曼恩斯特：涂布模头有存量改造与增量扩产的需求区分

Core Insights - Mannesmann indicated that there is a distinction between stock transformation and incremental capacity expansion for coating die heads, which is related to downstream customers' capacity utilization rates and capital expenditure plans [2] Group 1 - The demand for coating die heads is categorized into stock transformation and incremental capacity expansion [2] - The capacity utilization rates of downstream customers are a significant factor influencing the demand for coating die heads [2] - Capital expenditure plans of downstream customers also play a crucial role in determining the demand for coating die heads [2]