美畅股份(300861) - 2022年7月15日投资者关系活动记录表

Group 1: Financial Performance - The company experienced a rise in raw material costs, particularly for nickel and micro powder, but managed to maintain profitability through efficiency improvements and cost reduction measures [6]. - The average selling price of products decreased compared to last year, yet the gross margin was sustained due to the company's cost-cutting and product structure improvement initiatives [7]. Group 2: Production Capacity and Development - The company has achieved a fine wire diameter of 33 μm and 35 μm for its high-carbon steel wire diamond wire, currently in small batch testing, with stable mass production at 36 μm and 38 μm [7]. - The yellow wire production line is nearly installed, with joint trial production planned, although the drawing equipment differs from carbon steel wire [7]. - The monthly production capacity for mother wire is approximately 2 million kilometers, with a self-supply rate around 20% [8]. Group 3: Strategic Goals - The establishment of the yellow wire production line aims to enhance product quality, control system costs, and ensure resource supply security [8]. - The company plans to make decisions on expanding mother wire production based on the successful output of high-quality products from the yellow wire production line [8]. Group 4: Market Supply and Demand - The supply of raw materials for mother wire is stable, with all sourced domestically from major suppliers capable of meeting market demands [8].