The diamond line market continues to hot and hot wire saw business financial year-on-year increase

The demand for polysilicon diamond cutting is not reduced. The main applications of the downstream of the diamond line are the photovoltaic and sapphire industries, of which the demand of the photovoltaic industry accounts for more than 85%. In the photovoltaic silicon wafer slicing, single crystal has achieved the replacement of diamond wire process cutting in 2016, and since 2017, with the continuous maturity of black silicon superimposed diamond wire technology, the penetration rate of diamond wire in the field of polysilicon chip has been continuously improved. , significantly exceeded market expectations, the industry maintains a high degree of prosperity. The second quarter of the listed companies in the second diamond line increased significantly . See the table below for details:
110204副本.jpg As the current market is still growing at a high speed, the gross profit level is still high, and the competitive landscape is not fully formed. In general, it will still maintain a high profit margin. The production and sales volume and market share of the two diamond lines are in the forefront of the domestic industry. With the continuous growth of the diamond line market, production capacity and profit continue to climb and continue to maintain rapid growth. Different from the above two, the main reason for Yichengxin's huge losses is that traditional customers have greatly reduced the purchase of crystalline silicon wafer cutting blades. The company's original main product sales and unit price have fallen sharply. However, the good news is that its King Kong line products business revenue of 763.373 million yuan in the first half of 2017, profit of 42.142 million yuan, gross margin of 55.21%. Looking at the revenue and profit of Yicheng Xinneng Jinang Line alone, it still fits the current situation of high-speed growth in the industry. Three supply and demand gaps are obvious, plus wire saw market <br> At present, the demand for diamond wire still maintains rapid growth, and the gap between supply and demand is obvious. King Kong line enterprises continue to increase production capacity, expand production lines, and continue to increase the number of wire saws. Among them, three super new materials invested 125 million yuan to build an annual output of 1 million km diamond wire saw project, plus the original diamond line capacity of 452,200 km / year, the total production capacity is expected to reach 1.45 million km / year; Muller new materials raised funds to invest in new With an annual output of 1.2 million km meters of electroplated diamond wire project, after the completion of the project, the diamond wire production capacity will be expanded to 2 million km / year; Yi Chengxin can raise a new annual output of 6 million km on the basis of an annual output of 120km resin diamond wire. Electroplating diamond line project. It should be noted that the unit price and gross profit margin of the diamond line are showing a downward trend, but they are still at a high level. Therefore, the profit scale of the diamond line industry will continue to rise, and the financial report of the diamond line enterprises still has a lot of room for growth.

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