A股MLCC板塊午後衝高，三環集團漲超16%，利和興漲超15%，雙星新材、博遷新材、東材科技等多股漲停，潔美科技、斯迪克、力源信息、深圳華強等個股跟漲。

據伊朗塔斯尼姆通訊社援引消息人士：伊拉克北部的蘇萊曼尼亞傳出爆炸聲。

Compute-driven demand has pushed electronic fabric prices sharply higher: common specifications have undergone five price increases so far this year, lifting the average to 7.4 yuan/m, about 100% above last year’s Q3 low. An unnamed listed electronic-fabric maker confirmed five hikes, saying prices are reviewed at month-end and adjusted for the following month, with each increase around 10%. A senior executive at a leading producer said the uptrend began last year but has accelerated this year. Producers say capacity expansion is constrained by high equipment and process-control requirements, and by conversion of standard lines to AI-specialty electronic fabric, which has reduced supply of ordinary grades.