Huatai Securities highlighted that electronic fabrics, serving as a pivotal reinforcing material within the PCB-CCL industrial chain, are experiencing a significant boost from the AI industry's upward trajectory. This, in turn, is propelling advancements in high-end PCBs and their associated upstream materials. Specialized electronic fabrics are undergoing three key product upgrade trends. Although there are market concerns that capacity expansions by leading firms might exacerbate the supply situation, our calculations reveal that by 2025, there will be a supply deficit across various types of specialized electronic fabrics. Specifically, shortages of LowDK-2 and LowCTE are projected to persist until 2026. Moreover, it is anticipated that Q fabric will commence mass production in 2026. Hence, investors are recommended to focus on companies that boast a comprehensive product matrix and are swiftly expanding their capacity.