中信证券：超硬材料出口管制利好行业整合 看好板块的交易性投资机会

Core Viewpoint - The recent export controls on superhard materials by the Ministry of Commerce and the General Administration of Customs highlight the strategic importance of these materials, with a broader scope than previously anticipated for 2024 [1] Industry Summary - The export restrictions may hinder short-term exports for superhard materials companies, but they are expected to accelerate the consolidation of the domestic superhard materials industry in the long run [1] - Price fluctuations are anticipated to trend upwards in the future, indicating a potential for increased market value [1] - The functional applications of synthetic diamonds are expected to continue driving demand, presenting trading investment opportunities within the superhard materials sector [1] - It is recommended to focus on leading companies within the superhard materials industry for potential investment [1]