关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：商务部 商务部、海关总署发布公告，对部分稀土设备和原辅料相关物项实施出口管制，对超硬材料相关物项实施出口管制； 对锂电池和人造石墨负极材料相关物项实施出口管制；对部分中重稀土相关物项实施出口管制。 对超硬材料相关物项实施出口管制 商务部、海关总署发布公告2025年第55号，公布对超硬材料相关物项实施出口管制的决定，根据《中华人民共和国出 口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有 关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准，决定对下列物项实施出口管制： 一、2C902.a．平均粒径小于等于50 μm的人造金刚石微粉（参考税则号列：71051020） 二、2C902.b．平均粒径大于50 μm且小于等于500 μm的人造金刚石单晶（参考税则号列：71051020） 说明：2C902.b项不管制用于装饰、首饰的培育钻石。 三、2C902.c．具有以下所有特性的人造金刚石线锯： 1. 线径小于等于45 μm； 2. 所含金刚石平均粒径 ...

10月9日，商务部、海关总署连续发布公告：公布对超硬材料相关物项实施出口管制的决定；公布对部分稀 土设备和原辅料相关物项实施出口管制的决定；公布对部分中重稀土相关物项实施出口管制的决定；公布 对锂电池和人造石墨负极材料相关物项实施出口管制的决定。 此前，商务部公布对稀土相关技术实施出口管制的决定、公布对境外相关稀土物项实施出口管制的决定。 商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共 和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准，决 定对下列物项实施出口管制： 一、锂电池相关物项 （一）3A001 重量能量密度大于等于300 Wh/kg的可充放电锂离子电池（包含电芯和电池组）（参考税则号 列：85076000）。 （二）3B901.a．用于制造可充放电锂离子电池的设备： 1. 卷绕机（参考税则号列：84798999）； （三）3E901.a．用于生产3A001项所管制物项的技术。 二、正极材料相关物项 （一）3C9 ...

9月30日，四方达跌0.10%，成交额1.48亿元。两融数据显示，当日四方达获融资买入额2317.62万元， 融资偿还2720.37万元，融资净买入-402.75万元。截至9月30日，四方达融资融券余额合计2.90亿元。 分红方面，四方达A股上市后累计派现5.79亿元。近三年，累计派现1.93亿元。 融资方面，四方达当日融资买入2317.62万元。当前融资余额2.90亿元，占流通市值的5.85%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，四方达9月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量100.00股，融券余额1020.00元，超过近一年70%分位水平，处于较高位。 资料显示，河南四方达超硬材料股份有限公司位于河南自贸试验区郑州片区(经开)第十大街109号，成 立日期1997年3月5日，上市日期2011年2月15日，公司主营业务涉及超硬材料及其相关制品的研发、生 产和销售。主营业务收入构成为：资源开采/工程施工类60.34%，精密加工类30.20%，其他9.46%。 截至6月30日，四方达股东户数3.49万，较上期减少8.09%；人均流通股 ...

新材料产业是焦作产业转型的先锋军。 焦作这座因煤而生、因煤而兴的城市，正经历着一场前所未有的产业转型变革。 从昔日"一进焦作府，四两黑煤土"的传统工业重镇，到如今产业多元、活力四射的现代化城市，焦作走 出了一条独具特色的高质量发展之路。 产业兴则经济兴，产业强则城市强。 作为国内无机氟化工行业的领军企业，多氟多打破锂电关键材料技术垄断，成功实现从传统氟化工向新 能源材料的转型升级。 焦作锚定"两高四着力"重大要求，紧扣"1+2+4+N"目标任务体系，深入实施"345"创新行动，着力培 育"3+13+N"产业链群体系，推动传统产业链、战略性新兴产业链和未来产业链"三链"协同发力，特色 现代化产业体系加快构建，引领经济迈向新高度。 "在焦作，这样的新材料龙头企业并非个例。"9月30日，焦作市发展改革委主任臧振田介绍，龙佰集 团、天宝桓祥等重点企业齐聚于此，推动锂离子电池新材料、超硬材料分别入选河南省战略性新兴产业 集群、先进制造业产业集群。 六氟磷酸锂、导电炭黑、钛白粉等产品产销量均居全球第一，电子级氢氟酸、电子级硅烷产销量全国第 一，磷酸铁产能跻身全国前五，在全球新材料产业版图中占据重要一席。 绿色食品产业则是 ...

Group 1 - The "industrial password symposium" held in Shangqiu City, Henan Province, showcased unique products corresponding to distinct industrial identifiers, highlighting the region's diverse industrial landscape [1] - Shangqiu has developed a "one main, one auxiliary" industrial chain structure, forming seven characteristic industrial clusters, including coal chemical, textile, precision tools, superhard materials, agricultural chemical, footwear, and refrigeration equipment [1] - The local government has established a mechanism for key enterprises to discuss issues, resulting in a 100% resolution rate for problems raised during 23 high-quality manufacturing development meetings [1] Group 2 - The fiscal reform in Shangqiu has led to significant breakthroughs, with the scale of retained income in directly managed counties expanding and industrial investment in development zones increasing by 33.7% [2] - The diamond production in Zhecheng County accounts for 70% of the national output, with an annual cultivated diamond capacity exceeding 200,000 carats [2] - The integration of 167 townships in Shangqiu has streamlined administrative processes, significantly reducing the time required for businesses to complete necessary approvals [2]

证券日报网讯国机精工（002046）9月26日在互动平台回答投资者提问时表示，公司超硬材料的业务平 台为持股67%的国机金刚石(河南)有限公司，国机金刚石将在原辅材料、金刚石合成、金刚石结构化应 用、金刚石功能化应用、相关装备等环节开展关键技术研发以及成果的产业化转化等工作。 ...

Core Viewpoint - The company Sifangda experienced a 4.01% increase in stock price on September 24, with a trading volume of 479 million yuan, indicating strong market interest and activity [1]. Financing Summary - On September 24, Sifangda had a financing buy-in amount of 66.19 million yuan and a financing repayment of 57.20 million yuan, resulting in a net financing buy of 8.99 million yuan [1]. - As of September 24, the total financing and securities lending balance for Sifangda was 262 million yuan, which represents 4.95% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company’s securities lending showed no shares were repaid or sold on September 24, with a remaining quantity of 100 shares and a securities lending balance of 1,089 yuan, also reflecting a high level compared to the past year [1]. Business Performance - As of June 30, Sifangda had 34,900 shareholders, a decrease of 8.09% from the previous period, while the average circulating shares per person increased by 8.80% to 10,750 shares [2]. - For the first half of 2025, Sifangda reported an operating income of 261 million yuan, a year-on-year decrease of 1.06%, and a net profit attributable to shareholders of 53.22 million yuan, down 15.47% year-on-year [2]. - Since its A-share listing, Sifangda has distributed a total of 579 million yuan in dividends, with 193 million yuan distributed over the past three years [2]. Company Overview - Sifangda, established on March 5, 1997, and listed on February 15, 2011, is located in the Zhengzhou area of the Henan Free Trade Zone and specializes in the research, production, and sales of superhard materials and related products [1]. - The company's main business revenue composition includes resource extraction/engineering construction at 60.34%, precision processing at 30.20%, and other activities at 9.46% [1].

Core Viewpoint - The company has developed the capability for mass production of large-size diamond substrates and films, which can be utilized in chip heat sinks due to their high thermal conductivity [1] Group 1 - The company confirmed its ability to produce large-size (inch-level) diamond substrates and films [1] - Diamond's high thermal conductivity makes it suitable for applications in chip heat sinks and other related fields [1] - The company will continue to monitor market opportunities related to this technology [1]

Group 1: Diamond Industry Development - The 2025 Diamond Industry Conference opened in Zhengzhou, highlighting the significance of the diamond industry as a key sector in Henan, evolving from abrasives to high-end products like single crystals and synthetic diamonds [1] - Henan has initiated a three-year action plan to enhance the superhard materials industry chain, establishing research institutes and associations to strengthen the industry ecosystem [1] - The province's focus on modernizing industrial chains has led to the creation of seven advanced manufacturing clusters and 28 key industry chains, enhancing Henan's competitive advantage [1] Group 2: New Energy Vehicle Sector - The rise of the new energy vehicle sector in Henan has been marked by the introduction of major manufacturers like BYD and CATL, leading to a significant increase in production from 6.6 million units in 2021 to 681,000 units in 2024 [2] - Exports of new energy vehicles from Henan have surged, with notable deliveries to international markets such as Norway and the UK [2] Group 3: Electronics and Advanced Equipment Industries - The electronics industry in Henan is focusing on specialized chips, high-end displays, and new computing power, with mobile phone production expected to reach 130 million units in 2024, ranking second in the country [2] - The advanced equipment sector is transitioning towards high-quality and intelligent products, with over 30% of the equipment industry now classified as advanced [2] Group 4: Innovation and Economic Growth - Henan is integrating innovation into its industrial chain, with the establishment of numerous research institutes and innovation centers, leading to significant technological advancements [3] - In the first half of the year, the added value of key industry chains in Henan grew by 9.5%, contributing 67.9% to industrial growth [3] - The "7+28+N" industry chain model has become a crucial support for high-quality development in Henan's manufacturing sector, accounting for over 80% of the province's total import and export value [3]

Core Viewpoint - The 2025 Diamond Industry Conference held in Zhengzhou focuses on technological breakthroughs and industry integration, highlighting the significance of the diamond industry in strategic emerging sectors in China [4][6][8]. Group 1: Industry Overview - The conference gathered prominent figures from the diamond industry, including leaders from associations and universities, to discuss innovations in superhard materials for sectors like semiconductors and aerospace [3][4]. - The diamond industry in China, particularly synthetic diamonds and cubic boron nitride, ranks among the top globally, driven by policy, technological innovation, and market demand [6][8]. Group 2: Regional Development - Zhengzhou High-tech Zone aims to become a global hub for superhard materials, with a comprehensive industrial system covering the entire supply chain, from raw material production to finished products [12]. - The zone hosts 1,838 companies related to superhard materials, contributing to its status as a key area for advanced manufacturing in China [12][24]. Group 3: Market Dynamics - In 2023, global synthetic diamond rough production approached 30 million carats, with China accounting for over 70% of the market, and Henan province contributing 80% of China's output [24]. - Zhengzhou's synthetic diamond production represents over one-third of the national total, with export value exceeding 2.1 billion yuan, making it the leading region in China [24]. Group 4: Technological Advancements - The conference featured the release of the "China Superhard Materials Industry Competitiveness Index (2025)," indicating Zhengzhou High-tech Zone's top ranking in national competitiveness [10]. - Discussions highlighted the accelerating application of diamonds in semiconductor chips and electric vehicles, with a focus on nanometer-level precision processing technology [17]. Group 5: International Collaboration - The conference integrated international resources, inviting participation from "Belt and Road" institutions to enhance cooperation in the Middle East market [21]. - The second Cultivated Diamond E-commerce Festival was held, leveraging over 20 platforms to boost consumer engagement and promote cultivated diamond brands globally [21].