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].

沃尔德（SH 688028，最新价：23.74元）8月1日晚间发布公告称，截至2025年7月31日，公司已累计回 购股份约105万股，占目前公司总股本的比例为0.69%，购买的最高价为20.41元/股，最低价为14.3元/ 股，已支付的总金额约为1955万元。 2024年1至12月份，沃尔德的营业收入构成为：制造业占比99.8%，其他业务占比0.2%。 （文章来源：每日经济新闻） ...

证券代码：688028 证券简称：沃尔德 公告编号：2025-029 北京沃尔德金刚石工具股份有限公司 关于第二期以集中竞价交易方式回购股份进展的公告 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： | 回购方案首次披露日 | 2024/7/29 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 月 8 | 8 | 14 | 日~2025 | 年 | 月 | 13 | 日 | | 预计回购金额 | 1,000万元~2,000万元 | | | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | | | □用于转换公司可转债 | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | 累计已回购股数 | 1,048,828股 | | | | | | | | | 累计已回购股数占 ...

格隆汇8月1日丨沃尔德(688028.SH)公布，2025年7月，公司未回购股份。截至2025年7月31日，公司已 累计回购股份1,048,828股，占目前公司总股本的比例为0.69%，购买的最高价为20.41元/股，最低价为 14.30元/股，已支付的总金额为19,546,943.72元（不含交易佣金等交易费用）。上述回购股份符合法律 法规的规定及公司的回购股份方案。 ...

Group 1 - The A-share cultivated diamond sector showed strong performance at the beginning of trading, with significant gains observed in several companies [1] - Boyun New Materials reached the daily limit increase, indicating strong investor interest and confidence in the stock [1] - Other companies such as Sifangda, Huanghe Xuanfeng, Chaohongji, World, Huifeng Diamond, and Power Diamond also experienced upward movement in their stock prices [1]

Group 1 - The core viewpoint of the news is the strategic cooperation between Wald (688028) and Shandong Haomai CNC Machine Tool Co., Ltd. to address the core component processing needs in emerging fields such as humanoid robots and low-altitude economy [2][3] - The partnership aims to create a systematic solution combining "specialized equipment + high-precision tools" to help overcome manufacturing bottlenecks in emerging industries [2] - The signing ceremony was attended by senior executives from both companies, highlighting the collaboration's significance in leveraging Wald's expertise in superhard tools and Haomai's strength in high-end CNC machine tool development [2][3] Group 2 - Wald is recognized as a leading domestic high-end tool manufacturer with advanced technology and mature industrial application experience in ultra-high precision and high-precision tool manufacturing [3] - Haomai is a well-known CNC machine tool manufacturer in China, excelling in five-axis linkage processing centers and precision grinding machines, and has established a comprehensive domestic marketing network [3] - The strategic partnership is expected to integrate Wald's technological accumulation in superhard tools with Haomai's R&D advantages in high-end CNC machine tools, aiming for a synergistic effect where the combined efforts yield greater results than individual contributions [3] Group 3 - The agreement outlines key areas of collaboration, including joint R&D, product adaptation, and market synergy, focusing on developing specialized CNC machines and supporting tools for humanoid robots and low-altitude economy [3] - The companies plan to form a joint technical team for regular progress updates, prioritize compatibility of Wald's tool interface standards in Haomai's designs, and develop customized tools to optimize processing system performance [3] - Future plans include deepening industrial chain collaborative innovation and becoming active promoters of core manufacturing technologies in emerging fields, contributing to the transformation and upgrading of China's high-end equipment manufacturing industry [3]

Market Overview - As of 10:29 AM today, the Shanghai Composite Index stands at 3526.79 points, above the six-month moving average, with a change of 0.47% [1] - The total trading volume of A-shares today is 737.265 billion yuan [1] Stocks Performance - A total of 94 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - 欧陆通 (Eurasiatic) with a deviation rate of 5.86%, closing at 128.20 yuan after a 6.85% increase [1] - 思源电气 (Siyuan Electric) with a deviation rate of 5.07%, closing at 76.99 yuan after a 10.00% increase [1] - 中国中车 (CRRC) with a deviation rate of 4.75%, closing at 7.60 yuan after a 5.41% increase [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - 中纺标 (Zhongfang Biao) with a deviation rate of 3.78%, closing at 48.83 yuan after a 7.04% increase [1] - 天华新能源 (Tianhua New Energy) with a deviation rate of 3.69%, closing at 20.63 yuan after a 7.84% increase [1] - Stocks with smaller deviation rates that have just crossed the six-month line include 多利科技 (Doli Technology), 蓝宇股份 (Lanyu Co.), and 世嘉科技 (Shijia Technology) [1]

证券代码：688028 证券简称：沃尔德 公告编号：2025-028 北京沃尔德金刚石工具股份有限公司 关于第二期以集中竞价交易方式回购股份进展的公告 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： | 回购方案首次披露日 | 2024/7/29 | | --- | --- | | 回购方案实施期限 | 2024 年 8 月 14 日~2025 年 8 月 13 日 | | 预计回购金额 | 1,000万元~2,000万元 | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 1,048,828股 | | 累计已回购股数占总股本比例 | 0.69% | | 累计已回购金额 | 19,546,943.72元 | | 实际回购价格区间 | 14.30元/股~20.41元/股 | 一、回购股份的基本情况 北京沃尔德金刚石工具股份有限公司（以下简称"公司"）于 2024 年 7 月 26 日召开第四届董事 ...

Core Viewpoint - The company has achieved significant technological advancements in the processing of key components for planetary roller screws, including lead screws, nuts, rollers, and internal gears [1] Group 1: Technological Developments - The company has developed proprietary PCBN milling inserts and tool holders capable of processing multi-start thread lead screws and rollers with a precision of ±1μm [1] - Specialized PCBN turning and milling inserts have been created to meet the specific requirements for nut processing, such as multi-start threads, high-precision pitches, and slender structures [1] - The company has developed multiple hard alloy milling inserts for trapezoidal lead screw processing, ensuring that the machining precision meets customer requirements [1] Group 2: Market Expansion and Revenue - The company's ball screw processing tools are actively expanding in the market, generating some revenue in the fiscal year 2024 [1] - The processing tools for planetary roller screws and trapezoidal lead screws are currently in the customer sample testing phase, with minimal revenue expected in the fiscal year 2024 [1]

Group 1: Sichuan Chengyu - Sichuan Chengyu discussed plans for expiring road assets, including specific measures for Chengle Expressway, Chengya Expressway, Chengyu Expressway, and North City Expressway [1] - Chengle Expressway has initiated expansion and renovation, while the Chengya Expressway project is yet to start, with investment amounts still to be determined [1] - The company has no current plans to issue REITs or other financing tools, and its declining debt-to-asset ratio is attributed to stable cash flow from highways and cost reduction efforts [1] - The company aims to enhance service quality at service areas and is developing a comprehensive energy station network along the routes [1] Group 2: World - World introduced future development trends for superhard tools, highlighting their advantages in micro-machining, high-speed and ultra-high-speed machining, and precision machining [2] - The company has made significant progress in the development of tools for screw processing, achieving performance levels comparable to foreign counterparts and is actively expanding its market [2] - World has years of research and technical reserves in CVD diamond preparation and applications, with products covering multiple fields, some of which have begun market promotion [2]