The Zhitong Finance App learned that Citi released a research report saying that it is expected that Jiantao Laminate (01888.HK) will raise the price of copper clad board again in early October to pass on costs and reaffirm the “buy” rating. The target price is HK$95. According to F139 data, the average sales price of glass fiber cloth increased by 15-20% in September. Among them, the 1080 series rose to 15.8 yuan per meter, the 2116 series rose to 15.2 yuan per meter, and the 7628 series rose to 11.6 yuan per meter. The absolute increase reached RMB 1.55-2.50 per meter, once again setting a new high from the beginning of the year to date, exceeding RMB 1.5-2 per meter in August, and far higher than the monthly increase of RMB 0.5-1 per meter in the first half of 2026. This increase was higher than the bank's original forecast of “the increase in September was slightly lower than in August,” indicating that the tight supply and demand situation in the industry has not abated since entering the fourth quarter.

The Zhitong Finance App learned that Citi released a research report saying that it is expected that Jiantao Laminate (01888.HK) will raise the price of copper clad board again in early October to pass on costs and reaffirm the “buy” rating. The target price is HK$95. According to F139 data, the average sales price of glass fiber cloth increased by 15-20% in September. Among them, the 1080 series rose to 15.8 yuan per meter, the 2116 series rose to 15.2 yuan per meter, and the 7628 series rose to 11.6 yuan per meter. The absolute increase reached RMB 1.55-2.50 per meter, once again setting a new high from the beginning of the year to date, exceeding RMB 1.5-2 per meter in August, and far higher than the monthly increase of RMB 0.5-1 per meter in the first half of 2026. This increase was higher than the bank's original forecast of “the increase in September was slightly lower than in August,” indicating that the tight supply and demand situation in the industry has not abated since entering the fourth quarter.