国机精工：2015年开始布局金刚石功能化应用方向

Core Viewpoint - The diamond industry is currently divided into two main applications: structured applications and functional applications, with functional applications including heat sinks and optical window pieces. The demand for diamond heat sinks is expected to grow in the chip manufacturing sector due to the high heat dissipation needs driven by artificial intelligence advancements, potentially transforming diamonds from "optional" to "essential" materials [1] Group 1: Industry Insights - The diamond industry is experiencing a shift towards functional applications, particularly in heat dissipation and optical components, driven by technological advancements [1] - The high heat dissipation demand from artificial intelligence is a key factor influencing the industry's focus on diamond materials [1] Group 2: Company Developments - The company has been strategically investing in the functional application of diamonds since 2015, choosing the MPCVD method for its high-quality diamond production and broad compatibility with various product lines [1] - The company began generating revenue from heat sinks and optical windows in 2023, with expectations to exceed 10 million yuan by 2025 [1] - Currently, the company's applications are primarily in non-civilian sectors, while civilian applications are undergoing product testing by leading domestic manufacturers, with potential test results expected by 2026 if progress is favorable [1]