中邮证券：电子布延续高景气看好行业龙头中国巨石(600176.SH)

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智通财经APP获悉，中邮证券发布研报称，电子布自25年10月已经历4轮涨价，2月初涨价幅度达0.5-0.6元/米，涨价节奏及幅度均超预期。一方面，AI相关的low-CTE、一代布二代布等产品需求旺盛高景气，供给短期难以满足，产品价格有望持续提升。另一方面，由于行业产能转向AI特种玻纤，传统电子布产能紧缺、叠加织布机紧缺等因素，预计传统电子布仍将延续超预期涨价态势。建议关注：中国巨石(600176....

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中邮证券：电子布延续高景气 看好行业龙头中国巨石(600176.SH)

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中邮证券：电子布延续高景气看好行业龙头中国巨石(600176.SH)