Source Gangtise Investment Research
Analysts said that small electronic cloth manufacturers have implemented the third round of price increases, reaching 3.5%.crashteamracingps3.9 to 4 yuan/meter; while large manufacturers implemented the second round of price increases, reaching 3crashteamracingps3.8~3.9 yuan/meter. Large manufacturers are interested in raising prices due to lower costscrashteamracingps3The urgency is not as urgent as that of small manufacturers. On the supply side, it is expected that 2025crashteamracingps3The new production capacity of roving may be less than in 2024. The production capacity to be put into operation in 2024 may be 900,000 to 1 million tons, and the net increase may be around 350,000 to 400,000 tons. If the demand side can support the market after the supply of roving is released in 2024Q3, 2025 is expected to be a real year of supply and demand reversal.