Core Viewpoint - Rongbai Technology (688005) has experienced a decline in overseas customer sales and demand in the first half of the year due to changes in U.S. tariff policies, but expects improvement in the second half as policies clarify and the U.S. OBBB Act is implemented [1] Group 1: Market Conditions - The company has actively communicated with overseas clients to address the decline in sales and demand [1] - The European market outlook is more optimistic compared to initial expectations, with significant feedback on capacity demand from clients [1] Group 2: Production and Capacity - The company is accelerating the design of production lines at its Poland factory to meet local production requirements [1] - The completion of capacity construction is prioritized to satisfy the increased demand in the European market [1]
容百科技:预计下半年海外市场情况会有所好转 欧洲市场较年初预期更为乐观