Market Update and Industry Trends for Fiberglass – First Week of July 2025
I. Stable Market Prices for Fiberglass This Week
1. Alkali-Free Roving Prices Remain Steady
As of July 4, 2025, the domestic alkali-free roving market has remained stable, with most manufacturers negotiating prices based on order volumes, while some local producers show flexibility in pricing. Key details include:
- 2400tex Alkali-Free Direct Roving (Winding): The mainstream transaction price holds at 3,500-3,700 RMB/ton, with a national average quoted price of 3,669.00 RMB/ton (tax-included, delivered), unchanged from the previous week but down 4.26% year-on-year.
- Other Major Alkali-Free Roving Products:
- 2400tex Alkali-Free SMC Roving: 4,400-5,000 RMB/ton
- 2400tex Alkali-Free Spray-Up Roving: 5,400-6,600 RMB/ton
- 2400tex Alkali-Free Chopped Strand Mat Roving: 4,400-5,400 RMB/ton
- 2400tex Alkali-Free Panel Roving: 4,600-5,400 RMB/ton
- 2000tex Alkali-Free Thermoplastic Direct Roving (Standard Grade): 4,100-4,500 RMB/ton
Currently, domestic furnace-based production capacity stands at 8.366 million tons/year, unchanged from the previous week but up 19.21% year-on-year, with high industry capacity utilization rates.
2. Stable Electronic Yarn Market with Strong Demand for High-End Products
The electronic yarn market remains steady, with 7628 electronic fabric prices holding at 3.8-4.4 RMB/meter, primarily driven by rigid demand from mid- and downstream buyers. Notably, mid-to-high-end electronic fabrics are in tight supply, supported by strong short-term demand, indicating further growth potential in the high-end segment.
II. Industry Policies and Market Opportunities
1. Central Financial Meeting Promotes “Anti-Involution” Policies, Benefiting the Fiberglass Industry
On July 1, 2025, the Central Financial and Economic Affairs Commission emphasized advancing the national unified market, cracking down on low-price disorderly competition, phasing out outdated capacity, and encouraging product quality improvements. Key policy directions include:
- Strengthening industry self-regulation, such as restricting price wars and voluntary production limits;
- Promoting industrial upgrading and accelerating the elimination of obsolete capacity.
We believe that as “anti-involution” policies deepen, the competitive landscape of the fiberglass industry will improve, supply-demand dynamics will stabilize, and the sector’s fundamentals are expected to strengthen in the long term.
2. AI Servers Drive Demand for Electronic Fabric, Boosting High-End Products
The rapid development of AI technology is creating new opportunities for electronic fabrics. According to the Jiangxi Electronic Circuit Industry Association, global server shipments are projected to reach 13 million units in 2025, up 10% year-on-year. Among them, AI servers will account for 12% of shipments but 77% of market value, becoming the primary growth driver.
Given the rising demand for high-performance PCB substrates in AI servers, the high-end electronic fabric market (e.g., high-frequency and high-speed materials) is poised for volume-price growth. Fiberglass manufacturers should prioritize technology upgrades and market expansion in this segment.
III. Market Outlook
In summary, the fiberglass market remains stable, with steady alkali-free roving prices and strong demand for high-end electronic yarns. Supported by policy tailwinds and AI-driven demand, the industry’s long-term outlook is positive. Companies are advised to monitor market trends closely, optimize product portfolios, and capitalize on high-end and sustainable development opportunities.
About Us
Kingoda is a high-tech enterprise specializing in the R&D, production, and sales of fiberglass and composite materials. Committed to delivering high-quality fiberglass solutions, we continuously track industry trends, drive innovation, and contribute to the global fiberglass industry’s advancement.