https://index.zshipu.com/stock002/tags/%E7%94%B5%E5%AD%90%E5%B8%83/ Recent content in 电子布 on 股票资讯 -- 知识铺 Hugo -- gohugo.io zh-CN Tue, 01 Sep 2026 00:00:00 +0000 https://index.zshipu.com/stock002/post/20260901/%E7%94%B5%E5%AD%90%E5%B8%83%E6%B0%B8%E8%BF%9C%E7%B4%A7%E7%BC%BA%E5%8F%AA%E5%89%A9%E4%B8%A4%E5%B9%B4%E4%BF%9D%E8%B4%A8%E6%9C%9F%E4%B8%A4%E4%BB%BD%E5%8D%8A%E5%B9%B4%E6%8A%A5%E6%95%B2%E5%93%8D%E4%BE%9B%E9%9C%80%E6%8B%90%E7%82%B9/ Tue, 01 Sep 2026 00:00:00 +0000 https://index.zshipu.com/stock002/post/20260901/%E7%94%B5%E5%AD%90%E5%B8%83%E6%B0%B8%E8%BF%9C%E7%B4%A7%E7%BC%BA%E5%8F%AA%E5%89%A9%E4%B8%A4%E5%B9%B4%E4%BF%9D%E8%B4%A8%E6%9C%9F%E4%B8%A4%E4%BB%BD%E5%8D%8A%E5%B9%B4%E6%8A%A5%E6%95%B2%E5%93%8D%E4%BE%9B%E9%9C%80%E6%8B%90%E7%82%B9/ 电子布龙头在半年报中写下’产能集中释放或将改变供需格局’，这让’永远紧缺’的说法只剩两年左右保质期。两份半年报同时指向供需拐点即将到来。 电子布作为PCB核心基材，过去多年一直被视为“永远紧缺”的战略资源。下游厂商为此囤货、锁长单，甚