为所欲为？美国展会禁止河南钻石后，欧洲也来插手：全面收紧

Group 1 - The diamond industry is facing increased tension due to new European regulations requiring background checks for diamonds entering the market, aimed at blocking Russian diamond circulation [1] - All diamonds of 0.50 carats and above must submit a standardized "Diamond Origin Due Diligence Statement" to prove they are not linked to Russia, even if processed in third countries [1] - The rise of the cultivated diamond industry in Henan, China, is becoming a significant threat to traditional diamond markets in Europe and the U.S. [1][3] Group 2 - Henan's laboratory successfully produced a 156-carat diamond, prompting the American Gem Trade Association (AGTA) to restrict the display of non-natural gemstones at exhibitions starting in 2025 [3] - De Beers is reducing the supply of rough diamonds and enhancing labeling to distinguish between traditional mined diamonds and mass-produced diamonds, aiming to maintain its premium pricing structure [3] - Henan's Zhecheng has become known as the "Diamond Capital," with 223 upstream and downstream enterprises producing over 22 million carats annually, accounting for more than half of global diamond supply [3][5] Group 3 - High-end diamond brands like Zheguang are emerging rapidly, producing diamonds that meet international standards in clarity, color, and cut [5] - The International Gemological Institute (IGI) has increased its certification of domestic diamonds, issuing over 20,000 certificates in 2025, indicating that these diamonds have comparable quality to traditional mined diamonds [5] - The price of high-quality domestic diamonds has significantly decreased, with one-carat diamonds dropping from approximately 8,000 yuan in 2020 to around 3,500 yuan now, making them competitive against traditional diamonds [7] Group 4 - U.S. consumer acceptance of Henan diamonds has exceeded 80%, with market share growing from less than 15% in 2020 to over 50% by 2024 [9] - International brands like Prada and Signet Jewelers are increasingly adopting diamonds sourced from Henan, with Signet's brands projected to have 58% of their sales from these diamonds by Q3 2025 [9] - The rise of domestic diamonds is not limited to jewelry sales but includes a complete high-end customization system that meets the unique demands of high-net-worth individuals [11] Group 5 - De Beers has been experiencing declining operational data, with its parent company considering splitting its diamond business to alleviate financial pressure [13] - The company is facing a significant inventory challenge of $15 billion, leading to production cuts and relaxed procurement conditions [13] - The dynamics of the diamond market are shifting, with domestic diamonds gradually rewriting existing rules and reshaping the global diamond market landscape [13]