百川股份：TMP国内总产能估计在20万吨左右，公司目前生产情况正常，整体需求旺盛

Group 1 - The core viewpoint of the article is that Baichuan Co., Ltd. has a TMP production capacity of 70,000 tons per year, with 50,000 tons from its Ningxia base and 20,000 tons from its Nantong base [1] - The remaining five to six manufacturers have a production capacity of approximately 20,000 to 30,000 tons, with the total domestic TMP production capacity estimated to be around 200,000 tons [1] - The company reports that its production is currently normal and overall demand is strong [1]