MACD金叉信号形成，这些股涨势不错！ 格隆汇8月13日｜A股市场军工股持续强势，其中，美晨科技（维权）20CM涨停，臻镭科技涨超13%， 北方长龙涨超12%，海兰信涨超10%，中电鑫龙、烽火电子、航天科技、长城军工、长城电工、华密新 材、黄河旋风10CM涨停，东材科技、永贵电器涨超8%，捷强装备、特发信息（维权）、中兵红箭、内 蒙-机涨超7%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300237 | 美晨科技 | + | 19.91 | 37.35 Z | 18.81 | | 688270 | 臻電科技 | 1 | 13.92 | 144 乙 | 92.86 | | 301357 | 北方长龙 | 1 | 12.52 | 166亿 | 423.19 | | 300065 | 海兰信 | 1 | 10.55 | 144亿 | 144.02 | | 002298 | 中电鑫龙 | | 10.05 | 69.72 Z | 77.07 | | 000561 | 烽火电子 | 1 | 10.04 | ...

Core Viewpoint - By 2025, the global superhard materials industry will exhibit a development pattern characterized by "dual-track technological competition and diversified application expansion," with the research and development of nanocrystalline diamond and new superhard compounds becoming the technological high ground. The industry is accelerating its transition towards emerging fields such as semiconductors and quantum computing [1]. Technological Development - The technological development of superhard materials dates back to the 1950s, beginning with the successful synthesis of diamonds using high-pressure high-temperature (HPHT) techniques. The first controllable synthetic diamonds were produced by ASEA in Sweden and GE in the USA in 1953 and 1954, respectively [2]. - The introduction of chemical vapor deposition (CVD) technology in the 1980s allowed for the low-pressure synthesis of diamond films, expanding material options for electronic devices, thermal management, and precision machining [2]. - Recent advancements in nanocrystalline structures have significantly enhanced the performance of superhard materials, with nanocrystalline diamonds achieving Vickers hardness levels of 180-200 GPa, making them one of the hardest known synthetic materials [4]. Research Trends - Between 2020 and 2025, a total of 1,758 effective documents were collected, with 1,078 focusing on diamonds and 687 on cubic boron nitride (cBN), indicating a significantly higher research interest in diamonds compared to cBN [7]. - The core technologies in the superhard materials industry are concentrated in material synthesis processes, structural optimization methods, and multifunctional composites [8]. Industry Dynamics - The main synthesis technologies in the superhard materials industry are HPHT and CVD, each suited for different applications. HPHT focuses on yield and cost control, while CVD offers unique advantages in electronics, optics, and high-end cutting tools [8]. - The industry is moving towards a collaborative evolution of high strength, high toughness, multifunctionality, and low cost, supporting the deep expansion of superhard materials in aerospace, precision machining, and electronic devices [10]. Emerging Applications - The development trend indicates that CVD technology is advancing towards larger sizes, higher quality, and lower costs, particularly in the production of single crystal diamonds. New unconventional synthesis methods, such as liquid-phase and microwave plasma methods, are also emerging [11]. - Research on diamond applications in emerging fields such as semiconductors, quantum computing, high-power optics, and water treatment is rapidly growing, becoming a new frontier in research [11]. Competitive Landscape - While Western countries maintain a lead in high-pressure equipment and the stability of HPHT/CVD processes, China is quickly narrowing the gap. In the field of nanocrystalline cBN and diamonds, foreign achievements are more pronounced, but breakthroughs are expected from Chinese teams by 2025 [11][12]. - China has strong global competitiveness in supply chains and raw materials, although it may face risks related to low-end product exports due to supply chain concentration [12].

Group 1 - The general equipment sector increased by 1.42% on August 11, with Zhejiang Huaye leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Group 2 - Notable gainers in the general equipment sector included Xiangjiang Nanya, which rose by 10.35% to a closing price of 53.50, and Wande Kai, which increased by 10.12% to 33.19 [1] - Other significant performers included Junmo Co., Da Yuan Pump Industry, and Huanghe Xuanfeng, with respective increases of 10.05%, 10.01%, and 10.00% [1] Group 3 - The general equipment sector experienced a net outflow of 640 million yuan from institutional funds, while retail investors contributed a net inflow of 808 million yuan [2] - The top individual stock performers in terms of trading volume and turnover were highlighted, with Huanghe Xuanfeng achieving a turnover of 1.184 billion yuan [1][2]

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 ...