高盟新材：随着南通高盟4.6万吨和12.45万吨项目逐步投产，将极大缓解束缚公司快速发展的产能瓶颈

Core Viewpoint - The company is set to alleviate its production capacity bottleneck significantly with the gradual commissioning of two projects in Nantong, which are 46,000 tons and 124,500 tons respectively [1]. Group 1: Production Capacity - The gradual commissioning of the Nantong projects will greatly relieve the company's past production capacity constraints [1]. - The company plans to enhance market development efforts to improve capacity utilization rates post-commissioning [1]. Group 2: Market Demand and Orders - There is a notable increase in the company's production capacity utilization rate, which rose to 36.51% in Q2 2025 from 12.37% in Q1, indicating a significant growth [3]. - The sales volume in the power battery sector for the first half of the year has increased substantially compared to the total sales for 2024, suggesting a potential saturation of orders in the current core product line [3].