岱勒新材(300700.SZ):對於今年的整體趨勢來看,我們認為金剛石線價格整體會有一定的下降,但是幅度應該不會太大
格隆匯3月8日丨岱勒新材(300700.SZ)於2023年3月6日10:00召開電話會議時表示,金剛石線去年全年的價格整體保持相對比較穩定,整體下降幅度很小。對於今年的整體趨勢來看,我們認為價格整體會有一定的下降,但是幅度應該不會太大。目前產品價格已經出現了一些調整,主要也是因為下游硅片加工企業受到硅料價格波動的影響,即去年12月至2月硅料價格大幅下降後又出現急劇的反彈,對硅片企業來説帶來了一定的壓力,從而導致整個硅片企業的開工率不足,進而也傳導到了上游包括我們金剛石線企業。另外,金剛線產品價格的變化大多情況下還是依靠產品規格迭代來消化的,對產品價格的相對穩定也起到了一定的作用。
公司主要從原材料及內部控制兩方面來維持毛利率的穩定,原材料方面主要還是通過降低原材料成本來消化價格下降帶來的影響,目前在需求量持續增長情況下原材料市場價格已經在逐步下降了,除此之外公司也會加深與供應商的合作,通過深度合作或者利益的綁定來降低採購成本。其次通過自身的研發和內部管理水平的提升,不斷提高生產效率,降低各種物資的消耗水平,在生產過程中嚴格把控產品品質,進一步提升合格率,通過間接的方式來降低成本,從而提高產品的盈利水平。
2022年度,鎢絲金剛石線的整體的出貨量暫是還不是很大,主要是受原料供應的影響,預計今年隨着各廠家的研發及技術進步,相信下半年可能會有很大的突破,原料供應將進一步擴大,鎢絲母線量擴大後,隨之其成本也會得到大幅下降。目前鎢絲金剛線產品價格基本維持80元左右,也在逐步下降。
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