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惠丰钻石(839725) - 投资者关系活动记录表

Group 1: Investor Relations Activity - The investor relations activity was conducted online on December 31, 2024, with participation from various securities firms and asset management companies [3] - The meeting was attended by the company's board secretary and a securities representative [3] Group 2: Sales and Market Performance - The company has opened 4 physical stores to promote cultivated diamonds under the "Shu Se" brand, supported by a dedicated sales team [4] - The price of cultivated diamonds has seen a rebound, with increasing market penetration, while weaker companies face production halts or need for technological upgrades [5] Group 3: Revenue and Demand Analysis - Micro-powder, primarily used in photovoltaic, consumer electronics, and semiconductor industries, accounts for approximately 90% of total revenue [6] - Demand recovery in the consumer electronics sector is slight, influenced by economic trends and industry competition [6] Group 4: Strategic Direction - The company maintains its focus on the domestic market while also exploring international opportunities, with a strategy centered on diamond micro-powder and CVD cultivated diamonds [7] - Future applications will target consumer goods, optical materials, thermal materials, and semiconductor materials [7] Group 5: Product Offerings and Production - In the clean energy sector, the main products are micro-powder and specialized grinding liquids for photovoltaic production [8] - The production lead time for diamond micro-powder ranges from 1 to 6 months, varying by industry and specifications [9] - Core production processes for diamond micro-powder include crushing, shaping, purification, and classification, supported by advanced testing equipment [10]