Price increases for electronic cloth and electronic yarn took effect in November, with mainstream products—7628 thick cloth, 2116 thin cloth, E225 yarn, and D450 yarn—all showing notable month-on-month gains. Several leading listed electronic cloth companies confirmed that related products are on an upward price trajectory, production capacity is fully utilized, and the industry as a whole is in a high-prosperity cycle. Conservatively, this trend is expected to last until the end of next year, and new production capacity will generally not begin to come on stream until the second half of 2027.