With the recovery of the global economy and the sustained and rapid development of the domestic macro economy, the petroleum industry, the construction industry, the metal cutting machine tools and the automotive industry have all achieved rapid development, which has made the demand for composite superhard materials more fast for end users of composite superhard materials. The growth trend will provide greater development opportunities and broader market space for the further development of the composite super-hard materials industry. First, the market capacity and demand for PCD composite sheets for oil and natural gas drill bits are mainly determined by the demand for downstream oil and gas drill bits. The demand for oil and gas drill bits is mainly determined by the oil and gas market demand and the mining plan of oil and gas exploration enterprises. As China's oil and gas production continues to grow, the demand for diamond composite sheets for oil and gas is also very strong. At present, the global market size of PCD composite sheets for oil and gas is about 11 billion yuan, and China's market space is about 1.4 billion yuan. The future development potential is huge. Secondly, the market demand for PCD composite sheets for coalfield/mining tools is mainly affected by the amount of coal mining. Driven by the continuous increase in coal production, China's mining diamond composite sheet market continues to expand. The global market for mining composite sheets is nearly 20 billion yuan, and the Chinese market is about 2 billion yuan. Thirdly, due to the huge demand for wire rods in industrial production and engineering construction, the PCD high-grade drawing die blank has a considerable market capacity. However, due to the high production cost and high price of PCD drawing die blanks, only some of the wire drawing effects are currently available. End users with higher precision requirements use PCD drawing die blanks, and the market capacity needs to be further expanded. Superhard materials company or welcome value revaluation In April, Buffett’s intention to acquire Suntech has caused a burst of arrogance in the global capital market; now, Buffett’s acquisition of the remaining 20% ​​stake in Israeli metalworking tool supplier IMC, high probability It will stimulate the re-evaluation of the value of super-hard materials. In the A-share market, the Yellow River whirlwind, Boshen tools and Sifangda can be concerned. Yellow River Cyclone (600172): The company has implemented 32 national and provincial scientific research projects, and only has more than 70 core independent intellectual property rights in the field of synthetic diamond large-tonnage presses, and won the provincial and ministerial level scientific and technological progress awards and the state. More than 100 patents, the research and development capabilities of eight frontier areas such as large particle synthetic diamond and super-hard composite film are in a leading position. The company has become a manufacturer of super-hard materials and products with a complete range of products in China and around the world. It can provide downstream customers with all kinds of super-hard materials and products with complete product categories, complete specifications and stable performance, including synthetic diamond single crystal. And super-hard materials such as single crystal products, cubic boron nitride and products, diamond polycrystals and products, and auxiliary materials for super-hard materials. Boshen Tools (002282): The company invested 18,051,400 yuan to adjust the high-performance laser welding professional diamond tool technology transformation project. After the project is completed, it will produce 840,000 pieces of laser welding professional diamond saw blades and laser welding engineering. There are 900,000 wall drills, and the estimated annual average profit is 81.116 million yuan. At the same time, the company also invested in the low-noise “drilling, cutting and grinding†small-scale construction machinery and equipment technology transformation project with a total of 132.951 million yuan. After the project is completed, the annual output of desktop drilling machines is 100,000 units and hand-held drilling machines are 250,000 units. There are 25,000 bench-top cutting machines and 0.5 million pavement cutting machines. The estimated annual average profit is 46.431 million yuan. At present, the company has formed a main business structure with diamond tools as the mainstay, supplemented by small construction tools and hard alloy tools. It has an annual output of 10 million diamond tools, 70,000 small construction machines and sets of hard materials. The production capacity of 800,000 pieces of alloy tools. SFD (300 179): The company is mainly engaged in the development of composite superhard materials and products superhard materials, production and sales, is the largest polycrystalline diamond (PCD) R & D and production enterprises, the main products include polycrystalline diamond compact, Polycrystalline cubic boron nitride composite sheet and polycrystalline diamond drawing blank, the products can be widely used in petroleum, mining, drawing die and cutting tools.
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