壹石通：2025年下半年以来，公司勃姆石产能利用率已大幅提升

Group 1 - The company has maintained the highest global market share in its barium stone products for several consecutive years and is a core supplier for CATL [1] - As of the second half of 2025, the company's barium stone production capacity utilization has significantly increased, and demand for barium stone products is expected to remain strong in 2026 [1] - The company has initiated a capacity expansion plan to meet the anticipated demand from major clients [1] Group 2 - High-nickel batteries require higher safety performance for coating materials and have larger coating areas, with separators often being double-coated [1] - The company's small particle size ultra-fine barium stone can meet the higher requirements for high-nickel battery cathode materials [1]