Group 1 - Wanma Co., Ltd. and Dayang Electric both hit the daily limit up, indicating strong market performance [1] - Lihexing and Dema Technology saw increases of over 10%, reflecting positive investor sentiment [1] - Other companies such as World, Xiangxin Technology, and Fulian Precision also experienced significant gains, contributing to a bullish trend in the market [1]

Group 1 - The humanoid robot concept stocks experienced a surge at the beginning of trading on September 22, with significant gains observed in several companies [1] - Heertai reached a new high, while Yunnan Tourism hit the daily limit up, indicating strong investor interest in the sector [1] - Other companies such as World, Lihexing, Lingyi Zhizao, Lens Technology, Guangyang Co., and Qide New Materials also saw notable increases in their stock prices [1]

Summary of Wald's Conference Call Company Overview - **Company**: Wald - **Industry**: Semiconductor materials and tools, specifically focusing on diamond-based products Key Points 1. Micro-drilling Technology - Wald's micro-drilling technology shows significant advantages in processing hard and brittle materials, particularly in single crystal silicon hole processing, where each micro-drill can complete 6,000 to 10,000 holes [2][3][4] - The gas distribution plate business achieved over 5 million yuan in revenue in the first half of 2025, marking a 110% year-on-year growth [2][3] 2. PCB Material Applications - Wald is focusing on the application of麻酒 materials (also known as Q fabric) in PCB substrates, aiming to enhance hole processing quantity through laser micro-drilling technology, with plans for large-scale application by 2026 [2][3] 3. Diamond Heat Sinks Development - The company is developing diamond heat sinks, primarily 12-inch silicon-based and 8/6-inch silicon carbide-based products, in collaboration with Taiwanese clients for testing and sampling [2][5] - Commercialization of diamond heat sink technology faces challenges, but advancements in microwave equipment and increasing downstream demand are driving progress [6][7] 4. Demand for Advanced Process Nodes - High demand for diamond heat sink products is expected in 2nm and 3nm wafers, as these advanced process nodes have more stringent cooling performance requirements [8][9] 5. Production Capacity and Pricing - The price of diamond heat sinks is currently not mature, estimated between 10,000 to 20,000 yuan, with final prices potentially much higher due to further processing and services [9][10] - Wald can produce 12-inch diamond wafers using CVD thermal wire method, with a capacity of growing one wafer per week, potentially increasing to four wafers after improvements [12][13] 6. Market Position and Competition - Wald is currently the only domestic company capable of producing 12-inch diamond products, providing a unique competitive advantage [13][20] - The company is aware of clients seeking additional suppliers globally, indicating potential future competition [20] 7. Financial Outlook - The overall gross margin is expected to remain between 45% to 50%, with short-term revenue from diamond heat sink products anticipated to be small, around one to two million yuan [14][24] - The cutting tool industry is facing increased competition and rising raw material costs, but Wald expects to maintain growth in 2025 and improve further in 2026 due to new applications and projects [28] 8. Collaboration and Customer Engagement - Wald collaborates with research institutions and large manufacturers, focusing on customer needs for product testing and application design [15][19] - Technical communication with end customers occurs weekly, with ongoing adjustments based on feedback [19][18] 9. Future Expansion Plans - Currently, Wald is focused on the semiconductor manufacturing sector and has no immediate plans to expand into other cooling applications, prioritizing resource allocation to current markets [17] 10. Equipment and Production Challenges - The production capacity for diamond heat sinks is limited, with approximately 11 to 12 devices available for 12-inch wafer production, necessitating improvements in equipment and efficiency to increase output [25][26] This summary encapsulates the key insights from Wald's conference call, highlighting the company's advancements, market positioning, and future outlook in the semiconductor materials industry.

证券代码：688028 证券简称：沃尔德 公告编号：2025-040 北京沃尔德金刚石工具股份有限公司 关于实际控制人的一致行动人减持股份 结果公告 本公司董事会、全体董事及股东陈涛、李清华、彭坤保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 实际控制人的一致行动人持有的基本情况 本次减持计划实施前，北京沃尔德金刚石工具股份有限公司（以下简称"公司"或"发行人"）股东陈涛持 有公司933,800股股份（其中：IPO前取得472,021股,其他方式取得461,779股），占当时公司总股本的比 例为0.61%；股东李清华持有公司502,236股股份（均为IPO前取得股份），占当时公司总股本的比例为 0.33%；股东彭坤持有公司412,104股股份（均为IPO前取得股份），占当时公司总股本的比例为 0.27%。股东陈涛、李清华、彭坤为公司实际控制人陈继锋、杨诺的一致行动人。 ● 减持计划的实施结果情况 2025年5月27日公司在上海证券交易所（www.sse.com.cn）披露了《关于实际控制人的一致行动人集中 竞价减持股份计划公 ...

（编辑 任世碧） 证券日报网讯 9月18日晚间，沃尔德发布2025年半年度权益分派实施公告称，公司2025年半年度权益分 派方案为每股现金红利0.12元（含税），股权登记日为2025年9月24日，除权（息）日及现金红利发放 日均为2025年9月25日。 ...

证券代码：688028 证券简称：沃尔德 公告编号：2025-040 北京沃尔德金刚石工具股份有限公司 关于实际控制人的一致行动人减持股份结果公告 本公司董事会、全体董事及股东陈涛、李清华、彭坤保证本公告内容不存 在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和 完整性依法承担法律责任。 重要内容提示： | 一、减持主体减持前基本情况 | | --- | | 股东名称 | 陈涛 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 | □否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：无 | | | | 持股数量 | 933,800股 | | | | 持股比例 | 0.61% | | | | 当前持股股份来源 | IPO 前取得：472,021股 | | | | | 其他方式取得：461,779股 | | | 实际控制人的一致行动人持有的基本情况 本次减持计划实施前，北京沃尔德金刚石工具股份有限公司（以下简称"公 司"或"发行人"）股东 ...

Core Viewpoint - Wald (688028.SH) announced the completion of a share reduction plan by its shareholders, indicating a shift in ownership dynamics and potential implications for investor confidence [1] Shareholder Reduction Summary - Shareholder Chen Tao reduced his holdings by 300,000 shares, representing 0.20% of the company's total share capital [1] - Shareholder Li Qinghua reduced his holdings by 16,634 shares, representing 0.01% of the company's total share capital [1] - Shareholder Peng Kun reduced his holdings by 412,104 shares, representing 0.27% of the company's total share capital; following this reduction, Peng Kun no longer holds any shares in the company, terminating his concerted action relationship with the actual controller of the company [1]

证券代码：688028 证券简称：沃尔德 公告编号：2025-039 北京沃尔德金刚石工具股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/9/24 | 2025/9/25 | 2025/9/25 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经北京沃尔德金刚石工具股份有限公司（以下简称"公司"） 2025 年 5 月 15 日的2024年年度股东会授权董事会在符合利润分配的条件下制定实 施，并经过 2025 年 8 月 22 日召开的第四届董事会第十二次会议审议通过。 二、 分配方案 1. 发放年度：2025年半年度 2. 分派对象： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/9/24 | 2025/9/25 | 2025/9/25 | 四、 分配实施办法 2 ...

培育钻石概念午后异动拉升，截至发稿，沃尔德涨超16%，黄河旋风、惠丰钻石、国机精工等跟涨。 ...

Company Overview - Wald Diamond Tools Co., Ltd. is located in Langfang City, Hebei Province, and was established on August 31, 2006. The company was listed on July 22, 2019. Its main business involves the research, production, and sales of ultra-high precision and high precision superhard tools and superhard material products [1][2]. Financial Performance - For the first half of 2025, Wald achieved operating revenue of 335 million yuan, representing a year-on-year growth of 6.09%. However, the net profit attributable to the parent company was 43.62 million yuan, a decrease of 19.57% compared to the previous year [2]. - Since its A-share listing, Wald has distributed a total of 251 million yuan in dividends, with 119 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, Wald's stock price increased by 95.02% year-to-date, with a 13.95% rise over the last five trading days, a 69.29% increase over the last 20 days, and a 102.51% increase over the last 60 days [1]. - The stock's trading volume on September 18 was 142 million yuan, with a turnover rate of 2.24% and a total market capitalization of 6.45 billion yuan [1]. Shareholder Information - As of June 30, 2025, Wald had 9,193 shareholders, a decrease of 4.11% from the previous period. The average circulating shares per person increased by 9.80% to 16,400 shares [2]. - Notably, the top ten circulating shareholders saw the exit of the XINGQUAN Green Investment Mixed Fund from this list [3]. Industry Classification - Wald belongs to the machinery equipment sector, specifically in the general equipment category, focusing on abrasives and grinding materials. The company is associated with concepts such as lead screws, cultivated diamonds, humanoid robots, industrial mother machines, and OLEDs [2].