岱勒新材(300700) - 2022年12月08日投资者关系活动记录表

Group 1: Production Capacity and Plans - The company plans to expand its production capacity to 600,000 kilometers per year by the end of 2022, with current capacity at 300,000 kilometers per month [1] - The expansion will be achieved through equipment upgrades and the addition of new production lines [1] - The company aims to align production capacity with market demand and trends [2] Group 2: Material Consumption and Efficiency - Current wire consumption for single GW silicon wafers is approximately 60,000 kilometers, with no significant changes expected in the average consumption level next year [2] - The company anticipates an increase in the penetration rate of tungsten wire diamond wire, contingent on the resolution of raw material supply issues [2] - The production efficiency is expected to improve significantly with the introduction of new 20-wire machines, which will reduce costs and enhance material utilization [2] Group 3: Market Share and Competitive Position - The company's market share is projected to increase significantly in the coming years, with notable growth observed from Q3 to Q4 of this year [2] - The transition from multi-crystalline to mono-crystalline products has been a key factor in the company's market strategy [2] - The company has been focusing on R&D and technological upgrades to enhance its competitive position in the market [2] Group 4: Product Specifications and Trends - The mainstream specifications for diamond wire products this year are primarily 38um and 40um, with carbon steel diamond wire at 35um being the most common [3] - The 35um specification has increased its market share to approximately 60%, while tungsten wire diamond wire is primarily supplied in 30-32um and 27um sizes [4] - The company expects that the technical requirements for diamond wire will continue to rise as the industry moves towards larger and thinner wafers [3]