隆华科技：兆恒科技二期扩产计划目前已进入规划后期

Core Viewpoint - Longhua Technology is advancing its expansion plan for Zhaoheng Technology, which is expected to commence construction in 2026, focusing on the production of carbon-based stealth materials and composite components [1] Group 1: Expansion Plans - The expansion project is officially named "Industrialization Project of Carbon-based Absorbing Stealth Materials and Functional Structural Composite Components" and is not merely an extension of existing PMI foam production capacity [1] - The current design capacity for PMI foam is between 20,000 to 40,000 cubic meters, but actual capacity cannot be precisely calculated due to material density fluctuations [1] Group 2: Production Capacity and Market Demand - There is currently a production capacity strain in the PMI foam segment, prompting the company to enhance key production processes starting in 2025 to alleviate localized capacity bottlenecks [1] - The expansion plan aligns with the company's "one body, two wings" development strategy, targeting future market demands in stealth materials and engineering composite materials [1]