Catch-up Decline Complete, Shrinking-circle Rebound (More Focused) — (Updated 0731)

English summary

### Catch-up Decline Complete, Shrinking-circle Rebound (More Focused) — (Updated 0731) Time: 2026-07-31 09:14:04 Content: Catch-up decline complete, shrinking-circle rebound (more focused) — (Updated 0731) 1️⃣ International Composites: The capital with the highest risk appetite was the first to buy composites. Don't ask why; it represents the market's boldest choice. #The only 20cm in electronic fabric# 2️⃣ China Jushi: You still remember that capacity expansion vividly. Punch the calculator; it affects 2028, not 2027. Be patient and the sky clears. #Still the 7628 that raises prices every month# 3️⃣ Circuit Fabology Microelectronics Equipment: Domestic computing power can still have such a catch-up decline; your gaze grows firmer as it drops. PCB/substrate/MSAP/CoWoS-L/COPOS/glass substrate, the little Applied Materials of the next decade.…