International Composites said at its earnings briefing that supply and demand in the electronic cloth sector are generally tight but structurally differentiated. Product prices are subject to multiple factors, including industry supply and demand, downstream demand, and raw materials, with products of different specifications showing divergent price trends. The company's T-cloth has been delivered in small batches to mainstream customers, and the current supply gap remains relatively large. Second-generation cloth is constrained by production capacity, with supply directed primarily to strategic customers. The progress and planned proportion of the special cloth project will be arranged comprehensively in light of market demand, production line ramp-up, and efficiency conditions.
