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Nittobo

31 atoms · 跨 11 天 · 首见 2026-04-12 · 最近 2026-07-02

三色: 🟦 fact 21 · 🟥 take 10 · stance ▲6/▼9/◆4

叙事状态: 🌱 forming (形成中) · 📈 加速 · 策展近14d 1 atom · 🐦 X 近14d 1

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 1 · X 29 · News 1

时态: fresh:30 · stale:1

标签: 好信源:15 · 好数字:10 · 好观点:8 · 好思考:2

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Nittobo 控制全球过半 T-glass 产能 ¹，需求正快速扩张 ¹。公司已宣布将 2024–2027 年资本支出预算大幅提高 50% 至 1200 亿日元 ¹。尽管市场担忧供应紧张，管理层于 2026 年 5 月明确表示目前没有进一步提价计划 ¹，且提价可能破坏客户关系 ¹。另一面，有观点认为 Nittobo 过于保守、过度关注客户关系 ¹，而 2026 年 4 月已有额外 20–30% 的价格上调计划 ¹。来自中国的竞争正施压股价 ¹，导致股价横盘 ¹ 并出现单日下跌 ¹。此外，M9 (Q glass) 采用率因钻孔难度高而预期低迷 ¹, 且产能扩张延迟至 2027 年中 ¹。

🧭 拥挤度 (一人一票): ▲ 1 位作者 (KOL1) vs ▼ 3 位作者 (KOL3)

🟦 客观事实 (facts) (21)

<a id="atom-9c1393fc61282ac5"></a>🟦 2026-06-11 X·@jukan05 ⭐ · 全球T-glass产能占比 · 供给产能
Nittobo controlling more than half of global capacity
tags: 好数字·好信源 · → daily
value: qty=50%
<a id="atom-b73b84ca5c16d966"></a>🟦 2026-05-23 X·@jukan05 ⭐ · CapEx budget increase 50% to ¥120 billion · 资本开支/供给产能
Nittobo had previously announced that it would raise the capital expenditure (CapEx) budget in its FY2024–2027 medium-term management plan by a substantial 50%, from the originally planned ¥80 billion to ¥120 billion—a move intended to respond to product demand and shifts in the market environment.
tags: 好数字·好信源 · → daily
value: qty=¥120 billion · date=FY2024-2027 medium-term plan
<a id="atom-b5da9e68588cc8d7"></a>🟦 2026-05-23 X·@jukan05 ⭐ · T-glass demand expanding rapidly in thick and thin fabric · 订单需求
Nittobo noted that T-glass demand is currently expanding rapidly. Not only is demand for the 'thick fabric' used in semiconductor packaging substrates for AI servers continuing to climb, but the growth rate of the 'thin fabric' used in edge devices such as smartphones is exceeding initial expectations by an even wider margin.
tags: 好数字·好信源 · → daily
value: qty= · date=current
<a id="atom-63e0cc03fb38509f"></a>🟦 2026-05-23 X·@jukan05 · 股价横盘 · 价格动态
Nittobo’s stock has been moving sideways
tags: 好数字 · → daily
value: qty= · date=
[图: 关于日东纺（Nittobo）价格策略与产能扩张计划的分析报告文本截图]
📷 原图
<a id="atom-6b27bd235818a766"></a>🟦 2026-04-23 X·@jukan05 · 股票单日下跌 · 价格动态
Nittobo fell today
tags: 好数字 · → daily
value: direction=down
📷 原图
<a id="atom-a1201d2b7118bd61"></a>🟦 2026-07-01 X·@illyquid · stock price movement -8% · 价格动态
Nittobo down 8% as Nikkei reports Guangyuan New Material has started shipping T Glass to Japanese companies
tags: 好数字 · → daily
value: qty=-8% · date=2026-07-01
<a id="atom-32e30e74f8211a9e"></a>🟦 2026-06-14 X·@dnystedt · shares hit by China competition · 价格动态/竞争格局
hitting shares of major producers such as Japan’s Nittobo
tags: 好信源 · → daily
<a id="atom-d8bfaf5a80c9eb63"></a>🟦 2026-05-23 X·@jukan05 · no plans for further price increases on T-glass · 定价权/供给产能
Management made clear that the company currently has no plans for further price increases on its low-CTE glass fabric (T-glass), emphasizing that at this stage it will focus on expanding capacity to 'defend market share.'
tags: 好信源 · → daily
value: qty= · date=current fiscal year 2026
<a id="atom-4259af0660e625b1"></a>🟦 2026-05-23 X·@jukan05 · top priority is expanding capacity to cement leadership · 市场份额/供给产能
The company reiterated that its top priority at present is expanding capacity to meet customer demand, thereby cementing its leadership position in the high-end materials market.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-56b3813fec8a4415"></a>🟦 2026-05-23 X·@jukan05 · will continue selling at prices set at start of fiscal year · 定价权
Nittobo management responded that it currently has no plans to make further price adjustments to either T-glass or low-dielectric glass, and will continue selling at the prices set at the start of this fiscal year.
tags: 好信源 · → daily
value: qty= · date=this fiscal year
<a id="atom-1a98410d24b75c3d"></a>🟦 2026-05-23 X·@jukan05 · accelerating expansion adding lines in Japan and Taiwan · 供给产能
it has decided to accelerate the pace of expansion, adding glass fabric production lines at its Fukushima site in Japan while also installing new glass melting furnace equipment in Taiwan.
tags: 好信源 · → daily
value: qty= · date=current
<a id="atom-6432641db7aa9205"></a>🟦 2026-05-23 X·@jukan05 · T-glass used in AI server packaging substrates and edge devices · 技术路线/合作客户
Glass fabric is a critical component of IC substrates and printed circuit boards (PCBs)... T-glass—with its low-thermal-expansion properties—can effectively prevent package warpage, establishing itself as a core element in ensuring the stability of high-end computing.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-439f23dfe02fb7e8"></a>🟦 2026-05-12 X·@DrNHJ · 모건스탠리 보고서에서 에이전틱 AI 도입 수혜 기업으로 언급 · 合作客户
PCB/기판/CCL 및 소재 닛토보(Nittobo)
tags: 好信源 · → daily
[图: 摩根士丹利关于智能体AI（Agentic AI）采用的主要受益全球半导体及硬件产业链公司分类图表]
📷 原图
<a id="atom-e067797270d88716"></a>🟦 2026-05-06 X·@jukan05 · 高端T-Glass独家供应资格 · 市场份额/供给产能
Japan's Nittobo is effectively the sole supplier, having secured quality qualifications from major hyperscalers.
tags: 好信源 · → daily
📷 原图
<a id="atom-baf5fb51b3529a24"></a>🟦 2026-05-23 群 · 媒体报道声称不涨价 · 媒体报道/价格
there was also a media report saying that Nittobo is not going to raise prices
tags: 好信源 · → daily
<a id="atom-acf1b7e4a8cdd363"></a>🟦 2026-07-02 News · T-glass玻纤布供应 · 供应链/产能
苹果曾为关键材料T-glass玻纤布亲自拜访上游供应商日东纺介入调料，反映PCB供应链产能供需吃紧
tags: 好信源 · → daily
<a id="atom-c6f751da7c030311"></a>🟦 2026-04-30 X·@nowhere_2021 · 시장 점유율 · 市场份额
Nittobo 시장 점유율: T-glass 90%, NER-glass 60~70%
tags: 好数字 · → daily
<a id="atom-a5f70b25136f140a"></a>🟦 2026-04-30 X·@nowhere_2021 · 생산 능력 확대 계획 · 资本开支
2025년 8월 T-glass 생산 능력 3배 확대 계획 발표 (2026~2027년 일본·대만 투자 500억 엔 이상)
tags: 好数字 · → daily
value: qty=3배 확대 · date=2025년 8월
<a id="atom-4b6065be181c7169"></a>🟦 2026-04-30 X·@nowhere_2021 · 가격 인상 · 价格动态
2025년 8월 20% 인상
tags: 好数字 · → daily
value: qty=20% · date=2025년 8월
<a id="atom-addb3e0078193a89"></a>🟦 2026-05-24 X·@tengyanAI · 高端玻璃布市场份额 · 供给产能/供应链
Nittobo has spent decades perfecting the high-end glass cloth used in advanced boards and substrates
tags: 好信源 · → daily
value: qty=dominant
📷 原图
<a id="atom-bff5aa0139391c03"></a>🟦 2026-05-24 X·@tengyanAI · 产能扩张 · 供给产能
Nittobo capacity expansion
tags: 好信源 · → daily
📷 原图

🟥 多头 takes (bullish) (2)

<a id="atom-58923c01d8ecdf29"></a>🟥 2026-05-23 X·@WSTAnalystApe ⭐ · 提价优于失去供应保障 · 定价权
Failing to secure supply damages the relationship far more than raising prices.
tags: 好观点·好思考 · → daily
value: qty= · date=
<a id="atom-9b243836d6b72f92"></a>🟥 2026-05-23 X·@WSTAnalystApe · 提价-利润-资本开支-供应正向循环 · 资本开支
Higher price -> more profits -> more capex -> more supply -> happier customers
tags: 好思考 · → daily
value: qty= · date=

🟥 空头 takes (bearish) (5)

<a id="atom-8d80b4f46430dd91"></a>🟥 2026-04-30 X·@nowhere_2021 · 가격 인상 계획 · 价格动态
2026년 4월 추가 20~30% 인상 예정
tags: 好数字 · → daily
value: qty=20~30% · date=2026년 4월
<a id="atom-4be625af1d89fe99"></a>🟥 2026-05-23 X·@jukan05 · 没有提价意图 · 定价权
They have no intention of raising prices.
tags: 好观点 · → daily
value: qty= · date=
[图: 关于日东纺（Nittobo）价格策略与产能扩张计划的分析报告文本截图]
📷 原图
<a id="atom-68ec69bf60131f33"></a>🟥 2026-05-23 X·@jukan05 · 保守且过于关注客户关系 · 竞争格局
They are too conservative and care too much about their customers.
tags: 好观点 · → daily
value: qty= · date=
[图: 关于日东纺（Nittobo）价格策略与产能扩张计划的分析报告文本截图]
📷 原图
<a id="atom-3b629153619ab63e"></a>🟥 2026-04-12 X·@zephyr_z9 [老旧] · M9 (Q glass) adoption outlook · 技术路线/订单需求
M9 (Q glass) is really hard to drill and adoption will be quite low
tags: 好观点 · → daily
value: qty=quite low · date=2025
[图: J.P. Morgan estimates of market size/revenue for M9, M8, and M7 and below categories from 2025 to 2027e — 2025 Total: 3.89 US$bn; 2026e Total: 6.33 US$bn; 2027e Total: 9.98 US$
📷 原图
<a id="atom-cb6b6dbd4818d805"></a>🟥 2026-04-30 X·@nowhere_2021 · 生产产能扩展延迟 · 供给产能
시장 1위 공급업체 Nittobo의 생산 능력 확대가 2027년 중반까지 지연되어 리드타임과 비용에 큰 영향을 미칠 전망입니다
tags: 好观点 · → daily
value: date=2027년 중반

⏱ 时间轴 (近 20)

🟦 2026-07-02 · fact · T-glass玻纤布供应 · → daily
🟦 2026-07-01 · fact · stock price movement -8% · → daily
🟦 2026-06-14 · narrative · shares hit by China competition · → daily
🟦 2026-06-11 · fact · 全球T-glass产能占比 · → daily
🟦 2026-05-24 · fact · 高端玻璃布市场份额 · → daily
🟦 2026-05-24 · fact · 产能扩张 · → daily
🟦 2026-05-23 · fact · 媒体报道声称不涨价 · → daily
🟦 2026-05-23 · fact · no plans for further price increases on T-glass · → daily
🟦 2026-05-23 · fact · CapEx budget increase 50% to ¥120 billion · → daily
🟦 2026-05-23 · fact · top priority is expanding capacity to cement leadership · → daily
🟦 2026-05-23 · fact · T-glass demand expanding rapidly in thick and thin fabric · → daily
🟦 2026-05-23 · fact · will continue selling at prices set at start of fiscal year · → daily
🟦 2026-05-23 · fact · accelerating expansion adding lines in Japan and Taiwan · → daily
🟦 2026-05-23 · fact · T-glass used in AI server packaging substrates and edge devi · → daily
🟥 2026-05-23 · fact · 没有提价意图 · → daily
🟦 2026-05-23 · fact · 股价横盘 · → daily
🟥 2026-05-23 · narrative · 保守且过于关注客户关系 · → daily
🟥 2026-05-23 · narrative · 提价优于失去供应保障 · → daily
🟥 2026-05-23 · narrative · 提价-利润-资本开支-供应正向循环 · → daily
🟦 2026-05-12 · fact · 모건스탠리 보고서에서 에이전틱 AI 도입 수혜 기업으로 언급 · → daily

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