岱勒新材(300700) - 2022年10月25日-2022年10月27日投资者关系活动记录表

Financial Performance - The company's revenue for the first three quarters reached 442 million, with Q3 alone contributing 166 million, marking a 102.95% increase year-on-year [3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 71.65 million for the first three quarters, with Q3 accounting for 30.76 million [3] - The average monthly shipment volume is approximately 1.5 million kilometers, with Q3's total shipment volume at 4.5 million kilometers [3] Production Capacity and Expansion - The company announced a new production capacity plan of 2 million kilometers per month in April, with ongoing expansion since June [3] - By October, the expansion equipment is expected to be fully operational, with plans to reach a monthly capacity of 3 million kilometers by the end of the year [5] - Future plans include increasing capacity to over 5 million kilometers per month in the first half of next year [5] Product Specifications and Market Trends - The company’s product line includes diamond wire, with the finest specifications currently at 28um for tungsten wire and 33um for carbon steel wire [4][6] - The market demand for finer wire diameters is driven by the high prices of silicon wafers and technological requirements [4] - The gross profit margin is gradually improving due to increased production scale and enhanced technical research and development [4] Market Outlook and Strategic Focus - The company is optimistic about the future of diamond wire in the semiconductor market, particularly for silicon carbide applications, despite the current small market size [4] - There is a focus on integrating energy storage solutions, with ongoing research and development in new energy materials [5] - The company aims to position itself as a multi-product pillar in the new materials or new energy sectors, ensuring sustainable growth [5]