Core Insights - Hengsheng Energy's stock rose by 0.86% to close at 28.28 yuan on October 15, with a significant block trade executed totaling 198,100 shares and a transaction value of 5 million yuan [1] - The first transaction price was 25.24 yuan, with a total of 198,100 shares traded, resulting in a discount rate of -10.75%. The buyer was CITIC Securities Co., Ltd. headquarters, while the seller was Shenwan Hongyuan Securities Co., Ltd. [1] - Over the past three months, there has been one block trade for this stock, with a total transaction value of 5 million yuan. In the last five trading days, the stock has increased by 1.25%, with a net inflow of main funds amounting to 12.87 million yuan [1]

| No 214 082 Your E11 474 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | 025-10-15 | 悟盛能源 | 605580 | 25.24 500 | 19.81 | 去筒蛋型浴器型 | 習新聞書籍韓 | | 80 | 10月15日，恒盛能源大宗交易成交19.81万股，成交额500万元，占当日总成交额的4.31%，成交价25.24 元，较市场收盘价28.28元折价10.75%。 ...

Core Insights - The cultivated diamond sector experienced a significant increase of 3.74%, leading the concept sectors in terms of growth, with 14 stocks rising, including Chujiang New Materials and Huanghe Xuanfeng reaching their daily limit [1] Group 1: Market Performance - The top gainers in the cultivated diamond sector included: - Strength Diamond: +14.97% - Huanghe Xuanfeng: +9.96% - Chujiang New Materials: +10.01% [1][2] - The sector saw a net inflow of 9.65 billion yuan from major funds, with Huanghe Xuanfeng receiving the highest net inflow of 2.88 billion yuan [1] Group 2: Fund Flow Ratios - The top stocks by net inflow ratio were: - Chujiang New Materials: 36.96% - Huanghe Xuanfeng: 15.43% - *ST Yazhen: 13.84% [2][3] - Other notable stocks included: - Strength Diamond: 10.33% - Zhongbing Hongjian: 6.22% [2]

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]

格隆汇10月10日丨恒盛能源(605580.SH)在互动平台表示，我们已关注到相关政策的变化。公司采用 MPCVD技术生长金刚石，工业端主要为热管理应用、深海等领域开拓，目前公司工业端金刚石产品暂 无出口业务；消费端为用于装饰、首饰的培育钻石，不在出口管制范围内。 公司一直专注于金刚石领 域的研究和开发，目前公司MPCVD金刚石二期项目扩产新建生产线已经进入安装调试阶段，预计2025 年底实际产能可达年产60万克拉。公司在培育钻石产品端的良品率可达80%以上，金刚石功能性材料产 品端的良品率可达90%以上，我们也在正在积极开拓诸如芯片热管理，深海勘探、钻采等应用场景的客 户，后续如有相关进展，公司将严格按照监管要求履行信息披露义务。 ...

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]