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恒盛能源(605580.SH):在培育钻石产品端的良品率可达80%以上
Ge Long Hui· 2025-10-10 07:46
Core Viewpoint - Hengsheng Energy (605580.SH) is actively monitoring changes in relevant policies and is focused on the research and development of diamond-related technologies, particularly in the MPCVD technology for diamond growth [1] Group 1: Company Developments - The company is expanding its production capacity with the MPCVD diamond phase II project, which is currently in the installation and debugging stage, aiming for an actual production capacity of 600,000 carats per year by the end of 2025 [1] - The yield rate for cultivated diamond products is over 80%, while the yield rate for functional diamond materials is over 90% [1] Group 2: Market Applications - The industrial applications of the company's diamond products are primarily focused on thermal management and deep-sea exploration, with no current export business in the industrial sector [1] - The consumer segment includes cultivated diamonds used for decoration and jewelry, which are not subject to export control [1] Group 3: Future Outlook - The company is actively seeking to expand its customer base in various application scenarios, including chip thermal management and deep-sea exploration and drilling [1] - The company commits to adhering to regulatory requirements for information disclosure regarding any future developments [1]
恒盛能源:在培育钻石产品端的良品率可达80%以上
Ge Long Hui· 2025-10-10 07:44
格隆汇10月10日丨恒盛能源(605580.SH)在互动平台表示,我们已关注到相关政策的变化。公司采用 MPCVD技术生长金刚石,工业端主要为热管理应用、深海等领域开拓,目前公司工业端金刚石产品暂 无出口业务;消费端为用于装饰、首饰的培育钻石,不在出口管制范围内。 公司一直专注于金刚石领 域的研究和开发,目前公司MPCVD金刚石二期项目扩产新建生产线已经进入安装调试阶段,预计2025 年底实际产能可达年产60万克拉。公司在培育钻石产品端的良品率可达80%以上,金刚石功能性材料产 品端的良品率可达90%以上,我们也在正在积极开拓诸如芯片热管理,深海勘探、钻采等应用场景的客 户,后续如有相关进展,公司将严格按照监管要求履行信息披露义务。 ...