
Kingboard Holdings rose by six to seven points, and Dongyue Group also rose by five to six points. The chemical materials sector performed strongly against the market trend today; however, Tuopu Numerical Control fell by over two points. Copper-clad laminates and fluorine chemical products are rising, while machine tool equipment is falling—both labeled as chemical materials, yet their price movements have completely diverged. Is this round of strength in chemicals due to the price transmission from the AI computing power chain to copper-clad laminates, or is it simply a cyclical stock rebound? It looks more like the former—Kingboard issued another price increase letter, and the demand for high-end copper-clad laminates from AI servers is real. General-purpose machine tools like Tuopu lack the same demand pull, so naturally, they've been left behind.
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