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in postLONG
“According to the latest disclosure from Kingboard, a leading CCL maker in mainland China, the price of glass fiber E glass raw material will be raised by 15% st”
@jukan05
Kingboard is raising E glass prices 15% this week as CCL material shortages deepen, giving the leading mainland CCL maker immediate pricing power with customers already accepting hikes.
0148.HKLONG@ $125.35
$39.61-68.40%
since call Jun 19
in postLONG
“Nan Ya is a global leader in glass fiber E glass and is favored by the major North American AI players. Some market observers suggest that Nan Ya's relevant cap”
@jukan05
Nan Ya's E glass capacity is fully locked up by NVIDIA's supply chain as a shortage-driven 15% price hike sweeps the industry, powering revenue expansion.
1303.TWLONG@ $137.60
$156.19+13.51%
since call Jun 19
peak +64.0%
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