ENJ GROUP: The capacity expansion of the diaphragm industry has slowed significantly and is expected to reach a supply-demand balance in the future.

On September 16th, Enjie Corporation stated during an institutional research that the capacity expansion in the diaphragm industry has slowed significantly. The oversupply situation in the diaphragm market is expected to gradually converge as demand continues to grow, potentially leading to a supply-demand balance in the future. The company currently has ample orders on hand and high capacity utilization rates. At the same time, the company's downstream customers' demand and orders have shown a stable growth trend. With strong demand for energy storage downstream, the company's shipment volume is expected to further increase by 2025.