岱勒新材(300700) - 2022年9月14日-2022年9月15日投资者关系活动记录表

Production Capacity and Expansion Plans - The company plans to reach a production capacity of 300 million kilometers per month by October 2022, with an earlier-than-expected ramp-up due to increased investment in production lines [2] - The total production capacity could reach 500 million kilometers per month, with an additional 200 million kilometers per month expected from new diamond wire capacity [2] - The company aims to enhance production capacity further based on market demand, with an estimated completion time of 3-5 months for additional upgrades [2] Market Trends and Competitive Landscape - The industry is experiencing rapid expansion, with many companies announcing their own capacity increases, driven by a shift towards finer and thinner wire applications [3] - The company is optimistic about expanding its market share in the diamond wire segment, particularly in the photovoltaic sector [3] - Despite the expansion, the company does not foresee a price war, as the release of new capacities will take time and depend on product quality and client demand [4] Product Development and Diversification - The company is focused on two main development routes: expanding the diamond wire product range and exploring new materials for photovoltaic and energy storage applications [3] - The company has developed diamond wire specifically for silicon carbide semiconductor processing, which is seeing stable growth in sales [4] - The company is also exploring potential acquisitions and partnerships to enhance its product offerings and market presence [3] Pricing and Supply Chain Dynamics - The price of diamond wire has been relatively stable, with fluctuations in upstream carbon steel wire prices noted, but overall, the cost remains low in the context of silicon wafer production [4] - The company is actively working with suppliers to ensure a stable supply of raw materials, particularly for tungsten wire, which is gaining traction in the market [4] - The current mainstream specifications for diamond wire are 35um and 38um, with ongoing efforts to develop finer specifications [4]