（文章来源：每日经济新闻） 每经AI快讯，2月25日，培育钻石板块盘初下挫，沃尔德跌超6%，英诺激光、惠丰钻石、力量钻石、国 机精工等纷纷走低。 ...

1、机构称AI芯片领域，钻石散热潜在市场空间广阔。 明日线索 2月24日，培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。 消息面上，河南省科技厅官微此前消息，热沉片是金刚石家族的新成员，它让超硬材料成功进入高端芯片散热这个新赛道。黄 河旋风表示，从热沉片上切割出来所需要的形状，以某种方式贴合在芯片上，做成顶级散热器，这将大大促进高功率器件、 5G/6G通信、AI算力性能的提升。如今，制约产业化的尺寸瓶颈已被突破，黄河旋风成功研制出国内可量产的最大8英寸热沉 片。据悉，公司热沉片生产车间将于今年2月份投入量产，这是功能性金刚石从实验室，迈向规模化商业应用的一个里程碑。 据中邮证券，AI芯片领域，钻石散热潜在市场空间广阔。假设2030年全球AI芯片市场规模为3万亿人民币；AI芯片中钻石散热方 案渗透率分别为5%、10%、20%、50%；钻石散热价值量占比分别为5%、8%、10%，进行弹性测算，钻石散热市场空间的区间 为75亿至1500亿元。 | 图表12: Al 芯片领域钻石散热市场空间弹性测算表 | | | | | | | --- | --- | --- | --- | --- | --- | | 单位( ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | | --- | --- | --- | --- | --- | --- | --- | | 300179 | 四万达 | 1 | 20.00 | 117亿 | 59.13 | 24.06 | | 688028 | 沃尔德 | | 20.00 | 156亿 | 59.90 | 103.20 | | 920725 | 惠丰钻石 | 1 | 15.84 | 35.78亿 | 16.29 | 39.20 | | 301071 | 力量钻石 | 源 | 13.93 | 120亿 | 28.49 | 46.05 | | 600172 | 黄河旋风 | 1 | 9.98 | 127亿 | 54.47 | 8.82 | | 600916 | 中国道金 | 1 | 8.53 | 197亿 | 43.68 | 11.71 | | 300945 | 曼卡龙 | 海 | 7.66 | 51.92 Z | 22.59 | 19.81 | | 301021 | 英诺激光 | | 6.45 | 89.28 Z | 20.06 | 58.41 | | 0005 ...

培育钻石板块持续走高，沃尔德、四方达双双20cm涨停，惠丰钻石、力量钻石涨超10%。黄河旋风此 前封板。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，培育钻石概念持续走强，四方达20%涨停，黄河旋风此前涨停，力量钻石、惠 丰钻石、沃尔德涨超10%。 ...

格隆汇2月24日｜A股市场培育钻石概念股集体走强，其中，力量钻石涨超6%，中国黄金涨超5%，曼卡 龙、四方达涨超4%，中兵红箭、黄河旋风涨超3%，惠丰钻石、沃尔德涨超2%。 ...

每经AI快讯，2月13日，培育钻石指数盘初下跌2%，成分股多数走低。沃尔德、四方达、力量钻石、黄 河旋风等多股跌超2%。 ...

Group 1 - The stock price of World increased by 4.76% to 90.41 yuan, driven by technical breakthroughs, sector resonance, positive fundamental expectations, and increased institutional attention [1] - The stock's trading volume was active with a turnover rate of 1.83% and a transaction amount of 243 million yuan, indicating strong market participation [1] - Despite a net outflow of 4.25 million yuan from main funds on February 11, the funds turned positive with a net inflow on the following day [1] Group 2 - The general equipment sector, to which World belongs, rose by 2.08%, while the machinery equipment sector increased by 1.61%, both outperforming the broader market [2] - The CSI 500 index increased by 1.22%, with growth stocks leading the market, contributing to the valuation recovery of leading stocks in specific segments [2] Group 3 - For Q3 2025, the company's revenue grew by 14.27% year-on-year, and net profit attributable to shareholders increased by 24.76%, indicating improved profitability [3] - As a leading enterprise in the ultra-high precision tool sector, the company's performance is closely linked to the high-end manufacturing industry's recovery, supported by recent positive macro data such as the manufacturing PMI [3] Group 4 - In the past 90 days, one institution has given a "buy" rating, and on January 26, 2026, the stock entered the leaderboard due to a single-day price increase of over 15%, with three out of the top five buying positions being institutional [4]

Group 1: Industry Insights - Nvidia (NVDA.US) is expected to release its next-generation Rubin series products in the second half of next year, utilizing M9 materials and orthogonal backplanes, which significantly increases processing difficulty and leads to a rise in both quantity and price of PCB drill bits [1] - The global PCB drill bit industry is currently facing a shortage, with the top five companies (CR5) holding a combined market share of 75.2% as of the first half of 2025, with DingTai High-Tech leading with a sales volume of 500 million units and a market share of 28.9% [2] - The demand for high-performance drill bits is expected to increase significantly due to the higher requirements for drill bit length, breakage rates, and processing performance associated with advanced materials [1][2] Group 2: Company Developments - Minexplosion Optoelectronics (301362.SZ) announced plans to acquire 100% of Xiamen Maida's stake in Xiamen Precision, focusing on the production of PCB, FPC, IC substrates, and AI PCB tungsten micro-drills, with a product size range of 0.09mm to 0.35mm [1] - DingTai High-Tech (301377.SZ) is set to benefit from the technological iteration in the PCB drill bit market, leveraging its scale and self-manufacturing capabilities to maximize profits amid the current shortage [2] - Wald (688028.SH) has made progress in internal verification of PCD drill bits, focusing on high-hardness and brittle materials for PCB and semiconductor applications, with the ability to process over 8,000 holes in M9 boards without breakage [3] - Xiamen Precision, established in 1995, has a strong technical foundation and plans to expand its production capacity from the current 15 million units per month to over 50 million units in the next 2-3 years [3]

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [7]. Core Insights - The demand for AI PCB drill bits is expected to surge due to accelerated capital expenditures in AI computing, alongside technological innovations driven by upgrades in PCB materials [2]. - The global PCB drill bit market is dominated by leading companies, with DingTai High-Tech holding a 28.9% market share, producing 500 million units, and benefiting from scale effects amid a supply shortage [2][3]. - The report highlights the strategic acquisitions and expansions of companies like Minbao Optoelectronics and Xiamen Maida, which are enhancing their production capabilities and technological advancements in the PCB drill bit sector [2]. Summary by Sections Industry Overview - The report discusses the recent acquisition by Minbao Optoelectronics of a 100% stake in Xiamen Maida, which specializes in the production of tungsten steel micro-drills for PCB applications, indicating a consolidation trend in the industry [1]. - The report emphasizes the increasing complexity of PCB manufacturing processes, which necessitates higher performance drill bits, leading to a significant increase in demand [2]. Key Companies - **DingTai High-Tech**: The company leads the global PCB drill bit market with a production volume of 500 million units and a market share of 28.9%. It is well-positioned to benefit from the demand surge due to its scale and in-house manufacturing capabilities [2][3]. - **Zhongtung High-Tech**: Focuses on high-end PCB drill bits, with plans to expand production capacity significantly in the coming years, aiming for a monthly output of 50 million units [2]. - **World**: The company is advancing its diamond micro-drill technology for PCB and semiconductor applications, with promising internal validation results for high-precision drilling [2]. Financial Projections - Financial forecasts for key companies indicate robust growth, with DingTai High-Tech projected to achieve a net profit of 686 million yuan in 2026, while Zhongtung High-Tech is expected to reach 1.895 billion yuan [3].