富国创业板两年定期开放混合（161040）基金经理为曹晋。 截至发稿，曹晋累计任职时间12年295天，现任基金资产总规模139.34亿元，任职期间最佳基金回报 457.5%， 任职期间最差基金回报6.15%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月5日，四方达跌5.03%，截至发稿，报18.87元/股，成交2.17亿元，换手率3.02%，总市值91.66亿元。 资料显示，河南四方达超硬材料股份有限公司位于河南自贸试验区郑州片区(经开)第十大街109号，成 立日期1997年3月5日，上市日期2011年2月15日，公司主营业务涉及超硬材料及其相关制品的研发、生 产和销售。主营业务收入构成为：资源开采/工程施工类60.34%，精密加工类30.20%，其他9.46%。 从四方达十大流通股东角度 数据显示，富国基金旗下1只基金位居四方达十大流通股东。富国创业板两年定期开放混合（161040） 三季度新进十大流 ...

Group 1 - The cultivated diamond sector is experiencing a downturn, with Huanghe Xuanfeng hitting the daily limit down [1] - Companies such as Mankalon, Power Diamond, Huifeng Diamond, Jingsheng Mechanical Electric, Sifangda, and Chuanjiang New Materials are also seeing declines [1]

Investment Rating - The report does not explicitly state an investment rating for the diamond heat dissipation industry, but it highlights significant growth potential and market opportunities [1][23]. Core Insights - The diamond material exhibits superior thermal conductivity, making it a promising candidate for high-performance chip cooling solutions, especially as chip integration and power density increase [4][15]. - The diamond heat sink material has a thermal conductivity of 2000-2500 W/(m·K), which is four times that of copper and eight times that of aluminum, ensuring stability during temperature cycling [15][16]. - The market for diamond heat dissipation is projected to reach 9.7 billion yuan by 2032, indicating a substantial growth opportunity as technology matures [23][24]. Summary by Sections 1. Diamond Materials: Excellent Chip Cooling Materials - High-power chip cooling issues need urgent solutions, with diamond materials expected to be widely applied in aerospace, electronics, and other rapidly developing fields [4][6]. - The MPCVD method is identified as the optimal approach for producing semiconductor diamond materials, offering high purity and quality [21][19]. 2. Related Companies: World, Sifangda, Guojijinggong - **World**: A leading enterprise in superhard tools, with a stable revenue growth of 12.54% in 2024, focusing on diamond materials [26][28]. - **Sifangda**: A leader in composite superhard materials, with a focus on self-developed MPCVD equipment to expand applications in precision tools and chip heat sinks [30][33]. - **Guojijinggong**: A leading enterprise in superhard materials, showing accelerated revenue and net profit growth, with a focus on MPCVD equipment [34].

Core Insights - The cultivated diamond sector is leading the market with a rise of 2.21% [1] Company Performance - Huanghe Xuanfeng increased by 10.06% [1] - China Gold rose by 10.04% [1] - Sifangda saw an increase of 6.31% [1] - Power Diamond and Zhongbing Hongjian both experienced gains of over 2% [1]

富国创业板两年定期开放混合（161040）成立日期2020年7月14日，最新规模12.67亿。今年以来收益 8.27%，同类排名3028/8864；近一年收益72.52%，同类排名786/8126；成立以来收益97.6%。 富国创业板两年定期开放混合（161040）基金经理为曹晋。 截至发稿，曹晋累计任职时间12年287天，现任基金资产总规模139.34亿元，任职期间最佳基金回报 448%， 任职期间最差基金回报6.15%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月28日，四方达跌5.45%，截至发稿，报20.99元/股，成交13.23亿元，换手率15.78%，总市值101.95亿 元。 资料显示，河南四方达超硬材料股份有限公 ...

Group 1 - The superhard materials sector has seen a resurgence, with Huanghe Xuanfeng achieving a consecutive two-day increase in stock price [2] - Huifeng Diamond's stock rose by over 10%, indicating strong market interest [2] - Other companies in the sector, including Power Diamond, Sifangda, Zhongbing Hongjian, and Guoji Jinggong, also experienced stock price increases [2]

此外"美国希望加快国内人造钻石的生产。 "人造钻石项目涉及全球领先钻 （个股转发:财通机械） 美日两国拟投资合成钻石生产：金刚石材料必要性&紧迫性得到国际认可，重视具备完善工业化生产能力的-沃尔 德、四方达！【财通机械佘炜超团队】-1.28 #事件：在美国建设人造钻石工厂是日本拟议的5500亿美元投资核心项目之一，或将成为首批公布的项目之一，计 划最早于3月日本首相高市早苗访美前公布。 此外"美国希望加快国内人造钻石的生产。 （个股转发:财通机械） 美日两国拟投资合成钻石生产：金刚石材料必要性&紧迫性得到国际认可，重视具备完善工业化生产能力的-沃尔 德、四方达！【财通机械佘炜超团队】-1.28 #事件：在美国建设人造钻石工厂是日本拟议的5500亿美元投资核心项目之一，或将成为首批公布的项目之一，计 划最早于3月日本首相高市早苗访美前公布。 公司12英寸金刚石热沉片也已做好样品，内部测试完成后预计将尽快送样。 此外新客户送样验证结果良好，期待后续进展！ #沃尔德：进度：（1）之前公司9月送的是12英寸薄片，近期已送样小尺寸加微流道的厚片，台湾客户已展开测 试。 （2）12英寸微流道厚片公司正在制作加工，预期26 ...

Group 1 - Sifangda reached a new high during trading, indicating strong market interest and potential growth in its stock value [1] - Huanghe Xuanfeng hit the daily limit, reflecting significant investor confidence and demand for its shares [1] - Huifeng Diamond increased by over 10%, suggesting positive market sentiment and potential for further appreciation [1] Group 2 - Other companies such as Liliang Diamond, World, Guojijiangong, Boyun New Materials, and Zhongbing Hongjian also experienced upward movement, indicating a broader trend in the industry [1]

Core Viewpoint - The Chinese stock market showed a slight increase, with the Shanghai Composite Index rising by 0.18% and the Shenzhen Component Index by 0.09%, indicating a generally positive market sentiment despite mixed sector performances [1] Market Performance - The Shanghai Composite Index closed at 4139.90 points, with a trading volume of 1,289.43 billion yuan [1] - The Shenzhen Component Index closed at 14,329.91 points, with a trading volume of 1,605.55 billion yuan [1] - The ChiNext Index closed at 3,342.60 points, with a trading volume of 745.04 billion yuan [1] Sector Performance - The semiconductor sector performed strongly, with stocks like Shengke Communication and Dongxin Co. hitting the 20% daily limit up [1] - The cultivated diamond concept saw significant activity, with Sifangda rising over 14% and Huanghe Xuanfeng hitting the daily limit up [1] - Other sectors that saw gains included precious metals, photovoltaic equipment, aerospace, insurance, and storage chip concepts [1] - Conversely, sectors that experienced declines included coal, energy metals, pharmaceutical commerce, real estate services, gas, liquor, and titanium dioxide concepts [1]

Market Performance - The general equipment sector increased by 1.02% on January 27, with Sifangda leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers - Sifangda (300179) closed at 22.20, up 14.67%, with a trading volume of 941,200 shares and a transaction value of 2.015 billion [1] - Okoyi (688308) closed at 48.28, up 11.24%, with a trading volume of 177,900 shares and a transaction value of 848 million [1] - Jingzhida (688627) closed at 307.85, up 10.39%, with a trading volume of 73,400 shares and a transaction value of 2.166 billion [1] - Yujing Co. (002943) closed at 77.00, up 10.00%, with a trading volume of 220,400 shares and a transaction value of 1.591 billion [1] - Zhengtai Power (002150) closed at 25.88, up 9.99%, with a trading volume of 387,700 shares and a transaction value of 951 million [1] Top Losers - A stock (688622) closed at 98.62, down 10.26%, with a trading volume of 47,800 shares and a transaction value of 465 million [2] - Taijia Co. (002843) closed at 20.19, down 9.01%, with a trading volume of 238,500 shares and a transaction value of 487 million [2] - Jinka Intelligent (300349) closed at 17.12, down 4.52%, with a trading volume of 260,200 shares and a transaction value of 445 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.147 billion from institutional investors, while retail investors saw a net inflow of 1.898 billion [2] - The capital flow data indicates that retail investors were more active in the market compared to institutional and speculative investors [2][3] Individual Stock Capital Flow - Huanghe Xuanfeng (600172) had a net inflow of 63.7 million from institutional investors, while it faced a net outflow of 31.3 million from speculative investors [3] - Zhen Tai Power (002150) saw a net inflow of 198.6 million from institutional investors, with a net outflow of 74.2 million from speculative investors [3] - Sifangda (300179) had a net inflow of 58.2 million from institutional investors, while speculative investors experienced a net outflow of 63.0 million [3]