沃尔核材(002130.SZ)：现有产能规划能够有效支持高速通信线业务的增长需求

Core Viewpoint - The company has significantly enhanced its production capacity for high-speed communication lines, aligning with the increasing demand from cutting-edge data centers since 2026 [1] Group 1: Production Capacity - The company currently possesses 16 imported foam core line extruders, with additional equipment expected to arrive soon, leading to a substantial increase in overall production capacity for high-speed lines [1] - The existing capacity planning is designed to effectively support the growth demand in the high-speed communication line business [1] Group 2: Customer Demand - There has been a rapid increase in the specifications and models of high-speed lines required by the latest data center demands since 2026, prompting the company to significantly increase its winding equipment to meet customer needs [1] - The company is maintaining synchronization with the project timelines of its core downstream customers [1]