1月21日晚间，湖南宇晶机器股份有限公司（以下简称"宇晶股份（002943）"）通过公司官方微信公众 号发布消息，公司位于江苏盐城的双晶切片基地迎来技术突破。依托公司自主研发的"超精密热稳定切 割技术"，并结合为超薄HJT半片定制开发的专用多线切割机与专用切割冷却液，成功实现45μm超薄半 片硅片的首次试切。 在光伏产业向薄片化演进的道路上，宇晶股份"追薄"而行，并非盲目跟风的数字竞赛，而是紧扣未来场 景对硅片"更薄、更柔、更高效"的核心需求，构建起"设备+耗材+工艺"三位一体的全链路协同体系。 在设备端，宇晶股份自研切片机凭借微米级轴距精度与卓越的动态稳定性，为超薄切割提供了坚实基 础。为适配市场主流需求的持续升级迭代，双晶基地切片设备已完成多轮优化改造，展现出极强的拓展 性与工艺兼容性。 在耗材端，宇晶股份自研钨丝金刚线线径已突破Φ15μm，在提升出片率与良率的同时，显著降低了断 线率。公司持续优化自研冷却液配方，通过智能组分测量分析，在微米尺度上精准调控冷却、润滑与排 屑三大核心变量，为下一代薄片化高效电池提供极致材料支撑。 在工艺端，CrystalMind切片大模型实时采集并优化百余项切割参数，秒级完 ...

Core Insights - The superhard materials industry is transitioning from a niche market to a strategic necessity, driven by demand in photovoltaic, semiconductor, and high-end manufacturing sectors [1][3] - The article analyzes the profitability of 27 companies in the superhard materials sector, focusing on 10 core companies based on their comprehensive profitability [1][4] Industry Dynamics - Superhard materials, including synthetic diamonds and cubic boron nitride (CBN), are essential for supporting key industries such as photovoltaics, semiconductors, and advanced manufacturing [3] - Three main demand drivers are identified: - Photovoltaics: Increased demand for diamond wire saws due to larger silicon wafer sizes and thinner wafers [3] - Semiconductors: Diamond substrates are seen as critical materials for the post-silicon era, with potential market sizes reaching hundreds of billions [3] - High-end manufacturing: Demand for precision tools and wear-resistant components is growing, with superhard materials offering significantly longer lifespans compared to traditional tools [3] Company Analysis - **Zhongtung High-tech (000657.SZ)**: Leading in hard alloy tools with a stable ROE of 12.53% and a gross margin of 22.07%, benefiting from a comprehensive industry chain and high technical barriers [4][5] - **Guojijiang Precision (002046.SZ)**: Dual-driven by superhard materials and equipment, with a gross margin of 35.27% and a rising ROE of 8.31% [5][6] - **Xinxin Co., Ltd. (688257.SH)**: Global presence with over 40% of revenue from overseas, showing a gross margin of 31.81% and a ROE of 8.40% [6][7] - **World (688028.SH)**: High-end tool manufacturer with a gross margin of 46.10% and a strong market position in diamond tools [7][8] - **Meichang Co., Ltd. (300861.SZ)**: Dominates the diamond wire market with over 60% market share, benefiting from the photovoltaic sector's growth [8][9] - **Zhongbing Hongjian (000519.SZ)**: Military and superhard materials dual business model, with significant potential for growth as demand increases [9][10] - **Oke Yi (688308.SH)**: Focused on CNC tools with a gross margin of 22.66%, benefiting from strong customer relationships [10] - **Tongyu Heavy Industry (300185.SZ)**: Wind power components and hard alloy business, with a gross margin of 12.73% [10] - **Fuliwang (688678.SH)**: Cross-industry growth with a focus on precision components and diamond wire, showing a gross margin of 24.41% [10] - **Yujing Co., Ltd. (002943.SZ)**: Potential in diamond wire products, with a focus on synergy between equipment and materials [10]