中方被迫出局？英巨头倒贴146亿库存送印度，结局大快人心

Core Insights - De Beers is shifting its focus to the Indian diamond market, committing to the largest marketing investment in its history to establish a presence in India, which is recognized as the world's second-largest diamond consumer market, valued at approximately $100 billion [2][4] - The company's strategy includes opening 15 "Forevermark" retail stores in India by 2025, with 8 in New Delhi and 7 in Mumbai [2] - De Beers executives have criticized Chinese consumers, suggesting that the Chinese market for luxury goods is stagnating, while India shows strong growth potential [4][11] Group 1 - De Beers' market share has declined to 35%, with a valuation cut in half to $4 billion, and it is facing significant inventory issues with approximately $2 billion worth of unsold diamonds [6] - In contrast, domestic brand Zheguang has seen success, achieving over 10 million in sales in the first half of 2025, with a focus on high-quality, locally sourced diamonds [6][8] - Zheguang's pricing strategy significantly undercuts De Beers, offering a 1-carat diamond for 8,000 yuan compared to De Beers' price of over 100,000 yuan for similar quality [6][8] Group 2 - The Indian diamond market's average consumer purchasing power is only 28% of that of Chinese consumers, raising concerns about profitability despite high sales volumes [11] - The Indian government has paused the import of rough diamonds to protect local businesses and stabilize market prices, complicating De Beers' operations in India [11] - De Beers' parent company, Anglo American, is reportedly looking to divest its diamond business, with potential buyers including the Botswana government, which has historical ties to De Beers [11]