Market Overview - The Shanghai Composite Index closed at 3683.46 points, above the six-month moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 21,752.11 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 63 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Guanggang Gas with a deviation rate of 10.02% - Fuan Energy at 9.12% - Tenglong Co. at 8.88% [1] Detailed Stock Performance - The following stocks showed notable performance: - Guanggang Gas: Today's increase of 13.13% with a turnover rate of 13.67% [1] - Fuan Energy: Increased by 10.04% with a turnover rate of 1.43% [1] - Tenglong Co.: Increased by 10.06% with a turnover rate of 7.65% [1] - Other stocks with smaller deviation rates include: - Guangshen Railway, Luopus Gold, and Chahua Co., which have just crossed the six-month line [1]

转自：前瞻产业研究院 行业主要上市公司：中兵红箭(000519)、黄河旋风(600172)、力量钻石(301071)、惠丰钻石(839725)、国机精 工(002046)、四方达(300179)、沃尔德(688028)等 本文核心观点：2025年全球超硬材料行业呈现"技术双轨竞争、应用多元拓展"的发展格局，纳米孪晶金刚石 和新型超硬化合物研发成为技术制高点，行业正加速向半导体、量子计算等新兴领域转型。 从HPHT突破到纳米孪晶材料的性能跃升 超硬材料的技术发展可追溯至20时间50年代，始于高温高压合成金刚石技术的成功实现。1953年瑞典ASEA 与1954年美国GE相继合成出可控的人造金刚石，开启了超硬材料工业化的先河。随后，1957年立方氮化硼 问世，成为继金刚石后又一重要的超硬材料，因其出色的耐热性和对铁系材料的化学惰性，在切削和磨削领 域得到了广泛的应用。进入1980年代后，化学气相沉积技术的发展推动了金刚石薄膜的低压合成，为电子器 件、热管理与精密加工领域提供了更广泛的材料选择。同时，聚晶、纳米晶等微结构控制手段使金刚石和立 方氮化硼材料性能得到进一步的提升。而近十年来，纳米孪晶结构技术成为突破硬度极 ...

Core Viewpoint - The jewelry market is experiencing a shift with rising gold prices and declining diamond prices, leading to a significant impact on industry dynamics and company performance [1][5]. Group 1: Gold Market Performance - Gold prices have increased by nearly 30% over the past year, attracting a high volume of consumers in gold jewelry stores, particularly in Shenzhen [2]. - Companies primarily engaged in gold business have reported growth in revenue and net profit, with over 70% of these companies seeing net profit growth exceeding 20% [6]. Group 2: Diamond Market Challenges - The diamond market is facing a downturn, with retail prices for diamonds dropping approximately 10% over the past year, leading to a significant decline in consumer interest [2][4]. - Companies focused on diamond sales, such as Di'A and *ST Aidi, have reported substantial revenue declines, with Di'A's revenue dropping by 40.45% and net profit down by 90.77% in the first half of 2023 [6][7]. - The introduction of lab-grown diamonds has further pressured the natural diamond market, with lab-grown diamonds capturing nearly 50% of the market share as of July 2023 [4]. Group 3: Consumer Behavior and Preferences - Young consumers are increasingly favoring gold over diamonds due to perceptions of gold as a more stable investment and easier to liquidate [2][3]. - The disparity in consumer interest is evident, with gold jewelry stores experiencing high foot traffic while diamond stores see significantly fewer customers [2]. Group 4: Industry Outlook - The overall industry is witnessing a "gold up, diamond down" trend, affecting the performance of related companies [5]. - Despite the challenges, some companies remain optimistic about the lab-grown diamond market, indicating a potential for growth in this segment [7].

力量钻石（SZ 301071，收盘价：30.15元）8月8日晚间发布公告称，持有河南省力量钻石股份有限公司 股份约638万股（占公司剔除回购专用账户中股份后的总股本比例为2.51%）的商丘汇力金刚石科技服 务中心（有限合伙）为公司首发前员工持股平台，商丘汇力计划自本公告披露日起15个交易日后3个月 内通过集中竞价、大宗交易或两者相结合的方式合计减持公司股份不超过约317万股（占公司剔除回购 专用账户中股份后的总股本比例为1.25%）。 2024年1至12月份，力量钻石的营业收入构成为：非金属矿物制品业占比100.0%。 （文章来源：每日经济新闻） ...

力量钻石（301071）(301071.SZ)公告，公司首发前员工持股平台商丘汇力金刚石科技服务中心(有限合 伙)(简称"商丘汇力")计划自本公告披露日起15个交易日后3个月内通过集中竞价、大宗交易或两者相结 合的方式合计减持公司股份不超过316.8万股(占公司剔除回购专用账户中股份后的总股本比例1.25%)。 ...

力量钻石(301071.SZ)公告，公司首发前员工持股平台商丘汇力金刚石科技服务中心(有限合伙)(简称"商 丘汇力")计划自本公告披露日起15个交易日后3个月内通过集中竞价、大宗交易或两者相结合的方式合 计减持公司股份不超过316.8万股(占公司剔除回购专用账户中股份后的总股本比例1.25%)。 ...

力量钻石公告，首发前员工持股平台商丘汇力金刚石科技服务中心（有限合伙）持有公司638.4万股， 占2.51%，拟在公告披露日起15个交易日后的3个月内，通过集中竞价、大宗交易或两者结合方式，合 计减持不超过316.8万股，占1.25%，其中集中竞价减持比例不超过1%，大宗交易减持比例不超过2%。 ...

证券代码：301071 证券简称：力量钻石 公告编号：2025-034 公司于近日收到公司商丘汇力出具的《关于股份减持计划的告知函》，现将 相关情况公告如下： | 股东名称 | 持股数量 | 占公司剔除回购专用账户中股份后 | | --- | --- | --- | | | （股） | 的总股本比例 | | 商丘汇力金刚石科技服务中心 | 6,383,999 | 2.51% | | （有限合伙） | | | 一、计划减持股东的基本情况 河南省力量钻石股份有限公司 关于首发前员工持股平台减持股份的预披露公告 首发前员工持股平台商丘汇力金刚石科技服务中心（有限合伙）保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有河南省力量钻石股份有限公司（以下简称"公司"）股份 6,383,999 股（占 公司剔除回购专用账户中股份后的总股本比例 2.51%）的商丘汇力金刚石科技服 务中心（有限合伙）（以下简称"商丘汇力"）为公司首发前员工持股平台，商丘 汇力计划自本公告披露日起 15 个交易日后 3 个月 ...

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].

Market Overview - On August 1, the non-metal materials sector rose by 0.76% compared to the previous trading day, with Suotong Development leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Suotong Development (603612) closed at 24.00, up 5.59% with a trading volume of 457,200 shares and a transaction value of 1.074 billion yuan [1] - Other notable performers included: - Dongfang Carbon (832175) at 13.29, up 3.91% [1] - Quartz Shares (603688) at 36.00, up 2.97% [1] - Tianma New Materials (838971) at 35.27, up 2.80% [1] - Bingyang Technology (836675) at 12.65, up 1.85% [1] Capital Flow - The non-metal materials sector saw a net inflow of 73.85 million yuan from institutional investors, while retail investors experienced a net outflow of 64.60 million yuan [2] - The overall capital flow indicates a mixed sentiment within the sector, with institutional buying contrasting with retail selling [2]