China Jushi Co Ltd: A Glimpse into the Future of Advanced Materials

In the bustling world of materials manufacturing, China Jushi Co Ltd stands out as a beacon of innovation and growth. Based in Tongxiang, China, this company has carved a niche for itself by producing advanced materials such as glass fibers and composite materials. With a global footprint that spans across the United States, Canada, South Africa, France, Italy, Spain, Japan, Korea, India, and more, China Jushi is not just a local player but a global contender in the construction materials industry.

A Leap into the Future with Strategic Investments

The recent announcement by China Jushi’s wholly-owned subsidiary, Taishan Fiberglass, marks a significant milestone in the company’s journey towards innovation and expansion. On August 28, Taishan Fiberglass unveiled plans to invest 17.51 billion yuan in a project in Taian, Shandong, aiming to construct a facility with an annual production capacity of 24 million meters of ultra-low-loss low dielectric fiber fabric, primarily focusing on Q fabric. Additionally, an investment of 18.06 billion yuan is earmarked for a similar project in Jinan, Shandong, with a production capacity of 35 million meters of low dielectric fiber fabric. These strategic investments underscore China Jushi’s commitment to leading the charge in the advanced materials sector, particularly in the realm of electronic fabrics.

The Race for Innovation: China Jushi vs. China Jushi Co Ltd

The materials manufacturing sector is witnessing a fierce competition, with China Jushi Co Ltd and China Jushi at the forefront of this battle. China Jushi’s recent investor announcement highlighted the orderly progress in the development of low dielectric products, including ultra-thin and super-thin electronic fabrics. Drawing parallels with the development trajectory of 7628 electronic fabrics, China Jushi’s capabilities in fine product layout are evident. Despite being a latecomer in the 7628 field, with only a 50,000-ton electronic yarn production capacity in 2018, China Jushi has made significant strides by commissioning production lines with capacities of 100,000 tons in 2018, 2019, and 2022, respectively. Leveraging the scale advantage of single-line kiln furnaces and other cost advantages, such as immersion agent self-sufficiency and leaf lard stone self-supply, China Jushi has managed to significantly outpace the industry in terms of cost efficiency.

The AI Boom and the Evolution of Electronic Fabrics

The AI boom, characterized by diverse application scenarios, has catalyzed the iteration of AI electronic fabric varieties. According to the semi-annual report of Zhongtai Special Fiber, a domestic leader in special fiber, the demand for special fiber driven by AI applications is on the rise. The company’s semi-annual report reveals that in the first half of 2025, the sales of special fiber fabric reached 8.95 million meters, covering a wide range of products including first-generation low dielectric, second-generation low dielectric, low expansion fabric, and ultra-low-loss low dielectric fabric (Q fabric). These products have achieved certification and bulk supply to leading domestic and international clients. Notably, the low expansion fabric has broken the monopoly of foreign markets, establishing China as the sole domestic and the second global supplier capable of mass-producing low expansion fabric (low-CTE) products. Furthermore, the ultra-low-loss low dielectric fabric (Q fabric) has been the first to achieve certification from leading CCL manufacturers, marking a significant milestone in market introduction and industrial supply.

Financial Highlights and Market Movements

On August 29, China Jushi witnessed a significant financial boost, with 1.41 billion yuan in financing purchases accounting for 28.46% of the day’s inflow of funds. This financial maneuver has elevated the company’s financing balance to 12.49 billion yuan, representing 2.00% of the circulating market value, surpassing the historical 70th percentile level. Additionally, the company’s short selling activities saw a net repayment of 0 shares, with 28,100 shares sold short, translating to an outflow of 438,641 yuan, or 0.09% of the day’s outflow, with the short selling balance reaching 2.869 million shares, exceeding the historical 60th percentile level.

Conclusion

China Jushi Co Ltd’s strategic investments, innovative product development, and financial maneuvers underscore its position as a leader in the advanced materials sector. As the company continues to expand its global footprint and push the boundaries of innovation, it remains a key player to watch in the construction materials industry. With the AI boom driving the evolution of electronic fabrics and strategic investments paving the way for future growth, China Jushi Co Ltd is well-positioned to lead the charge in the materials manufacturing sector.