High-end product prices are expected to continue rising, with the glass fiber sector leading in terms of increase.

As of the midday close on December 24th, the overall glass fiber sector has risen by over 2%. Among individual stocks, Jiuding New Materials and Zaisheng Technology hit the limit up, while Zhongcai Technology and Changhai Shares followed suit. Caitong Securities believes that overall, since 2025, the glass fiber industry has still maintained the characteristics of high production capacity and supply-demand imbalance. Looking at high-end products, short-term market demand remains strong, with gaps still existing in the low dielectric first and second generations markets, and the overall market for Low-CTE still has significant gaps, so the prices of high-end products are likely to continue to rise in the short term.