SF Diamond(SZ:300179) Ge Long Hui·2025-11-11 11:19Market Overview - On November 11, the A-share market experienced a collective adjustment, with the Shanghai Composite Index falling by 0.39% to 4002 points, the Shenzhen Component Index down by 1.03%, and the ChiNext Index decreasing by 1.4% [1] - Over 2500 stocks in the market declined, while the focus shifted to sectors such as cultivated diamonds, photovoltaic equipment, and consumer goods, with declines noted in storage chips and automotive chips [1] Stock Performance - Notable gainers included *ST Dongyi (+4.98%), ST Zhongyu (+5.05%), and HeFu China (+10.00%), with *ST Xingguang showing a significant increase of 45.19% [2] - The stock *ST Dongyi has achieved 21 trading limits in 26 days, while ST Zhongyu has maintained 18 consecutive trading limits [2] - The top three stocks by net buying on the day were Juhua Technology, Sifangda, and Dayou Energy, with net purchases of 448 million, 163 million, and 114 million respectively [5] Sector Highlights - The cultivated diamond sector is gaining attention due to advancements in semiconductor technology, particularly in the use of cultivated diamonds for high-end chip manufacturing [13] - The coal mining sector, represented by Dayou Energy, is undergoing strategic restructuring with the involvement of state-owned assets, which has positively impacted its stock performance [15][16] Institutional Activity - Institutional net buying was significant in stocks like Sifangda and Moen Electric, with net purchases of 110 million and 82 million respectively [7] - Conversely, the top net selling stocks included Snowman Group and Dayu Energy, with net sales of 281 million and 236 million respectively [6] Key Trading Stocks - Yijing Optoelectronics and Aok Group both saw significant trading activity, with Yijing Optoelectronics achieving a trading limit and a turnover rate of 38.46% [17] - The stock Sifangda, which focuses on cultivated diamonds, also saw a trading limit with a turnover rate of 22.42% and a total transaction volume of 1.48 billion [9]