SF Diamond(SZ:300179) Xin Lang Cai Jing·2026-01-22 10:48Group 1 - The company conducted an investor relations activity on January 22, 2026, with participation from five institutions, focusing on business progress and developments [1] Group 2 - In the diamond heat dissipation field, the company highlighted its significant technical accumulation and mass production capabilities, emphasizing the potential applications of diamond in optical windows, chip heat sinks, and semiconductor devices [2] Group 3 - The company is focusing on high-end manufacturing and import substitution for PCD micro-drill products, which are characterized by long lifespan, high processing precision, and good surface finish, aiming to reduce reliance on imported precision tools [3] Group 4 - The company outlined its business outlook across three areas: - Resource extraction and engineering: Optimizing market strategies for oil composite sheets and accelerating market penetration - Precision processing: Enhancing sales of superhard tools in response to the growth of the new energy vehicle sector and import substitution opportunities - CVD diamond: Adjusting production capacity based on market demand and increasing R&D investment in MPCVD equipment and functional diamonds [4] Group 5 - The advantages of self-developed CVD equipment include: 1. Cost reduction and supply chain assurance by lowering procurement expenses 2. Enhanced production adaptability, improving efficiency and product processing 3. High R&D flexibility, allowing for rapid iteration of process solutions [5] Group 6 - The company analyzed market conditions for its various business segments: - Resource extraction and engineering: Domestic economic recovery is driving oil and gas consumption growth, while overseas demand is fluctuating due to market uncertainties and policy restrictions - Precision processing: The market for superhard tools is increasing as high-end manufacturing and new energy vehicles grow [6][7]