Huatai Securities

According to 36Kr, Huatai Securities reviewed six integrated glass fiber and products companies’ 2026 mid-year reports and a decade of financial data, identifying three major trends in the domestic glass fiber industry: electronic fabrics are driving differentiation, specialty electronic fabrics are entering a rapid growth phase with new capacity from looms and yarn ends, and import prices for electronic yarns and fabrics are rising. For H2 2026, Huatai Securities highlights two investment themes: shifting supply constraints from weaving to yarn ends for ordinary electronic fabrics, and continued demand growth for second-generation low-DK2 and Low-CTE specialty electronic fabrics.