岱勒新材(300700) - 2023年4月13日-2023年4月14日投资者关系活动记录表

Group 1: Production and Capacity - The company's current production capacity is 300 million kilometers per month, with plans to increase to 600 million kilometers per month in the first half of this year [1] - Due to factors such as the Spring Festival holiday, the pandemic, and significant fluctuations in silicon material prices, the overall demand for diamond wire in Q1 was negatively impacted, but production capacity is now fully operational as of March [1] - The company is in discussions with clients to understand their capacity development and demand, ensuring steady growth in existing customer needs while actively pursuing new clients [1] Group 2: Product Specifications and Quality - The mainstream specifications for diamond wire are 33/34um, accounting for over 40% of the output, followed by 35um and 38um, with smaller batches of 30um [1] - The company is currently facing supply issues with tungsten wire, but is working with suppliers to improve the supply situation, which is expected to enhance availability quickly [2] - The quality of the company's products is competitive, with strong performance noted in client applications, indicating a robust order book [2] Group 3: Market Trends and Future Strategy - The industry is moving towards larger sizes and thinner slices, with the current line consumption level for processing one GW of silicon wafer exceeding 600,000 kilometers [2] - The company aims to focus on the integration of light, hydrogen, and storage in the new energy and new materials sectors, striving to become a multi-product platform in these fields [2] - The company's diamond wire products are already being sold to third-generation semiconductor companies, with stable growth in this segment [2]