Group 1 - The company Sifangda (300179) announced that its controlling shareholder, Mr. Fang Haijiang, has released the pledge on 12.29 million shares, which accounts for 8.80% of his holdings and 2.53% of the company's total share capital [1] - The pledge was initiated on January 31, 2024, and will be released on May 29, 2025, with Guotai Junan Securities Co., Ltd. as the pledgee [1] - As of the announcement date, Mr. Fang Haijiang and his concerted parties hold 20 million pledged shares, representing 11.51% of his holdings and 4.12% of the company's total share capital [1]

Market Overview - On May 27, A-shares experienced a decline, with the robotics and computing power industry chains leading the drop. The Shanghai Composite Index fell by 0.33% to 3335.76 points, the Shenzhen Component Index dropped by 0.87%, and the ChiNext Index decreased by 0.98% [1] - The total trading volume of A-shares reached 6260.49 billion yuan for the half-day session [1] Monetary Policy - The People's Bank of China conducted a 448 billion yuan reverse repurchase operation with a fixed rate and quantity tendering method, at an interest rate of 1.40%. The total bid amount was 448 billion yuan, with the same amount being accepted [2] - On the same day, 357 billion yuan of reverse repos matured, resulting in a net injection of 91 billion yuan [2] Industrial Performance - In April, industrial production showed rapid growth, driven by the implementation of more proactive macro policies, leading to an acceleration in profits for industrial enterprises. The new momentum industries, particularly equipment manufacturing and high-tech manufacturing, saw significant profit growth [3] - New consumption concept stocks led the market, with companies like Chuangyuan Co., Keta Bio, and Youyou Food reaching their daily limit [3] Sector Performance - The diamond cultivation sector has gained attention due to its environmental sustainability and cost-effectiveness. China has become the largest producer and processing base for synthetic diamonds, with ongoing technological advancements expected to expand applications in high-end technology fields [4] - The top-performing sectors included diamond cultivation (+3.03%), sandstorm governance (+2.36%), and NMN concept (+1.65%), while sectors like remote office (-1.49%) and PEEK materials (-1.41%) lagged behind [4] Company Insights - Chao Hong Ji, a leading fashion jewelry company, is expected to continue its rapid growth due to strong channel expansion and effective cost control [6] - Mankalon focuses on digital management and targets the young demographic, with expectations for enhanced brand and product strength [6] - Sifangda is implementing a project for the industrialization of functional diamonds, which is anticipated to contribute to performance as production ramps up [6] - Power Diamond holds a leading position in the cultivation diamond and diamond powder sectors, with potential performance recovery as demand in downstream markets increases [7]

Group 1: Market Overview - The People's Bank of China conducted a 7-day reverse repo operation of 448 billion yuan at an interest rate of 1.40% on May 27, with 357 billion yuan of reverse repos maturing on the same day [1][5] - A-shares opened slightly lower but showed signs of recovery, with the Shanghai Composite Index fluctuating and turning positive [5][6] - The consumer sector, particularly food and beverage, showed initial strength, while the pharmaceutical sector rebounded [6][12] Group 2: Pharmaceutical Sector - The pharmaceutical and biotechnology sector experienced a partial rebound, with notable stocks such as Longshen Rongfa hitting the daily limit, and Sanofi Guojian rising over 10% [12][13] - Hong Kong pharmaceutical stocks also saw gains, with notable increases in companies like CSPC Pharmaceutical and China Biologic Products [8][14] Group 3: Nuclear Power Sector - The nuclear power sector continued its recent strong performance, with stocks like Shangwei Co. and Rongfa Nuclear Power achieving multiple consecutive gains [9][11] - Recent reports indicate a positive outlook for the controllable nuclear fusion industry, driven by favorable policies and increased financing [11] Group 4: Food and Beverage Sector - The food and beverage sector saw a surge, with stocks like Kuaijishan and Junyao Health achieving significant gains [15][16] - Kuaijishan's market capitalization surpassed that of Guyue Longshan, establishing it as a leading player in the yellow wine industry [15] Group 5: Cultivated Diamond Sector - The cultivated diamond sector experienced a sharp rise, with stocks like Huanghe Xuanfeng and Huifeng Diamond hitting the daily limit [17][18] - Huanghe Xuanfeng announced a partnership to establish a joint venture focused on advanced semiconductor materials, which is expected to enhance the development of high-performance thermal materials [19]

Market Overview - On May 27, the cultivated diamond sector opened strong, with Huanghe Xuanfeng hitting the daily limit up, and companies like Huifeng Diamond, Sifangda, and Liliang Diamond also experiencing significant gains [1] Company Developments - **ST Yazhen (603389.SS)**: Holds a 30% stake in Yazhen Diamond, which specializes in CVD large-size diamond manufacturing and sales, contributing to about 20% of the cultivated diamond sales market, with high-end quality diamonds accounting for over 50% [3] - **Huanghe Xuanfeng (600172.SS)**: Plans to increase its stake, leveraging 20 years of technical experience in cultivated diamonds, with a focus on R&D, production, and quality management [3] - **Sifangda (300179.SZ)**: Its subsidiary Tianxuan Semiconductor is involved in CVD technology R&D and has signed a 700 million yuan investment agreement to establish a production line for 700,000 carats of functional diamonds annually [3] - **Liliang Diamond (301071.SZ)**: A leading domestic producer of cultivated diamonds, currently producing high-grade diamonds in the range of 2-10 carats, with research indicating potential for 25-carat diamonds [4] Industry Events - On May 27, Huanghe Xuanfeng announced a joint venture with Bozhi Jinduan to develop diamond-based thermal materials for the semiconductor packaging sector [5] - Liliang Diamond is focusing on high-power heat sink projects, anticipating broad applications for diamonds in semiconductor cooling [5] - A $27 million agreement was signed between Akash and NxtGen for deploying diamond cooling servers in India [5] - Huawei and Nvidia are both exploring diamond cooling technologies, with Huawei filing a patent related to semiconductor devices involving diamond cooling [5] Industry Insights - Diamonds possess the highest known thermal conductivity, being 13 times that of silicon and 4-5 times that of copper and silver, making them a promising material for the semiconductor industry [6] - The diamond cooling technology can enhance GPU and CPU performance by three times, reduce temperatures by 60%, and lower energy consumption by 40%, potentially saving millions in cooling costs for data centers [6] - The diamond cooling market is projected to grow from $0.5 million in 2025 to $15.2 billion by 2030, with a compound annual growth rate of 214% [6] - In quantum computing, nitrogen-vacancy centers in diamonds are seen as a core material due to their ability to maintain quantum states at room temperature [6] - CVD-produced polycrystalline diamond heat sinks have a diameter of up to 2 inches and a thickness of 0.3 to 1 mm, offering superior thermal conductivity compared to traditional materials [6]

今日导读 1. 5月26日，商务部、国家发展改革委等8部门发布《加快数智供应链发展专项行动计划》， 明确在农业、制造业、批发业、零售业等重点领域加快数智供应链发展，推动降低全社会物 流成本，培育一批数智供应链领军企业和供应链中心城市。 2. 美团港交所发布财报，第一季度营收865.6亿元人民币，同比增18.1%；调整后净利润 109.5亿元人民币，同比增长46.2%。 3. 5月26日，针对"网传玄戒O1是向Arm定制的芯片"相关提问，小米公司表示："不是。这 完全是谣言，玄戒O1不是向Arm定制的，研发过程中，也没有采用Arm CSS服务。" 宏观消息 1、 据新华社5月26日消息，中共中央办公厅、国务院办公厅印发《关于完善中国特色现代企业制度的 意见》。意见从坚持和加强党的领导、完善公司治理结构、提升企业科学管理水平、健全企业激励创 新制度、建立健全企业社会责任与企业文化体系、优化企业综合监管和服务体系等方面作出全面系统 部署，重在以制度创新赋能企业发展，进一步释放微观主体活力，培育更富活力、更具韧性、更有竞 争力的现代企业，为以中国式现代化全面推进强国建设、民族复兴伟业提供有力支撑。 2、5月26日，商 ...

证券代码：300179 证券简称：四方达 公告编号：2025-039 河南四方达超硬材料股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东股份质押及解除质押的基本情况 河南四方达超硬材料股份有限公司（以下简称"公司"）于近日接到控股股东 方海江先生的通知，获悉方海江先生所持公司的部分股份办理了质押及解除质押 的业务，具体情况公告如下： 上述质押股份不负担重大资产重组等业绩补偿义务。 1 股东名称 是否为控股股东 或第一大股东及 其一致行动人 本次质押数 量（股） 占其所持股 份比例 占公司总股 本比例 是否为限售股 （如是，注明限 售类型） 是否为 补充质押 质押 起始日 质押 到期日 质权人 质押用途 方海江 是 20,000,000 14.33% 4.12% 是 （高管锁定股） 否 2025 年 5 月 21 日 2027 年 5 月 20 日 中国银河证 券股份有限 公司 偿还债务 合计 - 20,000,000 14.33% 4.12% - - - - - - 1、本次股份质押基本情况 | ...

Core Viewpoint - The company has announced its profit distribution plan for the year 2024, which includes a cash dividend of 2.00 RMB per 10 shares for shareholders, adjusted based on the total number of shares after accounting for repurchased shares [1][2][3]. Summary by Sections Profit Distribution Plan - The profit distribution plan is based on a total share count of 485,908,830 shares, excluding 2,755,200 shares held in the repurchase account, resulting in a distribution base of 483,153,630 shares [1][3]. - The total cash dividend amount to be distributed is calculated as 96,630,726.00 RMB, which is derived from the adjusted base multiplied by the dividend per share [1][3]. Adjustments Due to Share Repurchase - Shares held in the repurchase account do not participate in the profit distribution, leading to a decrease in the per-share dividend amount post-distribution [2][5]. - The adjusted cash dividend per 10 shares, based on the total share count, is calculated to be 1.988659 RMB, resulting in a per-share cash dividend of 0.1988659 RMB [2][6]. Key Dates - The record date for the profit distribution is set for May 28, 2025, and the ex-dividend date is May 29, 2025 [5]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies on the ex-dividend date [5][6]. Taxation Details - The company will not withhold individual income tax for certain categories of shareholders, with tax obligations determined based on the holding period of the shares [3][4].

河南四方达超硬材料股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 河南四方达超硬材料股份有限公司(以下简称"公司")2024 年度利润分配预 案披露至实施期间，回购专用证券账户股份因公司实施员工持股计划非交易过户 而减少。公司在保持分配比例不变的原则下相应调整现金红利派发总额，即以公 司现有总股本 485,908,830 股剔除已回购股份 2,755,200 股后的 483,153,630 股为 基数，向全体股东每 10 股派发现金红利 2.000000 元人民币（含税），公司本次 实际现金分红的总金额=参与分配的总股本*分配比例=483,153,630 股*0.200000 元/股=96,630,726.00 元。自本次利润分配预案披露之日起至权益分派实施日股本 发生变动的，将按照分配比例不变，相应调整现金红利派发总额。 因公司回购专用证券账户股份不参与分红，本次权益分派实施后，根据股票 市值不变原则，实施权益分派前后公司总股本保持不变，现金分红总额分摊到每 一股的比例将减小，因此，本次权益分派实施 ...

证券代码：300179 证券简称：四方达 公告编号：2025-037 河南四方达超硬材料股份有限公司 关于第六期员工持股计划完成非交易过户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 河南四方达超硬材料股份有限公司（以下简称"公司"）分别于 2025 年 3 月 26 日召开第六届董事会第九次会议和第六届监事会第十次会议，于 2025 年 4 月 22 日召开 2024 年度股东大会，审议通过了《河南四方达超硬材料股份有限公 司第六期员工持股计划（草案）及其摘要》等相关议案，具体内容详见公司在巨 潮资讯网（www.cninfo.com.cn）上披露的相关公告。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《深圳 证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关 规定，现将第六期员工持股计划（以下简称"本次员工持股计划"）实施进展情 况公告如下： 一、本次员工持股计划的股票来源及数量 公司于 2022 年 12 月 6 日召开的第五届董事会第十六次会议和第五届监事会 第十五次会议，审议通过了《关于回 ...

Core Viewpoint - The company held an annual performance briefing on May 9, 2025, to discuss its financial results and future strategies, highlighting its focus on superhard materials and their applications in various industries [1][2]. Financial Performance - In the fiscal year 2024, the company achieved a revenue of 524.99 million yuan and a net profit attributable to shareholders of 117.61 million yuan. For the first quarter of 2025, the revenue was 131.27 million yuan with a net profit of 34.16 million yuan [3][14]. - The net profit for the first quarter of 2025 increased by 24.14% compared to the same period last year [10][14]. Product Applications - The company's superhard materials are strategically important for oil and gas extraction, with products demonstrating excellent performance in complex geological conditions [4]. - The diamond composite pieces used in mining applications are relevant due to the rising international gold prices [5]. - The superhard tools are applicable in high-precision manufacturing sectors such as automotive, aerospace, and electronics [6]. Industry Outlook - The demand for oil and gas extraction products is expected to remain stable in China, driven by economic growth, while overseas markets face uncertainties [7]. - The precision machining sector is anticipated to grow due to the transformation of high-end manufacturing and the rapid expansion of the new energy vehicle market [7]. Competitive Strategy - The company plans to enhance its market competitiveness by optimizing product strategies in oil and gas drilling and automotive manufacturing, while also focusing on R&D efficiency [8]. - The company aims to explore new growth opportunities through a "1+N industry" strategy, targeting multiple downstream applications [11]. Research and Development - The company has invested significantly in R&D, with 62.48 million yuan allocated in 2024, representing 11.90% of its revenue [14]. - The focus on CVD diamond technology is a key strategic direction, with ongoing efforts to enhance its applications in high-end manufacturing [13]. Collaboration and Partnerships - The company has established a strategic partnership with Huixin Communication to advance its functional diamond business, which is crucial for its growth strategy [12].