Core Viewpoint - The rise of emerging industries is driving the development of the carbon materials industry, accelerating the transformation of these industries [2] Event Overview - The 9th International Carbon Materials Conference and Exhibition (Carbontech2025) will be held from December 9-11, 2025, at the Shanghai New International Expo Center, inviting global leaders in the carbon materials industry to participate [2][4] Exhibition Details - Carbontech2025 will feature a theme of "Gathering Global Strengths for the Future of Carbon Materials," with over 20,000 square meters of exhibition space, 800+ exhibitors, and expected attendance of over 50,000 professional visitors, including 1,000+ industry CEOs and 2,000+ end users [4][10] Thematic Exhibition Areas - The event will have two main exhibition areas focusing on semiconductors and energy & high-end equipment, showcasing cutting-edge technologies, products, and applications in the carbon materials industry [7][8] Exhibits in Semiconductor Area - The semiconductor exhibition area will include diamond materials, high-purity gases, and various production equipment, as well as analytical instruments [8] Exhibits in Energy and High-End Equipment Area - The energy and high-end equipment exhibition area will feature carbon materials for automotive, aerospace, and energy storage applications, along with production equipment and analytical instruments [8] Participating Companies - Over 800 leading companies, including Shanghai Petrochemical, Rongsheng Group, and others, will participate in the event, creating a comprehensive platform for showcasing and exchanging ideas in the carbon materials industry [11][10] Thematic Conferences - Carbontech2025 will include an opening ceremony, three major thematic conferences, and over 10 special activities focusing on green material preparation, process automation, product innovation, and investment trends [14][13] Key Themes of Thematic Conferences - The conferences will cover topics such as diamond applications, carbon fiber industry trends, and innovations in new energy carbon materials and batteries [16][17][18] Special Product and Research Areas - Carbontech2025 will feature special areas for product displays, new product launches, and research achievements, aimed at bridging the gap between materials and applications [21][22][24]

Core Viewpoint - The company focuses on the research and development of diamond technology, particularly in the CVD diamond industry chain, highlighting the advantages of high-quality large-size ultra-pure CVD diamonds for various advanced manufacturing and consumer applications [1] Group 1: Company Focus - The company has been dedicated to the diamond field, emphasizing the development of CVD diamond technology [1] - The company has independently developed MPCVD equipment and CVD diamond processes for mass production of high-quality large-size ultra-pure CVD diamonds [1] - The company has formed multiple patents related to its CVD diamond technology [1] Group 2: Industry Applications - High-quality large-size ultra-pure CVD diamonds can be used in jewelry, precision tools, optical windows, chip heat sinks, semiconductors, and power devices [1] - The advantages of diamond include a wide bandgap, high breakdown field strength, and high thermal conductivity, making it suitable for high-end advanced manufacturing and consumer sectors [1]

Core Viewpoint - The company, Sifangda, has established itself as a leading player in the composite superhard materials industry in China, leveraging over 20 years of experience and significant technological advancements to create unique and scarce products in the market [2] Group 1: Company Strengths - The company has a clear competitive advantage in the composite superhard materials sector, being recognized as a high-tech enterprise with substantial R&D achievements [2] - The company’s main products are categorized into three types: composite superhard materials for resource extraction/engineering construction, precision processing, and CVD diamond [2] Group 2: Product Details - Resource extraction/engineering construction products are characterized by mature technology and stable performance, excelling in wear resistance, impact resistance, and heat resistance, making them strong competitors against imported products in the oil and gas exploration and extraction sector [2] - Precision processing products demonstrate exceptional performance in ultra-precision and high-speed machining, achieving quality standards that are on par with global leaders [2] - The company has focused on research and development in the diamond field, with proprietary MPCVD equipment and CVD diamond processes capable of producing high-quality, large-sized ultra-pure CVD diamonds [2]

Core Viewpoint - Company anticipates growth in profitability driven by special bearings, high-end consumer bearings, superhard materials, and composite superhard materials, focusing on high-end, intelligent, and green transformation [2] Financial Performance - In Q1 2025, the company reported revenue of 703 million, an increase of 10.48% year-on-year; net profit attributable to shareholders was 88.48 million, up 3.46%; earnings per share rose to 0.1673, a 2.58% increase [4][6] - The company has a debt ratio of 33.57% and a gross profit margin of 29.81% [6] Shareholder Information - As of April 30, 2025, the company had 43,499 shareholders [3] - The company is aware of the low presence of institutional investors among its top shareholders and is taking measures to improve market communication and enhance company value [5] Business Strategy - The company is focusing on developing its new materials sector, particularly in diamond functional applications, which is expected to become a significant business pillar in the next 3-5 years [2] - The company is considering mergers and acquisitions as a growth strategy when suitable opportunities arise [5] Market Position - The company has developed a series of bearings for industrial robots and is exploring market opportunities in the robotics sector [6] - The company aims to enhance its market competitiveness and profitability to attract more long-term investors [5] Analyst Ratings - Recently, one institution has given a buy rating for the stock [7] - Financing data indicates a net inflow of 74.62 million in the last three months, with an increase in financing balance [8]

Group 1: Company Performance - As of April 30, 2025, the number of shareholders is 43,499 [4] - In Q1 2025, the company reported revenue of 703 million, an increase of 10.48% year-on-year [5] - The net profit attributable to shareholders is 88 million, reflecting a growth of 3.46% compared to the same period last year [5] - Earnings per share increased by 2.58% to 0.1673 yuan per share [5] Group 2: Business Growth Areas - The company anticipates growth in special bearings, high-end consumer bearings, superhard material tools, and composite superhard materials as key profit drivers [2] - The new materials sector aims to advance the functional application of diamond and special diamond products, expected to become a significant business pillar within 3-5 years [2] - The basic components sector focuses on high-precision machine tool bearings and electric spindles to meet national industrial development needs [2] Group 3: Market Position and Strategy - The company is aware of its low valuation compared to peers and aims to enhance market competitiveness and profitability [6] - Factors affecting the low presence of institutional investors include industry characteristics, market perception, and liquidity concerns [6] - Measures to attract institutional investors include improving market communication, enhancing company value, and optimizing shareholder structure [6] Group 4: Future Considerations - The company is open to mergers and acquisitions when suitable opportunities arise [5] - There is potential interest in the robotics industry, although no current partnerships exist [6] - The company has developed a series of bearing products for industrial robots, indicating readiness to explore this market [6]