SCAM(SZ:300554)2022-12-06 07:28Group 1: Financial Performance - The company's gross profit margin is currently high, but there is potential for a decline in the long term as competition increases and the market matures [3] - The revenue proportions from diamond wire saw for the years 2014, 2015, and 2016 were 70.93%, 72.19%, and 82.48% respectively, indicating a growing trend [3] - The company anticipates maintaining a high profit margin in the coming years despite expected declines due to market competition [3][4] Group 2: Market Trends - The diamond wire business is identified as the core direction for future growth, particularly in the photovoltaic sector [3] - The rapid increase in demand for diamond wire in the photovoltaic industry is attributed to its replacement of traditional materials [4] - There is still room for price reduction in diamond wire products due to cost factors, despite the current high gross profit levels [4] Group 3: Production Capacity - The utilization rate of diamond grinding wheel production capacity is relatively low, with plans to maintain flexibility in production to meet order demands [4] - The company prefers to have multiple setups and capacities to ensure production can meet varying order requirements, given the low investment cost for equipment [4]