风口提前兑现？产业大会点燃热潮，培育钻石逆市飘红

Group 1: Market Performance - The A-share cultivated diamond sector showed strong performance, with Sifangda rising nearly 15%, Huifeng Diamond up over 10%, and Huanghe Xuanfeng hitting the daily limit [1][2] - Other companies such as Liliang Diamond, Hengsheng Energy, Chuangjiang New Materials, Inno Laser, Boyun New Materials, and Guojijiang Precision also experienced significant increases [1] Group 2: Industry Conference - The 2025 Cultivated Diamond Industry Conference is approaching, scheduled for December 5-6 in Zhengzhou, aiming to promote deep integration and upgrading of the industry chain [3] - The conference will focus on three main goals: building platforms, addressing shortcomings, and strengthening support, with plans to sign approximately 30 projects totaling no less than 15 billion yuan [3] - The event is expected to enhance Zhengzhou's influence in the cultivated diamond industry and establish a comprehensive "3+X" industry chain system [3] Group 3: Industry Background - Cultivated diamonds, a high-value consumer branch of the diamond industry, are rapidly growing due to their environmental benefits, cost-effectiveness, and stable supply [4] - The global cultivated diamond market is projected to reach $15 billion by 2026, with a compound annual growth rate exceeding 15% [4] - China's position as the largest producer of cultivated diamonds is expected to account for over 40% of the global market share [4] Group 4: Market Challenges and Opportunities - The market price of synthetic diamonds, particularly mid-to-low-end industrial products, has been under pressure due to previous capacity expansions and slowing demand in traditional downstream sectors [5] - Companies are exploring new value in diamond materials, particularly their excellent thermal conductivity, which is becoming crucial for high-power electronic devices [5][6] - The demand for diamond substrates in data centers and electric vehicles is increasing, as they significantly enhance heat dissipation efficiency [6][7] Group 5: Future Prospects - The semiconductor industry's evolution towards smaller nodes necessitates effective heat management, positioning diamonds as essential materials [7] - Companies like Guojijiang Precision, World, and Sifangda are recognized for their potential in the diamond thermal management market [7]