1. Demand: The demand for gaming subsidies is lower than expected, but from the feedback from the end market, due to more supply innovation, on the contrary, there is a potential to exceed expectations, especially in the domestic market. 2. There are several changes in the technical route, and there are many voices in the industry, and we can't exceed the industry's pre-judgment. However, from the results, PET foil plating (current collectors) and large cylinders may indeed make progress, although it is