鲁阳节能：锂电池纤维纸已经进行了稳定性试产、通过了Alkegen MOC验收，目前可以开始小批量供货

Group 1 - The core viewpoint of the article highlights investor inquiries regarding the acceleration of orders for lithium battery ceramic fiber paper in Q4, particularly in light of the upcoming new national fire safety standards for electric vehicles in 2026 [1] - The company has confirmed that the lithium battery fiber paper has undergone stability pilot testing and has passed Alkegen MOC acceptance, allowing for small batch supply to commence [1] - There are questions about whether the existing production capacity in the new energy business can meet actual demand and if there are plans for capacity expansion to mitigate risks associated with traditional business performance [1] Group 2 - The company is expected to see a significant portion of its revenue from the lithium battery fiber paper business, with a target to exceed 15% of annual revenue in Q4 [1] - There is an inquiry about whether the eVTOL battery materials orders exceeding 5 billion yuan have started partial delivery in Q4 and if related revenue can be recognized within the year [1] - Future production expansion will be determined based on market demand [1]