Tianfeng Building Materials & New Materials hosted CCL expert call #58, highlighting full production and sales in the first three quarters with 30-40% price increases, driven by AI demand. The note details Nvidia platform material requirements, technology routes (PTFE vs. hydrocarbon), and upstream supply dynamics.
Broker sentiment is bullish on AI CCL demand and pricing, with Shengyi Technology positioned as a key beneficiary but facing competition from Doosan.
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