美畅股份(300861) - 2022年6月16日投资者关系活动记录表

Production Capacity and Sales - The company maintains full production capacity in June, with a diamond wire production line expected to reach 900 million kilometers by the end of July [4] - The shipment ratio of fine diamond wire has approached 80%, with high carbon steel mother wire also seeing limited shipments [4] - The company is expanding its tungsten wire production capacity, with a project of 2,000 tons/year expected to enter trial production in August [4] Cost Management - Rising costs of raw materials such as nickel, diamond sand, and mother wire are partially absorbed by the company, while some are mitigated through internal efficiency improvements [5] - The sales price of diamond wire remains stable, with a 10% premium on products with diameters of 36 μm and below [5] Competitive Landscape - The industry has seen increased competition as domestic production of diamond wire has developed over the past seven years, leading to a convergence in technology levels [5] - The company's differentiation lies in providing customized cutting services tailored to client needs, enhancing efficiency and reliability [5] Product Development - Tungsten wire is still in the research phase and has not yet reached mass production, with ongoing strategic collaborations with leading companies in the tungsten wire industry [4] - The durability of diamond wire depends on the physical properties of the substrate and the wear of the diamond coating, with tungsten wire showing potential advantages in tensile strength [5]