岱勒新材(300700) - 2022年11月3日投资者关系活动记录表

Group 1: Financial Performance - The company's gross profit margin has been gradually improving, primarily due to capacity release and technological advancements [2] - The production efficiency and energy consumption have shown significant improvement with the introduction of new equipment, contributing to effective cost control [2] - The gross profit margin levels for different product specifications are not strictly calculated separately due to continuous production in the same environment [2] Group 2: Product Structure and Market Demand - The current shipment structure shows that the 38um specification is dominant, with prices around 40,000 yuan (including tax) [2] - There is a strong demand for switching to finer wire specifications (35um, 36um), driven by downstream customer needs for larger and thinner products [3] - The industry is pursuing fine wire technology, with downstream clients rapidly transitioning to larger sizes and thinner sheets [3] Group 3: Supply Chain and Production Capacity - The supply of tungsten wire is currently tight, impacting the availability of tungsten wire diamond cutting products [3] - The company is planning to enhance production capacity after achieving the target of 300 million kilometers by the end of the year, focusing on technological upgrades [4] - The overall market demand for diamond wire is expected to increase as silicon wafer processing capacity expands [3] Group 4: Market Outlook and Pricing Pressure - The anticipated demand for diamond wire is projected to reach 3.5 billion kilometers, with the silicon wafer industry expected to expand significantly [3] - The cost of diamond wire is a minor component of the overall silicon wafer cost, but quality and performance are becoming increasingly critical for downstream clients [3] - Future pricing pressure is expected, but the market will not solely rely on low prices; product iteration will play a significant role in pricing strategies [3]