Diaphragm Companies' Price Increases Draw Attention, Multiple Listed Companies Respond

Recently, a company in the diaphragm industry announced a 30% increase in the price of wet diaphragm products, attracting widespread attention in the market. On December 3, Xingyuan Materials responded, stating, "Due to the impact of the industry supply-demand relationship, the company has communicated with customers regarding the price increase, but the specific increase has not yet been determined." CNBM Technology also stated on the same day that it remains uncertain. An industry observer noted, "Since the fourth quarter of this year, discussions about price increases have emerged across all links of the lithium battery industry chain, driven by positive expectations for next year's demand and secondary market sentiment. Based on the supply-demand relationship, there is a possibility that diaphragm products may be in short supply next year, but whether the price increase expectations can eventually be transmitted to actual prices will still depend on the outcome of the negotiation between supply and demand sides. Moreover, the diaphragm industry has a significant advantage in capacity development; as equipment continues to iterate, industry production efficiency will greatly improve. The efficiency of equipment among diaphragm suppliers varies, which also leads to different perceptions of price changes among enterprises." Diaphragm leader Enjie Co., Ltd. stated in a research summary that the company currently has a substantial backlog of orders, a high capacity utilization rate, and that the demand and orders from its downstream customers have shown stable growth recently.