Core Viewpoint - The recent export control measures on superhard materials by the Ministry of Commerce and the General Administration of Customs do not significantly impact Hengsheng Energy's diamond business, as the company has no current export activities in its industrial diamond products and its consumer diamond products are not subject to these controls [1] Group 1 - Hengsheng Energy is aware of the recent policy changes regarding export controls on superhard materials [1] - The company utilizes MPCVD technology for diamond growth, focusing on industrial applications such as thermal management and deep-sea exploration [1] - Currently, Hengsheng Energy's industrial diamond products do not have any export business [1] Group 2 - The consumer segment of Hengsheng Energy's diamond products, which includes cultivated diamonds for decoration and jewelry, is not included in the export control scope [1]

Core Viewpoint - Hengsheng Energy (605580.SH) is actively monitoring changes in relevant policies and is focused on the research and development of diamond-related technologies, particularly in the MPCVD technology for diamond growth [1] Group 1: Company Developments - The company is expanding its production capacity with the MPCVD diamond phase II project, which is currently in the installation and debugging stage, aiming for an actual production capacity of 600,000 carats per year by the end of 2025 [1] - The yield rate for cultivated diamond products is over 80%, while the yield rate for functional diamond materials is over 90% [1] Group 2: Market Applications - The industrial applications of the company's diamond products are primarily focused on thermal management and deep-sea exploration, with no current export business in the industrial sector [1] - The consumer segment includes cultivated diamonds used for decoration and jewelry, which are not subject to export control [1] Group 3: Future Outlook - The company is actively seeking to expand its customer base in various application scenarios, including chip thermal management and deep-sea exploration and drilling [1] - The company commits to adhering to regulatory requirements for information disclosure regarding any future developments [1]

Core Viewpoint - Hengsheng Energy (605580.SH) is actively monitoring changes in relevant policies and is focused on the research and development of diamond technology, particularly in the MPCVD (Microwave Plasma Chemical Vapor Deposition) method for diamond growth [1] Group 1: Industrial Applications - The company is primarily targeting industrial applications for diamond products, specifically in thermal management and deep-sea exploration, although there are currently no export activities for these industrial diamond products [1] - The second phase of the MPCVD diamond project is in the installation and debugging stage, with an expected production capacity of 600,000 carats per year by the end of 2025 [1] Group 2: Consumer Applications - On the consumer side, the company produces cultivated diamonds for decorative and jewelry purposes, which are not subject to export controls [1] - The company has achieved a good yield rate of over 80% for cultivated diamond products and 90% for functional diamond materials [1] Group 3: Future Developments - The company is actively exploring customer applications in areas such as chip thermal management and deep-sea exploration and drilling [1] - The company commits to adhering to regulatory requirements for information disclosure regarding any future developments [1]

Core Viewpoint - The A-share market is witnessing a strong performance in the cultivated diamond sector, with several companies showing significant gains in their stock prices [1] Group 1: Stock Performance - Strength Diamond (301071) increased by 11.09%, with a total market value of 9.151 billion [2] - China Gold (600916) rose by 3.82%, with a market capitalization of 14.6 billion [2] - Sifangda (300179) saw a rise of 3.73%, with a market value of 5.141 billion [2] - Huifeng Diamond (920725) increased by 3.53%, with a total market value of 2.462 billion [2] - Mankalon (300945) rose by 3.23%, with a market capitalization of 5.365 billion [2] - Jing Sheng Mechanical and Electrical (300316) increased by 3.12%, with a market value of 61.5 billion [2] - Hengsheng Energy (605580) rose by 3.08%, with a market capitalization of 8.061 billion [2] - World (688028) increased by 2.51%, with a total market value of 7.641 billion [2] - Yellow River Wind (600172) rose by 2.17%, with a market capitalization of 7.471 billion [2] - Inno Laser (301021) increased by 1.49%, with a market value of 6.097 billion [2] Group 2: Year-to-Date Performance - Strength Diamond (301071) has a year-to-date decline of 2.51% [2] - China Gold (600916) has a year-to-date increase of 5.19% [2] - Sifangda (300179) has a year-to-date decline of 3.98% [2] - Huifeng Diamond (920725) has a year-to-date decline of 30.32% [2] - Mankalon (300945) has a year-to-date increase of 79.33% [2] - Jing Sheng Mechanical and Electrical (300316) has a year-to-date increase of 49.26% [2] - Hengsheng Energy (605580) has a year-to-date increase of 165.68% [2] - World (688028) has a year-to-date increase of 131.71% [2] - Yellow River Wind (600172) has a year-to-date increase of 24.52% [2] - Inno Laser (301021) has a year-to-date increase of 55.31% [2]

Group 1 - The A-share market is experiencing a strong performance in the cultivated diamond sector, with notable increases in stock prices [1] - Strength Diamond has risen by 11%, while China Gold, Sifangda, Huifeng Diamond, Mankalon, Jingsheng Mechanical & Electrical, and Hengsheng Energy have all increased by over 3% [1] - Wald, Huanghe Xunfeng, and other companies have seen stock price increases of over 2% [1]

Group 1 - The core viewpoint of the news is that Hengsheng Energy has shown significant stock performance, with a year-to-date increase of 163.34% and a recent market capitalization of 7.986 billion yuan [1] - As of October 9, Hengsheng Energy's stock price reached 28.52 yuan per share, with a trading volume of 93.43 million yuan and a turnover rate of 1.19% [1] - The company has experienced a net inflow of main funds amounting to 2.9659 million yuan, with large orders contributing to 25.86% of total buying [1] Group 2 - Hengsheng Energy, established on March 5, 2007, and listed on August 19, 2021, is primarily engaged in the production and supply of steam and the generation and sale of electricity [2] - The revenue composition of Hengsheng Energy includes steam (57.61%), electricity (20.10%), solid waste resource utilization products (14.03%), hot water (7.49%), and others (0.61%) [2] - For the first half of 2025, Hengsheng Energy reported a revenue of 463 million yuan, reflecting a year-on-year growth of 17.22%, and a net profit attributable to shareholders of 68.7613 million yuan, up 32.72% year-on-year [2]

Group 1 - The cultivated diamond concept index declined by 0.44% as of the market close on September 29, ranking among the top decliners in the concept sector [1] - Within the cultivated diamond sector, companies such as Chao Hong Ji and Woerde experienced significant declines, while *ST Yazhen, Guoli Electronics, and Chujian New Materials saw increases of 4.52%, 2.86%, and 1.39% respectively [1] - The cultivated diamond sector experienced a net outflow of 376 million yuan in principal funds today, with 11 stocks seeing net outflows, and 7 stocks exceeding 10 million yuan in outflows [2] Group 2 - The top net outflow stock in the cultivated diamond sector was Guoji Jinggong, with a net outflow of 202 million yuan, followed by Jing Sheng Jidian and Chao Hong Ji with net outflows of 69.44 million yuan and 51.89 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Guoli Electronics, China Gold, and Yuyuan Shares, with net inflows of 19.02 million yuan, 13.97 million yuan, and 7.69 million yuan respectively [2] - The trading volume for Guoji Jinggong was 7.78%, while *ST Yazhen had a trading volume of 2.18% with a gain of 4.52% [3]

Core Viewpoint - The company held a half-year performance briefing on September 24, 2025, to communicate with investors and address their concerns regarding business expansion and financial performance [1][2]. Group 1: Performance Overview - In the first half of 2025, the company achieved operating revenue of 463.43 million yuan, representing a year-on-year increase of 17.22% [3]. - The net profit attributable to shareholders was 68.76 million yuan, up 32.72% compared to the same period last year [3]. - The basic earnings per share reached 0.25 yuan, reflecting a growth of 31.58% year-on-year [3]. Group 2: Business Strategy and Development - The company aims to focus on "green energy supply" and "ultra-hard materials manufacturing," leveraging its thermal power generation business while developing its CVD diamond segment [3]. - The company is committed to strengthening its core advantages in thermal power generation and accelerating the layout of its CVD diamond business to cultivate a second growth curve [3]. Group 3: Diamond Business Insights - The company’s subsidiary, Zhejiang Huamao Technology Co., Ltd., is focused on the research and industrialization of diamond growth technology, establishing a comprehensive industrial chain [3]. - The company has achieved a good foundation for large-scale production, with a good yield rate of over 80% for cultivated diamond products and 90% for functional diamond materials, positioning it as a leader in the industry [3]. Group 4: Market Applications and Future Prospects - Diamond materials are recognized for their excellent thermal conductivity, making them suitable for heat management applications [4]. - The company is exploring the potential applications of diamond materials in extreme deep-sea environments, which aligns with national marine strategies and presents significant market opportunities [4].

一、业绩说明会召开情况 公司于 2025 年 09 月 17 日在上海证券交易所网站（http://www.sse.com.cn） 披露《恒盛能源股份有限公司关于召开 2025 年半年度业绩说明会的公告》（公告 编号：2025-034）。 2025 年 09 月 24 日 09：30-10：30，公司董事长及董事会秘书（代行）余国 旭先生、总经理余恒先生、独立董事王焕军先生、财务总监项红日先生参加了本 次业绩说明会，与投资者进行互动交流和沟通，并在信息披露允许的范围内就投 资者关注的问题进行回答。 二、投资者提出的主要问题和公司的回复情况 问题 1：您好，请问公司今年有扩展其他业务的打算吗？ 证券代码：605580 证券简称：恒盛能源 公告编号：2025-036 恒盛能源股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 恒盛能源股份有限公司（以下简称"公司"）已于 2025 年 09 月 24 日 09： 30-10：30 通过上海证券交易所上证路演中心（https ...

Group 1 - Inno Laser increased by 11.02% [1] - Huanghe Xuanfeng rose by 9.24% [1] - *ST Yazhen saw a rise of 5.0% [1] - World, Power Diamond, and Hengsheng Energy all experienced gains exceeding 2% [1]