Core Viewpoint - By 2025, the global superhard materials industry will exhibit a development pattern characterized by "dual-track technological competition and diversified application expansion," with the research and development of nanocrystalline diamond and new superhard compounds becoming the technological high ground. The industry is accelerating its transition towards emerging fields such as semiconductors and quantum computing [1]. Technological Development - The technological development of superhard materials dates back to the 1950s, beginning with the successful synthesis of diamonds using high-pressure high-temperature (HPHT) techniques. The first controllable synthetic diamonds were produced by ASEA in Sweden and GE in the USA in 1953 and 1954, respectively [2]. - The introduction of chemical vapor deposition (CVD) technology in the 1980s allowed for the low-pressure synthesis of diamond films, expanding material options for electronic devices, thermal management, and precision machining [2]. - Recent advancements in nanocrystalline structures have significantly enhanced the performance of superhard materials, with nanocrystalline diamonds achieving Vickers hardness levels of 180-200 GPa, making them one of the hardest known synthetic materials [4]. Research Trends - Between 2020 and 2025, a total of 1,758 effective documents were collected, with 1,078 focusing on diamonds and 687 on cubic boron nitride (cBN), indicating a significantly higher research interest in diamonds compared to cBN [7]. - The core technologies in the superhard materials industry are concentrated in material synthesis processes, structural optimization methods, and multifunctional composites [8]. Industry Dynamics - The main synthesis technologies in the superhard materials industry are HPHT and CVD, each suited for different applications. HPHT focuses on yield and cost control, while CVD offers unique advantages in electronics, optics, and high-end cutting tools [8]. - The industry is moving towards a collaborative evolution of high strength, high toughness, multifunctionality, and low cost, supporting the deep expansion of superhard materials in aerospace, precision machining, and electronic devices [10]. Emerging Applications - The development trend indicates that CVD technology is advancing towards larger sizes, higher quality, and lower costs, particularly in the production of single crystal diamonds. New unconventional synthesis methods, such as liquid-phase and microwave plasma methods, are also emerging [11]. - Research on diamond applications in emerging fields such as semiconductors, quantum computing, high-power optics, and water treatment is rapidly growing, becoming a new frontier in research [11]. Competitive Landscape - While Western countries maintain a lead in high-pressure equipment and the stability of HPHT/CVD processes, China is quickly narrowing the gap. In the field of nanocrystalline cBN and diamonds, foreign achievements are more pronounced, but breakthroughs are expected from Chinese teams by 2025 [11][12]. - China has strong global competitiveness in supply chains and raw materials, although it may face risks related to low-end product exports due to supply chain concentration [12].

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%)。 ...

Core Viewpoint - The company announced that its employee shareholding platform, Shangqiu Huili Diamond Technology Service Center (Limited Partnership), holds 6.384 million shares, accounting for 2.51% of the company, and plans to reduce its holdings by up to 3.168 million shares, representing 1.25% of the total shares, within three months after the announcement [1] Summary by Relevant Sections - **Shareholding Details** - The employee shareholding platform holds 6.384 million shares, which is 2.51% of the company [1] - **Reduction Plan** - The platform intends to reduce its holdings by no more than 3.168 million shares, which is 1.25% of the total shares [1] - The reduction will occur within three months following the announcement date [1] - **Method of Reduction** - The reduction will be executed through a combination of centralized bidding and block trading [1] - The proportion of shares reduced through centralized bidding will not exceed 1% [1] - The proportion of shares reduced through block trading will not exceed 2% [1]

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]

Market Overview - The non-metal materials sector experienced a decline of 1.52% on July 31, with Tianma New Materials leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Tianma New Materials (code: 838971) closed at 34.31, down 4.30% with a trading volume of 36,400 shares and a transaction value of 128 million [2] - Other notable declines included: - Lianrui New Materials (code: 688300) down 4.06% to 58.20 with a trading volume of 101,000 shares and a transaction value of 599 million [2] - Bingyang Technology (code: 836675) down 3.35% to 12.42 with a trading volume of 16,300 shares and a transaction value of 2.06 million [2] - The only stock with a positive performance was Quartz Co. (code: 603688), which rose by 0.52% to 34.96 [1] Capital Flow - The non-metal materials sector saw a net inflow of 14.76 million from institutional investors, while retail investors experienced a net outflow of 23.18 million [2][3] - Key stocks with significant capital flow include: - Suotong Development (code: 603612) with a net inflow of 61.96 million from institutional investors [3] - Quartz Co. (code: 603688) with a net inflow of 15.38 million from institutional investors [3] - Lianrui New Materials (code: 688300) faced a net outflow of 45.14 million from institutional investors [3]