Core Viewpoint - The detection technology has evolved from a laboratory tool to an "invisible gatekeeper" of national security, highlighting the strategic importance of diamond powder in geopolitical contexts [2][14]. Policy Upgrade: Precise Control of the Diamond Industry Chain - The announcement No. 55 by the Ministry of Commerce and the General Administration of Customs will implement export controls on synthetic diamond micro-powder and specific types of synthetic diamond single crystals starting November 8, 2025, expanding the scope of regulation from equipment and technology to materials and products directly applied in the industry [3][5]. - Six categories of controlled items have been detailed, including synthetic diamond micro-powder and single crystals, while cultured diamonds for decoration are explicitly excluded [5]. - China dominates the global synthetic diamond market, producing 90% of the world's synthetic diamonds, with 80% of that production coming from Henan [5]. Detection Challenges: Upgraded Requirements for Diamond Identification Technology - The implementation of export controls has significantly increased the demand for detection technology to ensure compliance with new regulations [6][8]. - Exporters are required to certify the authenticity of their goods, marking controlled items as "dual-use" and providing specific parameters for similar non-controlled items [7]. Market Outlook: Structural Opportunities for Detection Instruments - The shift from a "scale-oriented" to a "technology-oriented" industry will create three levels of opportunities in the detection technology market: - **Enterprise Level**: Increased demand for compliance self-testing, leading to the necessity for detection equipment to prove non-controlled attributes of products [12]. - **Regulatory Level**: Upgraded port detection networks favoring portable instruments for on-site analysis [12]. - **R&D Level**: Accelerated domestic replacement of high-end instruments, emphasizing the importance of supply chain autonomy [12]. - The synthetic diamond industry is projected to exceed $270 million in export value by 2024, with breakthroughs in technical barriers increasingly reliant on precise identification capabilities [13].