SF Diamond(300179)2024-12-23 09:55Group 1: Company Overview and Financial Performance - The company achieved a revenue of 39,892.44 million yuan in Q3 2024, with a net profit attributable to shareholders of 9,397.22 million yuan [1][2] - R&D investment reached 4,768.81 million yuan, accounting for 11.95% of total revenue [2] Group 2: Market Trends - The demand for oil composite sheets is concentrated, with a focus on high-end products, indicating significant market potential [2] - The recovery of the global economy and the North American oil and gas drilling sector is expected to boost demand for oil composite sheets [2] - The ultra-hard tool market is anticipated to grow due to the transformation of high-end manufacturing and the rapid growth of the new energy vehicle sector [2] Group 3: CVD Diamond Project Progress - The company has increased support for its subsidiary, Henan Tianxuan, focusing on the development and management of MPCVD equipment and CVD diamond processes [2] - The annual production project for 700,000 carats of functional diamonds will utilize self-developed MPCVD equipment, with installation starting in April 2024 and production trials in May 2024 [2] Group 4: Future Outlook - The company aims to enhance its market share in the oil composite sheet sector by focusing on key markets and high-end products [2] - In precision processing, the company will target complex ultra-hard tools to meet the demands of precision and high-speed processing, capitalizing on opportunities from the new energy vehicle market [2] - The CVD diamond segment is expected to contribute significantly to performance, with a focus on large carat and colored diamonds in overseas markets [2]