China Jushi's 100,000-ton annual "Electronic Fabric" production line successfully ignited

□ China Jushi (600176) has a 100,000-ton annual electronic-grade glass fiber production line, the world’s first zero-carbon intelligent manufacturing base for glass fibers. It will supply high-end electronic information materials to emerging industries such as consumer electronics, 5G communications and computing, industrial control, and medical fields.

□ China National Building Material Group will leverage innovation platforms like the Jushi National Enterprise Technology Center, collaborate with downstream customers and research institutes, and focus on breakthroughs in the core technology of next-generation electronic fabrics. It will also strengthen collaborative innovation with copper-clad boards, PCBs, and end-user AI servers and smart vehicle manufacturers to ensure the safety and independence of China’s electronic information industry chain.

On March 18, China Jushi Huai’an successfully commissioned a 100,000-ton electronic-grade glass fiber and 390 million meters of electronic fabric production line. Shanghai Securities News learned on-site that this electronic-grade glass fiber (electronic fabric) production line accounts for 9% of the global market and is the largest in the world. High-end electronic substrates like thin and ultra-thin fabrics make up about 30% of the product mix.

Notably, recent good news has come frequently regarding China’s strategic new basic materials. On March 11, China复神鹰 announced the SYT80 (T1200 grade) ultra-high-strength carbon fiber, becoming the world’s first company capable of mass-producing T1200-grade carbon fiber (hundred-ton level), marking another milestone in China’s new materials sector.

Single production line capacity accounts for 9% of the global market

Zhou Yuxian, Chairman of China National Building Material Group, stated on-site that this 100,000-ton annual electronic-grade glass fiber production line is a key part of the world’s first zero-carbon glass fiber intelligent manufacturing base, providing high-end electronic information materials for emerging industries such as consumer electronics, 5G communications and computing, industrial control, and medical fields.

It is understood that the Huai’an 100,000-ton electronic fiber and 390 million meters of electronic fabric production line accounts for 9% of the global market. Currently, China Jushi holds a 23% share of the global electronic glass fiber market. Notably, the Huai’an zero-carbon intelligent manufacturing base has already built two 100,000-ton annual capacity glass fiber reinforced yarn production lines.

Yang Guoming, General Manager of China Jushi, said in an interview that to keep the supply and demand of electronic fabric stable, the 100,000-ton capacity completed this time will be released in phases. Regarding the rising market prices of electronic fabric in recent months, Yang responded that excessively high prices or large fluctuations could pose challenges to the industry chain. The company will listen to the voices of industry chain partners and adjust product prices cautiously based on market demand.

Electronic-grade glass fiber is an important strategic new basic material. With the rapid development of AI servers, high-performance chips, and high-frequency communications, demand for electronic-grade glass fiber is growing rapidly. It is reported that the 100,000-ton annual electronic fiber and 390 million meters of electronic fabric production line accounts for 30% of high-end electronic substrate varieties like thin and ultra-thin fabrics. This is also a concrete action by China Jushi to focus on the future, layout high-end products, and implement national strategies.

The Huai’an zero-carbon intelligent manufacturing base of China Jushi has a total investment of over 10 billion yuan, making it the world’s first zero-carbon intelligent manufacturing base in the glass fiber industry and the second comprehensive production base for coarse and fine yarns globally. The base fully utilizes renewable energy, implements green energy plans, low-carbon production technologies, and zero-carbon recycling modes. The use of green electricity reaches 100%, achieving “net-zero” emissions.

Good news for strategic new basic materials

Electronic-grade glass fiber is the raw material for printed circuit boards (PCBs), known as the “mother of electronic system products.” PCBs are the physical carriers and electrical connectors for all electronic components—from chips to sensors.

“Without high-end electronic fabric, there are no high-performance PCBs,” Zhou Yuxian said in an interview. Without high-performance PCBs, it would be impossible to support the high-speed data transmission in AI servers or enable precise coordination between the “brain” and “limbs” of humanoid robots. Especially now, with AI, 6G, and intelligent connected vehicles demanding unprecedented signal transmission speed, integrity, and low latency, electronic substrates are developing toward ultra-fine, ultra-thin, and low-dielectric materials.

He pointed out that the performance of electronic-grade glass fiber directly determines the dielectric properties, thermal expansion coefficient, and reliability of PCBs, making it an essential underlying material for the digital economy.

Recently, China National Building Material Group’s subsidiary Zhongfu Shenying announced the SYT80 (T1200 grade) ultra-high-strength carbon fiber, another milestone in China’s new materials field. Carbon fiber is known as “black gold” and is a key point for ensuring supply chain security and supporting economic and social development. The engineering tensile strength of SYT80-12K carbon fiber has surpassed 8,000 MPa, making it the world’s first T1200-grade carbon fiber to achieve industrial mass production, reaching industry-leading levels globally.

Zhou Yuxian explained that in aerospace, deep-sea equipment, and high-end manufacturing, the ultra-high-strength T1200 carbon fiber can reduce structural weight by over 10%, significantly improving load capacity, endurance, and operational performance while maintaining strength and safety. As production scales up, material costs will gradually decrease, further reducing overall manufacturing costs.

“During the 14th Five-Year Plan,” China will challenge the most advanced electronic fabric technologies

“High-end electronic substrates have long depended on imports, like building on someone else’s foundation in a skyscraper, always with safety risks,” Zhou Yuxian said. Breaking through high-end substrates is a strategic move to address the “shortcomings” in the electronic information industry chain.

He added, “In the most advanced electronic fabric fields—such as ultra-high-speed data center applications, millimeter-wave radar, and high-end AI chip testing substrates—there are still gaps compared to top international levels. This is a shortcoming we must face and a key area to focus on during the ‘14th Five-Year Plan.’”

Looking ahead to the “14th Five-Year Plan,” China National Building Material Group will rely on innovation platforms like the Jushi National Enterprise Technology Center, collaborate with downstream customers and research institutes, and focus on breakthroughs in core technologies of next-generation electronic fabrics. It will also strengthen collaborative innovation with copper-clad boards, PCBs, and end-user AI servers and smart vehicle manufacturers, driving application-oriented upgrades from materials to solutions to ensure the safety and independence of China’s electronic information industry chain.