Cangzhou Mingzhu(SZ:002108)2022-12-06 23:46Production Capacity and Sales - The company plans to launch a wet-process diaphragm project with an annual production capacity of 60 million square meters by the end of this year or early next year [2] - The estimated sales volume for dry-process diaphragms this year is 65 million square meters, up from 44 million square meters in 2015 [3][4] - The total expected sales volume for diaphragms this year is 90 million square meters [5] Market Trends and Pricing - Future prices of diaphragms are expected to decline, but the extent of the decrease is uncertain and will depend on market conditions [3] - The profitability of BOPA film products has improved due to a decrease in raw material prices without a corresponding drop in sales prices, influenced by market demand [5] Technology and Production Challenges - The company relies on self-developed technology for wet-process diaphragm production, emphasizing the importance of mastering both technology and production processes to ensure product quality [4][6] - The wet-process diaphragm project with a capacity of 105 million is expected to be completed by early 2018 [4] Customer Base and Market Position - Over half of the company's diaphragm production is supplied to BYD [4] - The company aims to position its wet-process diaphragm products within the high-end supply chain in both domestic and international markets [7] - There are currently about 8 manufacturers producing BOPA film products in China, with a total capacity of approximately 100,000 tons [6]