Core Insights - The article provides a comprehensive overview of the superhard materials industry in China, detailing the production processes, applications, and regional distribution of companies involved in this sector [1][3][4]. Industry Overview - The superhard materials industry chain includes upstream raw material processing and chemical processing, leading to the production of diamond single crystals, which are then crushed into diamond powder for tools like saw blades and drill bits [1]. - The downstream applications of superhard materials are categorized into four main sectors: mineral oil services, precision manufacturing, high-tech industries, and jewelry [3]. Regional Distribution - The majority of superhard materials companies are concentrated in Henan province, followed by the Yangtze River Delta region, with fewer companies in Guangdong, Shaanxi, Beijing, and Shandong [4]. - The Henan cluster has the most companies and encompasses the most complete industry chain, focusing on industrial diamonds and cultivated diamonds, while the Yangtze River Delta is known for its technological research capabilities [8]. Industrial Parks - There are currently eight major superhard materials industrial parks in China, primarily located in Henan, Jiangsu, Guangdong, Shandong, and Inner Mongolia, with Henan having the highest concentration of three parks [9]. Company Capacity and Production - The superhard materials industry features a wide distribution across various segments, with upstream competition, a dense midstream, and a dispersed downstream market. Key companies and their production capacities include: - China Graphite: Approximately 1.23 million tons of natural graphite, accounting for about 76.9% of global production [13]. - Zhongbing Hongjian: The largest domestic producer of synthetic diamonds, with a production share of about 50% of the global total [13]. - Huanghe Xuanfeng: Approximately 2,000 six-sided top-press machines, with cultivated diamond revenue around 600 million yuan [13]. - Liliang Diamond: Industrial diamond production of 150.66 billion carats and cultivated diamond production of 2.772 million carats, expected to gradually reach capacity from 2024 to 2026 [13]. Investment Trends - Since 2020, representative companies in the superhard materials sector have shown various investment trends, reflecting strategic planning and competitive dynamics within the industry. For example: - Hengxing Technology has invested in expanding diamond wire production capacity to meet the needs of photovoltaic silicon wafer cutting [14]. - ST Xinye has gradually exited the superhard materials business, integrating into the national machine system [14]. - Sifangda has established a semiconductor division to enter the CVD cultivated diamond market, indicating a shift towards high-value applications [14].

来源：金融界 天眼查商业履历信息显示，河南黄河旋风股份有限公司，成立于1998年，位于许昌市，是一家以从事非 金属矿物制品业为主的企业。企业注册资本144218.4476万人民币，实缴资本144218万人民币。公司法 定代表人为庞文龙。 通过天眼查大数据分析，河南黄河旋风股份有限公司共对外投资了27家企业，参与招投标项目275次， 知识产权方面有商标信息99条，专利信息645条，此外企业还拥有行政许可122个。 金融界消息 截至2025年7月31日收盘，黄河旋风（600172）报收于4.43元，上涨0.23%，换手率5.84%， 成交量74.53万手，成交金额3.31亿元。 资金流向方面，今日主力资金净流入3664.98万元，占比成交额11.06%。其中，超大单净流入4017.42万 元、占成交额12.13%，大单净流出352.44万元、占成交额1.06%，中单净流出流出1270.51万元、占成交 额3.84%，小单净流出2394.47万元、占成交额7.23%。 黄河旋风最新一期业绩显示，截至2025一季报，公司营业总收入3.20亿元、同比减少2.61%，归属净利 润16741.11万元，同比减少58.14% ...

证券代码：600172 证券简称：黄河旋风 公告编号：临 2025- 河南黄河旋风股份有限公司 黄河集团股份情况，及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 河南黄河旋风股份有限公司董事会 040 ? 河南黄河旋风股份有限公司（以下简称"公司"）持股 5%以上股东河南黄河 实业集团股份有限公司（以下简称"黄河集团"）持有公司股份 127,218,761 股，占公司总股本 8.82%。累计被轮候冻结股份数量为 127,218,761 股，占 其所持有股份 100%，占公司总股本 8.82%。 ? 黄河集团不属于公司的控股股东、实际控制人，该事项不会导致公司控制权 发生变更，不会对公司日常经营和管理造成影响。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 公司近日获悉，黄河集团持有公司股份被轮候冻结，通过中国结算系统查询 核实，具体情况如下： 一、本次被轮候冻结情况 | 占其所 | | | 占公司 | | 冻结 | 冻结 | | | | --- | --- | --- | --- | --- ...

金融界消息 截至2025年7月30日收盘，黄河旋风（600172）报收于4.42元，下跌2.64%，换手率4.79%， 成交量61.18万手，成交金额2.72亿元。 资金流向方面，今日主力资金净流出5351.66万元，占比成交额19.65%。其中，超大单净流出4339.56万 元、占成交额15.93%，大单净流出1012.10万元、占成交额3.72%，中单净流出流入1244.79万元、占成 交额4.57%，小单净流入4106.88万元、占成交额15.08%。 来源：金融界 天眼查商业履历信息显示，河南黄河旋风股份有限公司，成立于1998年，位于许昌市，是一家以从事非 金属矿物制品业为主的企业。企业注册资本144218.4476万人民币，实缴资本144218万人民币。公司法 定代表人为庞文龙。 通过天眼查大数据分析，河南黄河旋风股份有限公司共对外投资了27家企业，参与招投标项目275次， 知识产权方面有商标信息99条，专利信息645条，此外企业还拥有行政许可122个。 黄河旋风最新一期业绩显示，截至2025一季报，公司营业总收入3.20亿元、同比减少2.61%，归属净利 润16741.11万元，同比减少58.1 ...

Core Viewpoint - Huanghe Xuanfeng (600172) announced that 1.27 billion shares held by its major shareholder, Henan Huanghe Industrial Group Co., Ltd., have been frozen by the Changzhou Wujin District People's Court, representing 100% of the shares held by the group and 8.82% of the company's total share capital due to a debt dispute involving an amount of 6.5004 million yuan [1] Company Summary - The frozen shares are a result of a contractual dispute between individual Hua Aimei and Huanghe Group, which will not affect the company's control or daily operations as Huanghe Group is not the controlling shareholder or actual controller of the company [1] - Huanghe Xuanfeng primarily operates in the production of superhard materials and products, including industrial diamonds, cultivated diamonds, grinding wheels, tools, drill bits, and saw blades [1] - The company has projected a net loss of 285 million yuan for the first half of 2025, as per its previous earnings forecast [1]

Company Overview - Huanghe Xuanfeng (SH 600172) announced on July 30 that Huanghe Group has a total of approximately 127 million shares frozen, which accounts for 100% of its holdings and 8.82% of the company's total share capital [1] Revenue Composition - For the year 2024, Huanghe Xuanfeng's revenue composition is as follows: superhard materials account for 75.2%, superhard composite materials for 11.79%, metal powders for 5.57%, others for 3.36%, and superhard material products for 1.97% [1] Market Capitalization - As of the report date, Huanghe Xuanfeng has a market capitalization of 6.4 billion [1]

证券代码：600172 证券简称：黄河旋风 公告编号：临 2025-040 河南黄河旋风股份有限公司 关于持股 5%以上股东股份被轮候冻结的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 公司近日获悉，黄河集团持有公司股份被轮候冻结，通过中国结算系统查询 核实，具体情况如下： | 股东名称 | 冻结股份数 | 占其所 持有股 | 占 公 总 股 | 司 本 | 冻结股份是 | 冻结 起始 | 冻结 到期 | 冻结申请人 | 冻结 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 量（股） | | | | 否为限售股 | | | | 情况 | | | | 份比例 | 比例 | | | 日 | 日 | | | | 黄河集团 | 101,183,048 | 79.53% | 7.02% | | 否 | 2025 | / | 常州市武进区人民 | 轮候 | | | | | | | | 0729 | | 法院 | 冻结 | | 黄 ...

Market Performance - The general equipment sector increased by 0.19% on July 29, with Jikang Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers - Jikang Technology (code: 830879) closed at 37.66, up 20.36% with a trading volume of 242,000 shares and a transaction value of 818 million [1] - Haichang New Materials (code: 300885) closed at 20.51, up 20.01% with a trading volume of 291,100 shares and a transaction value of 553 million [1] - Hexin Instruments (code: 688622) closed at 96.02, up 20.00% with a trading volume of 28,600 shares and a transaction value of 258 million [1] Top Losers - Lilang New Materials (code: 836807) closed at 19.90, down 3.86% with a trading volume of 174,000 shares and a transaction value of 350 million [2] - Kaile Shares (code: 301070) closed at 44.36, down 3.57% with a trading volume of 61,000 shares and a transaction value of 271 million [2] - Chuanrun Shares (code: 002272) closed at 11.30, down 3.50% with a trading volume of 538,100 shares and a transaction value of 610 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.245 billion from institutional investors and a net outflow of 184 million from speculative funds, while retail investors saw a net inflow of 1.429 billion [2] - Specific stocks like Haichang New Materials had a net inflow of 862.55 million from institutional investors, while it faced a net outflow of 501.02 million from speculative funds [3]

Core Viewpoint - The controlling shareholder of Henan Huanghe Xuanfeng Co., Ltd. has increased its shareholding from 17.99% to 19.03%, indicating confidence in the company's future development [1][2]. Group 1: Shareholding Changes - The controlling shareholder, Xuchang State-owned Industrial Investment Co., Ltd., plans to increase its shareholding through a capital increase of no less than 100 million yuan and no more than 200 million yuan within 12 months [1]. - The total shareholding of Xuchang State-owned Industrial Investment and its action-in-concert party, Xuchang Jintou Development Construction Co., Ltd., increased from 259,548,198 shares to a new total [1][2]. - The increase in shareholding does not trigger mandatory tender offer obligations and does not lead to changes in the controlling shareholder or actual controller [2][3]. Group 2: Financial Details - The amount of the increase in shareholding is 64,879,033.50 yuan, with the funding sourced from self-owned funds and bank loans [1][2]. - The shareholding percentage before the increase was 17.99%, and after the increase, it is 19.03% [1][2].

证券代码：600172 证券简称：黄河旋风 公告编号：临 2025-039 河南黄河旋风股份有限公司 关于控股股东增持公司股份进展暨权益变动触及 1% 刻度的提示性公告 公司控股股东及其一致行动人保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 ☑ | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 重要内容提示： 权益变动方向 比例增加☑ 比例减少□ 权益变动前合计比例 17.99% 权益变动后合计比例 19.03% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ 二、 权益变动触及 1%刻度的基本情况 河南黄河旋风股份有限公司（以下简称"公司"）于 2 ...