China Materials: Glass Fiber & E-Fabric - Weekly Snapshot - 20260930

China's glass fiber market was broadly stable into the holiday period, with coarse roving still under mild pressure while electronic yarn pricing momentum remained intact. Coarse-roving quotations were largely unchanged, although low-end transaction prices slipped by Rmb50/ton as holiday-related procurement softened. Inventory pressure did not worsen materially, helped by some capacity shifting toward fine yarn. Electronic yarn/fabric remained the key bright spot: September transaction prices held firm, while producers started raising October quotations by ~Rmb3,000/ton for G75 and ~Rmb1.5/m for 7628 fabric. With CCL demand still strong and standard yarn/fabric supply tight, the next focus is whether these post-holiday price increases are fully implemented. Reiterate Buy on China Jushi.