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

Core Viewpoint - The company expects a significant increase in the utilization rate of its barium stone production capacity starting from the second half of 2025, with strong demand anticipated for barium stone products in 2026 [2] Group 1: Production and Capacity - The company has initiated a capacity expansion plan to meet the expected strong demand for barium stone products [2] - The utilization rate of barium stone production capacity has been significantly improved [2] Group 2: Market Demand - Communication with major customers indicates that the demand for barium stone products is expected to remain robust in 2026 [2] Group 3: Product Specifications - High-nickel batteries require higher performance in coating materials, which also necessitates greater safety standards and larger coating areas [2] - The company's small particle size ultra-fine barium stone can meet the higher requirements for high-nickel ternary battery separators, which are often double-coated [2]