证券之星消息，11月13日非金属材料板块较上一交易日上涨1.97%，宁新新材领涨。当日上证指数报收 于4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920719 | 宁新新材 | 15.76 | 5.21% | 8.07万 | 1.26亿 | | 603612 | 索通发展 | 30.38 | 4.76% | 55.75万 | 16.89 亿 | | 605086 | 龙高股份 | 29.02 | 4.39% | 8.10万 | 2.32亿 | | 920971 | 天马新材 | 35.70 | 3.45% | 5.03万 | 1.79亿 | | 920175 | 东方恢震 | 13.89 | 3.12% | 7.09万 | 9891.69万 | | 603688 | 石英股份 | 39.70 | 2.32% | 13.57万 | 5.41亿 | | 001296 | 长江材料 | 2 ...

证券之星消息，11月12日非金属材料板块较上一交易日下跌1.41%，力量钻石领跌。当日上证指数报收 于4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605086 | 龙高股份 | 27.80 | 2.17% | 5.83万 | 1.60亿 | | 603612 | 索通发展 | 29.00 | 2.04% | 36.37万 | 10.37亿 | | 920675 | 秉扬科技 | 11.81 | 0.34% | 2.15万 | 2544.49万 | | 920832 | 齐鲁华信 | 8.24 | 0.12% | 1.22万 | 1003.21万 | | 688300 | 联瑞新材 | 58.98 | 0.07% | 6.19万 | 3.58亿 | | 001296 | 长江材料 | 23.88 | -1.24% | 3.00万 | 7147.46万 | | 603826 | 坤彩科 ...

截至11月12日收盘，培育钻石概念下跌4.21%，位居概念板块跌幅榜前列，板块内，*ST亚振跌停，沃 尔德、恒盛能源、力量钻石等跌幅居前，股价上涨的有3只，涨幅居前的有国力电子、潮宏基、豫园股 份等，分别上涨3.39%、2.24%、1.43%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 细胞免疫治疗 | 2.20 | 培育钻石 | -4.21 | | 可燃冰 | 1.81 | 超导概念 | -2.92 | | 猴痘概念 | 1.57 | BC电池 | -2.84 | | 血氧仪 | 1.56 | 可控核聚变 | -2.40 | | 芬太尼 | 1.39 | 光热发电 | -2.20 | | 基因测序 | 1.28 | 钛白粉概念 | -2.18 | | 眼科医疗 | 1.24 | 硅能源 | -2.13 | | 重组蛋白 | 1.14 | HJT电池 | -2.09 | | 辅助生殖 | 1.11 | TOPCON电池 | -1.98 | | 脑机接口 | 1.07 | 光纤概念 | -1.96 | 培 ...

11月11日，力量钻石涨10.30%，成交额14.53亿元。两融数据显示，当日力量钻石获融资买入额1.96亿 元，融资偿还1.53亿元，融资净买入4261.38万元。截至11月11日，力量钻石融资融券余额合计4.65亿 元。 截至9月30日，力量钻石股东户数2.63万，较上期减少1.71%；人均流通股7409股，较上期增加1.74%。 2025年1月-9月，力量钻石实现营业收入4.02亿元，同比减少25.36%；归母净利润4627.26万元，同比减 少73.84%。 分红方面，力量钻石A股上市后累计派现4.21亿元。近三年，累计派现3.61亿元。 机构持仓方面，截止2025年9月30日，力量钻石十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股290.97万股，相比上期增加147.71万股。西部利得事件驱动股票A（671030）位居第十大 流通股东，持股165.81万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，力量钻石当日融资买入1.96亿元。当前融资余额4.63亿元，占流通市值的3.91%，融资余额 超过近一年90%分位水平，处于高 ...

Group 1: Market Overview - The A-share market opened high but closed lower, with the Shanghai Composite Index continuing to fluctuate around the 4000-point mark, while the Shenzhen Component, ChiNext, and other indices fell over 1% [1][3] - The market turnover slightly decreased to 2.01 trillion yuan, indicating a reduction in trading activity [1] Group 2: Sector Performance - The cultivated diamond, new energy, forestry, and plastics sectors saw significant gains, while consumer electronics, communication equipment, aerospace, and diversified finance sectors experienced notable declines [3] - The cultivated diamond sector index surged nearly 6%, reaching a historical high, with a cumulative increase of over 215% since the "9.24" market rally last year, outperforming other popular sectors like chips and AI [6] Group 3: Capital Flow - Major capital inflows were observed in basic chemicals (over 7.1 billion yuan), pharmaceuticals (over 3 billion yuan), and several other sectors, while electronics and computing saw significant outflows (over 8.9 billion yuan and over 5 billion yuan, respectively) [5] - The market is expected to maintain high-level fluctuations, with a shift from extreme differentiation to a more balanced style, favoring large-cap stocks [5] Group 4: New Energy Sector - The new energy industry chain showed strong performance, particularly in photovoltaic sectors, with the perovskite battery concept being notably active, marking its fifth consecutive day of gains and reaching a two-and-a-half-year high [10][12] - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the adaptability of new power systems by 2030, aiming to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [12] Group 5: Diamond Cooling Market - The diamond cooling market is projected to grow dramatically from $0.37 million in 2025 to $15.2 billion by 2030, indicating explosive growth potential [9] - Diamond's thermal conductivity is significantly higher than that of copper and silver, making it a promising material for high-performance cooling solutions in advanced technology applications [9]

证券之星消息，11月11日非金属材料板块较上一交易日上涨0.18%，力量钻石领涨。当日上证指数报收 于4002.76，下跌0.39%。深证成指报收于13289.0，下跌1.03%。非金属材料板块个股涨跌见下表： 从资金流向上来看，当日非金属材料板块主力资金净流出1.65亿元，游资资金净流出860.87万元，散户资 金净流入1.74亿元。非金属材料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301071 | 力量钻石 | 1693.42万 | 1.17% | -796.13万 | -0.55% | -897.29万 | -0.62% | | 605086 龙高股份 | | 302.62万 | 1.12% | -670.57万 | -2.47% | 367.95万 | 1.36% | | 001296 长江材料 | | 115.87万 | 1.01% | -667.31万 | -5.81 ...

一、行情回顾 市场全天震荡调整，深成指、创业板指均跌超1%。超硬材料概念逆势大涨，四方达、黄河旋风涨停。光伏板块集体走强，中来股份、协鑫集成等封板。大 消费板块午后拉升，欢乐家、三元股份等涨停。下跌方面，存储芯片板块调整，香农芯创跌近10%；算力硬件股下挫，天孚通信跌超8%。个股涨跌互现， 今日成交2.01万亿。 二、当日热点 1.培育钻石 培育钻石今日再度大涨，黄河旋风、四方达、恒盛能源等多股涨停。 催化上，由于金刚石具备超强硬度、耐高温、优良的热导率和电子迁移率，现已成为新型半导体材料，广泛应用于高功率、高频率电子设备的散热中。 近期沃尔德调研纪要显示，金刚石微钻是一种钻尖采用整体金刚石作为切削刃的微小径钻孔加工刀具，主要针对单晶硅、多晶硅、碳化硅、铝基碳化硅、氧 化铝陶瓷、氧化锆陶瓷、氮化硅、氮化铝、石英玻璃、石墨、钛合金、PCB线路板等钻削加工。 | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | | 黄河旋风 600172.SS | 7.62 | +9.96% ...

Core Viewpoint - The article discusses the recent structural opportunities in the market driven by AI, highlighting significant movements in various sectors, particularly in the cultivated diamond and photovoltaic industries [3][9]. Group 1: AI-Driven Market Opportunities - The AI power infrastructure chain, including solid-state transformers, gas turbines, and solid oxide fuel cells, has seen substantial gains recently [3]. - The cultivated diamond sector has experienced a surge, with leading stocks like Sifangda and World achieving significant price increases, with Sifangda hitting a 20% limit up [6][9]. - The storage chip sector remains active, with companies like Shenkong and Jiangbolong reaching historical highs [3]. Group 2: Cultivated Diamond Sector Insights - Cultivated diamonds, which are synthetic diamonds of gem quality, are increasingly being integrated into various consumer and industrial applications, including fashion items and high-tech fields [9]. - The demand for cultivated diamonds is driven by advancements in semiconductor technology, particularly in the context of fourth-generation semiconductor materials and diamond cooling solutions [9][10]. - The diamond cooling technology is expected to enhance the performance of electronic devices significantly, with potential cost savings in data centers [10]. Group 3: Photovoltaic Sector Developments - The photovoltaic sector has shown strong performance, with companies like Zhonglai and Xiexin experiencing notable stock price increases [13][15]. - Recent advancements include a new perovskite solar cell prototype achieving a conversion efficiency of 27.2%, which could support the commercialization of this technology [15]. - The National Development and Reform Commission has outlined new guidelines to promote renewable energy consumption, aiming for a more efficient integration of renewable resources by 2035 [15].

Group 1: AI and Market Opportunities - The market has recently seen structural opportunities around AI, particularly in the AI power infrastructure supply chain, with significant gains in sectors like solid-state transformers, gas turbines, and solid oxide fuel cells [1] - The diamond micro-drill theme has shown active performance, leading to a surge in the cultivated diamond sector, with major stocks like Sifangda and World achieving substantial price increases [1][2] - The storage chip sector remains active, with companies like Shenkong and Jiangbolong reaching historical highs in stock prices [1] Group 2: Cultivated Diamonds Sector - The cultivated diamond sector has seen a notable increase, with stocks like Sifangda and World leading the gains, reflecting a growing interest in this market [2][3] - Cultivated diamonds, which possess the same physical properties as natural diamonds, are increasingly being integrated into various consumer and industrial applications, including fashion items and high-tech fields [3][4] - The demand for cultivated diamonds is driven by both consumer markets and industrial applications, particularly in high-tech sectors such as semiconductors and quantum computing [3][4] Group 3: Industrial Applications and Innovations - The diamond cooling technology is gaining traction in the semiconductor industry, with diamond's thermal conductivity being 13 times that of silicon, making it a viable solution for high-performance computing challenges [4] - The recent surge in diamond micro-drills is linked to their application in PCB drilling, which is essential for the production of advanced electronic components [4][5] - Nvidia's upcoming AI computing platform will utilize upgraded materials that require advanced drilling solutions, further boosting the demand for diamond tools [5] Group 4: Photovoltaic Sector - The photovoltaic sector has shown strong performance, with significant gains in stocks related to solar equipment and materials, driven by recent technological advancements [6][7] - A recent breakthrough in perovskite solar cell technology has achieved a conversion efficiency of 27.2%, enhancing both efficiency and stability, which is crucial for commercialization [8] - New government guidelines aim to optimize the development and consumption of renewable energy, setting ambitious targets for 2030 and 2035 to improve the integration of renewable resources into the energy system [8]

Group 1: AI-Related Market Opportunities - The market has recently seen structural opportunities around AI, particularly in the AI power infrastructure supply chain, with significant gains in sectors like solid-state transformers, gas turbines, and solid oxide fuel cells [1] - The storage chip sector remains active, with companies like ShenGong Co. and JiangBoLong reaching historical highs [1] - The overall market indices, including the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, experienced declines of 0.38%, 0.52%, and 0.74% respectively [1] Group 2: Cultivated Diamond Sector Surge - The cultivated diamond sector saw a significant rise, with leading stocks such as Sifangda and World achieving substantial gains, including a 20% limit up for Sifangda [2][4] - The demand for cultivated diamonds is driven by both consumer and industrial markets, with applications expanding into fashion items and high-tech fields like semiconductors and quantum computing [5] - The recent surge in the cultivated diamond sector is attributed to industrial market demands, particularly in fourth-generation semiconductor materials and diamond cooling technologies [5][6] Group 3: Diamond Cooling Technology - Diamond cooling technology has the potential to enhance the performance of electronic products, with capabilities to triple GPU and CPU computing power while reducing temperatures by 60% and energy consumption by 40% [6] - The diamond cooling industry is rapidly advancing, with China producing 90% of the global synthetic diamond output, positioning domestic companies favorably in this technology [6] - The introduction of diamond micro-drills, which are essential for processing materials like silicon and PCB boards, has contributed to the recent market activity [6][7] Group 4: Photovoltaic Sector Developments - The photovoltaic equipment sector is experiencing growth, with companies like Zhonglai and KuaiKe Electronics seeing significant stock price increases [8] - Recent advancements in solar technology, such as the development of a perovskite solar cell with a conversion efficiency of 27.2%, are expected to support the industry's growth [9] - Policy initiatives from the National Development and Reform Commission and the National Energy Administration aim to enhance the consumption and regulation of renewable energy, setting ambitious targets for 2030 and 2035 [10]