Key Points - On January 30, 2026, Huifeng Diamond (920725) closed at 33.72 yuan, down 9.31%, with a turnover rate of 16.59%, a trading volume of 69,800 shares, and a transaction amount of 240 million yuan [1] - On the same day, the net outflow of main funds was 22.4855 million yuan, accounting for 9.36% of the total transaction amount; the net outflow of speculative funds was 16.1915 million yuan, accounting for 6.74% of the total transaction amount; while retail investors had a net inflow of 135,300 yuan, accounting for 0.06% of the total transaction amount [2] - On January 28, 2026, Huifeng Diamond received a government subsidy of 38 million yuan, which is related to assets and accounts for 5.98% of the company's most recent audited net assets [1][2]

Core Viewpoint - Huifeng Diamond (920725) experienced a significant decline in stock price, closing at 33.72 yuan, down 9.31% from the previous trading day, with a total market capitalization of 3.078 billion yuan [1] Group 1: Stock Performance - On January 30, 2026, Huifeng Diamond's stock opened at 36.0 yuan, reached a high of 36.38 yuan, and a low of 33.12 yuan, with a trading volume of 240 million yuan and a turnover rate of 16.59% [1] Group 2: Government Subsidy Announcement - On January 28, 2026, Huifeng Diamond received a government subsidy of 38 million yuan, which is related to assets and accounts for 5.98% of the company's most recent audited net assets [1] - The company will process this subsidy according to the relevant accounting standards, specifically the "Accounting Standard for Enterprises No. 16 - Government Subsidies," with the final treatment subject to annual audit confirmation [1]

Group 1 - The core point of the article is that Huifeng Diamond announced the receipt of government subsidy funds amounting to 38 million yuan on January 28, 2026 [1] Group 2 - The government subsidy is expected to support the company's operations and growth initiatives [1] - The announcement reflects the company's ongoing relationship with government entities and potential for future funding [1] - The subsidy amount indicates a significant financial support that could enhance the company's competitive position in the market [1]

Group 1 - The cultivated diamond sector is experiencing a downturn, with Huanghe Xuanfeng hitting the daily limit down [1] - Companies such as Mankalon, Power Diamond, Huifeng Diamond, Jingsheng Mechanical Electric, Sifangda, and Chuanjiang New Materials are also seeing declines [1]

Group 1 - The superhard materials sector has seen a resurgence, with Huanghe Xuanfeng achieving a consecutive two-day increase in stock price [2] - Huifeng Diamond's stock rose by over 10%, indicating strong market interest [2] - Other companies in the sector, including Power Diamond, Sifangda, Zhongbing Hongjian, and Guoji Jinggong, also experienced stock price increases [2]

Group 1 - Sifangda reached a new high during trading, indicating strong market interest and potential growth in its stock value [1] - Huanghe Xuanfeng hit the daily limit, reflecting significant investor confidence and demand for its shares [1] - Huifeng Diamond increased by over 10%, suggesting positive market sentiment and potential for further appreciation [1] Group 2 - Other companies such as Liliang Diamond, World, Guojijiangong, Boyun New Materials, and Zhongbing Hongjian also experienced upward movement, indicating a broader trend in the industry [1]

Core Viewpoint - The diamond industry is experiencing significant changes as De Beers, the largest natural diamond producer, has announced substantial price reductions for diamonds over 0.75 carats, marking the first explicit price cut in over a year, driven by the rise of lab-grown diamonds and changing consumer preferences [1][7][12]. Group 1: Market Performance - The cultivated diamond sector showed strong performance on January 27, with stocks like Huanghe Xuanfeng hitting the daily limit, and others like Sifangda and Huifeng Diamond rising over 8% [1]. - Huanghe Xuanfeng's stock price reached 7.16, reflecting a 9.98% increase, while Sifangda and Huifeng Diamond saw increases of 8.37% and 8.29%, respectively [2]. Group 2: Price Adjustments by De Beers - De Beers has implemented a significant price reduction for mid to high-end natural diamonds, with a cumulative price drop of 40% for mainstream products in 2023 and further reductions planned for 2024 and 2025 [8][10]. - The price adjustments are a response to market changes, including high inflation and economic uncertainty, which have suppressed demand for high-end discretionary spending [12]. Group 3: Rise of Lab-Grown Diamonds - Lab-grown diamonds are increasingly penetrating the mid-range and wedding markets, posing a dual challenge to natural diamonds in terms of price and perceived value [12]. - The production of lab-grown diamonds has scaled significantly, with China being a major player, accounting for approximately 63% of global production capacity [20]. - The market for lab-grown diamonds in China is currently valued at around 14 billion, projected to exceed 102.5 billion by 2030, indicating a transformative shift in consumer preferences [20]. Group 4: Consumer Trends - Lab-grown diamonds are appealing to younger consumers due to their affordability, costing about one-tenth of the price of comparable natural diamonds [16][17]. - The rapid production of lab-grown diamonds, which can be created in as little as one week, contrasts sharply with the lengthy natural diamond formation process [15].

Core Viewpoint - The A-share market has seen a significant rally in synthetic diamond concept stocks, indicating growing investor interest in this sector [1] Group 1: Stock Performance - Huanghe Xuanfeng and China Gold both reached the daily limit up, showcasing strong market confidence [1] - Sifangda increased by over 9%, while Huifeng Diamond rose by 7%, reflecting positive momentum in the sector [1] - Power Diamond and Guoji Jinggong both saw gains of over 4%, and Mankalon increased by nearly 4%, indicating widespread strength among synthetic diamond stocks [1]

Core Viewpoint - The A-share market is witnessing a strong performance in the synthetic diamond sector, with several stocks experiencing significant gains [1] Group 1: Stock Performance - Huanghe Xuanfeng and China Gold both reached the daily limit up, indicating a strong bullish trend [1] - Sifangda saw an increase of over 9%, while Huifeng Diamond rose by 7% [1] - Power Diamond and Guoji Jinggong both increased by over 4%, and Mankalon rose nearly 4% [1]

Group 1 - The cultivated diamond sector showed strength in early trading, with Sifangda reaching a new high, and Huanghe Xuanfeng hitting the daily limit, while Huifeng Diamond, Liliang Diamond, and World also saw gains [2][3] - Sifangda's stock price increased by 12.09% to 21.70, with a five-day increase of 28.33% [3] - Huanghe Xuanfeng's stock rose by 9.98% to 7.16, with a five-day increase of 14.74% [3] - Huifeng Diamond's stock price increased by 9.90% to 41.61, with a five-day increase of 16.49% [3] - China Gold's stock rose by 9.76% to 11.13, with a five-day increase of 33.73% [3] - Liliang Diamond's stock price increased by 6.25% to 42.85, with a five-day increase of 9.42% [3] - World’s stock price rose by 4.64% to 104.83, with a five-day increase of 30.55% [3] Group 2 - The focus is on monitoring intraday hot spots and capturing signals of sector movements, while tracking the direction of main capital flows [5]