Group 1 - The price of natural diamonds remains strong, while the price of lab-grown diamonds has significantly decreased, making them popular among young consumers for self-consumption [1] - The price of a 1.5-carat natural diamond ring is approximately 110,000 yuan, while the wholesale price for a 1.5-carat lab-grown diamond ring is as low as 1,850 yuan, about one-sixtieth of the natural diamond price [1] - Lab-grown diamond prices have dropped over 90% since early 2022, with current prices being around half of natural diamond prices at that time [1] - China is the largest producer of lab-grown diamonds globally, accounting for nearly 50% of the world's production capacity [1] - The penetration rate of lab-grown diamonds is 57% in the U.S. and 10% in China, indicating significant growth potential in the Chinese market [1] Group 2 - Major lab-grown diamond concept stocks include Zhongbing Hongjian, Huanghe Xuanfeng, Liliang Diamond, Sifangda, and World, with World stock rising 104.47% year-to-date [2] - The overall price decline of lab-grown diamonds has led to a decrease in gross margins for many companies, with Liliang Diamond reporting a net profit of 25.91 million yuan, down 82.52% year-on-year [2] - Huanghe Xuanfeng reported a net loss of 299 million yuan, highlighting the financial challenges faced by companies in the sector [2] - Lab-grown diamonds are attractive to young consumers due to their environmental and cost advantages, and the market is expected to grow significantly, potentially exceeding 100 billion yuan by 2030 [2]
培育钻石价格持续低迷
Shen Zhen Shang Bao·2025-09-22 23:17