美畅股份(300861) - 2021年8月30日投资者关系活动记录表

Group 1: Company Overview and Operations - Yangling Meichang New Materials Co., Ltd. is involved in the production of electroplated diamond wire for cutting applications, primarily in the photovoltaic sector [8]. - The company has two major expansion projects: one increasing production lines from 300 to 500 and another at the Fulong Industrial Park with a scale of approximately 257 production lines [8]. - The first phase of production at the Fulong Industrial Park is expected to yield 80 million kilometers of wire per month after completion [8]. Group 2: Sales and Market Trends - In the first half of the year, the sales volume of electroplated diamond wire increased by over 30% compared to the previous quarter [9]. - The average selling price of electroplated diamond wire has shown a slight decline due to changes in customer structure and market share, although the company has not adjusted its pricing strategy [9]. - Non-photovoltaic sales accounted for less than 2% of total sales, with 90% of coarse wire sales coming from the magnetic material sector [9]. Group 3: Product Specifications and Customer Engagement - Approximately 40% of fine wire sales are for diameters below 45 microns, while the remaining 50% are for 45-micron diameter wire [9]. - The company is not only responsible for selling fine wire but also engages in technical exchanges with customers to promote the application of fine wire [10]. - A project for 6,000 tons of electroplated diamond wire cutting material is underway, aimed at ensuring quality supply for finer wire, with production expected to commence by mid-next year [10].