Glass and Fiberglass Concept Strengthens Intraday, Institutions Say Long-Term Industry Growth Trend Is Positive

Industry
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Summary · why it matters

On July 10, the glass and fiberglass concept rose 3.54% intraday. Among related constituent stocks, Almaden rose 10.03%, Sanxia New Building Materials rose 9.84%, International Composites rose 8.26%, Kibing Group rose 5.41%, and China Jushi rose 4.94%. SDIC Securities pointed out that entering 2026, the overall supply-demand balance in the fiberglass roving industry is controllable, and corporate competitive strategies generally show a trend of co-opetition outweighing competition. It is estimated that demand in 2026 will be 8.02 million tons, a year-on-year increase of 6.26%, while total effective production capacity on the supply side will be approximately 8.06 million tons, with a net addition of 520,000 tons. The supply growth rate has clearly slowed, and coupled with the gradual implementation of multiple rounds of price increases in the earlier period, there is room for further improvement in industry profitability. Southwest Securities noted that the fiberglass industry has both cyclical and growth characteristics, with a positive long-term growth trend. It is estimated that the year-on-year growth rates of global glass fiber demand from 2025 to 2027 will be 5.1%, 6.8%, and 7.9% respectively. The downstream demand structure continues to optimize, accelerating its expansion from traditional construction sectors to emerging fields such as wind power, new energy vehicles, and electronics and electrical applications. Among these, the demand for high-performance electronic fabrics driven by AI computing power, 5G communications, and automotive intelligence is showing explosive growth, becoming the core main line of profit growth.

Impact on stocks 5

Others▲ · 5 stocks
China Jushi Co Ltd
600176
▲ PositiveDemandrelevance

Analysts forecast strong demand growth for fiberglass in wind power, EVs, and AI-driven electronics, benefiting China Jushi as a major producer.

Changzhou Almaden Co Ltd
002623
▲ PositiveDemandrelevance

Almaden, as a fiberglass concept stock, benefits from strong demand forecasts and industry profitability improvement.

Zhuzhou Kibing Group Co Ltd
601636
▲ PositiveDemandrelevance

Kibing Group, as a glass manufacturer, benefits from overall positive industry demand trends and supply-demand balance.

Flat Glass Group Co. Ltd
601865
▲ PositiveDemandrelevance

Flat Glass Group is a glass producer; industry demand growth and supply discipline are positive for its business.

Off-coverage companies 1

Chongqing Polycomp International CorpPrivate± Mixed
relevance

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