太平洋近日发布机械行业周报：本期（9月22日-9月26日），沪深300上涨1.1%，机械板 块上涨1.6%，在所有一级行业中排名7。细分行业看，半导体设备涨幅最大，上涨15.4%； 塑料加工机械跌幅最大，下跌2.0%。随着5G通信、人工智能、云计算等技术的爆发式发 展，芯片算力呈指数级增长，对散热能力提出更高需求。而金刚石散热在高算力场景中具有 显著优势。 以下为研究报告摘要： 报告摘要 行情回顾 金刚石散热方案成为焦点，关注产业相关标的。 随着5G通信、人工智能、云计算等技术的爆发式发展，芯片算力呈指数级增长，对散热 能力提出更高需求。而金刚石散热在高算力场景中具有显著优势：1）超高导热率，其热导 率达2200W/(m·K)以上，远超铜、铝等传统散热材料；2）出色的热稳定性，在高温环境 下，金刚石能够保持其物理和化学性质的稳定，不会因温度变化而发生变形、老化或性能下 降等问题；3）与半导体材料兼容性好，与大多数半导体材料（硅、氮化镓等）不发生化学 反应，形成可靠稳定的散热结构。目前，科技巨头已在尝试金刚石散热技术，如英伟达联合 Diamond Foundry测试钻石散热GPU，可使AI及云计算性能提升三倍； ...

Core Viewpoint - The Indian Ministry of Finance has announced the imposition of anti-dumping duties on plastic processing machines imported from mainland China and Taiwan for a period of five years, following a positive final ruling by the Ministry of Commerce [1][3]. Group 1: Anti-Dumping Duties - The anti-dumping duties are set at CIF 0%-63% for products from mainland China and CIF 0%-53% for those from Taiwan [1]. - The affected products include various plastic processing machines or injection molding machines with clamping forces between 40 tons and 1500 tons, including semi-knocked down (SKD) and completely knocked down (CKD) assemblies [1][3]. Group 2: Exemptions - Certain products are exempt from these duties, including blow molding machines classified under Indian customs code 84773000, vertical injection molding machines, and all electric injection molding machines with independent servo motor control [1][2]. - Additionally, imported independent parts/components and machines used for producing non-injection molding machines are also excluded from the duties [2][3]. Group 3: Background of the Investigation - The investigation was initiated on March 29, 2024, following a request from the Plastics Machinery Manufacturers Association of India [3]. - The final ruling was made on March 27, 2025, confirming the anti-dumping measures [3].