Tela electrónica sigue siendo escasa, empresas líderes intensifican esfuerzos en segmento de alta gama

MetaMuskRat · 2026-03-20T05:17:25+00:00

People Finance News, March 20 - Recently, driven by the explosion in AI demand, structural shortages of electronic glass fiber (electronic cloth), a core upstream material, have become increasingly prominent, with product sales prices rising accordingly. Reporters learned that during the "15th Five-Year Plan" period, China will accelerate the research and development of high-end equipment for electronic cloth and domestic substitution. Related leading enterprises will also accelerate the layout of high-end electronic cloth products and concentrate efforts on breakthrough technologies for next-generation electronic cloth. (Economic Reference News)

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2026-03-20 05:17:25

人民财讯3月20日电，近期，受AI需求爆发拉动，其上游核心材料电子玻璃纤维（电子布）结构性短缺问题日益凸显，产品销售价格有所上升。记者了解到，“十五五”时期，我国将加快电子布高端装备研发和国产化替代，相关龙头企业也将加快电子布高端产品布局，并集中力量突破下一代电子布核心技术。（经济参考报）

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