三超新材(300554) - 2017年6月15日投资者关系活动记录表
SCAMSCAM(SZ:300554)2022-12-06 07:31

Group 1: Market Trends and Technology Adoption - The adoption of diamond wire saws in the multi-crystalline silicon sector is accelerating, potentially faster than expected [3] - Full replacement of traditional slurry cutting methods by diamond wire saws is inevitable, with significant progress already made in sapphire cutting and single crystal silicon slicing [3] - The demand for diamond wire saws is increasing rapidly due to the swift application in multi-crystalline silicon, leading to a supply-demand imbalance [3] Group 2: Production and Expansion Plans - The company’s IPO project aims for an annual production capacity of 1 million kilometers of diamond wire, with nearly half of the construction completed by the end of 2016 [4] - Even after reaching production capacity, the project will not meet market demand, prompting the company to consider further expansion based on market conditions [3][4] Group 3: Future Business Development - The company plans to enhance its market share in the domestic market for electroplated diamond wire, particularly in silicon slicing [4] - There is a focus on increasing R&D efforts for precision diamond tools in the IC industry, aiming to become a leading and influential manufacturer in this sector [4]