二是A股出现罕见一幕。今天上午，A股成交额榜前50的个股中，仅有先导智能一只个股微跌0.04%，其余个股无一下跌。中际旭创、新易盛、立讯精密 成交额居前三位。 | 0 代码 | | | 名称 | 涨幅 | 现价 | 涨跌 | 买价 | 卖价 | 总手 | 总金额� | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | R | 300308 | 中标旭创 | +10.17% | 444.00 | +41.00 | 443.80 | 444.00 | 41.20万 | 176.6 Z | | 2 | R | 300202 | 新易盛 | +8.51% | 357.25 | +28.01 | 357.00 | 357.08 | 40.36万 | 138.9 Z | | 3 | R | 002475 | 立讯精密 | +7.40% | 61.38 | +4.23 | 61.33 | 61.38 | 227.0万 | 137.8 Z | | 4 | R | 300720 | 宇德时代 | +3.00% | 377.49 | ...

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天上午，A股三大股指齐涨，盘面呈现两大特征： 培育钻石板块走强 今天上午，培育钻石板块走强，惠丰钻石、四方达、英诺激光等个股大涨。 | | ◀ | 培育钻石 | △ | € | | --- | --- | --- | --- | --- | | | | 1720.30 4.78% | | | | 成分股 | 星金 | 资金 | 板块分析 | 新闻 | | 5展开分析 | | 最新 | 涨幅 = | 流通市值 | | 英诺激光 | | 42.17 | 13.06% | 64.1亿 | | 脸 301021 | | | | | | 四方达 | | 15.83 | 12.67% | 59.5亿 | | 酸 300179 | | | | | | 2天1板 人气龙头2 | | | | | | 惠丰钻石 | | 43.34 | 10.22% | 18.2亿 | | 融 920725 | | | | | | 2天1板 人气龙头1 | | | | | | 黄河旋风 | | 7.02 | 10.03% | 89.61Z | | 酸 600172 | | ...

可惜光模块的行情并未能持续，后面表现比较一般，到了下午钻石散热突然爆发，这篇文章我们结 合开源证券的一个分析，来看下什么是钻石散热，以及产业链的公司。 今天早上花旗有份报告，分析了昨晚1.6T光模块加单的事，总结下来就是需求旺盛，但零 部件很缺，未必供的上。 算力和散热的爆发 关于散热的文章，我们之前写过很多，但主要是液冷为主，上周有篇文章还专门总结了液冷的技 术。 金刚石与其他半导体 / 金属材料关键性能对比表： | 性能指标 | 単位 | 金刚石 | සී (ટા) | 碳化硅 (Sic) | 砷化锡 (GaAs) | 氢化铬 (GaN) | 铜 (Cu) / 银 (Ag) | | --- | --- | --- | --- | --- | --- | --- | --- | | 热导率 | W/m.K | 2000 | ~154 | ~500 | ~47 | ~130 | ~400-429 | | 禁带宽度 | eV | 5.47 | 1.12 | 3.26 | 1.43 | 3.40 | | | 击穿电场强度 | 10^6 V/m | 1000 | ~30 | ~400 | ~60 | ~500 | ...

Industry Transformation - Cultivated diamonds are transitioning from decorative items to critical materials in the tech industry, addressing significant thermal management challenges in semiconductor applications [2] - The global cultivated diamond market is undergoing a silent revolution, with China emerging as the dominant producer, accounting for 60% of global output [2][3] - The acceptance of cultivated diamonds is increasing among consumers, with 43% of post-95s opting for customizable cultivated diamond wedding rings [2] Technological Pathways - The two primary methods for synthesizing cultivated diamonds are High Pressure High Temperature (HPHT) and Chemical Vapor Deposition (CVD), with Chinese companies leading in HPHT production [3] - The HPHT method is particularly suited for producing larger diamonds, while CVD is preferred for high-purity diamonds suitable for semiconductor applications [3] - China's diamond production reached 2 billion carats last year, with gem-quality diamonds exceeding 12 million carats, representing 60% of global production [3] Market Potential - The diamond cooling market is projected to grow from $0.5 million in 2025 to $15.24 billion by 2030, with a compound annual growth rate of 214% [1][10] - The demand for high-performance cooling solutions is driven by the increasing thermal density of chips as the semiconductor industry advances towards smaller nodes [2] Key Companies Overview - Zhongbing Hongjian (中兵红箭) is a leading player in the industry, with a significant market share and advanced technology in diamond synthesis for high-end applications [5] - Huanghe Xuanfeng (黄河旋风) has achieved breakthroughs in CVD technology, producing diamonds over 10 carats and collaborating with universities on thermal management solutions [6] - Power Diamond (力量钻石) is recognized for its cost-effective HPHT production and is actively developing diamond materials for semiconductor cooling [7] - Sifangda (四方达) is expanding into CVD diamond production with a new super factory, aiming to become a major player in the market [8] - Guojijinggong (国机精工) is a dual leader in equipment and materials, benefiting from the industry's expansion cycle with a strong market presence [9] Future Outlook - The cultivated diamond industry is entering a phase of explosive growth, with competition intensifying as companies focus on technology, branding, and policy [10] - The market for diamond cooling solutions is expected to reshape the value chain of the diamond industry and influence the competitive landscape of next-generation computing technologies [10]

Market Overview - On May 27, the cultivated diamond sector opened strong, with Huanghe Xuanfeng hitting the daily limit up, and companies like Huifeng Diamond, Sifangda, and Liliang Diamond also experiencing significant gains [1] Company Developments - **ST Yazhen (603389.SS)**: Holds a 30% stake in Yazhen Diamond, which specializes in CVD large-size diamond manufacturing and sales, contributing to about 20% of the cultivated diamond sales market, with high-end quality diamonds accounting for over 50% [3] - **Huanghe Xuanfeng (600172.SS)**: Plans to increase its stake, leveraging 20 years of technical experience in cultivated diamonds, with a focus on R&D, production, and quality management [3] - **Sifangda (300179.SZ)**: Its subsidiary Tianxuan Semiconductor is involved in CVD technology R&D and has signed a 700 million yuan investment agreement to establish a production line for 700,000 carats of functional diamonds annually [3] - **Liliang Diamond (301071.SZ)**: A leading domestic producer of cultivated diamonds, currently producing high-grade diamonds in the range of 2-10 carats, with research indicating potential for 25-carat diamonds [4] Industry Events - On May 27, Huanghe Xuanfeng announced a joint venture with Bozhi Jinduan to develop diamond-based thermal materials for the semiconductor packaging sector [5] - Liliang Diamond is focusing on high-power heat sink projects, anticipating broad applications for diamonds in semiconductor cooling [5] - A $27 million agreement was signed between Akash and NxtGen for deploying diamond cooling servers in India [5] - Huawei and Nvidia are both exploring diamond cooling technologies, with Huawei filing a patent related to semiconductor devices involving diamond cooling [5] Industry Insights - Diamonds possess the highest known thermal conductivity, being 13 times that of silicon and 4-5 times that of copper and silver, making them a promising material for the semiconductor industry [6] - The diamond cooling technology can enhance GPU and CPU performance by three times, reduce temperatures by 60%, and lower energy consumption by 40%, potentially saving millions in cooling costs for data centers [6] - The diamond cooling market is projected to grow from $0.5 million in 2025 to $15.2 billion by 2030, with a compound annual growth rate of 214% [6] - In quantum computing, nitrogen-vacancy centers in diamonds are seen as a core material due to their ability to maintain quantum states at room temperature [6] - CVD-produced polycrystalline diamond heat sinks have a diameter of up to 2 inches and a thickness of 0.3 to 1 mm, offering superior thermal conductivity compared to traditional materials [6]