央视网消息（记者魏俊浩）12月5-6日，由 郑州市人民政府 指导， 河南省中原珠宝 创新研究院承办的2025 培育 钻石 产业大会在河南省郑州市举行。 郑州大学 副校长单崇新代表行业发布《培育钻石产业高质量发展郑州宣言》，从绿色发展、创新驱动、品牌培 育、标准建设、协同共赢五大维度发出倡议。宣言明确提出，要坚守"科技向善"理念，强化产学研协同，加快构 建全链条生态，助力产业从"产能领先"向"价值引领"跨越。 培育钻石的全球化推广，需要凝聚全球智慧的品牌声音。大会现场公布了培育钻石的推广语，经过多轮筛选，最 终"精心培育，真情璀璨"被选为培育钻石的推广语。 郑州市人民政府 市长庄建球在致辞中表示，郑州是加快建设的国家中心城市，也是中国超硬材料产业的人才聚集 区、科技创新中心和产业基地，在培育钻石领域具有"硬核"实力。期待以这次大会为契机，充分借鉴吸纳大会成 果，全力打造创新活跃、链条完整、生态优越的产业发展高地。 河南省工信厅党组成员、副厅长常继红在致辞中谈到，当前，河南培育钻石产业设备的精度、生产效率和产品的 一致性仍有提升空间，要积极开发 人工智能 和自动化技术，提升生产效率和产品一致性，同时延伸品牌价值， ...

证监会网站披露，深圳市海明润超硬材料股份有限公司（下称"海明润"）于2025年12月8日在深圳证监 局办理辅导备案登记，拟向不特定合格投资者公开发行股票并在北交所上市，辅导券商为国金证券。公 开资料显示，海明润是一家从事超硬复合材料的研发、生产和销售的高新技术企业，主营产品为石油天 然气钻探用金刚石复合片、精密加工用刀具材料、矿山钻孔及采掘用金刚石工具。 ...

Industry Overview - The 2025 Cultivated Diamond Industry Conference was held in Zhengzhou, signing 30 projects across the entire industry chain with a total investment of no less than 15 billion yuan [1] - The conference released the "2025 Cultivated Diamond Industry Development Report" and hosted industry dialogue and education integration meetings [1] - The cultivated diamond market in China is currently valued at approximately 14 billion yuan, expected to exceed 102.5 billion yuan by 2030, indicating a rapidly growing market [1] Technological Advancements - Zhengzhou continues to lead in key technologies such as high-temperature high-pressure methods and high-power chemical vapor deposition, expanding into high-end applications like heat dissipation and optics [1] - The demand for heat dissipation solutions is increasing due to the exponential growth of technologies like 5G, artificial intelligence, and cloud computing, with diamond heat dissipation offering significant advantages [1] Company Developments - Guojijinggong has been focusing on diamond functional applications since 2015, with a product line compatible with the MPCVD route, capable of producing heat sinks, optical window pieces, and future synthetic semiconductor chip materials [1] - Sifangda has developed the capability for mass production of large-size (inch-level) diamond substrates and films, and will continue to monitor market opportunities in the diamond heat dissipation sector [2]

转自：新华社 新华财经郑州12月4日电 （记者张浩然）位于豫鲁苏皖四省结合处的河南省柘城县，曾经是国家级贫困 县。目前，柘城的金刚石微粉年产量和出口量均占全国90%以上，培育钻石产量接近全国产量的一半。 柘城让以前很多人不敢想的钻戒"飞入寻常百姓家"。 作为典型的平原农业县，无山少矿的柘城，发展金刚石产业的地域优势并不明显。这个县级小城是如何 从"无中生有"发展成"钻石之都"的？ "钻石之都"让普通人实现"克拉自由" 不久前，在第十五届中国河南国际投资贸易洽谈会上，河南省力量钻石股份有限公司推出的一颗156.47 克拉的人工培育钻石原石，以其重量和光芒吸引了众多与会者目光。 力量钻石是柘城县一家培育钻石概念上市公司，据其项目部主任陈亚男介绍，经国际宝石研究院 （IGI）认证，这颗钻石成为全球已知最大的人工培育钻石原石单晶。 "钻石恒久远，一颗永流传"，这句很多人耳熟能详的广告语，将钻石塑造为爱情与永恒的象征，然而其 高高在上的价格却让很多普通百姓望而却步。如今在柘城，人们戏称实现了"克拉自由"。 在位于柘城的惠丰钻石股份有限公司工厂店内，"00后"李佳卿正和爱人挑选钻戒。"听说柘城的培育钻 石品质和天然钻石一 ...

Core Insights - The article highlights the transformation of Zhecheng County in Henan Province from a poverty-stricken area to a hub for diamond production, particularly synthetic diamonds, making diamond rings accessible to ordinary people [1][3]. Industry Overview - Zhecheng County produces 90% of China's diamond powder and nearly half of the country's synthetic diamonds, with a total production of approximately 4.5 billion carats of diamond single crystals and 11 billion carats of diamond powder as of September 2023 [4]. - The county has established a complete industrial chain involving raw materials, industrial-grade diamond single crystals, and diamond equipment, with over 200 enterprises in the synthetic superhard materials sector [3][4]. Technological Advancements - The production of synthetic diamonds in Zhecheng utilizes advanced technology, with a process that takes 7 to 15 days under high temperature and pressure to create high-purity diamond raw materials [3]. - Companies in Zhecheng are focusing on digitalization, green technology, and high-end manufacturing to enhance their competitive edge in the diamond industry [8][10]. Market Dynamics - The price of synthetic diamonds in Zhecheng is significantly lower than that of natural diamonds, being only 1/5 to 1/10 of the price, which has led to increased accessibility for consumers [2][3]. - The local diamond industry is expanding into new markets, including semiconductor materials and other functional applications, to adapt to changing market demands [9][10]. Future Prospects - Zhecheng aims to enhance its reputation as "Diamond Capital" by increasing innovation, protecting intellectual property, and improving consumer trust through regulatory measures against counterfeit products [11]. - The county is also upgrading its diamond trading center to include smart trading systems and immersive experience exhibitions, further promoting its diamond industry [11].

Core Viewpoint - The article highlights how Zhecheng, a small city in Henan Province, has transformed from a poverty-stricken area into a "Diamond Capital," significantly increasing the accessibility of diamond rings for ordinary people through the development of the diamond industry [1]. Industry Development - Zhecheng produces and exports over 90% of China's diamond micro-powder and nearly half of the country's cultivated diamond output [1]. - The city has registered 65 diamond retailers and attracted over 600,000 tourists this year through its "Diamond+" initiative [1]. - The diamond industry in Zhecheng has created a complete industrial chain, including raw materials, industrial-grade diamond single crystals, and diamond equipment [1]. Technological Advancements - The production of cultivated diamonds in Zhecheng takes 7 to 15 days under high temperature and pressure, allowing for high-purity diamond raw stones [1]. - Zhecheng's diamond enterprises are focusing on technological innovation and product development to enhance their market position and product value [2]. Market Trends - The demand for diamonds is evolving, prompting Zhecheng's companies to explore new markets, such as semiconductor thermal materials and other functional materials [2]. - Companies are integrating traditional Chinese cultural elements into their jewelry designs to increase product appeal and market value [2]. Regulatory Measures - Zhecheng's market supervision authorities are actively combating counterfeit diamond sales to protect the reputation of the "Diamond Capital" and consumer rights [2]. - A new diamond trading center is being upgraded to include smart trading systems and AI jewelry appraisal systems, enhancing the city's diamond market infrastructure [2].

Core Insights - The report emphasizes the gradual recovery of the chemical industry, with profit declines slowing down and demand gradually rebounding, particularly in sub-sectors like agricultural chemicals and fluorochemicals [22][23] - The AI application in various industries is accelerating, with significant advancements in hardware and software, leading to a reshaping of the global landscape [24][25] - The food and beverage industry is experiencing a slowdown in revenue growth, with rising costs impacting profit margins, yet there are emerging opportunities in niche markets like snacks and soft drinks [27][28] Domestic Market Performance - The A-share market is showing signs of stabilization, with the Shanghai Composite Index and the ChiNext Index trading at average P/E ratios above their three-year median, indicating a suitable environment for medium to long-term investments [9][13][15] - The coal and non-ferrous metals sectors are leading the market, while sectors like internet services and software development are underperforming [9][13] Industry Analysis - The electric power and public utilities sector is rated "stronger than the market," with a focus on stable returns and shareholder value, particularly in large hydropower companies and high-dividend coal enterprises [20] - The photovoltaic industry is facing challenges with overcapacity and price stability, but there is potential for recovery as the market undergoes structural adjustments [30][33] Investment Strategies - The report suggests a balanced investment strategy, focusing on high-dividend assets like banks and utilities for defensive positioning, while also considering growth opportunities in technology and AI sectors [12][24] - Specific recommendations include monitoring companies in the chemical sector that are well-positioned to benefit from supply-demand dynamics and regulatory changes [22][23]

Core Insights - Fangcheng County is the largest superhard material processing base in China, producing 7 billion carats of diamonds annually, accounting for 46% of global output, and 3 million carats of cultivated diamonds, with nearly half of the national capacity [1][2][3] Group 1: Company Operations - Zhongjing (Henan) Diamond Technology Co., Ltd. operates large six-sided top pressure machines that can synthesize industrial diamonds in 30 minutes to 1 hour, compared to the billions of years required for natural diamonds [1] - The company has three production lines and 56 machines, with a monthly production capacity of 14 million carats and an annual output of 160 million carats, ranking among the top ten in the national market [2] - Henan Zhongjin New Materials Co., Ltd. produces graphite core columns, holding a 50% market share in China, and has developed diamond catalyst powder that has replaced imports [2] Group 2: Industry Development - Fangcheng County has 42 enterprises in the superhard materials sector, with several key companies holding significant positions in the domestic market [2] - The county has been recognized for its achievements, with Zhongnan Diamond awarded as a national manufacturing single champion enterprise and a leading company in the superhard materials industry [2] - The county aims to strengthen its superhard materials industry, enhance the industrial ecosystem, and support the development of a modern provincial sub-center city [3]

Core Viewpoint - The market is experiencing a correction phase, with a notable shift in capital allocation towards low-volatility sectors, while retail investors are engaging in structural bottom-fishing strategies [6][8]. Market Performance - The three major indices have all fallen below the 5-day moving average, indicating a bearish trend, with 1,442 stocks rising and 3,872 stocks declining [4]. - The trading volume in the two markets reached 6.6 trillion, reflecting a 4.80% increase, suggesting a significant adjustment in capital allocation rather than a mass withdrawal [6]. Capital Flow - There was a net outflow of 8.696 billion from institutional funds, while retail investors showed a net inflow [7]. - Institutions are cautiously positioning themselves in low-volatility sectors such as coal and non-ferrous metals, while remaining watchful on growth sectors like lithium batteries and AI applications [8]. Investor Sentiment - Retail investor sentiment stands at 75.85%, indicating a relatively optimistic outlook despite the market's downturn [9]. - The average position held by investors is 70.18%, with 32.31% increasing their positions and 14.53% reducing them [12][18].

Market Overview - The market experienced a collective slight decline, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.51%, 0.78%, and 1.12% respectively, as over 3,800 stocks declined and more than 1,400 stocks rose [3] Aerospace Industry - The Zhuque-3 rocket successfully entered orbit but failed its recovery test, which was highly anticipated as a milestone for China's space program, potentially making it the second country after the U.S. to master reusable rocket technology [6][7] - Following the recovery failure, the aerospace sector saw a decline, with stocks like Superjet Co., Qianzhao Optoelectronics, and others experiencing significant drops, while Shanghai Hanxun surged, leading to a partial rebound in the sector [8][9] Consumer Sector - Xiangpiaopiao saw a sudden surge, hitting the daily limit after two rounds of increases, attributed to its popular advertising slogan and the current market trend favoring abstract concepts amid a lack of strong mainstream themes [13][14] - Hebai Group experienced a direct rise in the morning but fell back by the end of the day, closing up 5.42%, driven by the popularity of its products in Guangde, which has sparked a cross-province consumption trend [16] AI and Technology - Zhaoxin Co. announced a new product line related to AI smartphones, but the products were merely cleaning agents, leading to skepticism about the company's marketing strategy [19]