Senior(SZ:300568)2022-12-06 02:50Group 1: Company Investment and Capacity - The investment in Changzhou Xinyuan is 1.6 billion, with equipment investment of 1.2 billion, and the total production capacity is 360 million square meters [2] - In 2016, the company's dry process capacity was 130 million square meters, and wet process capacity was 26 million square meters [3] - By the second half of this year, Hefei Xinyuan is expected to release approximately 40 million square meters of wet process capacity [3] Group 2: Market Performance and Trends - The first quarter shipment volume this year saw a year-on-year decline due to the impact of subsidy events, with new subsidy policies released on December 29, 2016 [3] - The price of lithium battery separators has decreased, with the cost proportion in batteries dropping from 20-30% to around 10% [4] - Currently, overseas sales account for approximately 30% of the company's total sales, while domestic sales account for 70% [4]