2025-12-28 11:20:45

Once again, it's the end-of-year procurement season, and the cost pressures along the supply chain are exploding. CCL (Copper Clad Laminate) leader Jiantao has already issued two price increase notices this month, with the latest one this afternoon, uniformly raising all material prices by 10%.

The reason is straightforward—copper prices have surged too rapidly recently, and supply issues with glass fabric have also become a bottleneck. Both cost components are under pressure simultaneously, and downstream manufacturers can no longer bear it. As a leading company like Jiantao moves, the entire CCL industry’s price expectations are adjusting accordingly.

From a broader cycle perspective, this round of price increases may continue. The end of the year is a critical period for procurement and inventory buildup, and the supply-demand imbalance of raw materials is unlikely to be quickly resolved in the short term. Cost transmission upstream in the supply chain often takes time, which means there may be further price adjustments in other segments down the line.

What’s worth noting is the larger trend behind this—when raw material prices fluctuate more frequently, risk management along the supply chain becomes even more important.

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DaisyUnicorn

· 9h ago

Oops, Zhantao's flower of cost has bloomed again. Two price increase notices in one month, the leading company swings the whip, and the entire industry has to follow suit. Copper prices and glass fabric are both under attack, and downstream flowers are really about to wither. --- This wave of price hikes at the end of the year is expected to continue rolling. The rose of supply and demand imbalance cannot be plucked in the short term. Every link in the industrial chain is waiting to be cut by the cost scythe. --- Basically, risk management needs to keep up with the pace; otherwise, you'll be harvested. Just like on-chain governance, without a good risk control mechanism, the liquidation blow will come very hard. --- I just want to know if other categories will follow suit and increase prices. This chain reaction is a bit like a stampede in DeFi. When one leader moves, the entire ecosystem shakes. --- The copper-clad laminate is really competitive. When two cost items are under pressure simultaneously, they start shifting the blame and raising prices. It seems the resilience of the industrial chain isn't as big as imagined.

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GateUser-c802f0e8

· 9h ago

Jian Tao's move, the entire industry chain has to follow and pay, this trick is old.

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SleepTrader

· 9h ago

Here we go again, Jian Tao's latest price hike is truly a series of blows, how difficult it must be for downstream companies. Copper prices and glass fabric are both hit hard, who can withstand this? When the industry leader moves, the whole industry follows, this routine never changes. During this year-end window period, buyers are really on the back foot. With such a sharp increase, there’s still more to digest later, the pressure on the supply chain is too great. If this frequent fluctuation continues, we need to carefully consider risk management. Releasing two price increase notices in a row? Is Jian Tao rushing to clear inventory? Raw material prices are unbalanced, and it can’t be fixed in the short term; there are more troubles ahead. The year-end stocking season coincides with skyrocketing costs, it’s really unbelievable.

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