9月19日，长沙岱勒新材料科技股份有限公司通过全景网"投资者关系互动平台"举行业绩说明会，董事 会秘书、财务总监周家华先生出席，就公司业务布局、产品应用及业绩等问题，回答了投资者网上提 问。 本次投资者关系活动类别为业绩说明会，时间为2025年9月19日（周五）下午14:30 - 17:00，地点在全景 网"投资者关系互动平台"（https://ir.p5w.net ），参与单位为通过网络提问的投资者。 在问答环节，投资者对公司多项业务表现出浓厚兴趣。关于与上海新微科技集团有限公司成立的深圳泰 诺协同创业投资基金，投资者询问是否投资人形机器人，公司回应投资投向详见2025年5月28日披露的 《关于公司与专业机构共同设立投资基金的公告》。 在产品应用方面，对于公司投资的赛万玉山，因其拥有年产3.6万套碳化硅陶瓷晶舟且涉及华为芯片新 技术，投资者询问是否会加大投资，公司表示如有相关情况将通过公告披露。关于UV固化型导电材料 和钨丝腱绳用于人形机器人的产能，公司称两种产品均在验证推广中。公司机器人腱绳样品已在国内几 家相关厂商进行验证，因保密协议未透露厂商名称。 业绩方面，投资者关注公司今年能否扭亏为盈，公司表示受 ...

证券代码:300700 证券简称:岱勒新材 公告编号：2025-03 长沙岱勒新材料科技股份有限公司 投资者关系活动记录表 编号：2025-03 7、子公司翌上新能源的先进碳基复合材料散热效果如何？ 答：您好，翌上新能源已被其全资子公司耕驰新能源吸收合并。目前耕驰新 能源的主要产品为石墨复合双极板，主要用于氢燃料电池以及液流储能电池极 板。感谢您的关注！ | 投资者关 | 特定对象调研 分析师会议 | | --- | --- | | 系活动类 | 媒体采访 业绩说明会 | | 别 | 新闻发布会 路演活动 | | | 现场参观 其他: | | 参与单位 | 投资者网上提问 | | 名称 | | | 时间 | 2025 年 9 月 19 日 (周五) 下午 14:30~17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司 接待人员 | 董事会秘书、财务总监：周家华先生 | | 姓名 | | | | Q&A | | | 1、贵公司与上海新微科技集团有限公司成立了深圳泰诺协同创业投资基金，该 | | | 公司持有上海国浮领航股权，是上海 ...

格隆汇9月19日丨岱勒新材(300700.SZ)在投资者互动平台表示，公司的金刚石线产品可用于第三代半导 体切割。 ...

Market Overview - The market experienced a rebound in early trading, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets was 1.37 trillion yuan, a decrease of 226.3 billion yuan compared to the previous trading day. Over 3,900 stocks rose across the market [1] - The Shanghai Composite Index rose by 0.35%, the Shenzhen Component Index increased by 2.01%, and the ChiNext Index surged by 3.48% [1] Sector Performance - The solid-state battery sector saw significant gains, with over ten stocks hitting the daily limit, including Tianji Co., which experienced a 9.98% increase [1][10] - The photovoltaic and wind power sectors were also active, with Tongrun Equipment reaching the daily limit. Other notable performers included Jinan Technology and Sunshine Power, which saw increases of 14.02% and 10.33%, respectively [1][3] - CPO (Cloud Processing Optimization) concept stocks rebounded, with Tengjing Technology hitting the daily limit with a 20% increase [1][6] Individual Stock Highlights - Solid-state battery stocks such as Huasheng Lithium Battery, Patell, and Jinyinhai all reached their daily limits, with increases of 30%, 20.01%, and 19.99%, respectively [2][3] - Xiamen Tungsten New Energy reported that its solid-state electrolyte has achieved ton-level mass production, showing good performance within the solid-state battery system [3] - Leading companies in the solid-state battery sector, such as Xian Dao Intelligent, have successfully established a complete production line for solid-state batteries, with orders expected to continue increasing [3] Storage Industry Insights - The new energy storage sector achieved a record installation scale in the first half of the year, surpassing 100 GW, and is expected to reach 291 GW by 2030 [6][13] - China holds a dominant position in the global photovoltaic and storage market, controlling over 70% of the production capacity for silicon materials, wafers, batteries, and modules [6] Future Market Projections - The global Ethernet optical module market is projected to grow rapidly, with an expected increase of 35% to reach $18.9 billion by 2026, and is anticipated to exceed $35 billion by 2030 [7][25] - The sports industry is expected to see significant growth, with the total scale projected to exceed 7 trillion yuan by 2030, driven by government initiatives to enhance sports consumption [9][35]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [5][11]. Core Insights - The company reported a revenue of 1.01 billion RMB in the first half of 2025, a year-on-year decrease of 32%, with a net profit attributable to shareholders of 85 million RMB, down 69% year-on-year [2]. - The company's diamond wire product sales volume was 52.88 million kilometers, a decline of 26.83%, primarily due to the increasing penetration of tungsten wire diamond products, leading to a decrease in industry demand [3]. - The company has a strong competitive position in the diamond wire industry, maintaining a leading market share despite the challenges posed by intensified competition and declining product prices [3]. - The company is investing 230 million RMB to establish a new project with a monthly production capacity of 6 million kilometers of tungsten wire, which is expected to enhance product competitiveness and risk resilience [4]. - The financial position of the company is robust, with cash and financial assets increasing by nearly 3 billion RMB, and a low debt-to-asset ratio of 13.6%, ensuring the company can navigate through industry cycles [4]. Summary by Sections Financial Performance - In Q2, the company achieved a revenue of 580 million RMB, a year-on-year decrease of 7% but a quarter-on-quarter increase of 38%, with a net profit of 580 million RMB, down 28% year-on-year but up 120% quarter-on-quarter [2]. - The company's revenue from the diamond wire business was 853 million RMB, a decline of 39.7%, with a gross margin of 10.37%, down 18.15 percentage points [3]. Market Position and Strategy - The company is focusing on the development of raw materials and has made significant progress in core materials such as yellow wire and tungsten wire, which is expected to stabilize raw material supply and reduce production costs [4]. - The acceptance and demand for tungsten wire diamond products are increasing in the downstream market, which is anticipated to positively impact the company's profitability [4]. Profitability Forecast - The net profit forecasts for 2025-2027 have been adjusted to 210 million RMB, 310 million RMB, and 430 million RMB respectively, reflecting the company's strong financial health and competitive advantages in the diamond wire market [5].

Group 1 - The stock price of Daili New Materials is reported at 13.68 yuan, down 5.91% from the previous trading day, with a minimum intraday price of 13.66 yuan and a trading volume of 427 million yuan [1] - Daili New Materials operates in the general equipment industry, focusing on the research, production, and sales of diamond wires, with applications in photovoltaic and semiconductor fields [1] - The subsidiary Dihua is developing UV-curable conductive materials for use in robotic electronic skin, currently advancing customer testing [1] Group 2 - Daili New Materials stated on an interactive platform that the UV-curable conductive materials can be customized in color according to customer needs and have been promoted for testing among certain clients [1] - On August 27, Daili New Materials experienced a net outflow of 32.48 million yuan in main funds, while the net inflow over the past five days was 16.31 million yuan [1]

Group 1 - The core point of the article is that Daili New Materials (SZ 300700) announced the convening of its 2025 second extraordinary general meeting of shareholders during the 27th meeting of its fourth board of directors held on August 21, 2025 [1] - For the fiscal year 2024, Daili New Materials reported that its revenue composition is as follows: diamond wire accounts for 83.25%, other products account for 12.7%, and other business segments account for 4.05% [1] - As of the time of reporting, Daili New Materials has a market capitalization of 5.2 billion yuan [1]

Group 1 - The core point of the news is the control change of San Chao New Materials (三超新材) to Boda He Yi Technology Co., Ltd. (博达合一) and its subsidiary Boda New Energy (博达新能), marking a significant shift in ownership and strategic direction for the company [1] - San Chao New Materials announced the transfer of 18,985,384 shares from its shareholders to Boda He Yi, which will become the controlling shareholder after the completion of the share transfer [1] - Boda He Yi plans to invest in San Chao New Materials by subscribing to 12,475,049 shares in a private placement, further solidifying its control over the company [1] Group 2 - Boda New Energy, formerly ET Solar, has a long history in the photovoltaic industry, with a total production capacity of 6GW for silicon wafers, 7GW for battery cells, and 5GW for modules across various countries [5] - In 2023, Boda New Energy reported revenue of 660 million yuan and a total tax payment of 58 million yuan, indicating its financial performance in the industry [5] - The strategic acquisition of San Chao New Materials by Boda He Yi is seen as a critical step towards transforming the company's business into the photovoltaic manufacturing sector, potentially enhancing its market presence and operational diversity [8]

Core Viewpoint - The company, Daili New Materials, is expanding its operations in the consumer electronics sector by establishing a joint venture with Bern Precision, aiming to enhance precision manufacturing capabilities through innovative diamond wire cutting technology [1][2][4]. Group 1: Joint Venture and Expansion - Daili New Materials plans to invest 45 million yuan in a joint venture with Bern Precision, holding a 90% stake in the new company located in Huizhou [1]. - The establishment of a subsidiary in Liuyang is also part of the strategy to expand into the consumer electronics market, focusing on glass processing using advanced diamond wire cutting techniques [2][4]. - The collaboration with Bern Precision is built on a decade-long partnership, where Daili has supplied diamond wire materials to Bern and other major clients [2][4]. Group 2: Market Trends and Strategic Intent - The trend towards "fine wire" and "thin sheet" processing aligns with the increasing demand for precision in consumer electronics, which Daili aims to meet with its diamond wire technology [3][6]. - The partnership with Bern Optical Group, a leading supplier in the glass panel market, provides Daili with opportunities to integrate into high-demand supply chains, particularly for major smartphone brands [3][6]. - Daili's strategic shift towards consumer electronics is seen as a necessary move to counteract declining revenues and profits, with a reported revenue drop of 57.63% and a net loss of 244 million yuan in 2024 [5][6]. Group 3: Future Outlook - The establishment of the Huizhou subsidiary and Liuyang branch is expected to enhance market development, reduce operational costs, and improve customer service efficiency [6]. - Daili New Materials aims to leverage its expertise in diamond wire technology to penetrate new markets, particularly in consumer electronics and semiconductors, as part of its long-term growth strategy [4][6].

Market Performance - On June 18, A-shares saw a slight increase across the three major indices, with the Shanghai Composite Index rising by 0.04% to close at 3388.81 points, the Shenzhen Component Index increasing by 0.24% to 10175.59 points, and the ChiNext Index up by 0.23% to 2054.73 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 119.11 billion yuan, a decrease of 16.1 billion yuan compared to June 17 [1] - The market experienced a rebound after hitting a low of approximately 3369 points, driven by gains in the banking and liquor sectors, followed by a surge in technology stocks in the afternoon [1] Industry Insights - The 2025 Lujiazui Forum announced the implementation of a third set of standards for the ChiNext board, allowing high-quality, unprofitable innovative companies to go public, which is expected to benefit the technology sector significantly [2] - The expansion of the fifth set of standards to include more cutting-edge technology fields such as artificial intelligence, commercial aerospace, and low-altitude economy is also a positive development for the tech industry [2] - The ability for unprofitable tech companies to list is crucial for securing R&D funding, which can accelerate product development [2] Company Spotlight - Among the stocks listed in Hunan, only 42 out of 146 saw an increase, with the highest gain being 6.36% for Daili New Materials, a leading supplier of diamond wire products [3] - Daili New Materials reported a Q1 2025 earnings per share of -0.08 yuan and a net profit of -32.0038 million yuan, with a year-on-year net profit growth rate of -19231.10% [3] - The company's subsidiary, Changsha Daihua Technology Co., Ltd., was recognized as a "specialized and innovative" small and medium-sized enterprise in Hunan, achieving breakthroughs in key technology areas and holding 12 patent applications [3]