Huatai Securities: Positive Outlook for High-Growth Sectors like Fiberglass and Cleanrooms
Huatai Securities research indicates that the fundamental trend of high prosperity in the AI technology chain sector remains unchanged. Specifically, fiberglass electronic cloth and cleanrooms are benefiting from simultaneous increases in both volume and price. Despite a general stock price correction of over 30% since July for new material companies within the AI technology chain, cumulative gains since 2026 continue to reflect strong performance growth. The World Artificial Intelligence Conference (WAIC) also highlighted recent advancements in domestic computing power and large models, suggesting these developments could significantly drive the growth of domestic PCBs and their upstream materials. Huatai Securities maintains a positive long-term outlook for high-prosperity sectors such as fiberglass and cleanrooms, emphasizing the potential for breakthroughs in glass substrates from their nascent stages to market maturity.
The report from Huatai Securities highlights the sustained high growth potential within the AI technology supply chain, particularly in sectors like fiberglass and cleanrooms, driven by increasing demand and favorable pricing. While recent stock price pullbacks are noted, the underlying performance trends suggest continued expansion. The advancements in domestic AI capabilities, as showcased at WAIC, are positioned as key catalysts for the growth of related industries, including PCB manufacturing and material suppliers. The analysis points to a strategic focus on emerging technologies like glass substrates, indicating a forward-looking investment perspective. This outlook aligns with broader technological trends and the ongoing development of domestic AI infrastructure, suggesting a dynamic market environment with significant opportunities for innovation and market penetration in the coming years.
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