美畅股份(300861) - 2024年11月1日投资者关系活动记录表

Group 1: Company Overview - Yangling Meichang New Materials Co., Ltd. is focused on tungsten wire production and has made significant advancements in technology [5] - The company has achieved a production capacity of over 1 million kilometers of tungsten wire per month [5] Group 2: Technological Innovations - The company has developed high cutting force technology, which reduces line loss by 10% compared to traditional diamond wires [6] - Innovations include the use of diamond without metal coating, allowing for finer wire diameters of 1-1.5 microns while maintaining cutting force [6] Group 3: Market Trends and Customer Insights - Tungsten wire is gaining attention due to its performance advantages, but cost sensitivity remains a barrier for widespread adoption [7] - The economic advantages of tungsten wire are expected to become more apparent as production costs decrease, leading to increased market penetration [7]