恩捷股份：预计湿法隔膜会随着储能电池和动力电池需求的增长保持同步增长

Core Viewpoint - The company Enjie Co., Ltd. (002812) indicates that the price of lithium sulfide products has potential for further decline due to advancements in technology and processes, improved supply chain of raw materials, and scaled production capabilities [1] Group 1: Lithium Sulfide Products - The company expects that the price of lithium sulfide products will continue to decrease as technology and processes mature [1] - The improvement in the supply chain for raw materials is contributing to the potential price decline [1] - The scaling of product supply is also a factor that may lead to lower prices in the future [1] Group 2: Wet Process Diaphragms - The company reports that the capacity utilization rate for wet process diaphragms remains high due to rapid growth in downstream demand, particularly in the energy storage market [1] - It is anticipated that by 2026, the demand for wet process diaphragms will grow in tandem with the increasing demand for energy storage batteries and power batteries [1]