The reporter learned from China's Jushi that the company has officially raised the price of electronic cloth in September. Among them, the price of thick cloth increased 15% and thin cloth increased 20%. In the first half of 2026, China's Jushi electronic cloth sales volume was 544 million meters, an increase of more than 12% over the previous year. In terms of product development, according to the company, research and development, customer certification and sample delivery of low-dielectric series glass fiber and electronic cloth products are progressing in an orderly manner, and will steadily promote product implementation and production capacity release according to customer verification progress and market demand. In terms of specific production expansion progress, China's Jushi said that Jushi Group Huai'an Co., Ltd.'s zero-carbon intelligent production line with an annual output of 100,000 tons of electronic grade glass fiber was put into operation in stages in March and June, and has now reached full production. The construction period for the construction project of Jushi Group Huai'an Co., Ltd. with an annual output of 50,000 tons of electronic yarn and 320 million meters of electronic cloth production line is 1.5 years and is currently under construction. Will there be an oversupply of electronic cloth after production capacity is released? In response, China's Jushi said that the glass fiber industry project construction cycle is long, and production expansion is still constrained by multiple conditions such as capital, kiln construction, and delivery of high-end equipment. The release of new effective supply is limited, and the overall supply and demand pattern of the industry is expected to remain relatively stable. In terms of capital expenditure, the company's follow-up plans focus on the main business and steady investment, focusing on areas such as production capacity construction for high-end glass fiber and electronic cloth products, technical upgrading of existing production lines, process optimization, intelligent, and green transformation, etc., and continuously optimize the product structure.

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