中国驻美国原大使李道豫逝世

券商观点|周报：碳酸锂价格上涨，市场博弈持续_蜘蛛资讯网

2025感动瞬间

国际复材等玻纤龙头对电子布再度提价，新一轮提价不仅幅度大，而且提价时间周期缩短，体现出电子布紧缺由高端向普通产品扩散的趋势。我们认为普通电子布供给约束大，而需求有序恢复，有望于2026年开启新一轮价格上涨周期，并为相关企业带来较高业绩弹性；而高端电子布中的二代低介电（LDK2）和低热膨胀（LCTE）产品26年或仍将存在供给缺口，有望继续提价。　　2025年初以来电子布四轮提价，本轮幅度最大　　据卓

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