Putailai said at the 2026 third quarter results briefing that judging from the company's business segments, demand from downstream customers has always been quite strong, and currently all of the company's businesses are close to full production. Anode materials, diaphragm substrates, and PVDF are all in a state of tight production capacity. The company's equipment business customers also require the company to deliver quickly due to production expansion needs. The company is speeding up the construction of various production capacity and ensuring the delivery of equipment business through personnel guarantees and various measures. Currently, the company has not seen a decline in customer procurement demand or a slowdown in the pace of procurement.

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