SF Diamond(SZ:300179)2026-01-08 10:32Group 1: Functional Diamond Products - The company focuses on the research and development of diamond products, particularly in the CVD diamond sector, with proprietary MPCVD synthesis and processing equipment [2][3] - High-quality large-size ultra-pure diamonds are applicable in jewelry, precision tools, optical windows, CVD chip heat sinks, and semiconductor devices [2][3] - The company plans to increase R&D investment in functional diamonds and accelerate technological breakthroughs in optical windows, chip heat sinks, and semiconductor devices [3] Group 2: PCD Micro Drill Progress - The PCD micro drill bits produced by the company are characterized by long lifespan, high processing precision, and good surface finish [4] - The development of PCD micro drills aims to reduce domestic high-end manufacturing reliance on imported precision tools, with ongoing exploration of applications in PCB manufacturing [4] Group 3: Diamond Heat Dissipation - Diamonds possess a wide bandgap, high breakdown field strength, and high thermal conductivity, making them suitable for optical windows, chip heat sinks, and semiconductor devices [5] - The company is a leading domestic CVD diamond manufacturer with the capability to produce large-size (12-inch) diamond substrates and films in bulk [5] Group 4: Market Trends - Domestic oil and gas consumption is expected to grow due to the recovery of the Chinese economy, with a positive outlook for the oilfield service market [6] - The demand for precision machining tools is increasing as high-end manufacturing and the electric vehicle sector grow, leading to a higher market share for superhard tools [6] - The CVD diamond market is accelerating, with ongoing research into diamond materials and applications, leading to the emergence of more functional applications [6]