Xingyuan Material said during an investigation by the reception agency on July 28 that since the diaphragm industry bottomed out at the end of 2025, the company began batch price adjustments for core customers in line with changes in supply and demand, and mainstream wet base film prices in the first half of 2026 were significantly restored compared to the end of last year. Combined with the pace of inventory replenishment by downstream cell companies and the current supply and demand gap, the market has a foundation for a new round of price adjustments. At the same time, judging by distinguishing between domestic and overseas pricing systems, pricing in overseas markets is significantly higher than in domestic markets.

Xingyuan Material said during an investigation by the reception agency on July 28 that since the diaphragm industry bottomed out at the end of 2025, the company began batch price adjustments for core customers in line with changes in supply and demand, and mainstream wet base film prices in the first half of 2026 were significantly restored compared to the end of last year. Combined with the pace of inventory replenishment by downstream cell companies and the current supply and demand gap, the market has a foundation for a new round of price adjustments. At the same time, judging by distinguishing between domestic and overseas pricing systems, pricing in overseas markets is significantly higher than in domestic markets.