Electronic Cloth Fundamentals Tracking - Key Points from Exchange with Electronic Cloth Leader

English summary

1. In H2, plans are to raise prices every month. Whether CCL rises or not is unrelated to electronic cloth; even if CCL doesn't rise one day, as upstream, it should still rise. 2. Domestic looms have been tested and cannot produce 7628. Whether they can in the future remains to be seen. Currently they cannot. 3. Tsudakoma looms: prototype estimated to be available in Q4. After the prototype comes out, then we'll see if they work. 4. Plan to complete certification of all low-dielectric products (AI cloth) in H2. Three experimental furnaces - first generation, second generation, T cloth - are all being sent for testing. Q cloth has already drawn fiber filaments. 5. In 2027, there will be a shortage of ordinary electronic yarn; in 2026, the entire industry has almost no inventory. The company's positioning is to sell cloth, not yarn (the manufacturing industry chain positioning is hard to change in the short term, involving extensive customer relationships). No one is seen with a large surplus of yarn for external sale, and it cannot be purchased either. 6. Ordinary electronic cloth: no problem in short-term price, will not fall, and will not arbitrarily rise. [Respect supply-demand relationships, respect business logic]. 7. In August, 7628 price increase [greater than or equal to 1.2 yuan]; the specific amount will be determined later; it hasn't been set yet.…