金吾财讯 | 华泰证券表示，2月24日泰山玻纤发布调价函，即日起将细纱系列产品价格上调800元/吨，电子布系列产品价格上调0.3元/米，该行认为以旧换新政策扩围有望带动下游消费电子需求复苏，AI等新兴领域需求有望延续快速增长，电子纱有望迎来新一轮的上行周期。据英伟达，其将于3月举行GTC大会，该行预计新一代AI服务器GB300有望于会上发布，对HDI及高频高速PCB的需求有望进一步提升，低介电电子纱作为产业链关键上游需求有望放量，近年来国产企业加速研发创新，有望逐步打破低介电电子纱等高端产品垄断，提前布局具备技术和产能优势的企业有望受益。此外，该行提到，近年来国内企业加速在低介电电子纱等高端产品上的研发与技术革新，该行统计截至24年底国内低介电电子纱、电子布年产能约5755吨、9200万米，25年以来光远新材接连投产两条0.2万吨低介电纱产线，产能位居行业前列。同时，24H1以来中国巨石等接连发布扩产规划，电子纱行业有望进入新一轮产能扩张周期，产线扩张和提质增效有望进一步提升电子纱企业的生产效率和盈利能力。
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