Jin10 data reported on September 29 that Enjie Co., Ltd. recently stated during a research interview that due to the oversupply in the diaphragm industry in the early stage, the overall capacity utilization rate of the industry is not high, with leading companies performing somewhat better. Therefore, the pace of new capacity additions in the industry has significantly slowed down compared to previous years, especially with fewer new capacities added this year. The release of diaphragm capacity needs to go through construction, customer verification, and capacity ramp-up, which takes a long time. This will greatly benefit the significant improvement of the supply-demand pattern in the entire industry in the future. With the recent strengthening of downstream demand, the company's current capacity utilization rate is relatively high.
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