中邮证券：1月电子纱价格提涨 AI产业链需求景气驱动下仍存涨价预期

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智通财经APP获悉，中邮证券发布研报称，上周电子纱价格提涨，中高端产品供需关系紧张，中高端产品货紧价扬带动普通电子纱G75价格继续跟涨，截至1月最新价格，国内G75均价维持9377元/吨，环比上涨近1%，同比涨幅达11.31%，在PCB高端需求增长支撑下，预计后期价格仍有提涨预期。建议关注：中国巨石(600176.SH)、中材科技(002080.SZ)。中邮证券主要观点如下：水泥：年末全国市场逐步...

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