Core Viewpoint - Dekoli (688205.SH) expresses a cautious attitude towards its OCS business due to high technical barriers and significant R&D investment, indicating that the industry is still in the early stages of exploration and validation, with considerable uncertainty regarding commercialization and large-scale application [1] Group 1 - The overall industry is still in the early exploration and validation phase, which affects the maturity and profitability outlook [1] - The company has not yet secured bulk orders from overseas major manufacturers, highlighting the challenges in gaining market traction [1] - Specific details regarding customers and project progress are not disclosed due to commercial confidentiality agreements [1]