Core Insights - The announcement from Enjie Co., Ltd. indicates that the diaphragm industry has experienced an oversupply in the past, leading to low overall capacity utilization rates, although leading companies are performing better [1] - The pace of new capacity additions in the industry has significantly slowed compared to previous years, with particularly fewer new capacities added this year [1] - The release of diaphragm capacity involves a lengthy process of construction, customer validation, and ramp-up, which will greatly benefit the future supply-demand dynamics of the entire industry [1] - Enjie Co., Ltd. maintains a leading capacity utilization rate in the industry and is steadily increasing its market share, supported by a recent uptick in downstream demand [1] - The company is committed to supplying high-quality diaphragm products and services to global customers [1]
恩捷股份:公司市场地位稳固,不断提升市场占有率