Senior(SZ:300568) 高工锂电·2025-10-23 05:58Core Insights - China's diaphragm production accounts for 90% of the global market, supported by the fact that China also holds 70% of the global battery market, indicating a strong domestic foundation for future growth [1] - The growth rate in the Chinese market is expected to slow down as it has already experienced a phase of rapid expansion, leading to a long-term state of homogenization with limited profit margins [1] - The overseas market presents significant profit opportunities, but companies must establish overseas operations and meet international quality standards to capitalize on these opportunities [1] Market Dynamics - The future growth direction suggests that while the Chinese market will continue to expand, the pace will decelerate due to previous high growth rates [1] - The competitive landscape in China is likely to remain saturated, which will constrain profitability for domestic players [1] - Strategic planning and early investments in overseas markets are crucial for determining future success and market positioning [1]