Super hard materials industry is full of bullish future

The promotion of superhard materials is "unstoppable"

"Diamond and Boron Nitride" in the field of superhard materials is the hardest material to date, they are "indestructible" and "unbreakable". With the widespread application of difficult-to-machine materials and the pursuit of processing efficiency, the downstream demand for super-hard materials will continue to grow rapidly. The production technology and cost control have been basically mature, and the timing of large-scale replacement of second-generation hard materials such as cemented carbide and silicon carbide has arrived.

The upgrading of manufacturing industry is the background of the rapid development of China's superhard materials. Because manufacturing upgrades will increase the use of difficult materials. At present, representative materials used in aerospace, marine engineering, automotive, machinery, chemical, nuclear power, photovoltaic and other fields are high-temperature alloys, titanium alloys, stainless steel, isostatic graphite, silicon materials, sapphire, ultra-high-strength steel and high-temperature structural ceramics. Wait. These materials are difficult to process and must be applied to superhard materials and tools.

As the upper, middle and lower reaches of the super-hard materials industry chain have favorable factors, enterprises in all links are facing opportunities for rapid growth. In addition to horizontal expansion, ultra-hard materials companies are generally developing vertically downstream. In foreign countries, the value ratio of synthetic diamond products to synthetic diamonds is around 10-20:1, and domestically reaches 3-5:1. The development downstream provides a greater space for development.

Following the Yellow River Cyclone and Antai Technology, since 2009, Boshen Tools, Yu Diamond and Sifangda have been listed. The scale of enterprises in the super-hard materials industry chain is relatively small. These companies have strengthened their financing advantages due to listing, and it is easier to accelerate and expand. Our core judgments and valuations for several companies are as follows:

1, Sifangda
Sifangda is one of the most comprehensive companies in the industry for composite sheet products, including blades, oil sheets and mining sheets. At present, in the international market of high-end composite films, the market share of Chinese products is very low. Therefore, the company's main focus is on the development of high-end products and the development of overseas markets. The biggest contribution to the performance improvement in the next two years is the fundraising project. The planned production capacity is currently 1.68 times. The 50mm large Blade has been successfully developed and is expected to be tested in the second half of the year. The company's current price is only 1/2~1/3 of foreign products. Once the product is successfully tested, it will open a market of 10 billion, and the expectation of the company's future growth will be greatly improved. The company's oil film products have a good foundation, and currently employ American experts to make further improvements, and hope to enter the US market of 7 billion. As with large blade products, once the product is successfully tested, expectations for the company's future growth will increase significantly. The company is actively looking for projects for 280 million yuan in over-raised funds. The future may also open up new growth points.

2. Yu Diamond
Yu Diamond is the third-largest enterprise in diamond production, and its development momentum is rapid, and it has a tendency to rise to the top. With the capital advantage after the listing, the investment is more radical. On the one hand, diamond production has increased significantly, with only 400 million carats in 2009, and in 2011 (the second year after listing) it will reach a level above 1 billion carats. On the other hand, the company took the lead in investing in diamond wire saw products, and it is likely to become the first company in China capable of supplying this product in large quantities. The biggest contribution to the performance improvement in the next two years is the expansion of diamond production and the production of diamond wire saws. We make an optimistic assumption that the diamond production in 2012 will be 1.5 billion carats, and the diamond wire saw products will be produced, taking into account the factors of diamond price increase. The company's future expectation is that the 1.02 billion carat project will be put into production ahead of schedule; the diamond wire saw products will be promoted smoothly and capacity planning will be improved.

3, the Yellow River whirlwind
The Yellow River whirlwind is the most comprehensive company in the industry, including diamond single crystals, composite sheets, pre-alloyed powders and tools. The company has the technological potential to develop in depth in all aspects of the industry chain. This will help to expand the expectations of the company's future growth space and enhance the company's valuation. The two largest contribution to the performance improvement in the next two years is the two projects of composite film and pre-alloy powder. The company's future expectation is that the current composite film is positioned in the mining film, and it is possible to upgrade to the oil film and blade in the future; the company may make breakthroughs in gem-quality diamond products; the company may increase investment in other new diamond tools. .

4, Boshen tools
Boshen tool is a leading enterprise in domestic diamond tools, and the low-end diamond sintering tools accounted for a relatively high proportion. At present, in terms of product strategy, on the one hand, the high-end development of diamond tools, on the one hand, the development of small construction equipment. The company's performance growth in the next two years comes from two fundraising projects of diamond laser welding tools and small construction equipment. The company's future expectations are based on the successful development of new high-speed rail brake pads and mass sales. If the above factors appear, it will significantly improve the company's profit forecast and valuation. (The valuation of super-hard materials industry chain companies).

Blade

A blade is a part of a tool, weapon, or machine whose edge is designed to pierce, cut, or scratch the surface of a material. Blades can be made of materials such as flint, metal (usually steel), ceramics or other materials. Blade is one of the oldest tools of human beings, and has been used for combat, food preparation and other purposes.

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