mixed performance. Fiberglass concept stocks exploded collectively, with CJS hitting the daily limit to reach a new high, and Grace and SINOMATECH both hitting the daily limit. CPO concept stocks continued to strengthen, with RAISECOM, CEM, TKD, and several other stocks hitting the daily limit. Pork and chicken stocks rose, with Huaying Agricultural and Tech-bank hitting the daily limit. On the downside, gaming stocks adjusted collectively, with Kingnet Network hitting the daily limit down and Bingchuan Network falling by over 10%. At the midday close, the Shanghai Composite Index fell 0.17%, the Shenzhen Component Index rose 0.19%, and the GEM Index rose 0.39%

SINOMATECH

Tech-bank

RAISECOM

Huaying Agricultural

April 13 Midday Market Review: GEM Index Surges and Pulls Back to Rise 0.39%; Fiberglass Concept Stocks Explode

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SF Diamond fell over 11%, T&S fell over 9%, Grace fell over 7%; CPO, lab-grown diamonds, and fiberglass concepts declined, while large finance, chemical fiber, and liquor saw the largest gains; the SSE Index fell 0.85%, the Shenzhen Index fell 1.87%, and the ChiNext fell 2.29%

SSE Index

ChiNext

Shenzhen Index

SF Diamond

The three major A-share indices collectively closed lower

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According to broker research, the supply and demand relationship for specialty electronic fabrics remains tight. Driven by profits, companies are actively shifting production to specialty fabrics, resulting in a compression of weaving machine capacity for 7628 electronic fabrics. Institutions expect the price of 7628 electronic fabrics to rise by 8 yuan per meter

CHANGHAI

The demand for AI continues to grow rapidly, and analysis suggests that the price of electronic fabrics is expected to continue rising

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Acer Chairman Chen Junsheng stated that the memory shortage will continue until mid-year, and the situation in the second half of the year needs to be observed. As major manufacturers accelerate production expansion, the supply-demand gap is expected to narrow. Since memory accounts for about 25% of the BOM, its price has risen by 50% to 100%, leading to an increase in PC prices, with a recent surge in urgent orders and a nearly 40% increase in revenue in January this year

AASTOCKS

MACMIC

Acer's Chen Junsheng: Memory shortages will last at least until mid-year, PC price increases trigger urgent order effects