钻石不再永恒！关税大棒+培育钻石让行业陷入绝境！

Core Viewpoint - The diamond industry is facing a "perfect storm" due to a combination of high import tariffs, weak global demand, and competition from lab-grown diamonds, pushing it to the brink of crisis [1][2]. Group 1: Tariff Impact - The diamond industry is heavily reliant on a complex supply chain, with over half of the polished diamond demand coming from the U.S., making the new tariffs particularly damaging [1][2]. - The industry is currently awaiting the outcome after a 90-day tariff suspension period, as players search for a new equilibrium amidst plummeting prices [1]. Group 2: Supply Chain Challenges - Diamonds typically traverse multiple borders before reaching U.S. retailers, making the industry vulnerable to trade disruptions [2]. - The industry is advocating for diamonds to be exempt from tariffs, similar to other raw materials like gold and copper [2]. Group 3: Competition from Lab-Grown Diamonds - Lab-grown diamonds, which are chemically identical to natural diamonds but priced 80% lower, represent the most significant disruption to the industry [3]. - A study indicated that over half of U.S. couples surveyed last year chose lab-grown diamonds for their engagement rings, highlighting a shift in consumer preferences [3]. Group 4: Price Dynamics - Since peaking in March 2022, natural diamond prices have dropped nearly 60% due to poor macroeconomic conditions and increased competition from lab-grown alternatives [4]. - Analysts suggest that the market is nearing a stabilization point between lab-grown and natural diamonds, as the price difference creates a clear distinction for consumers [4].