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电子玻纤布价格情况
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所属报告：
建滔集团-公司投资价值分析报告：覆铜板产业航母周期底部望启航-230214（35页）.pdf
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国内相关企业对特种玻纤布的项目建设及研发进展梳理
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行业数据
2026-07-02
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玻纤布处于产业链最上游，利润率相对较高
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产业概述
2026-07-02
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全球电子玻纤布市场销售额（单位：亿元）
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行业数据
2026-06-02
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图26.2024年全球低热膨胀系数玻纤布的市场份额构成
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竞争格局
2026-04-13
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图25.2024年全球低介电玻纤布的市场份额构成
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竞争格局
2026-04-13
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玻纤布应用场景（T：Low-CTE布；NE：Low-Dk一代布；NER：二代布）
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行业数据
2025-09-29
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2025年玻纤布板块年初至今涨跌幅（前十）
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行业数据
2025-09-09
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台系电子玻纤布厂商月度营收同比增速
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行业数据
2025-09-08
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台系电子玻纤布厂商月度营收环比增速
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行业数据
2025-09-08
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图表8.不同类型玻纤布差分带状线损耗测试结果
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行业数据
2025-07-21
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平安电工玻纤布营收（亿元）及增速（%）
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行业数据
2025-06-19
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Nittobo（日东纺）低介电/低膨胀玻纤布应用领域
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行业数据
2025-06-09
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2019-2023年玻纤布基覆铜板市场结构
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行业数据
2025-05-30
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全国各类CCL产量及玻纤布基占比
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行业数据
2025-02-14
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近年全球电子玻纤布需求量的统计及预测
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2024-04-28
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2023 年主要原材料价格具备支撑。1）铜箔：中信证券研究部金属行业研究团队预计，2023 年电力投资有望保持强劲并支撑铜需求增长，同时铜的低库存状态有望延续，低库存叠加地缘政治冲突引发的供给扰动有望继续刺激铜价上行，看好低库存效应下铜价易涨难跌的趋势。2）树脂：一方面，环氧树脂价格已跌至历史低位；另一方面，环氧树脂价格与原油价格具备一定相关性。中信证券研究部能源化工行业研究团队预计，2023 年油价中枢为 75-80 美元/桶，源自需求端仍受海外经济衰退预期影响，但供给端 OPEC+减产以及国际政治博弈有望对油价形成阶段性支撑，油价下跌有望减缓。3）电子玻纤布：电子玻纤布价格已自 9月行业除龙头外普遍亏损的周期底部有所回升，行业供需处在紧平衡状态。据卓创资讯，电子纱行业在 2023 年暂无新建产能计划（行业经过几轮周期中亏损后投产更为谨慎，且新建产能一般也需至少一年），新增供给仅来自 2022年投产产能到 2023年能释放全年产量，且 2022 年还有部分产能冷修，预计电子布直接材料电子纱 2023 年新增供给十分有限。
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建滔集团-公司投资价值分析报告：覆铜板产业航母周期底部望启航-230214（35页）.pdf
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董事会和高管持股情况（2021年报）
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2026-07-02
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