China's CSI 500 index futures (IC) front-month contract climbed above 8,400, up 1.53% intraday.

【期貨熱點追蹤】B15生柴政策落地疊加原油走強，節後首日馬棕油開盤漲逾1%！但增產高庫存仍是最大阻力。

China International Capital Co said 6G ISAC commercialization—bringing more channels, higher frequency bands and greater integration—will drive comprehensive upgrades in RF PCB materials, processes and design, creating incremental demand across the PCB supply chain. The firm expects penetration of advanced materials, adoption of more complex processes and rising multilayer-board demand to support sustained volume and price appreciation in the communication PCB chain. To accommodate higher-frequency transmission, copper-clad laminate materials with lower dielectric constant (Dk), lower dielectric loss (Df) and superior thermal stability will become required, making upstream high-performance high-frequency materials such as PTFE early beneficiaries.