On June 17, China National Building Material rose 6.43% in regular trading, trading at 5.64 HKD/share, with turnover of 118 million HKD, extending its recent strong rebound.

On the news front, the fifth round of electronic cloth price increases this year has been implemented, with AI computing power demand explosion continuing to drive the fiberglass sector higher. China National Building Material holds a 29.22% stake in China Jushi, the world's largest electronic cloth producer with 23% global market share and annual production of approximately 1.3 billion meters. Market data shows that the commonly used 7628-specification electronic cloth has reached an average price of 7.3-7.5 yuan/meter, representing an increase of over 70% from the beginning of the year and approximately 100% from the low point in Q3 last year.

Institutions have noted that high-end AI servers require PCBs with 20 to 30 layers, with per-unit electronic cloth consumption far exceeding that of traditional servers, creating a structural supply gap that is expected to persist. The company's new materials segment, including fiberglass, carbon fiber, and lithium battery separators, maintains strong growth momentum alongside its overseas engineering services business.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)