The market boils down to two words... price increase

StrawberryIce · 2026-02-25T04:12:19+00:00

Recently, the prices of various resources and chemical materials have generally increased, especially PCB materials, with a rise of over 30%. Japanese semiconductor material manufacturers announced price hikes, leading to activity across the entire chemical sub-sector, with companies like Chengxing Shares and Qingshuiyuan hitting the daily limit. Although optical communication has pulled back, fields such as target materials and rare earth permanent magnets still perform strongly. Overall, the market generally expects price increases.

StrawberryIce

2026-02-25 04:12:19

Abstract generation in progress

From the initial fiber optic price hikes, to upstream PCB material increases, then to target materials, advanced manufacturing of base stations, and now to the widespread rise in rare earth permanent magnets, non-ferrous metals, and resource-related prices [Taoguba]

Price increases across various chemical sub-sectors

Today, on the futures market, Japanese semiconductor material manufacturer Resonac announced a price increase starting March 1st for copper foil substrates (CCL), adhesive films, and other printed circuit board (PCB) materials, with a rise of over 30%. The entire PCB upstream and downstream sectors are soaring.

Particularly, chemical sector’s unexpected large orders from Chuanqi Xing股份 caused a significant surge.

This directly triggered a wave of explosive growth across the entire chemical sub-sector… Previously, Qing Shui Yuan hit the daily limit… Chuan Jin Nuo also hit the daily limit… and there’s also a small-cap stock, Heng Guang股份 (which includes germanium metal), experienced its first sharp pullback.

Export power sector remains resilient, with An Kao Zhidian, Dian Ke Yuan, Boying, and others… Today, optical communication stocks declined… which is normal; optical communication typically sees a big bullish move followed by a pullback to the 5-day moving average, including core stocks like Tian Fu Tongxin, Ju Guang Technology.

Target material prices are rising in opposition to Japan, with Oulai New Materials, A Shi Chuang, and others…

A few new chemical and rare earth permanent magnet stocks have opened… along with anti-Japanese line.

Domestic computing power and applications are still very weak… the reasoning for weakness is well-known, and everywhere there is one word… price hikes.

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