CITIC Construction Investment Securities released a 2027 investment strategy report for glass fiber, which is optimistic that LDK2 will become the variety with the greatest potential application space in special fabrics in the future. By dismantling the PCB BOM of various NVDA AI servers, CITIC Construction Investment discovered that LDK2 proxy deployment has both application continuity and demand growth in platform iterations. Rubin and subsequent generations of LDK2 single GPU consumption can be increased to about 2.8 times or more than Blackwell's. Furthermore, I am optimistic that the LDK2 generation application penetration rate will increase in ASIC servers, and the 1.6T switch volume will drive demand growth. According to estimates, the LDK2 distribution supply and demand gap will continue to expand from 2026 to 2028, and the gap will exceed 90 million meters in 2028. Domestic looms are expected to be mass-used in the production of ordinary cloth in the second half of 2027. With overseas looms such as Toyota and Tsudakoma giving priority to supplying specialty cloth production, the 2027-2028 loom supply bottleneck can be effectively mitigated by domestic manufacturers such as Shandong Rifa and Zhejiang Wanli. I am optimistic that the new technology will be implemented first. The three new technology routes of third-generation cloth, organic cloth, and non-woven cloth continue to advance. Among them, the downstream application scenarios of non-woven fabrics are the most clear, and it is expected that they will take the lead in industrialization.

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