On June 16, China National Building Material rose 5.24% in regular trading, trading at 5.48 HKD/share, with turnover of 274 million HKD, extending its recent strong rebound.

On the news front, the fifth round of electronic cloth price increases within the year has been implemented, with AI computing power demand continuing to drive the fiberglass sector higher. China National Building Material holds 60.24% of Sinoma Science & Technology and 29.22% of China Jushi, the world's largest electronic cloth producer with a 23% global market share and annual output of approximately 1.3 billion meters. Commonly used electronic cloth specifications have seen average prices reach 7.4 yuan/meter, doubling from last year's third-quarter lows. High-end AI servers require PCBs with 20 to 30 layers, with single-unit electronic cloth consumption far exceeding that of traditional servers, resulting in a persistent structural supply gap. Institutions have noted that the company's new materials segment — including fiberglass, carbon fiber, and lithium battery separators — maintains strong growth momentum, while overseas engineering services present additional upside, potentially leading the company into a new growth phase.

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