China National Bluestar 1 million ton "electronic cloth" production line ignites, accounting for 9% of global capacity!

On March 18, China Jushi (600176) successfully ignited a new electronic-grade glass fiber production line in Huai’an with an annual capacity of 100,000 tons and an electronic fabric production line of 390 million meters.

According to onsite sources, this electronic-grade glass fiber (electronic fabric) production line accounts for 9% of the global market and is the largest electronic-grade glass fiber production line in the world. High-end electronic substrates such as thin and ultra-thin fabrics make up 30% of the product mix.

Zhou Yuxian, Chairman of China National Building Material Group, stated at the scene that this 100,000-ton annual capacity electronic fiber production line, which has just been ignited, is a key part of the world’s first zero-carbon intelligent manufacturing base for glass fiber. It will provide high-end electronic information materials for emerging industries such as consumer electronics, 5G communications and computing, industrial control, and medical fields.

Image: Ignition ceremony scene, photographed by Wang Zilin

Capacity accounts for 9% of the global market

It is understood that the Huai’an 100,000-ton annual capacity electronic fiber and 390 million meters electronic fabric production line, just ignited, accounts for 9% of the global market. Currently, China Jushi holds a 23% share of the global electronic glass fiber market.

Notably, China Jushi’s Huai’an zero-carbon intelligent manufacturing base has already built two 100,000-ton annual capacity glass fiber reinforced yarn production lines.

Yang Guoming, General Manager of China Jushi, explained in an interview that to maintain stable supply and demand in the electronic fabric market, the newly ignited 100,000-ton capacity will be released in phases.

Regarding the rising prices of electronic fabric in recent months, Yang responded: Excessively high prices or significant fluctuations pose challenges to the industry upstream and downstream. The company will listen to the voices of industry chain partners and adjust product prices cautiously based on market demand.

High-end capacity accounts for 30%

Electronic-grade glass fiber is a crucial strategic foundational new material. With the rapid development of AI servers, high-performance chips, high-frequency communications, and other electronic information industries, demand for electronic-grade glass fiber is growing rapidly.

It is understood that in this 100,000-ton annual capacity electronic fiber and 390 million meters electronic fabric production line, high-end electronic substrates such as thin and ultra-thin fabrics account for 30%. This is a concrete action by China Jushi to focus on the future, develop high-end products, and implement national strategies.

Electronic-grade glass fiber is the raw material for printed circuit boards (PCBs), known as the “mother of electronic system products.” PCBs are the physical carriers and electrical connectors for all electronic components—from chips to sensors.

“Without high-end electronic fabric, there are no high-performance PCBs,” Zhou Yuxian said in an interview. “High-performance PCBs are essential for high-speed data transmission in AI servers and enable precise coordination between the ‘brain’ and ‘limbs’ of humanoid robots. Especially now, with AI, 6G, and intelligent connected vehicles demanding unprecedented signal transmission speed, integrity, and low latency, electronic substrates are evolving toward ultra-fine, ultra-thin, and low-dielectric materials.”

He emphasized that the performance of electronic-grade glass fiber directly determines the dielectric properties, thermal expansion, and reliability of PCBs, making it an indispensable key material in the digital economy.

Building a zero-carbon manufacturing micro-cycle

China Jushi’s Huai’an zero-carbon intelligent manufacturing base, with a total investment exceeding 10 billion yuan, is the world’s first zero-carbon intelligent manufacturing base in the glass fiber industry and the second comprehensive production base for coarse and fine yarns globally. The base fully utilizes renewable energy, implementing green energy plans, low-carbon production technologies, and zero-carbon circulation models. The use of green electricity reaches 100%, enabling the factory to achieve “net-zero” emissions.

From deploying green electricity to using green electricity, Jushi continues to increase investment in major common key technologies and application demonstrations, establishing China Jushi New Energy (Huai’an) Co., Ltd. Currently, the Huai’an production base has a supporting 233 MW wind farm project with 47 wind turbines, generating 600 million kWh of wind power annually, reducing over 400,000 tons of carbon emissions each year. In December 2025, the second phase of the 500 MW wind power project will commence, with an expected annual generation of 1.24 billion kWh and a carbon reduction of about 1 million tons annually.

As material manufacturing industries continue to upgrade, Jushi Huai’an has introduced digital and intelligent manufacturing systems centered on networking, digitalization, and intelligence, breaking information silos, and deeply integrating information technology with operational technology. This forms a closed-loop system of “data collection, edge processing, cloud analysis, and business collaboration,” enabling full-process transparent management of production planning, supply chain, and equipment operation and maintenance.

“During the 14th Five-Year Plan,” the company aims to challenge the most advanced electronic fabric technologies

“Relying on imports for high-end electronic substrates is like building on someone else’s foundation in a skyscraper—always a safety risk,” Zhou Yuxian said. “Breaking through high-end substrates is a strategic move to address the ‘short board’ in the electronic information industry chain.”

He mentioned that in the most advanced electronic fabric fields—such as ultra-high-speed data center applications, millimeter-wave radar, and high-end AI chip testing substrates—there are still gaps compared to top international levels. These are the weaknesses that must be addressed, and key breakthroughs are needed during the “14th Five-Year Plan” period.

Looking ahead to the “14th Five-Year Plan,” China Jushi will leverage innovation platforms like the national enterprise technology center, collaborate with downstream customers and research institutes, and focus efforts on breakthroughs in core technologies for the next-generation electronic fabric. The company will strengthen collaborative innovation with copper-clad laminates, PCBs, and terminal AI servers and smart vehicle manufacturers, driven by application needs, to upgrade from materials to solutions, ensuring the security and independence of China’s electronic information industry chain.

(Article source: Shanghai Securities News)