CNBM (03323) saw its shares rise more than 6%. As of the time of writing, the stock was up 6.68%, trading at HK$5.11 with a turnover of HK$261 million. The positive movement is attributed to the sustained high demand for specialty electronic fabric, driven by the explosive growth in AI computing power. Some production capacity for standard fabric has been shifted to specialty fabric, leading to tight supply-demand conditions across the industry. Prices for all categories of electronic fabric have entered an upward trend. Huatai Securities previously noted that the company's new materials segment achieved full-year revenue of RMB 55.557 billion in 2025, a year-on-year increase of 14.4%, with operating profit reaching RMB 6.258 billion, up 11.8%. By product, glass fiber sales volume and average selling price increased by 3.1% and 12.8% year-on-year, respectively, achieving growth in both volume and price. Standard and high-performance electronic fabric are expected to unlock new growth potential for the glass fiber segment. With the completion of the world's first zero-carbon intelligent manufacturing base for glass fiber and the continued volume increase in high-performance electronic fabric, profitability in the new materials business is projected to see sustained improvement in 2026.