CITIC Securities: the price increase of 7628 electronic fab may significantly exceed market expectations.

According to the research report of CITIC Securities, a comprehensive analysis of the supply and demand situation of traditional electronic fabrics from multiple dimensions such as kiln, weaving machine, demand breakdown, and special fabrics indicates that the supply and demand of 7628 electronic fabrics in 2026 are expected to remain relatively tight, with prices expected to rise significantly beyond market expectations, possibly reaching above 6 yuan per meter.