SF Diamond(300179)2025-04-10 08:42Group 1: Company Overview - The company focuses on superhard materials, with a strategic core of "1+N industry layout" based on downstream development trends [1] - In 2024, the company achieved revenue of CNY 524.99 million and a net profit of CNY 117.61 million, with R&D investment of CNY 62.48 million, accounting for 11.90% of revenue [1] Group 2: Market Trends - Overseas oilfield service companies are cautious in expansion due to market demand uncertainty, policy restrictions, cost pressures, and geopolitical risks, leading to a decline in overseas drilling platforms [2] - Domestic oilfield service market is recovering, with an expected continuous increase in demand for petroleum composite sheets [2] - The superhard tool market is growing due to the transformation of high-end manufacturing and the rapid growth of the new energy vehicle sector [2] Group 3: CVD Diamond Project Progress - The company is focusing on CVD functional diamonds as a key strategic direction, with self-developed MPCVD equipment and CVD diamond technology validated for mass production [2] - The annual production capacity for functional diamonds is set at 700,000 carats, with production adjustments and sales efforts being ramped up starting in 2024 [2] Group 4: Future Business Planning - The company aims to enhance market competitiveness in resource extraction and engineering sectors while optimizing market strategies for petroleum composite sheets [2] - In precision processing, the focus will be on complex superhard tools to meet the demands of precision and high-speed processing, leveraging opportunities from the new energy vehicle market [2] - The company plans to accelerate the industrialization of CVD diamonds and innovate marketing models while maintaining high R&D investment [2]