According to the CITIC Construction Investment Securities Research Report, the current market is affected by diaphragm companies announcing production expansion plans one after another in May. However, according to estimates, supply and demand are still tight in the second half of this year. It is expected that the industrial wet diaphragm capacity utilization rate will increase to 88% and 98% from the third quarter to the fourth quarter of 2026. Looking ahead to next year, the effective production capacity of finished wet diaphragm products in 2027 is expected to increase 23% over the previous year. The industry's capacity utilization rate will increase from 85% to 89% to 94%, and will continue to maintain a tight balance of lithium batteries. Supply and demand in materials are relatively good This section is worth paying attention to.

According to the CITIC Construction Investment Securities Research Report, the current market is affected by diaphragm companies announcing production expansion plans one after another in May. However, according to estimates, supply and demand are still tight in the second half of this year. It is expected that the industrial wet diaphragm capacity utilization rate will increase to 88% and 98% from the third quarter to the fourth quarter of 2026. Looking ahead to next year, the effective production capacity of finished wet diaphragm products in 2027 is expected to increase 23% over the previous year. The industry's capacity utilization rate will increase from 85% to 89% to 94%, and will continue to maintain a tight balance of lithium batteries. Supply and demand in materials are relatively good This section is worth paying attention to.