CITIC Securities: Electronic information industry is currently in a super boom cycle, industry driving force shifting towards performance growth.

CITIC Securities released a research report stating that the current electronic cloth market is driven by the "explosive demand for AI industry" and "orderly supply," leading to a high boom cycle. The current trading has transitioned from "shortage leading to price increases" to the stage of "whether the price increase can exceed expectations and how long the prosperity will last," which will respectively determine a company's EPS and valuation. There is still room for growth in the electronic cloth industry, with the driving force shifting from valuation expansion to performance growth. Keep an eye on profit realization. The current fiberglass market is driven by the explosion of AI computing power demand, resonating with the shift of leading production capacity, causing high-end electronic cloth and regular electronic cloth to increase in price simultaneously.