电子布连续提价 AI驱动玻纤产业高景气度

证券日报
Feb 12

2026年开年,一场由“布”引发的涨价潮席卷玻纤产业链。  2月12日,玻纤概念走强,多只相关概念股股价实现涨停。投资者互动平台上,投资者对上市公司业务是否涉及电子布的关注度上升。  电子布又称电子级玻璃纤维布,其由特定规格的玻璃纤维纱织造而成,是制造覆铜板(CCL)与印制电路板的核心增强与绝缘基材。  进入2026年,涨价潮在电子布领域持续蔓延。华泰证券近日指出,2月4日,重庆国际复合材料股份...

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