贵金属的通用性比较好，认可度高，更容易给人一种安全感。再加上走势确实一路凌厉向 上，挡都挡不住，势能一旦形成，就是凭惯性也要飚很久。 作者：今纶 一大早起来，发现白银又暴涨了，我心里咯噔一下：完了，我的某资产配置又要狂飙了。今天怎么有心 思上班？ 还有美联储降息25个基点，钻石跌成了鹅卵石，这么多事，必须说说。 先说白银，9日，伦敦银史上首次站上60美元/盎司重要整数关口，10日早盘，伦敦银再度刷新纪录，涨 至61美元/盎司。 今年以来，白银涨幅已接近110%，表现远超黄金和铂金。 我刚去看了一下，已经63了，真夸张。 为啥疯成这样？ 美联储降息意味着市场上的钱很多，而且美联储早就打开了降息通道，老川还嫌25个基点太少，那意思 是明年美联储换人之后会继续加大降息力度，懂的就懂。 此前，下任美联储主席热门人选、白宫经济顾问哈赛特就表示，他认为美联储"有充足空间"大幅降息。 如果他上台了，肯定继续放水。 ▲哈赛特 钱多了干啥？ 买买买，买贵金属是其中的一个选项，多少要配一些，白银至少是其中一个选项。 再就是白银本来就有工业用途，以下是科普时间： 白银的工业用途主要集中在光伏发电、电子制造、新能源汽车、医疗抗菌和化 ...

韩国《朝鲜日报》强调，全球天然钻石价格3年间几乎"腰斩"。国际钻石交易所（IDEX）钻石指数已从 2022年的158跌至86.08，降幅超45%。行业分析师吉姆尼斯基认为，人工钻石与天然钻石在成分和光学 特性上相同，但生产周期只需数周，成本仅为后者的10%至20%。人工钻石的全球市场份额已从2015年 的1%增至当前近20%，并在美国新婚市场首次占到订婚戒指的一半以上。报道称，年轻一代的消费偏 好正加速这一趋势，他们既希望避免天然钻石可能涉及的环境与人权问题，又看重人工钻石的价格优 势，因此纷纷转向。（黎枳银） 博茨瓦纳曾凭借天然钻石资源，在半个世纪内成为非洲国家发展的成功典范之一。1967年发现钻石后， 该国迅速成为天然钻石重要生产国，相关行业长期贡献约80%的外汇收入和1/3的政府预算。然而，随 着人工钻石行业快速扩张，天然钻石贸易急剧萎缩。该国今年第二季度钻石产量同比暴跌43%，创当地 现代采矿史中最大跌幅。同时，本届美国政府对在博茨瓦纳等地开采、切割和抛光的天然钻石征收15% 关税，进一步加剧行业下滑。当地工会称，裁员、停薪休假和招聘冻结正持续扩大。当地最大钻石生产 商德布斯瓦纳去年营收几乎减半，并已 ...

Core Viewpoint - The company announced that the main structure of its Shangqiu Phase II project has been completed and is progressing according to plan [1] Company Summary - The company, Power Diamond (301071), is actively updating investors on the status of its projects, indicating transparency and commitment to project timelines [1]

Group 1 - The core viewpoint of the article highlights the growth in China's diamond imports, with a significant increase in quantity but a decrease in import value [1][2] - In September 2025, China imported 122 kilograms of diamonds, representing a year-on-year increase of 36.3% [1] - The import value for the same period was $24.6 million, which reflects a year-on-year decrease of 7.6% [1] Group 2 - The report titled "2025-2031 China Diamond Industry Market Competition Status and Development Trend Analysis Report" was published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2]

Core Viewpoint - 惠丰钻石 (920725) experienced a significant increase in trading activity, with a daily price surge of 29.98% and a trading volume of 4.73 billion yuan, indicating strong investor interest and potential market momentum [2] Trading Activity Summary - The stock reached a daily turnover rate of 32.03% and a price fluctuation of 32.84%, leading to its listing on the trading board for notable performance [2] - Institutional investors showed a net buying interest of 12.56 million yuan, while total net buying from brokerage seats amounted to 9.70 million yuan [2] - The top five trading departments accounted for a total transaction volume of 70.47 million yuan, with a net buying amount of 22.26 million yuan [2] Institutional Participation - Among the trading departments, two institutional specialized seats were active, with a combined buying amount of 16.86 million yuan and selling amount of 4.30 million yuan, resulting in a net buying of 12.56 million yuan [2] - Specific buying and selling activities were recorded, with the top buying department being an institutional specialized seat, contributing 11.73 million yuan in purchases [2]

Core Insights - The report by Zhiyan Consulting highlights the competitive landscape and development trends of the diamond industry in China from 2025 to 2031 [1] Group 1: Import Data - In April 2025, China imported 333 kilograms of diamonds, representing a year-on-year increase of 37.8% [1] - The import value for the same period was $34.6 million, which reflects a year-on-year decrease of 18.4% [1] Group 2: Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2] - The firm has over a decade of experience in the industry research field, offering tailored solutions to empower investment decisions [2]

Core Viewpoint - 惠丰钻石 experienced a decline of 3.22% on the trading day, with a significant turnover rate of 26.13% and a total trading volume of 364 million yuan, indicating high market activity and investor interest [1][2]. Trading Activity - The stock's turnover rate reached 26.13%, leading to its listing on the trading board for high activity [2]. - The total trading volume for the day was 364 million yuan, with a price fluctuation of 17.49% [1]. - The net selling amount from brokerage seats was 1.4952 million yuan, reflecting a slight bearish sentiment among investors [2]. Brokerage Activity - The top five brokerage seats accounted for a total transaction volume of 70.5195 million yuan, with buying transactions amounting to 34.5121 million yuan and selling transactions totaling 36.0073 million yuan, resulting in a net selling of 1.4952 million yuan [2]. - The largest buying brokerage was 东方财富证券股份有限公司拉萨团结路第二证券营业部, with a buying amount of 5.3236 million yuan, while the largest selling brokerage was 东方财富证券股份有限公司拉萨团结路第一证券营业部, with a selling amount of 6.5561 million yuan [2].

Group 1 - The core point of the article is that Huifeng Diamond (920725) experienced a significant increase of 14.73% in its stock price, with a trading volume of 360 million yuan and a turnover rate of 27.70% on the day [1][2] - The stock was listed on the trading board due to its high turnover rate, with a net selling amount of 1.22 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 68.22 million yuan, with buying and selling amounts of 33.50 million yuan and 34.72 million yuan respectively, resulting in a net selling of 1.22 million yuan [2] Group 2 - The largest buying brokerage was Dongfang Caifu Securities, with a purchase amount of 6.43 million yuan, while the largest selling brokerage was Guojin Securities, with a selling amount of 5.74 million yuan [2] - Detailed trading information shows that the top five buying brokerages had a total buying amount of 2.73 million yuan, while the top five selling brokerages had a total selling amount of 2.73 million yuan [2]

Core Insights - The diamond import volume in China decreased by 49.3% year-on-year in August 2025, totaling 110 kilograms, while the import value fell by 21.1% to 249 million USD [1][2]. Group 1: Company Overview - Listed companies in the diamond industry include Strength Diamond (301071) and Huifeng Diamond (839725) [1]. Group 2: Market Trends - The report by Zhiyan Consulting forecasts the competitive landscape and development trends of the Chinese diamond industry from 2025 to 2031 [1]. - The significant decline in both import quantity and value indicates potential challenges in the market [1]. Group 3: Data Sources - The data on diamond imports is sourced from Chinese customs and organized by Zhiyan Consulting [2]. - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2].

Core Viewpoint - De Beers, once a dominant player in the diamond industry, is facing unprecedented challenges due to market changes, competition, and shifting consumer preferences [3][6][9]. Group 1: Historical Context and Market Control - De Beers was founded in 1888 by Cecil Rhodes and established a monopoly over the diamond industry through a Central Selling Organization (CSO) that controlled 90% of the world's rough diamond supply [3][4]. - The company implemented a "Sight" system, limiting the number of sales events and requiring buyers to pay substantial deposits, effectively turning rough diamonds into a pricing tool [4][5]. - De Beers' marketing campaign in 1951, "A Diamond is Forever," successfully linked diamonds to eternal love, creating a strong consumer demand and establishing the "4C" standard for diamond quality [5][6]. Group 2: Current Challenges - In 2024, De Beers' revenue plummeted by 23% to $3.29 billion, with rough diamond sales dropping by 28% and inventory reaching $2 billion [6][7]. - The company's market share has fallen below 30% due to the emergence of new diamond sources and competitors like Russia's Alrosa [7][9]. - The rise of lab-grown diamonds, particularly from China's Henan province, has significantly impacted the market, with lab-grown diamonds priced at about 1/5 of natural diamonds, leading to a 32.8% drop in diamond imports to China in 2024 [7][9]. Group 3: Shifting Consumer Preferences - The perception of diamonds as a necessity for marriage is weakening, especially among Generation Z, while gold is experiencing a surge in demand due to its status as a hard currency [9][10]. - Consumers are increasingly questioning the value of diamonds, with sentiments suggesting that gold is a more liquid asset compared to diamonds, which are seen as mere stories [10]. Group 4: Strategic Responses - In response to the crisis, De Beers is attempting to redefine its market narrative by emphasizing the unique value of natural diamonds and launching new product lines [11][12]. - The company is also focusing on a "diamond traceability" strategy to address younger consumers' demands for sustainability and transparency [12][13]. - However, the effectiveness of these strategies remains uncertain as the market dynamics continue to evolve [13].