一、行情 2月26日，培育钻石板块早盘一度大涨，力量钻石、四方达、黄河旋风、沃尔德大幅冲高。 | 股票名称 | 最新价 = | 涨跌幅令 | 换手率 = | 流通市值令 | | --- | --- | --- | --- | --- | | ◇ 力量钻石 301071.SZ 减持 | | | | | | 全球培育钻石产能龙头,市占率达8%,国内产能占比 20%;核心技术聚焦HPHT法,可 | | | | | | 量产2-10克拉培育钻石,实验室级别达50克拉,良率70% 远超行业平均水平;定增39.12 | 48.00 | +5.77% | 9.27% | 93.4亿 | | 亿元建设二期智能工厂，投产后年产培育钻石1000万克拉及首饰 100 万件:同时布局半 | | | | | | 导体散热材料,与台湾捷斯奥合作项目进入小批量交付,北美市场市占率超 50% | | | | | | め: 四方达 300179.SZ 拟减持 | | | | | | 国内规模最大的CVD金刚石生产基地,构建了从材料到珠宝终端的完整产业链;旗下天璇 | 26.30 | +5.75% | 14.98% | | | 功能性金刚石超级 ...

（文章来源：每日经济新闻） 每经AI快讯，2月26日，培育钻石指数走强，主要成分股多数上涨。力量钻石涨超3%，四方达、黄河旋 风、沃尔德涨超2%。 ...

（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( ...

| | | 上证指数 科创50 沪深300 上证50 B股指数 | | | | | | | 深正成指 北证50 创业板指 深证综指 成份B指 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 上证指数 4117.41 +0.87% | | | | 5.66亿 | | | 深正成指 | 14291.57 +1.36% | | | 7.12亿 | | | 4139.05 | | | | | | 1,40% | 14376.96 | | | | | | 1.96% | | 4120.05 | | | | | | 0.98 % | 14284.70 | | | | | | 1.3196 | | 4101.06 | | | | | | 0.47% | 14192.45 | | | | | | 0.65% | | | | 4082.07 [p]d")ground my while production with man department of might of the ...

| 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 ...

（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%。 ...

每经AI快讯，2月24日，培育钻石概念午后拉升，黄河旋风（600172）涨停，力量钻石（301071）、四 方达（300179）涨超12%，惠丰钻石、沃尔德跟涨。 ...

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%。 ...

Core Insights - The nano-diamond market in China is projected to grow from 173.12 million yuan in 2016 to 298 million yuan in 2024, with a compound annual growth rate (CAGR) of 7.02% [1][12] - The industry is expected to reach a market size of approximately 31.89 million yuan by 2025, driven by advancements in synthesis technology and increasing demand from high-end manufacturing, new energy, and electronic information sectors [1][12] - The future of the nano-diamond industry is anticipated to focus on high performance, green development, and collaborative industrial ecosystems [1][12] Industry Overview - Nano-diamonds are non-metal materials composed of sp³ hybridized carbon atoms, exhibiting exceptional hardness, high thermal conductivity, and biocompatibility [3] - They can be synthesized through various methods, including high-temperature high-pressure and detonation techniques, and are categorized into single-dispersed nano-diamond particles and nano-diamond polycrystals [3][9] Market Dynamics - The demand for nano-diamonds is increasing due to the rising performance requirements in downstream industries such as high-end manufacturing and new energy [1][12] - The industry is supported by national policies that encourage the development of new functional materials, including nano-diamonds [7][8] Application Areas - Nano-diamonds have diverse applications across various fields, including: - As additives in metal coatings to enhance part lifespan by 1-9 times and reduce coating thickness by over 50% [5] - In catalysis to improve propane dehydrogenation selectivity and stability in redox reactions [5] - As lubricating oil additives to decrease friction loss by 30-40% [5] - In aerospace for turbine blade coatings and composite material reinforcement [5] - In medicine as drug carriers and fluorescent probes for targeted tumor therapy and in vivo imaging [5] Industry Chain - The upstream of the nano-diamond industry includes raw materials like graphite and methane, as well as equipment for synthesis [9] - The midstream consists of nano-diamond synthesis and processing companies, while the downstream encompasses applications in abrasives, lubricants, aerospace, metal coatings, and medical fields [9][10] Competitive Landscape - The nano-diamond industry in China features several key players, including: - Huifeng Diamond, specializing in synthetic single crystal diamond powder [13] - Sifangda, focusing on superhard materials and related products [15] - The competition is intensifying, with companies emphasizing technological innovation, brand building, and market expansion [13][15] Future Trends - The nano-diamond industry is expected to expand its application scenarios and innovate functionalities, moving from traditional uses to high-value fields such as biomedical, quantum information, and advanced manufacturing [16] - There will be a focus on optimizing synthesis processes for precision control, scalability, and environmental friendliness [17] - Cross-disciplinary integration and collaboration between academia and industry will enhance innovation and facilitate the transition of nano-diamonds from laboratory to industrial application [19]