中信证券:培育钻石出口限制凸显战略属性,基本面有望触底反弹
Core Viewpoint - The recent export restrictions on synthetic diamonds highlight their strategic importance, and the fundamentals are expected to rebound [1] Industry Summary - The market for cultivated diamonds is gradually expanding, with increasing application scenarios [1] - Potential applications in fields such as chip substrates, heat sinks, electronic packaging, and optical windows are expected to bring new vitality to the industry [1] - Long-term demand for cultivated diamonds is viewed positively, suggesting a focus on leading companies in the sector, such as Diamond Foundry [1]