🐯虎嗅•Stalecollected in 19m
Electronic Cloth Stocks Surge 70% on AI Boom
💡AI server PCB material shortage drives 70% stock surge, price hikes ahead.
⚡ 30-Second TL;DR
What Changed
Honghe Tech +70% April, +223% YTD; China Jushi +42%
Why It Matters
Chinese firms gain as Japan capacity lags; sustained price rises could boost profits, but cash flow strains noted. AI hardware supply chain tightness may raise server costs.
What To Do Next
Assess China Jushi electronic cloth for AI server PCB supply chain risks.
Who should care:Enterprise & Security Teams
Key Points
- •Honghe Tech +70% April, +223% YTD; China Jushi +42%
- •Q1 net profits: Honghe x3.5, International Composites x4+, China Jushi +73%
- •AI servers upgrade to 20-30 PCB layers boosts electronic cloth demand/prices
- •Inventories at 1-week levels; multiple price hikes since 2025
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Original source: 虎嗅 ↗