Why China Jushi Looks Attractive at This Moment

English summary

### Why China Jushi Looks Attractive at This Moment Time: 2026-07-30 20:53:52 Content: Why China Jushi looks attractive at this moment: 1. Price increases in August may exceed those in July. Although newly added electronic fabric capacity will gradually reach full production, current inventory is extremely low, and price pass-through to downstream is smooth. September is the peak season for traditional demand such as home appliances and automobiles, and automotive electronics is also upgrading to 2116. By then, thin and ultra-thin fabrics will remain in short supply, and price increases for ordinary fabrics are expected to continue until year-end. 2. Current valuation is relatively cheap. The company's last price peak was in February 2021, with a PE valuation of about 12-13 times based on earnings expectations at that time. Assuming ordinary and specialty fabric prices rise until year-end, the company's annualized profit next year is expected to reach 18-20 billion yuan, and the current market cap corresponds to a PE of only about 8 times. 3. The proportion of high-margin electronic fabrics is expected to increase. The 50,000-ton electronic fabric capacity to be commissioned at the end of next year will mainly produce thin fabrics; …