Industry data provider Zhuochuang reported November prices: mainstream 7628
thick fabric at 14.60–14.65 yuan/m, up 1.5 yuan/m MoM; 2116 thin fabric at 20.2
yuan/m, up 2.5 yuan/m MoM. Multiple listed supply‑chain companies said prices
are market‑driven and still rising in November, with related capacity running at
full load; leading firms called the quoted levels the current industry price.
Firms with high‑end capacity said the market is changing rapidly and existing
plants are at full production; new industry capacity is not expected to come
online materially until H2 2027. Companies said both electronic fabric and
electronic yarn remain in a high‑demand cycle, and conservatively expect high
activity through the end of next year.
