CNBM Shares Surge Over 6% as Analysts Foresee Sustained Profitability Improvement in New Materials Segment This Year

Stock News
昨天

CNBM (03323) saw its shares rise more than 6%. As of the time of writing, the stock was up 6.68%, trading at HK$5.11 with a turnover of HK$261 million. The positive movement is attributed to the sustained high demand for specialty electronic fabric, driven by the explosive growth in AI computing power. Some production capacity for standard fabric has been shifted to specialty fabric, leading to tight supply-demand conditions across the industry. Prices for all categories of electronic fabric have entered an upward trend. Huatai Securities previously noted that the company's new materials segment achieved full-year revenue of RMB 55.557 billion in 2025, a year-on-year increase of 14.4%, with operating profit reaching RMB 6.258 billion, up 11.8%. By product, glass fiber sales volume and average selling price increased by 3.1% and 12.8% year-on-year, respectively, achieving growth in both volume and price. Standard and high-performance electronic fabric are expected to unlock new growth potential for the glass fiber segment. With the completion of the world's first zero-carbon intelligent manufacturing base for glass fiber and the continued volume increase in high-performance electronic fabric, profitability in the new materials business is projected to see sustained improvement in 2026.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10