Group 1 - The report highlights the implementation of export controls on superhard materials by the Ministry of Commerce and the General Administration of Customs, affecting products such as synthetic diamond powders and CVD equipment [2][11]. - China's superhard materials industry is globally leading, with a production share of over 95% in industrial diamonds, supported by a monopolized supply chain in Henan and a significant market share in diamond wire saws [3][16]. - The future development of the superhard materials industry will focus on high-end and specialized applications, with an emphasis on technological independence and green transformation [3][23]. Group 2 - The report notes a decline of 3.59% in the chemical new materials sector on the North Exchange, with only the rubber and plastic products sector showing an increase [4][30]. - Key companies in the sector, such as LITONG Technology and HUIFENG Diamond, have shown significant stock performance, with LITONG Technology increasing by 39.83% [4][37]. - The report provides insights into the financial performance of MINSHIDA, which reported a 28.88% year-on-year increase in net profit for the first three quarters of 2025 [5][74]. Group 3 - The superhard materials industry is experiencing a trend towards high-end and diversified applications, extending from traditional industrial processing to high-value sectors like semiconductors and aerospace [13][19]. - The report outlines the core demands for various applications of superhard materials, including high hardness for industrial processing and high thermal conductivity for semiconductor applications [14]. - The competitive landscape of the superhard materials industry will increasingly focus on eliminating outdated production capacity and supporting specialized enterprises [23][26].
北交所化工新材专题报告：超硬材料出口管制，关注行业高端化、精品化应用