石英布应用预期加强,珠光颜料出海并购加速 | 投研报告

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Jun 30, 2025

国金证券近日发布建材建筑周观点:AI电子布方面,近期石英布应用预期加强,石英布、即Q布,以石英石为原料熔制而成,根据中益科技(菲利华控股子公司)数据,相较低介电电子布,其拥有理论上更低的介电常数(10GHz下为3.74,Low-Dk二代为4)+介电损耗(10GHz下为0.2‰,Low-Dk二代为2.8‰),因此可适配于未来对介电性能要求更高的AI服务器,应用前景可观。国金证券近日发布建材建筑周观点...

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