全球最大钻石生产商宣布降价

Core Viewpoint - De Beers, the world's largest diamond producer, has announced a price reduction for diamonds, marking a significant shift in the diamond market due to declining demand and the rise of synthetic diamonds [2][6]. Industry Crisis - The diamond industry is facing one of the most severe and prolonged crises in modern history, influenced by a slowdown in luxury consumption in major markets and increased tariffs imposed by the U.S. on India, the largest diamond exporter [2][3]. - The RAPI index for various diamond sizes has shown significant declines, with the 0.30 ct diamonds down by 6.0% year-to-date and 12.1% year-on-year, while 1 ct diamonds have decreased by 2.6% month-on-month and 8.2% year-on-year [4]. Company Overview - De Beers once controlled 90% of the global diamond supply market and still holds 60% of the rough diamond trade [6]. - In January and December 2024, De Beers reduced diamond prices by a cumulative 25%, reflecting the challenges faced by the diamond industry, including shrinking demand in core markets like China and Europe [6]. Seeking Solutions - The import value of diamonds has dropped by 48%, leading to decreased consumer confidence and a shift towards lighter jewelry due to high gold prices, further pressuring diamond demand [9]. - De Beers has accumulated over $2 billion in inventory, and the success rate of its diamond auctions has been declining [9]. - In the latest diamond auction, De Beers significantly lowered prices for rough diamonds over 0.75 carats, with expected price reductions in the range of 10%-15% [9]. - Despite the price cuts, De Beers' diamond prices remain approximately 20% higher than current secondary market prices, and the company has eliminated some flexible trading terms previously offered at auctions [9].