特种电子布系列一：算力产业链高景气赛道高端卡位奇点或已至

天风证券2025-07-06

当前受全球算力景气预期提升带动，特种电子布（低介电一代/二代/低膨胀）高景气预期仍有望继续上修，三代布进度有望加速。我们跟踪低介电/低膨胀电子布下游终端分别应用于通信基础设施和半导体封装领域。低介电电子布：算力设备“高速信号铺路者”低介电（LowDK）电子玻纤布是一种终端用于电子行业的高性能材料，能够减少信号传输中的能量损失，提高信号完整性和传输速度。低膨胀电子布：芯片封装“热稳定守护者”低膨胀（...

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特种电子布系列一：算力产业链高景气赛道 高端卡位奇点或已至

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特种电子布系列一：算力产业链高景气赛道高端卡位奇点或已至